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The Panic-Proof Portfolio (Stockchase Research)Aptiv PLCAPTVTOP PICKMay 09, 2024

Stockchase Research Editor: Michael O'Reilly

We reiterate APTV, manufacturer of electrical systems bringing greater safety and inter-connectivity to the vehicle mobility space, as a TOP PICK. Recently reported operating income increased 24% over the year. The company is prudently using some cash reserves to aggressively buy back shares and retire debt. We continue to recommend a stop at $67.50, looking to achieve $102 -- upside potential of 21%. Yield 0%

(Analysts’ price target is $101.64)

The Panic-Proof Portfolio (Stockchase Research)

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$83.71

Stock price when the opinion was issued

$68.60

As of Jun 05, 2026. Market Open.

Automotive

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BUY

Reported yesterday, and momentum has turned up. Trades at 9x PE, with 9% free cash flow yield, around 15% earnings growth. Are breaking the company in two.

BUY

Trades at 9.5x PE and she forecasts 20% earnings growth for the next 3 years.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick May 09/24, Down 19.4%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with APTV has triggered its stop at $67.50. To remain disciplined, we recommend covering the position at this time.

BUY

Up 16% in May. Their software and wiring is used in almost every car. It sold off earlier this year when EV's sold off, but it trades at 12x PE with 15% growth with big cash flow.

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Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O’Reilly

APTV looks to bring greater safety and inter-connectivity to the vehicle mobility space. We like that cash reserves are growing, while debt is retired and shares bought back. It trades at 14x earnings, under 2x book and supports a 28% ROE. We recommend setting a stop-loss at $67.50, looking to achieve $104 — upside potential of 30%. Yield 0%

(Analysts’ price target is $104.41)

DON'T BUY

Reason for freefall?

Radar and camera sensors for autonomous driving. He'd be surprised if the drop was attributable solely to the UAW strike. It will take a long time for fully autonomous cars. He'd prefer an automaker to a niche technology provider.

PARTIAL BUY

Electronic and electric safety-solution vehicle components. 12-month price target of $138. Big $30B company. Hardware add-ons for software. Buy in thirds at $109, 102.50, add more if it happens to go under 100.

PAST TOP PICK

(A Top Pick Jun 12/19, Up 6%) He sold at $98 back in December -- his price target. It was down 12% yesterday on some common and preferred share announcements. If it trades back into the low $70s he would buy again.

HOLD

A supplier in the autonomous driving space, which he feels has enormous upside potential going forward. It has developed a lead into "active safety". He has a price target of $95.50. Short term he would hold and look to buy on a correction. This is definitely a long term hold.

PAST TOP PICK

(A Top Pick Oct 22/18, Up 21%) Well-positioned as a leader in self-driving cars. They have a deal with Lyft to provide such rides. Generate a lot of cash which they return to shareholders. Well-managed.

TOP PICK

Good long-term, a leader in self-driving cars and advanced safety. The world is moving away from gas cars to e-cars. Not dirt cheap now, but they have a track record of compounding earnings and returning capital to shareholders. (Analysts’ price target is $92.71)

TOP PICK

A huge manufacturer of vehicle components. They have hardware and software components. A bit cyclical in the automobile sector. His 12 moth price target is $98. Yield 1.17% (Analysts’ price target is $89.00)

TOP PICK

An auto parts supplier of electric components and infotainment and safety measures. They're exposed to includes advanced driver assistance safety, self-driving cars and e-cars. Modst leverage and buying back a lot of stock. Also making smart acquisitions. (1.19% dividend yield, Analysts' price target: not given)

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