Auto-related. I still hold shares in auto-related. Perhaps the stocks' decline anticipates correctly the decline in their business (weak profits to come).
Among the majors, I continue to hold shares of Ford, GM, Toyota, and Volkswagen (F, GM, TM, VLKAY).
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With today's drop in F I'm considering adding a bit to my few share position. I also have losing positions with a couple of suppliers to the majors -- AXL and TRW
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As I've stated several times here before, for me, my favorite way to play the auto business is with auto retailers when I can find them at attractive prices. Sometimes for me that means at fair prices, not necessarily at value-priced. For now I hold AN (recently trimmed), PAG (recently added to), LAD (a few shares), and GPI (a stub).
finance.yahoo.com
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Fwiw, regarding tires, one company I'm re-looking at this weekend will be Titan International (TWI). This specialized tire manufacturer (makes Big off-road tires) was discussed here previously, and I believe bought-and-sold well by a few people here (Not me: I did not buy).
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