Delphi Technologies PLC

Most Recent

  • uploads///sp
    Company & Industry Overviews

    Who Were the Outliers in the Consumer Space on May 4?

    On May 4, 2016, the S&P Consumer Staples slightly outperformed the S&P 500 and the S&P Consumer Discretionary as a whole.

    By Gabriel Kane
  • uploads///sp
    Company & Industry Overviews

    Who Were the Outliers in the Consumer Space on July 28?

    On July 28, 2016, the S&P Consumer Staples slightly outperformed the S&P Consumer Discretionary and the S&P 500 with returns of 0.48%, 0.23%, and 0.16%, respectively.

    By Gabriel Kane
  • uploads///Post Q IEP Auto
    Earnings Report

    Inside Icahn’s Largest Contributor to Revenues in 2Q16

    In 2Q16 Icahn Enterprises’ Automotive segment was the largest contributor to overall revenue, fetching 60% of the total, with an EBITDA margin of 8.8%.

    By Jessica Stephans
  • Tech & Comm Services

    Elliott hedge fund opens new positions in RVBD, ADSK, NWS, NVDA, Sold DLPH, NTAP – 13F Flash (D)

    In this six-part series, we will go through each one of the positions Elliott traded this past quarter. Elliott Management is a New York based $20 billion+ event driven and distressed hedge fund run by the legendary Paul Singer. The fund is secretive in its approach, but sources attribute a 15% annual net return to […]

    By Samantha Nielson
  • uploads///lea ps
    Earnings Report

    How Has Lear Performed Compared to Its Peers?

    Competitors have outperformed Lear based on PE and PS. However, Lear is way ahead of its peers based on PBV. Lear is way ahead of its ETFs based on price movement.

    By Gabriel Kane
  • uploads///alv pm
    Company & Industry Overviews

    Autoliv Declared Dividend of $0.58 Per Share

    Autoliv fell by 0.07% and closed at $106.91 per share on August 15. Its weekly, monthly, and YTD price movements were 0.34%, -2.7%, and -13.4%.

    By Gabriel Kane
  • uploads///dlph pm
    Company & Industry Overviews

    Bank of America Merrill Lynch Downgraded Delphi to ‘Underperform’

    Delphi Automotive (DLPH) fell 1.9% to close at $65.23 per share during the second week of November 2016.

    By Gabriel Kane
  • uploads///dlph pm
    Company & Industry Overviews

    Why Did Delphi Automotive Partner with Mobileye?

    Delphi Automotive (DLPH) has a market cap of $18.5 billion. It rose by 4.3% and closed at $67.86 per share on August 23, 2016.

    By Gabriel Kane
  • uploads///Performances of Consumer Goods versus EWU
    Macroeconomic Analysis

    Fiat Chrysler’s Tentative Agreement Added to EWU’s Rise

    Fiat Chrysler (FCAU) rose by 4.6% on October 8 after the company confirmed its tentative contract agreement with the United Auto Workers Union.

    By Renee Blakely
  • uploads///Pearson versus EWU
    Macroeconomic Analysis

    Pearson’s Woes Bring down the EWU ETF on October 21

    Stocks at the bottom of the iShares MSCI United Kingdom (EWU) on October 21 included Pearson (PSO), Weir Group (WEIR), and Anglo American (AAL).

    By Renee Blakely
  • uploads///alv pm
    Company & Industry Overviews

    What’s the Latest News on Autoliv?

    Autoliv (ALV) rose 2.5% to close at $111.46 per share during the third week of December 2016.

    By Gabriel Kane
  • uploads///alv pm
    Company & Industry Overviews

    Autoliv Announces Joint Venture with Volvo Cars

    Autoliv (ALV) has a market cap of $9.4 billion. It rose by 0.92% to close at $106.74 per share on September 6, 2016.

    By Gabriel Kane
  • uploads///DLPH
    Consumer

    Singer’s Elliott Management sells its Delphi Automotive shares

    Elliott Management trimmed its position in Delphi Automotive PLC (DLPH) in 1Q 2014. The position accounted for 6.66% of the fund’s 4Q 2013 portfolio and currently stands at 0.36% of the 1Q 2014 portfolio.

    By Samantha Nielson
  • uploads///dlph pm
    Company & Industry Overviews

    Why Did Delphi Automotive Issue Senior Notes Due in 2046?

