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BorgWarner BWA

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    1. BorgWarner Reports Net New Business Backlog; We Expect Growth Well Above Industry Average

      Commentary

      Mon, 10 Nov 2014

      for the shares of narrow-moat BorgWarner . We forecast that the supplier ..... five-year explicit forecast period. BorgWarner benefits from increasingly stringent ..... that side of the market. We think BorgWarner is one of the great revenue growth

    2. BorgWarner Reports Solid Results but Gives Guidance a Downward Tweak; $45 Fair Value Unchanged

      Commentary

      Thu, 30 Oct 2014

      Narrow moat rated BorgWarner , a global supplier of engine and ..... owing to solid growth expectations for BorgWarner 's fuel-efficient technologies like turbochargers and dual clutches. BorgWarner shares currently trade at a 21% premium

    3. UPDATE 2- BorgWarner lowers earnings outlook, shares fall

      Headlines

      Thu, 30 Oct 2014

      (Adds share price drop, mentions delay in drivetrain program by North American manufacturer)

    4. Auto Industry Shifts Gears

      Headlines

      Sat, 25 Oct 2014

      meaning our fair value estimate is below where the market is currently trading. Continental ( CON ), Magna MGA, and BorgWarner BWA , for example, are all excellent companies, but the stocks are overvalued compared with our fair value estimates

    5. BorgWarner Expands Margin Again, Guidance Raised; Maintaining $45 Fair Value Estimate

      Commentary

      Fri, 1 Aug 2014

      Narrow-moat-rated BorgWarner reported second-quarter earnings ..... production schedules for the second half. BorgWarner benefits from demand for fuel-saving ..... prior range of $3.15 to $3.30. BorgWarner 's narrow moat is sourced from intellectual

    6. Credit Market Outlook: Tight Spreads Will Keep a Lid on Returns

      Headlines

      Thu, 26 Jun 2014

      2023 3.38% $96.49 3.85% 135 BorgWarner BWA A- 2020 4.625% $108.65 3.10 ..... that the consumer market sometimes masks. BorgWarner BWA "> BWA (rating: A-, narrow moat) BorgWarner reported strong first-quarter 2014 results

    7. Credit Market Outlook: Bonds Priced for the Benign

      Headlines

      Wed, 26 Mar 2014

      However, the ratings agencies have generally caught up to our ratings and we see mostly fair valuations outside of BorgWarner BWA (rating: A-, narrow moat), which provides investors who can find the bonds spreads in the BBB range. Finally

    8. Our Outlook for the Credit Markets

      Headlines

      Fri, 27 Dec 2013

      value elsewhere and added BorgWarner BWA (rating: A-, narrow ..... 109.63 5.13% 146 BorgWarner BWA A- 2020 4.63 ..... on-the-run bonds. BorgWarner BWA (rating: A-, narrow ..... Our credit rating on BorgWarner is one to two notches

    9. BorgWarner Acquires Wahler GmbH, Strengthens EGR Valve Position; Raising Fair Value Estimate to $45

      Commentary

      Thu, 19 Dec 2013

      in EGR valves vis-a-vis customers and geography, BorgWarner announced that it had an agreement to acquire Gustav ..... compression ratio, which improves fuel efficiency. BorgWarner 's automaker customers need more efficient engines

    10. BorgWarner Snags $2.9 Billion in New Business Launching in 2014 through 2016; Raising FVE to $85

      Commentary

      Thu, 7 Nov 2013

      BorgWarner announced that revenue from new business ..... Unfortunately, the Street is well acquainted with BorgWarner 's growth story and has driven the 2-Star ..... investment thesis and our narrow moat rating. BorgWarner benefits from a two-edged demand sword

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