BorgWarner, Inc. (NYSE:BWA)

Too-big a runnup

I've watched this sleeper company beat, beat, beat, beat expectations by comfortable margins for about two years now, and I've had enough.

http://www.fool.com/investing/general/2012/01/10/borgwarner-shares-popped-what-you-need-to-know.aspx?source=itxsitmot0000001&lidx=1

$140 range

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).

Holding well in this recession it's poised to go much higher when the economy improves. Manufacturers of vehicles, wheeled or tracked, small or large, look to Borg Warner for solutions and production of critical assemblies.

http://jubakpicks.com/the-jubak-picks/#BWA-description

They make great auto-related products.

'nuff said.

Bwa & jci two great plays to cover the auto sector. Look for both to out perform the market.

Leader in fuel efficiency techonolgy

ratings were high .

Turbo diesels slowly becoming more common in US small/midsize vehicles coupled with smaller displacement turbocharged gas engine development (to meet future EPA MPG mandates) = more turbo sales.

my car play

Turbocharged to continue moving up

According to BWA's executive vice president and CFO, Robin Adams, much of the growth they are enjoying is coming from Europe and Asia which or adapting stringent enviromental standards. Only about 25% of growth is coming from North America. The companys three year backlog is now at $2.3 bil. Up almost 30% from last year.

Huge aftermarket saturation (PepBoys, Advance Auto Parts, etc). Big producer of turbo systems, both factory and aftermarket.

72% international exposure and where are we seeing market growth especially in automobiles ???Internationally. Just go ask Ford. They are going to need a lot of auto parts for those new cars eventually.

IT MAKES MANY PRODUCTS THAT THE AUTO INDUSTRY USES AND USES INNOVATIVE MFG. PROCESSES TO REDUCE COST AND IMPROVE QUALITY OF ITS PRODUCTS.

F

Continued emphasis on higher technology to make improvements in auto efficiency will help the Borg. Resistance is futile!