    Delphi Automotive (DLPH) has a market cap of $19.6 billion. It rose 0.98% and closed at $69.11 per share on September 15, 2016.

    By Gabriel Kane
  • uploads///SM
    Consumer

    Paul Singer’s Elliott Management adds a new position in SM Energy

    Elliott Management took a new position in SM Energy Co. (SM) last quarter. The position accounts for 0.67% of the fund’s $5.05 billion portfolio.

    By Samantha Nielson
  • uploads///alv pm
    Consumer

    How Did Autoliv Perform in 2Q16?

    Autoliv (ALV) has a market cap of $9.3 billion. It fell by 8.5% to close at $104.23 per share on July 22, 2016.

    By Gabriel Kane
  • uploads///ican auto holding
    Company & Industry Overviews

    Icahn’s Automotive Segment: Acquisitions Led Growth

    Icahn’s automotive segment includes Federal-Mogul and IEH Auto Parts. FDML is a global supplier of a broad range of components, accessories, and systems.

    By Jessica Stephans
  • uploads///losers
    Company & Industry Overviews

    Analyzing the Consumer Sector’s Underperformers Last Week

    Kraft Heinz (KHC) fell 7.5% last week after a few brokerage firms reduced the stock’s target price. RBC cut the target price to $73 from $74.

    By Sushree Mohanty
  • uploads///Delphi_Business Model
    Fund Managers

    AQR Capital Initiates Stake in Delphi Automotive

    AQR Capital commenced a position in Delphi Automotive (DLPH). DLPH stock represented 0.32% of the fund’s 4Q14 portfolio.

    By Stuart McKenzie
  • uploads///TWX
    Consumer

    Paul Singer’s Elliott Management sells its shares in Time Warner

    Elliott Management sold its position in Time Warner Inc. (TWX) in 1Q 2014. The position accounted for 1.17% of the fund’s 4Q 2013 portfolio and was initiated in the same quarter.

    By Samantha Nielson
  • Company & Industry Overviews

    Why Has CIGRX Delivered Below-Average Returns?

    The Calamos International Growth Fund – Class A (CIGRX) seems to be cautious about its portfolio positioning for now.

    By David Ashworth
  • uploads///vc pm
    Earnings Report

    Visteon: A Closer Look at How Revenue and Income Rose in 3Q15

    Visteon has a market cap of $4.6 billion. After the 3Q15 earnings report, Visteon rose by 4.2% to close at $113.8 per share as of November 5, 2015.

    By Gabriel Kane
  • uploads///POST EARNINGS HD
    Company & Industry Overviews

    More Consumer Sector Earnings Released Last Week

    Home Depot (HD) announced its fiscal 4Q17 results on February 20. Home Depot’s revenue increased 7.5% YoY (year-over-year) to $23.8 billion.

    By Sushree Mohanty
  • uploads///mp
    Company & Industry Overviews

    Delphi Automotive Announced Plan to Split into 2 Companies

    Delphi Automotive was the S&P 500’s second-biggest loser on September 27, 2017. Delphi Automotive fell 4.2% to $98.78—the lowest close in two weeks.

    By Val Kensington
  • uploads///A_Semiconductors_CY_Body Electronics Opportunity
    Company & Industry Overviews

    Where Cypress Stands Now in Body Electronics

    Cypress Semiconductor (CY) expects the body electronics market to grow at a CAGR of 8.5% between 2016 and 2021.

    By Puja Tayal
  • uploads///Screenshot
    Company & Industry Overviews

    What Is NXP Semiconductors’s Product Roadmap for Automotive?

    At CES 2017, NXP Semiconductors (NXPI) demonstrated its RoadLINK platform it developed in collaboration with Delphi (DLPH) and Savari.

    By Puja Tayal
  • uploads///har pm
    Earnings Report

    Harman International’s 2Q17 Results and Quarterly Dividend

    Harman International reported fiscal 2Q17 net sales of $1.95 billion—a rise of 9.9% compared to net sales of $1.77 billion in fiscal 2Q16.

    By Gabriel Kane
  • uploads///dlph pm
    Company & Industry Overviews

    Delphi Automotive Declared a Dividend of $0.29 per Share

    Delphi Automotive declared a quarterly cash dividend of $0.29 per share on its common stock. The dividend will be paid on February 15, 2017.

    By Gabriel Kane
  • uploads///Series  A
    Company & Industry Overviews

    Intel Go Shows How Serious Intel Is about Autonomous Cars

    Intel has created a brand for autonomous cars named “Intel Go.”

