Q: Hi 5i,

Looking to maintain and potentially expand exposure in my portfolio in the auto industry. Currently have held BWA for 3+ years and feel as though I could be putting this capital to better use elsewhere. Would you be able to recommend any alternatives?

I am not interested in investing in a direct manufacturer like FORD/GM/TESLA since I have no idea how this EV market shift will go. Feel as though the suppliers would be a safer bet.

Thank you,

Greg C.

Q: What are your thoughts on a long term position in ALSN? Given their recent strategic partnership agreement with Jing-Jin Electric (JJE), do you think this sets ALSN up for growth as we see more electrification of commercial vehicles?