redbaron

Sputtering Auto Industry Chokes Suppliers - Barron's

I also would like some comments on MOD, as I am long that stock. I also own JCI, and previously owned CMI, having sold it with a 50% gain. I would also like the authors comments on whether some of these suppliers are going to benefit from the after-market replacement parts, as some cars are driven further requiring more parts replacement. If so, which stocks would be the largest beneficiaries.