    By Puja Tayal
  • uploads///dlph pm
    Company & Industry Overviews

    Delphi Automotive Announces New Addition to Its Management Team

    Price movement Delphi Automotive (DLPH) has a market cap of $19.3 billion. It fell 0.83% to close at $70.07 per share on January 23, 2017. The stock’s weekly, monthly, and year-to-date (or YTD) price movements were -2.2%, 4.2%, and 4.0%, respectively, on the same day. DLPH is trading 0.87% above its 20-day moving average, 2.8% […]

    By Gabriel Kane
  • uploads///pf pm
    Company & Industry Overviews

    What’s the Latest News on Pinnacle Foods?

    Pinnacle Foods (PF) reported fiscal 3Q16 net sales of $758.8 million, a rise of 19.3% compared to net sales of $636.3 million in fiscal 3Q15.

    By Gabriel Kane
  • uploads///alv pm
    Company & Industry Overviews

    Jefferies Downgrades Autoliv to ‘Hold’

    Autoliv (ALV) has a market cap of $10.0 billion. It fell 0.55% to close at $113.03 per share on January 19, 2017.

    By Gabriel Kane
  • uploads///vc pm
    Company & Industry Overviews

    Raymond James Upgrades Visteon Corporation to ‘Outperform’

    VC fell 2.1% to close at $87.19 per share on January 12. Its weekly, monthly, and YTD price movements were 3.9%, 3.9%, and 8.5%, respectively.

    By Gabriel Kane
  • uploads///vc pm
    Company & Industry Overviews

    Visteon Announces Share Repurchase Program

    Visteon rose 5.9% to close at $86.53 per share on January 10, 2017. The stock’s weekly, monthly, and YTD price movements were 6.9%, 2.8%, and 7.7%.

    By Gabriel Kane
  • uploads///alv pm
    Company & Industry Overviews

    CLSA Gives Autoliv a ‘Sell’ Rating

    Autoliv (ALV) reported 3Q16 net sales of $2.5 billion, a rise of 13.6% compared to $2.2 billion in 3Q15.

    By Gabriel Kane
  • uploads///aapl pm
    Company & Industry Overviews

    What’s the Latest News on Apple?

    Apple (AAPL) reported fiscal 4Q16 net sales of $46.9 billion, which represents a YoY (year-over-year) fall of 8.9% from its net sales of $51.5 billion in fiscal 4Q15.

    By Gabriel Kane
  • uploads///dlph pm
    Company & Industry Overviews

    BMO Capital Rated Delphi Automotive as ‘Outperform’

    Delphi Automotive (DLPH) reported net sales of $4.1 billion in 3Q16, a rise of 13.9% compared to its net sales of $3.6 billion in 3Q15.

    By Gabriel Kane
  • uploads///har pm
    Company & Industry Overviews

    Wells Fargo Downgrades Harman International to ‘Market Perform’

    Harman International Industries (HAR) has a market cap of $7.7 billion. It fell 0.24% to close at $109.74 per share on December 9, 2016.

    By Gabriel Kane
  • uploads///dlph pm
    Company & Industry Overviews

    Jefferies Rated Delphi Automotive as a ‘Buy’

    On November 30, 2016, Jefferies initiated its coverage of Delphi Automotive with a “buy” rating and set the stock’s price target at $80.00 per share.

    By Gabriel Kane
  • uploads///pm pm
    Company & Industry Overviews

    Philip Morris Launches Cigarette Alternative iQOS in the UK

    Philip Morris (PM) reported 3Q16 net revenues of $19.9 billion, a rise of 2.6% over its 3Q15 net revenues of $19.4 billion.

    By Gabriel Kane
  • uploads///alv pm
    Company & Industry Overviews

    Goldman Sachs Upgraded Autoliv to ‘Neutral’

    Autoliv (ALV) has a market cap of $8.9 billion. It fell 1.1% and closed at $100.65 per share on November 23, 2016.

    By Gabriel Kane
  • uploads///dlph pm
    Company & Industry Overviews

    Berenberg Rated Delphi Automotive as a ‘Hold’

    Delphi Automotive (DLPH) has a market cap of $18.1 billion. It fell 2.5% to close at $66.98 per share on November 22, 2016.

    By Gabriel Kane
  • uploads///alv pm
    Company & Industry Overviews

    Why Did Takata Select Autoliv and Key Safety Systems?

