Lear Corporation is the leading global supplier of automotive seating and electrical systems to automakers around the world. The company’s top line has expanded at a CAGR of 8.8% between 2010-2015, much more than the nominal 4% growth in global vehicle production during this period. Why Lear’s revenue growth has beaten the growth in global vehicle production can be attributed to two main reasons. Firstly, the company’s business is well-diversified — spread across various clients and all over the world. In other words, if production in one market goes down, Lear can extract growth from some other market. Also, the company is not heavily dependent on only one client. Secondly, Lear has been able to grow its revenue per unit vehicle, i.e. content installed per vehicle, across both the seating and electrical systems divisions.
In this article, we will discuss how Lear’s seating division is geared for future growth. For this, we will focus on the well-diversified seating business and how seating content per vehicle is growing for Lear.
direct investment: Trina Solar Limited(TSL)
Advisors’ Opinion:
- [By Spencer Israel]
Axiom Capital Managing Director Gordon Johnson upgraded the entire alternative energy sector from Market Underweight to Market Overweight and upgraded SolarCity Corp (NASDAQ: SCTY) from Sell to Hold and Trina Solar Limited (ADR) (NYSE: TSL), Yingli Green Energy Holding Co Ltd (ADR) (NYSE: YGE) and JA Solar Holdings Co., Ltd. (ADR) (NASDAQ: JASO) from Sell to Buy.
- [By Elizabeth Balboa]
The firm has a Sell rating on First Solar, JA Solar Holdings and Trina Solar Limited (ADR) (NYSE: TSL). It maintains a NC rating on SunPower Corporation, Canadian Solar and JinkoSolar Holding.
- [By Roberto Pedone]
Another potential earnings short-squeeze candidate is integrated solar-power products maker Trina Solar (TSL), which is set to release numbers on next Monday before the market open. Wall Street analysts, on average, expect Trina Solar to report revenue of $645.68 million on earnings of 15 cents per share.
The current short interest as a percentage of the float for Trina Solar is extremely high at 24.5%. That means that out of the 76.94 million shares in the tradable float, 18.88 million shares are sold short by the bears. If the bulls get the earnings news they’re looking for, then shares of TSL could easily rip sharply higher post-earnings as the bears move to cover some of their positions.
From a technical perspective, TSL is currently trending below both its 50-day and 200-day moving averages, which is bearish. This stock recently formed a double bottom chart pattern at $8.67 to $9.04 a share. Shares of TSL have now started to rebound off those support levels and it’s quickly moving within range of triggering a major breakout trade post-earnings above some key near-term overhead resistance levels.
If you’re bullish on TSL, then I would wait until after its report and look for long-biased trades if this stock manages to break out above some near-term overhead resistance levels at $10.72 to $11.19 a share and then above its 50-day moving average of $11.17 a share with high volume. Look for volume on that move that hits near or above its three-month average action of 5.17 million shares. If that breakout materializes post-earnings, then TSL will set up to re-test or possibly take out its next major overhead resistance levels at its 200-day moving average of $12.49 to $14 a share, or even $14.50 to $15 a share.
I would avoid TSL or look for short-biased trades if after earnings it fails to trigger that breakout and then drops back below some near-term support levels at $10 a share to those double bottom support levels at $9.04 to $8
direct investment: CBRE Group, Inc.(CBG)
Advisors’ Opinion:
- [By WWW.GURUFOCUS.COM]
For the details of HAHN CAPITAL MANAGEMENT LLC’s stock buys and sells, go to www.gurufocus.com/StockBuy.php?GuruName=HAHN+CAPITAL+MANAGEMENT+LLC
These are the top 5 holdings of HAHN CAPITAL MANAGEMENT LLCHexcel Corp (HXL) – 899,271 shares, 4.71% of the total portfolio. Shares reduced by 1.47%Mohawk Industries Inc (MHK) – 212,515 shares, 4.68% of the total portfolio. Shares reduced by 2.38%CBRE Group Inc (CBG) – 1,299,059 shares, 4.34% of the total portfolio. Shares reduced by 2.39%Becton, Dickinson and Co (BDX) – 241,184 shares, 4.25% of the total portfolio. Shares reduced by 2.37%Ross Stores Inc (ROST) – 642,103
- [By Lee Jackson]
CBRE Group Inc. (NYSE: CBG) had a top hedge fund step in again last week and buy a huge block of shares. Value Act bought a total of 1,200,000 sharesat between $26.85 and $27.15. That cost the fund a gigantic $32 million.The companyoperates as a commercial real estate services and investment company worldwide, and its shares traded onFriday at $27.80.
- [By WWW.THESTREET.COM]
In his second “Executive Decision” segment, Cramer also checked back in with Bob Sulentic, president and CEO of the real estate investment trust CBRE (CBG) , which has seen its stock rise 19% since Cramer last spoke with Sulentic just three months ago.
- [By WWW.THESTREET.COM]
In his final “Executive Decision” segment, Cramer again welcomed Bob Sulentic, president and CEO of CBRE Group (CBG) , the real estate services company which reported a nine-cents-a-share earnings beat two weeks ago.
direct investment: Alphabet Inc.(GOOGL)
Advisors’ Opinion:
- [By Shudeep Chandrasekhar]
The impact of that shift can already be seen in the way Alphabets aggregate cost per click has declined in the last two years. At the same time, the total number of clicks has increased. The shift to mobile as well as the increasing traffic from new markets are jointly giving more click volume, but lower revenue per click. This trend will continue, it is not something that Alphabet can snap itself out of that easily; and in all likelihood we might see this accelerate in the next few years as mobile usage in developing markets increases. (See Also:FB Stock: Is Facebook Inc (FB) Eating YouTube’s Lunch- Alphabet Inc (GOOGL) ?)
- [By WWW.THESTREET.COM]
Founded in 2006, Spotify is now the world’s largest music-streaming service. In the U.S., Spotify once dominated the category of music streaming, which accounted for 51% of total music consumption in the U.S. according to Billboard. It faces intensifying competition from the music streaming divisions of Apple (AAPL) , Amazon (AMZN) and Alphabet (GOOGL) , though.
- [By Sreekanth Anasa]
All these events bode well for BlackBerry, as the latter is pitching its QNX OS as secure and reliable platform for ‘connected’ cars. With its own software for self-driving systems cleared, it makes a strong alternative for future autonomous vehicles. Whether it can take the fight tolikes ofAlphabet Inc (NSDQ:GOOGL), Apple Inc. (NSDQ:AAPL)and Tesla inautonomous vehicles software needs to be seen, but it does appear ready to give these tech giants a run for their money.
direct investment: TransAlta Corporation(TAC)
Advisors’ Opinion:
- [By Lisa Levin]
In trading on Friday, utilities shares rose by just 0.5 percent. Meanwhile, top losers in the sector included TransAlta Corporation (USA) (NYSE: TAC), down 1 percent, and Huaneng Power International Inc (ADR) (NYSE: HNP), down 1 percent.
- [By Lisa Levin]
In trading on Monday, utilities shares rose by just 0.1 percent. Meanwhile, top losers in the sector included Companhia Paranaense de Energia (ADR) (NYSE: ELP), down 3.5 percent, and TransAlta Corporation (USA) (NYSE: TAC), down 5 percent.
- [By Lisa Levin]
In trading on Wednesday, utilities shares fell by 0.08 percent. Meanwhile, top losers in the sector included FirstEnergy Corp. (NYSE: FE), down 3 percent, and TransAlta Corporation (USA) (NYSE: TAC), down 2 percent.
