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Strategies & Market Trends : Value Investing
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To: Madharry who wrote (69572)1/22/2022 11:02:34 AM
From: E_K_S  Read Replies (2) of 78470
 
I started a very small tracking position in Dana Inc (DAN); It's another play in the auto sector

Dana Inc. is a provider of technology driveline, sealing and thermal-management products. The company's operating segment consists of Light Vehicle Driveline Technologies, Commercial Vehicle Driveline Technologies, Off-Highway Driveline Technologies and Power Technologies. It operates primarily in North...


You had mentioned that Icahn is also an investor. I like that their driveline also goes into EV's.

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Re: Home Builders; I added to my truss manufacturer Friday Builders Firstsource (BLDR)

Looks like I was early on my other small buy but like that they have an 8 month to 1 year back log. Materials are going up but that does not seem to stop the order coming in.



I wonder if their margins get squeezed if they take in an order at a fixed price and lumber prices move higher by the time they make delivery? I like that they are a US domiciled company, have real tangible products they manufacture (facility in MN). I only wish I discovered them 5 years ago; +375%
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