    Autoliv (ALV) has a market cap of $8.8 billion. It rose 1.4% to close at $99.11 per share on November 21, 2016.

    By Gabriel Kane
  • uploads///lea pm
    Company & Industry Overviews

    Lear Corporation Declares Dividend of $0.30 Per Share

    Lear rose 0.29% to close at $126.54 per share on November 17. The stock’s weekly, monthly, and YTD price movements were 6.1%, 9.3%, and 3.9%, respectively.

    By Gabriel Kane
  • uploads///har pm
    Company & Industry Overviews

    Goldman Sachs and Barclays Downgrade Harman International

    Harman International Industries (HAR) has a market cap of $7.8 billion. It fell 0.21% to close at $109.49 per share on November 15, 2016.

    By Gabriel Kane
  • uploads///har pm
    Company & Industry Overviews

    Why Did Harman International Rise ~25% on November 14?

    Harman International (HAR) reported fiscal 1Q17 net sales of ~$1.8 billion, a rise of 7.9% compared to net sales of ~$1.6 billion in fiscal 1Q16.

    By Gabriel Kane
  • uploads///alv pm
    Company & Industry Overviews

    Autoliv Declares Dividend of $0.58 per Share

    Autoliv reported 3Q16 net sales of $2.5 billion, a rise of 13.6% compared with $2.2 billion in 3Q15.

    By Gabriel Kane
  • uploads///alv pm
    Company & Industry Overviews

    Robert W. Baird Downgrades Autoliv to ‘Neutral’

    Price movement Autoliv (ALV) has a market cap of $8.5 billion. It fell 1.1% to close at $96.32 per share on October 28, 2016. The stock’s weekly, monthly, and year-to-date (or YTD) price movements were -3.1%, -7.5%, and -21.6%, respectively, on the same day. ALV is trading 5.9% below its 20-day moving average, 7.9% below […]

    By Gabriel Kane
  • uploads///lea pm
    Company & Industry Overviews

    RBC Capital Downgrades Lear to ‘Sector Perform’

    Price movement Lear (LEA) has a market cap of $8.4 billion. It fell 0.28% to close at $116.06 per share on October 14, 2016. The stock’s weekly, monthly, and year-to-date (or YTD) price movements were -4.1%, -0.76%, and -4.7%, respectively, on the same day. LEA is trading 3.0% below its 20-day moving average, 0.54% below […]

    By Gabriel Kane
  • uploads///lea pm
    Company & Industry Overviews

    Baird Rated Lear Corporation as ‘Neutral’

    Lear Corporation (LEA) reported 2Q16 net sales of $4.7 billion, a rise of 2.2% from its net sales of $4.6 billion in 2Q15.

    By Gabriel Kane
  • uploads///lea pm
    Company & Industry Overviews

    Goldman Sachs Downgrades Lear to a ‘Sell’

    Lear (LEA) has a market cap of $8.9 billion. It fell 2.2% to close at $121.79 per share on October 6, 2016.

    By Gabriel Kane
  • uploads///lea pm
    Company & Industry Overviews

    Moody’s Upgrades Lear Corporation’s Notes, Provides Stable Outlook

    Lear Corporation (LEA) has a market cap of $8.9 billion. It rose 1.8% to close at $120.71 per share on September 22, 2016.

    By Gabriel Kane
  • uploads///vc pm
    Company & Industry Overviews

    Nomi Bergman Joins Visteon’s Board of Directors

    Visteon (VC) rose 2.0% to close at $71.80 per share during the second week of September 2016.

    By Gabriel Kane
  • uploads///lea pm
    Company & Industry Overviews

    Lear Partners With Tempronics

    Lear (LEA) has a market cap of $8.5 billion. It fell by 1.2% to close at $115.58 per share on September 8, 2016.

    By Gabriel Kane
  • uploads///har pm
    Company & Industry Overviews

    Harman International Announces New Plan with Brightstar

    Harman International (HAR) has a market cap of $6.1 billion. It fell by 0.47% to close at $85.59 per share on September 6, 2016.

    By Gabriel Kane
  • uploads///
    Company & Industry Overviews

    These Tech Companies Are Trying to Change the Auto Industry

    Autonomous vehicles could not only revolutionize the auto industry as we know it but also change the way we commute.

