BorgWarner, Inc. (NYSE:BWA)

2win (< 20) Submitted: 8/22/2011 9:28:41 AM : Start Price: $65.28 BWA Score: -0.84

jubakpicks.com: U.S. exporter that sells to China. A stronger yuan—and a weaker dollar (How long can the safe haven effect balance out a slowing U.S. economy?) elsewhere in the world—makes U.S. products cheaper to customers. I think this will help U.S. companies pick up some more market share, which in many cases should be more than enough to offset any slowing in an economy such as China’s. That is, in fact exactly what Cummins (CMI) said in a recent conference call where the company talked about a temporary slowdown in Chinas sales but a gain in market share over the slightly longer time frame. Besides Cummins I’d look to shares of Johnson Controls (JCI), Joy Global (JOYG), Borg Warner (BWA), and Timken (TKR).