THRM

I am taking a look at Gentherm, a primarily automotive company (heated seats) after the price fell when the market took a dim view of future car sales (current market buoyant). Sales growth may not satisfy this board; EPSGR difficult to predict but seems much better. About 5% short. Given the uncertainties, I have made only a small purchase but I think it is worth watching on account of the attractive fundamentals.

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Clearly the market is taking a very firm view about declining auto sales and caution is in order.