Stock price when the opinion was issued
He is not a big fan of car companies because they don't generate much free cash flow. Cap X is very high. He would prefers LFUS-Q. It makes all the fuses that go into electric vehicles.
Not a huge fan. Reasonably well managed. Slowdown in EV buying, just as it's been ramping up its EV production. The field is getting crowded, and Chinese makers have the cost advantage. These factories take so many 10s of billions of dollars of investment, so if you don't get demand in a reasonable time, EPS suffers.
Auto companies haven't been great investments over the long haul.
It is on his radar. It has been hurt badly, although the core business is still quite good. It is in Europe and valuations there are better than in North America. It looks like auto manufacturing has peaked for this cycle. This will be number one on his list for the next cycle.