Stock price when the opinion was issued
Generating very high returns, very high margins, and a lot of cash flow. You have to look at free cash flow on this, because they have everything from NOLs meaning that they convert higher percentages of revenue of EBITDA into cash flow. Margins are very high, north of 30%, because a lot of technology goes into making heavy-duty applications for everything from garbage trucks to school buses. Dividend yield of 2.17%.
He still likes and owns it. Some businesses have been challenged and some are doing well. At some point you burn through heavy duty transmissions and they have to be replaced. The conversion to electric vehicles will require capital expenditures on the part of these companies.