Topics covered: Weather Impact on Automotive, Peaked Valuations in Automotive, Normalized Vehicle Sales, DIY Auto Tailwinds, Challenges in Automotive Manufacturing, Automotive Retailers, Auto Parts Demand, Auto Dealer Opportunities
Companies covered: Wabco Holdings Inc. (NYSE:WBC), Tenneco Inc. (NYSE:TEN), Sonic Automotive, Inc. (NYSE:SAH), O'Reilly Automotive, Inc. (NASDAQ:ORLY), CarMax Inc (NYSE:KMX), Genuine Parts Company (NYSE:GPC), AutoZone, Inc. (NYSE:AZO), Asbury Automotive Group Inc (NYSE:ABG), Advance Auto Parts Inc (NYSE:AAP), Johnson Controls, Inc. (NYSE:JCI), Commercial Vehicle Group, Inc. (NASDAQ:CVGI), Penske Automotive Group, Inc. (NYSE:PAG), Toyota Motor Corp Ltd Ord (NYSE:TM), Lear Corporation (NYSE:LEA), Honda Motor Company, Ltd. (NYSE:HMC), Harman International Industries, Incorporated (NYSE:HAR), General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), BorgWarner Inc. (NYSE:BWA), Autoliv, Inc. (NYSE:ALV), Pep Boys-Manny, Moe & Jack (The) (NYSE:PBY), Monro Muffler Brake, Inc. (NASDAQ:MNRO), Lithia Motors, Inc. (NYSE:LAD), Group 1 Automotive, Inc. (NYSE:GPI), AutoNation, Inc. (NYSE:AN)
