Opinions
Phil Taller
TRW Automotive Holdings
TRW-N
COMMENT
Jun 28, 2013
$66.440
Stock price when the opinion was issued
Consumer Products
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
Advertising
Auto-parts is pretty much a long-term growth business. Attractive area to be in and historically pretty highly correlated with a housing recovery. At the same time you have emerging-market growth. This company has active and passive safety margin products and has a pretty good reputation with decent margins. His preference would be Delphi Automotive (DLPH-N) which has a presence in active safety such as electronic scanning radar for lane departure warning systems, which is still a high margin business.