Buy auto value

7 ביולי 2017

Both FFCAU and Schaeffler (SHA) are still good value plays in Europe. In the US AN stands out with a PT of 48.95 and a SL of 38

3 באוג׳ 2017

הערה

Clearly not the quarter we wanted for AN - but still a great buy. Price to book below 2, P/E ratio below 10, along with lots of cash flow and RoE.