    By Jitendra Parashar
  • uploads///dlph pm
    Company & Industry Overviews

    Delphi Automotive Issues Senior Notes Due 2028

    Delphi Automotive (DLPH) has a market cap of $19.3 billion. It rose by 0.36% to close at $70.66 per share on August 31, 2016.

    By Gabriel Kane
  • uploads///mat pm
    Company & Industry Overviews

    Mattel’s American Girl Brand Partners with Toys”R”Us

    Mattel (MAT) has a market cap of $11.3 billion. It fell by 1.3% to close at $33.13 per share on August 31, 2016.

    By Gabriel Kane
  • uploads///Portfolio Breakdown of the FNGAX
    Fund Managers

    What’s the Sector Composition of the FNGAX?

    The Franklin International Growth Fund invests “in the equity securities of mid- and large-capitalization companies outside the U.S. with long-term growth potential.”

    By David Ashworth
  • uploads///lea pm
    Company & Industry Overviews

    Lear Names André Weimerskirch Vice President of Cyber Security

    Lear (LEA) has a market cap of $8.5 billion. It fell by 0.09% to close at $115.70 per share on August 24, 2016.

    By Gabriel Kane
  • uploads///lea pm
    Company & Industry Overviews

    Analyzing Lear’s New Agreement to Support Growth in China

    Lear entered into an investment agreement to construct a state-of-the-art premium leather processing plant in Yangzhou, China.

    By Gabriel Kane
  • uploads///vc pm
    Company & Industry Overviews

    Visteon Appoints Christian A. Garcia as Executive Vice President

    Visteon (VC) has a market cap of $2.4 billion. It fell by 0.55% to close at $70.61 per share on August 16, 2016.

    By Gabriel Kane
  • uploads///lea pm
    Company & Industry Overviews

    Lear Corporation Declared Dividend of $0.30 per Share

    Lear Corporation (LEA) reported fiscal 2Q16 net sales of $4.7 billion, a rise of 2.2% compared to net sales of $4.6 billion in fiscal 2Q15.

    By Gabriel Kane
  • uploads///har pm
    Company & Industry Overviews

    Robert W. Baird Downgrades Harman International to ‘Neutral’

    Harman International Industries (HAR) has a market cap of $6.3 billion. It fell by 0.71% to close at $86.92 per share on August 5, 2016.

    By Gabriel Kane
  • uploads///dlph pm
    Consumer

    How Did Delphi Automotive Perform in 2Q16?

    Delphi Automotive (DLPH) has a market cap of $17.5 billion. It fell by 1.9% to close at $64.05 per share on August 3, 2016.

    By Gabriel Kane
  • uploads///sp
    Basic Materials

    Which Stocks Were the Outliers in the Consumer Space on August 3?

    On August 3, 2016, the S&P 500 slightly outperformed the S&P Consumer Discretionary and the S&P Consumer Staples.

    By Gabriel Kane
  • uploads///dlph pm
    Company & Industry Overviews

    Delphi Automotive Declares Dividend of $0.29 Per Share

    Delphi Automotive (DLPH) has a market cap of $18.6 billion. It fell by 2.3% to close at $67.67 per share on July 28, 2016.

    By Gabriel Kane
  • uploads///vc pm
    Consumer

    How Did Visteon’s 2Q16 Earnings Turn Out?

    Visteon (VC) rose by 3.1% to close at $70.09 per share during the fourth week of July 2016.

    By Gabriel Kane
  • uploads///lea pm
    Consumer

    How Did Lear’s 2Q16 Earnings Turn Out?

    Lear (LEA) has a market cap of $8.2 billion. It fell by 5.5% to close at $110.06 per share on July 28, 2016.

    By Gabriel Kane
  • uploads///har pm
    Company & Industry Overviews

    Pacific Crest Downgrades Harman International to ‘Sector Weight’

    Harman International Industries (HAR) has a market cap of $5.6 billion.

    By Gabriel Kane
  • uploads///har pm
    Company & Industry Overviews

    Deutsche Bank Rates Harman International a ‘Buy’

    Harman International Industries (HAR) has a market cap of $5.7 billion. It rose by 3.7% to close at $80.89 per share on July 20, 2016.

    By Gabriel Kane
  • uploads///alv pm
    Company & Industry Overviews

    Autoliv Refinances Its Revolving Credit Facility

    Autoliv (ALV) rose by 2.4% to close at $109.83 per share during the second week of July 2016.

