00:00 Speaker A
Finally, Brian, quickly, I would just want to get some some names you do like. Uh, tickers DAN, GTX, and APTV. Is there a common theme or or themes to those names, Brian?
00:08 Brian
Uh, well, I think that the themes are are they’re uh automotive suppliers that uh have or or are going to go through some financial engineering as it relates to to Dana or Garrett or or Aptiv. Um Dana’s in the process uh Dana makes uh drive line products for some of the vehicles that you were speaking to before, uh on uh light truck and SUV platforms, uh along within the the commercial vehicle world and they’re selling their uh their off-highway business to Allison Transmission for $2.7 billion. Um, Garrett is the uh one of the world’s largest maker of turbo chargers, so we talk about the EV trend and the extension of the internal combustion engine. Um, that that’s a really interesting company and a very profitable one, particularly given its market cap. And then Aptiv, um which is going to have an investor day here in the next week or so, is in the process of, um, of spinning off its um, so basically its its wire harness electrical distribution systems business. And so there’s an opportunity there to see um, what sort of growth profile uh the RemainCo will have. And at around 82.50 or so, I think it’s a it’s a really interesting idea given uh, given current valuation.
01:08 Speaker A
Brian, appreciate your time and those picks. Thank you, sir.
01:10 Brian
Oh, thank you for having me.