TRW Automotive Holdings

TRW-N

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about TRW-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 22, 2014

Air bags. Leading auto parts company. Used to struggle with too much debt and not much growth and both of those have reversed. A way to get access to Europe. Expects a multiple re-rating and growth.

Air bags. Leading auto parts company. Used to struggle with too much debt and not much growth and both of those have reversed. A way to get access to Europe. Expects a multiple re-rating and growth.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$77.630
Owned
Yes
COMMENT
COMMENT
June 28, 2013

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.

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.

Phil Taller
VP of Investment Managment, Mackenzie Investment
Price
$66.440
Owned
No
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