    By Gabriel Kane
  • uploads///vc pm
    Company & Industry Overviews

    Visteon Acquires AllGo Embedded Systems

    Visteon (VC) has a market cap of $2.5 billion. It rose by 0.59% to close at $66.23 per share on July 11, 2016.

    By Gabriel Kane
  • uploads///dlph pm
    Company & Industry Overviews

    Delphi Automotive Plans to Launch a New Plant in Morocco

    Delphi Automotive (DLPH) has a market cap of $16.7 billion. Its stock fell by 5.4% to close at $60.19 per share on July 5, 2016.

    By Gabriel Kane
  • uploads///alv pm
    Company & Industry Overviews

    Why Did Autoliv Fall ~1.5% on June 29?

    Autoliv (ALV) has a market cap of $9.6 billion. Its stock fell by 1.5% to close at $108.47 per share on June 29, 2016.

    By Gabriel Kane
  • uploads///har pm
    Company & Industry Overviews

    Northcoast Research Rated Harman International as a ‘Buy’

    Harman International Industries (HAR) has a market cap of $5.5 billion. It fell by 0.76% to close at $74.84 per share on June 14, 2016.

    By Gabriel Kane
  • uploads///dlph pm
    Company & Industry Overviews

    Piper Jaffray Rated Delphi Automotive as ‘Overweight’

    Delphi Automotive (DLPH) has a market cap of $18.4 billion. It fell by 2.3% to close at $67.33 per share on June 10, 2016.

    By Gabriel Kane
  • uploads///alv pm
    Company & Industry Overviews

    Piper Jaffray Rated Autoliv as ‘Neutral’

    Autoliv (ALV) reported fiscal 1Q16 net sales of $2.4 billion—a rise of 11.8% compared to $2.2 billion in fiscal 1Q15.

    By Gabriel Kane
  • uploads///car sales
    Macroeconomic Analysis

    Can Strong Automotive Demand Support Aluminum Demand in 2016?

    Rusal expects global aluminum demand to increase in 2016. It expects half of this incremental demand to come from the automotive sector.

    By Mohit Oberoi, CFA
  • uploads///alv pm
    Company & Industry Overviews

    Autoliv Declared a Quarterly Dividend of $0.58 per Share

    Autoliv (ALV) fell by 2.0% and closed at $122.79 per share at the end of the second week of May 2016. It reported fiscal 1Q16 net sales of $2.4 billion.

    By Gabriel Kane
  • uploads///lea pm
    Company & Industry Overviews

    Lear Corporation Declared a Dividend of $0.30 per Share

    Lear Corporation fell by 1.8% and closed at $111.80 per share on May 19. It declared a quarterly cash dividend of $0.30 per share on its common stock.

    By Gabriel Kane
  • uploads///Q Icahn Automotive quarterly
    Earnings Report

    Icahn’s Automotive Segment: Biggest Revenue Contributor in 1Q16

    In 1Q16, Icahn Enterprises’ (IEP) automotive segment was the largest contributor to the company’s overall revenue.

    By Jessica Stephans
  • uploads///Sectoral Allocation of the SPECX
    Fund Managers

    Overview of the Alger Spectra Fund

    The Alger Spectra Fund invests in growth companies and was founded in July 1969. It has an expense ratio of 1.34%.

    By David Ashworth
  • uploads///dlph pm
    Company & Industry Overviews

    UBS Upgrades Delphi Automotive to a ‘Buy’

    Delphi Automotive (DLPH) has a market cap of $19.6 billion. DLPH rose by 1.3% to close at $70.98 per share as of March 15, 2016.

    By Gabriel Kane
  • Company & Industry Overviews

    CIGRX Had a Mediocre Year until February

    From a purely NAV (net asset value) return standpoint, the CIGRX had a poor one-year period until February 29, 2016.

    By David Ashworth
  • Company & Industry Overviews

    Why Franklin International Growth Fund’s Performance Was a Mixed Bag

    From a purely NAV (net asset value) return standpoint, FNGAX emerged as an average performer for the one-year period until February 29, 2016.

    By David Ashworth
  • uploads///vc pm
    Company & Industry Overviews

    Brett Pynnonen: Visteon’s New Vice President and General Counsel

    Visteon has a market cap of $2.9 billion. It rose by 5.0%. It closed at $74.32 per share as of March 9. It reported fiscal 4Q15 sales of $809.0 million.

