Q: hello 5i:
not many questions on BWA. Could you comment on growth and valuation? Is it a direct competitor with MG? Which of the two do you favour, and why?
thanks
Paul L
Investment Q&A
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Monster Beverage Corporation (MNST)
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Regeneron Pharmaceuticals Inc. (REGN)
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Xilinx Inc. (XLNX)
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AutoNation Inc. (AN)
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Best Buy Co. Inc. (BBY)
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BorgWarner Inc. (BWA)
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Caterpillar Inc. (CAT)
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W.W. Grainger Inc. (GWW)
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Mosaic Company (The) (MOS)
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PulteGroup Inc. (PHM)
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Pentair plc. (PNR)
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Target Corporation (TGT)
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Advanced Micro Devices Inc. (AMD)
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Owens Corning Inc New (OC)
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Molina Healthcare Inc (MOH)
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Universal Display Corporation (OLED)
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Jabil Inc. (JBL)
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Colfax Corporation (CFX)
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Timken Company (The) (TKR)
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Reliance Steel & Aluminum Co. (DE) (RS)
Q: On CNBC on Friday Tom Lee disclosed these 20 as his "Epicentre Stock Portfolio" and opined that the bottom is in. He seems to be quite revered and apparently his calls have been more correct than not. Could you list your best seven from this list that you would buy today in order. Any other comment of course welcomed as well - Ken
Read Answer
Q: Hello to all of you at 5i,
I'm debating whether to buy shares of Borg Warner so as to diversify outside of North America or make a move on Magna for almost the same reason given it does a lot of business in Europe. Which one do you see as having the better prospects? Thanks in advance.
Robert
Q: What do you think of this company which is a supplier of powertrain systems to most car companies. It seems to be a very stable company with a decent moat.
The only 2 things I can see is the vehicle market is slowing and their dept more than doubled over the past year (I think they issued notes recently).
Thank You,
Andrew