Top 10 Gas Utility Stocks To Own For 2015

Top 10 Gas Utility Stocks To Own For 2015: Delphi Automotive PLC (DLPH)

Delphi Automotive PLC (Delphi), incorporated on May 19, 2011, is a global vehicle components manufacturer and provides electrical and electronic, powertrain, safety and thermal technology solutions to the global automotive and commercial vehicle markets. As of December 31, 2012, the Company operated 126 manufacturing facilities and 15 technical centers utilizing a regional service model that enables it to serve its global customers. The Company operates through four segments: Electrical / Electronic Architecture; Powertrain Systems; Electronics and Safety and Thermal Systems. In October 2012, the Company acquired FCI Groups Motorized Vehicles Division.

The Companys Electrical / Electronic Architecture segment provides complete design of the vehicles electrical architecture, including connectors, wiring assemblies and harnesses, electrical centers and hybrid power distribution systems. Its Powertrain Systems segment provides systems integration of full end-to-end gasoline and diesel engine management systems, including fuel handling, fuel injection, combustion, electronic controls and test and validation capabilities. Its Electronics and Safety segment provides critical components, systems and advanced software for passenger safety, security, comfort and infotainment, as well as vehicle operation, including body controls, reception systems, infotainment and connectivity systems, hybrid vehicle power electronics, passive and active safety electronics, displays and mechatronics. Thermal Systems segment provides powertrain cooling and heating, ventilating and air conditioning (HVAC) systems, such as compressors, systems and controls, and heat exchangers for the vehicle markets.

Electrical/Electronic Architecture

The Companys offers complete electrical/electronic architectures for its customer-specific needs. Connectors are engineered for use in the automotive and related markets, but! also have a pplications in the aerospace, military and telematics sector! s. Electrical centers provide centralized electrical power and signal distribution and all of the associated circuit protection and switching devices, thereby optimizing the overall vehicle electrical system. Distribution systems are integrated into one optimized vehicle electrical system, which can utilize smaller cable and gauge sizes and ultra-thin wall insulation.

The Company competes with Lear Corporation, Leoni AG, Molex Inc, TE Connectivity, Ltd., Sumitomo Corporation and Yazaki Corporation.

Powertrain Systems

The Company offers products for complete engine management systems (EMS) and other products to help optimize performance, emissions and fuel economy. The gasoline EMS portfolio features fuel injection and air/fuel control, valvetrain, ignition, sensors and actuators, transmission control products, and powertrain electronic control modules with software, algorithms and calibration. The diesel EMS product line offers common r ail fuel and air injection system technologies. The Powertrain Systems segment also supplies integrated fuel handling systems for gasoline, diesel, flexfuel and biofuel configurations. It also includes diesel and automotive aftermarket and original equipment service in the Powertrain Systems segment.

The Company competes with BorgWarner Inc., Bosch Group, Continental AG, Denso Corporation, Hitachi, Ltd. and Magneti Marelli S.p.A.

Electronics and Safety

The Company offers a range of electronic and safety equipment in the areas of controls, security, infotainment, communications, safety systems and power electronics. Electronic controls products consist of body computers and security systems. Infotainment and driver interface portfolio consists of receivers, advanced reception systems, digital receivers, satellite audio receivers, navigation systems, displays and mechatronics. Safety electronics includes occupant detec! tion syst! ems, colli sion warning systems, advanced cruise control technologies a! nd collis! ion sensing. Electric and hybrid electric vehicle power electronics includes power modules, inverters and converters and battery packs.

The Company competes Autoliv AB, Bosch Group, Continental AG, Denso Corporation, Harman International Industries and Panasonic Corporation.

Thermal Systems

The Company offers energy efficient thermal system and component solutions for the automotive market and continues to develop applications for the non-automotive market. Its automotive thermal products are designed to meet customers needs for powertrain thermal management and cabin thermal comfort. Powertrain cooling products include condenser, radiator, fan module and charge air cooling heat exchangers assemblies. Climate control portfolio includes HVAC modules, with evaporator and heater core components, compressors and controls.

The Company competes with Denso Corporation, MAHLE Behr Industry, Sanden Corporation, Valeo Inc. and Vis teon Corporation.

Advisors' Opinion:

• [By Ben Levisohn]

  JPMorgan’s Ryan Brinkman and team note that Delphi Automotive (DLPH) could be in the firing line. They explain:

  We learned that Delphi is the supplier in question of the ignition switches [General Motors] is recalling on 1.6 mn affected vehicles. The ignition switch was produced by a predecessor entity to the current post-bankruptcy Delphi Automotive, potentially shielding the supplier from liability, but we nevertheless expect Delphi to incur costs to assist[General Motors] in fixing the affected vehicles, which we believe both[General Motors] and Delphi are committed to doing in as expeditious a manner as possible. Delphi management commented that a typical ignition switch is an inexpensive part, sometimes costing as little as $2 to $5 to produce (suggesting a total recall cost of ~$3.2 mn to $8.0 mn, ex-labor, or ~$0.01 to $0.02 of EPS), and that sw! apping th! e ignition for a new one is not labor intensive potentially done in only a few minutes. This contrasts with other recalls with which Delphi has been involved, which can sometimes necessitate replacement of a costlier c omponent or one that is in a hard-to-reach area, such as deep within an engine, and was described as relatively straight-forward.

• [By Jason Hall]

  However, there are a couple of bright spots out there. First, sales of Westport's 12 liter ISX12 G, being co-built withCummins (NYSE: CMI  ) , are on track to meet targets for 2014 according to a number of industry experts. Sales of natural gas trucks in 2014 are expected to have grown 27% this year versus 2013. Also, part of the delay in bringing HPDI to market is Westport's shift to HPDI 2.0, and the adoption of HPDI 2.0 by development partners likeAB Volvo (NASDAQOTH: VOLVY  ) . The injector components are expected to be manufactured in Westport's venture withDelphi Automotive (NYSE: DLPH  ) , and the costs will be less than earlier versions, helping natural gas engines be more cost-competitive with diesel.

• [By Holly LaFon]

  In the last several weeks, three hedge and mutual fund managers sold shares of their holdings where they own 5% or more of the company, according to GuruFocus Real Time Picks. Most of the managers made large gains on these sales, with one exception. John Paulson reduced his stake in Delphi (DLPH), Third Avenue reduced its stake in Skyline Corp. (SKY), and NWQ Managers reduced its stake in PrivateBancorp (PVTB) and Bob Evans Farms (BOBE). John Paulson and Delphi Auto Plc (DLPH)

• [By Ben Levisohn]

  Morgan Stanley’s strategists are no fans of consumer sectors–staples or discretionary–but that doesn’t mean all consumers stocks are stinkers, as stocks like Delphi Automotive (DLPH) and Macy’s (M) look primed to shine.

source from Top Penny ! Stocks Fo! r 2015:http://www.topstocksforum.com/top-10-gas-utility-stocks-to-own-for-2015.html