Core Insights - The article discusses the investment positions held by the author in various companies, indicating a long position in shares of ALV, MGA, and LEA, which may suggest confidence in these companies' future performance [1]. Group 1: Company Positions - The author has a beneficial long position in shares of ALV, MGA, and LEA, either through stock ownership, options, or other derivatives, reflecting a positive outlook on these companies [1]. - The author owns the European/Scandinavian tickers of all European/Scandinavian companies mentioned, as well as the Canadian tickers of all Canadian stocks discussed, indicating a focused investment strategy in these regions [2]. Group 2: Investment Considerations - The article emphasizes that past performance is not a guarantee of future results, highlighting the importance of conducting due diligence before making investment decisions [3]. - It is noted that investing in European/Non-US stocks carries specific withholding tax risks, which investors should consider in their overall investment strategy [2].
Autoliv: Upside Is Likely, I'm Buying Into Q3 '25