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Individual company worksheets may be downloaded by simply clicking on the company name.

Autoliv, Inc. (NYSE: ALV) – FYE 12/2016 – FAIRLY VALUED – The stock is trading at levels in line with my current $109 fair value estimate – Please See Linked Worksheet

BorgWarner, Inc. (NYSE: BWA) – FYE 12/2016

Dorman Products, Inc. (Nasdaq: DORM) – FYE 12/2016

Douglas Dynamics, Inc. (Nasdaq: PLOW) – FYE 12/2014

Gentex Corporation (Nasdaq: GNTX) – FYE 12/2016

Johnson Controls, Inc.
2016 was a busy year for the company, buying Tyco International plc, becoming an Irish domiciled company, and then spinning off their automotive business, what a whirlwind. 2017 began the hard work, consolidating what is left into a competitive, cost efficient organization. It is this consolidation period that investors hate and accountants can’t wait for. In the end I did the best I could to determine a fair value for the company and I believe I have done that. The question is, what about tomorrow, what happens going forward? I wish I knew. I must not be alone since yoy the stock price is down 15% and ytd the stock price is down 7% even though the company posted earnings increases of 121% while only growing debt 6%. Over the next couple of years can the stock price get to $75? That is the question I suppose.

Johnson Controls, Inc. (NYSE: JCI) – FYE 09/2017 – FAIRLY VALUED – The stock is currently trading in line with my $38 fair value estimate – Please See Linked Worksheet

Lear Corporation (Nasdaq: GNTX) – FYE 12/2016

Lydall, Inc. (NYSE: LDL) – FYE 12/2016

Modine Manufaturing Company, Inc. (NYSE: MOD) – FYE 03/2017

Superior Industries International, Inc. (NYSE: SUP) – FYE 12/2016

Please note that worksheets are updated basis the most current SEC 10-K ANNUAL filing.