Consumer: Autos & Auto Parts - 2010 2nd

Deutsche Bank Securities analyst Rod Lache, who repeats in second place, “is always available when I need him,” marvels one buy-side backer.

Rod Lache Deutsche Bank Securities

Deutsche Bank Securities analyst Rod Lache, who repeats in second place, “is always available when I need him,” marvels one buy-side backer. Lache looked beyond the troubled U.S. autos market for some of his calls, including winning picks such as a February buy on Sweden’s Autoliv, at $47.26, on the belief that, following restructuring, the Stockholm-based designer and manufacturer of airbags and auto-safety equipment would evince higher margins and “accelerating organic growth.” In early August, after the stock had surged 25.3 percent, to $59.20, the analyst downgraded it to hold, on valuation. The stock ended the month down 8.5 percent, to $54.14.

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