Seeking Alpha

prudentinvestor

prudentinvestor
Send Message
View prudentinvestor's Comments BY TICKER:
AA, AAMRQ.PK, AAPL, AAUKY.PK, ABC, ABK, ABN, ABT, ABX, ACA, ACAS, ACF, ACH, ACM, ACN, ADM, ADP, ADX, AEG, AEP, AET, AFG, AFL, AGCO, AGG, AHBIF.PK, AIB, AIG, AIG.PA, ALL, AMD, AMKR, AMTD, AN, AOB, APA, APY, ARRS, ATVI, AVP, AWF, AXL, AXP, AZN, BA, BAC, BAIRY.PK, BAM, BAX, BBBY, BBH, BBT, BBV, BBY, BCS, BDX, BEAV, BG, BGPIQ.PK, BGZ, BHI, BHP, BIL, BJS, BK, BKS, BLK, BMO, BMY, BND, BNS, BP, BRCD, BRCM, BRGYY.PK, BRK.A, BRK.B, BT, BTU, BUCY, BWLD, BWX, BX, BYD, C, CAF, CAG, CAL, CAT, CAV, CBAK, CBG, CBI, CBRL, CBY, CCI, CEL, CENX, CEO, CET, CHH, CHK, CHKP, CLF, CM, CMI, CNA, CNH, CNK, CNSL, CNY, COF, COKE, COMS, COP, COST, COY, CPB, CRNCY.PK, CS, CSCO, CSE, CSJ, CTL, CVC, CVH, CVX, CYB, CYCL, CYH, D, DAN, DB, DBA, DBB, DBC, DBO, DBV, DD, DDAIF.PK, DDM, DE, DELL, DF, DGP, DGZ, DHI, DHR, DIA, DIS, DJP, DOG, DOW, DPHIQ.PK, DPZ, DTE, DTO, DUG, DUK, DV, DVN, DWA, DXD, DZZ, E, EAT, EEM, EFA, ELN, EMD, EMKR, EMR, ENLAY.PK, ENS, EP, EPD, EPI, EQ, ERIC, ERO, ETN, EU, EWA, EWBC, EWC, EWG, EWH, EWJ, EWK, EWM, EWP, EWT, EWU, EWY, EWZ, EXC, EZU, F, FAS, FAZ, FCHI, FCL, FCX, FDX, FIATY.PK, FIS, FITB, FLEX, FMCC.OB, FMD, FNFG, FNMA.OB, FR, FSUMF.PK, FTE, FTR, FXA, FXB, FXC, FXE, FXI, FXM, FXY, GAF, GAM, GAP, GBB, GCI, GD, GDX, GE, GEL, GF, GGB, GGP, GILD, GIM, GIS, GKM, GLAPF.PK, GLD, GLF, GLW, GM, GNCMA, GNK, GOOG, GPS, GR, GRMN, GS, GSC, GSG, GSK, GT, GULF, GWR, GXC, HAO, HBC, HD, HESAF.PK, HEV, HIT, HMC, HNZ, HOG, HOLX, HON, HOT, HPQ, HST, HSY, HTV, HUM, HYG, IAI, IAT, IAU, IBM, IBRLF.PK, ICF, IDC, IDU, IEF, IEI, IEV, IFN, IFNNY.PK, IGOV, IGT, IJR, IJS, IJT, ILF, IMA, INP, INTC, IPE, IPN, IRL, IRM, ITB, ITE, IVE, IVV, IVW, IWD, IWF, IWM, IXC, IYF, IYR, IYT, JAVA, JBLU, JCI, JJC, JJG, JJU, JNJ, JNK, JOY, JPM, JSAIY.PK, JWN, K, KBE, KFN, KFT, KMB, KME, KO, KOL, KR, KRE, KSWS, L, LCC, LEA, LEAP, LEHMQ.PK, LGF, LIFE, LLY, LO, LOW, LQD, LRLCY.PK, LVMUY.PK, LYG, MA, MAKSY.PK, MAS, MAT, MBB, MBI, MCCC, MCD, MCO, MDP, MDT, MDU, MDY, MER, MET, MGA, MHP, MHS, MMM, MMTOF.PK, MO, MOLX, MOO, MRK, MRO, MRWSY.PK, MS, MSFT, MT, MTB, MTOR, MTU, MTW, MUB, MXI, MYY, NBG, NEM, NFX, NKE, NLC, NLR, NOBL, NOK, NRG, NSANY.PK, NSC, NSRGY.PK, NTRS, NUE, NVS, NWS, NYT, OEH, OIH, OIL, OMC, ORCL, OXY, PALM, PBI, PBP, PBR, PCL, PCS, PCY, PEP, PFE, PFF, PFWD, PG, PGB, PGF, PGJ, PGR, PIR, PJB, PLCM, PM, PMTC, PNC, PNR, POFNF.PK, POT, PPG, PRU, PSO, PSQ, PTR, PVI, PX, PZE, Q, QCOM, QID, QLD, QQQ, RAH, RAI, RBN, RBS, RCL, RDS.A, REZ, RF, RFMD, RHHBY.PK, RHI, RIG, RIMM, RIO, RJA, RKH, RNGZY.PK, ROH, RSG, RSW, RSX, RTH, RWM, RWR, RWX, RY, RYAAY, S, SAP, SBAC, SBUX, SCGLY.PK, SCI, SDS, SEF, SFI, SFL, SGP, SH, SHLD, SHM, SHV, SHY, SI, SID, SIG, SII, SKF, SLM, SLV, SLW, SLX, SMBL, SMH, SNDA, SNE, SNY, SO, SPAN, SPG, SPLS, SPY, SQM, SRE, SRI, SRS, SSNLF.PK, SSO, SSRI, STD, STI, STR, STT, STZ, SUG, SVU, SWK, SYY, T, TBT, TD, TEF, TEL, TEX, TGT, TIBX, TIF, TIN, TIP, TKR, TLH, TLO, TLT, TM, TMO, TNC, TOT, TRNFF.PK, TRW, TSM, TUR, TUWOY.PK, TWC, TWM, TWX, TXI, TXN, TY, TZA, UAUA, UBS, UDN, UGA, UMC, UNG, URE, USB, USL, USO, UTH, UTX, UUP, UYG, V, VALE, VE, VFC, VFH, VGK, VMC, VMED, VNM, VNQ, VOD, VOLVY.PK, VTI, VWO, VXX, VXZ, VZ, WAG, WB, WDC, WEBX, WFC, WFC.J, WFM, WHR, WIN, WLP, WMK, WMT, WPO, WTSLA, WYE, WYNN, X, XEL, XHB, XL, XLB, XLE, XLF, XLI, XLK, XLP, XLU, XLV, XLY, XME, XOM, XRT, XSRAF.PK, Y, YHOO, ZLC, ZZ
  • Sputtering Auto Industry Chokes Suppliers - Barron's [View article]
    Thanks for the heads-up.

    JCI, while very exposed to autos, stands to gain from the stimulus spending on the greening of Federal Govt. buildings, as well as various other stimulus on energy savings. However, anyone sitting on profits in JCI would be reasonable to take some off the table at around $20 (I did).

    My take on CMI is that their exposure is mostly to the truck and heavy equipment market, rather than autos. However, I've been watching it and consider it overpriced.

    You have not mentioned Modine (MOD). A few weeks ago, they renegotiated terms with major lenders and moved back off the brink. Do you have any insights on its current prospects?

    I would expect CMI & MOD to gain some benefits from energy stimulus, although to a lesser extent than JCI.

    Disclosure (Long positions in JCI and MOD, none in CMI).
    May 10 09:32 AM | 2 Likes Like |Link to Comment
More on MTOR by prudentinvestor
COMMENTS STATS
841 Comments
3,637 Likes