Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Dana Doing Well, And The Cycle May Be Getting Better

Dana Holdings Corp's (NYSE:DAN) strong 2013 momentum broke in a big way in late October when the company warned that revenue and EBITDA would come in about 4% to 6% lower than expected. Weaker commercial/off-highway markets and emerging market currencies shouldn't have been such a big surprise, but expectations were rising and Dana management has had some challenges with short-term forecasting.

Dana has regained a lot of the lost ground since then, but more could still be in store. The company is still not getting full credit for its margin expansion intentions, nor the potential to increase its mix of profitable business as cyclical markets swing back to the positive. It is difficult to trust any vehicle...

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