Cooper-Standard: Plenty Of Potential Operating Leverage Left
Company Overview - Cooper-Standard Holdings Inc. (NYSE: CPS) is an automotive parts manufacturer that has faced challenges since the pandemic, transitioning from profitability on a GAAP Net Income basis between 2010 and 2019 to incurring losses thereafter [1]. Investment Strategy - The investment strategy focuses on identifying companies with a high probability of substantial revenue and earnings growth that are not fully appreciated in current market prices, with a preference for less cyclical and higher growth sectors [1]. Market Position - The company has been unprofitable in recent years, which typically discourages larger positions from long-only investors, indicating a cautious approach towards investing in CPS [1].