    By Gabriel Kane
  • uploads///lea pm
    Company & Industry Overviews

    Moody’s Rated Lear Outlook to Positive with Ba1 Rating to Its Debt

    Lear Corporation (LEA) has a market cap of $7.8 billion. LEA fell by 1.4% to close at $104.89 per share as of February 18, 2016.

    By Gabriel Kane
  • Company & Industry Overviews

    The MainStay Large Cap Growth Fund: How’s 2016 Looking?

    The MainStay Large Cap Growth Fund – Investor Class (MLINX) had $15.5 billion worth of assets under management at the end of January 2016.

    By David Ashworth
  • uploads///dlph pm
    Company & Industry Overviews

    Delphi Automotive Increased Its Annual Dividend Rate

    Delphi Automotive has a market cap of $21.0 billion. It fell by 1.2% to close at $74.95 per share as of January 12, 2016, from the current market conditions.

    By Gabriel Kane
  • uploads///dlph pm
    Company & Industry Overviews

    Barclays Rates Delphi Automotive Stock as ‘Overweight’

    Delphi Automotive has a market cap of $21.0 billion. It fell by 5.6% to close at $75.04 per share as of January 7, 2016, from the current market conditions.

    By Gabriel Kane
  • uploads///part  balance sheet
    Earnings Report

    How General Motors’ Balance Sheet Looks Going into 4Q15

    General Motors has negative net debt, which means that the cash on its balance sheet is more than its outstanding debt obligations.

    By Mohit Oberoi, CFA
  • uploads///part  copper prices
    Macroeconomic Analysis

    Falling Commodity Prices Can Be a Tailwind for Automakers

    Falling commodity prices are a possible tailwind for automobile manufacturers. Copper and aluminum are two key commodities that go into making a vehicle, and both are trading near their six-year lows.

    By Mohit Oberoi, CFA
  • uploads///part
    Macroeconomic Analysis

    Chinese Copper Demand Indicators Continue to Drift Lower

    The slowdown in China’s car demand would lead to lower copper demand there. China’s passenger car sales fell 3.39% year-over-year in August.

    By Mohit Oberoi, CFA
  • uploads///tesla product portfolio
    Company & Industry Overviews

    Understanding Tesla Motors’s Product Portfolio

    Tesla plans to expand its product portfolio to include the Model-X, which is expected to hit the roads sometime later this year.

    By Mohit Oberoi, CFA
  • uploads///gigafactory
    Company & Industry Overviews

    What Is the Strategic Importance of Tesla’s Gigafactory?

    By 2020, the Tesla Gigafactory will reach full capacity and produce more lithium ion batteries annually than were produced worldwide in 2013.

    By Mohit Oberoi, CFA
  • uploads///part
    Company & Industry Overviews

    What’s Tesla Doing to Counter Range Anxiety?

    Tesla has addressed buyers’ range anxiety by offering a driving range in excess of 250 miles, more than twice the range offered by the nearest competitor.

    By Mohit Oberoi, CFA
  • uploads///eu vehicle sales
    Macroeconomic Analysis

    Alcoa to Benefit as Europe’s Automobile Sales Move in Top Gear

    Europe’s vehicle sales are closely analyzed by aluminum investors. European auto manufacturers are among the earliest adopters of aluminum body vehicles.

    By Mohit Oberoi, CFA
  • uploads///china car sales
    Macroeconomic Analysis

    Why the Drop in China’s Car Sales Could Affect ArcelorMittal

    In June, China’s car sales fell 3.2% compared to last year. This is the first yearly decline in China’s passenger car sales since February 2013.

    By Mohit Oberoi, CFA
  • uploads///aluminum price
    Earnings Report

    Why the F-150 Could Mean Higher Profit Margins for Ford

    The Ford F-150 pickup truck Previously in this series, we discussed how reducing fleet sales could have a positive impact on automakers’ profit margins. Meanwhile, another factor that bodes well for automakers is the recent correction in commodity prices. Prices for steel, copper, and aluminum have corrected steeply in the last couple of months. This trend should also reduce […]

    By Mohit Oberoi, CFA
    • CONNECT with Market Realist
    • Link to Facebook
    • Link to Twitter
    • Link to Instagram
    • Link to Email Subscribe
    Market Realist Logo
    Do Not Sell My Personal Information

    © Copyright 2021 Market Realist. Market Realist is a registered trademark. All Rights Reserved. People may receive compensation for some links to products and services on this website. Offers may be subject to change without notice.