7.17.06: Autos & Auto Parts Report
3 analysts and top management from 10 firms examine the Autos & Auto Parts sector in this 52 page report from The Wall Street Transcript.

  1. Auto Manufacturers, Parts Suppliers & Dealerships: John Novak, Morningstar

  2. Original Equipment Suppliers: David Leiker, Robert W. Baird & Co.

  3. Outlook for Auto Suppliers: Richard Kwas, Wachovia Securities

  4. CEO Interviews (average 2,500 words): Top management from 10 firms examine the outlook for their firm and sector. Firms interviewed include: Group 1 Automotive, Omega Environmental Technologies, puraDYN Filter Technologies, REGAL-BELOIT Corp., Rush Enterprises, Sense Technologies, AssuranceAmerica Corp., First Acceptance Corp., Kingsway Financial Services and Portec Rail Products.

    Topics covered: Vehicle unit sales - Increasing competition - Risk of bankruptcy - Factory closures - Diversifying revenue streams - Growth in Asia - Consumer spending - Supplier earnings - Legacy costs - Inventory levels

     Companies covered: General Motors (GM), Ford (F), Nissan (NSANY), Lear (LEA), Gentexz (GNTzX), Visteon (VC), Sonic Automotive (SAH), TRW (TRW), American Axle (AXL), Toyota (TM), Visteon (VC), Tenneco (TEN), Lithia Motors (LAD) and Group 1 Automotive (GPI).
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