The global auto trade has been a big winner. BMW, (DDAIF, quote), Tata (TTM, quote), and Fiat (FIATY, quote) are all seeing stronger sales growth and a small up tic in the European Union. 

fiatFiat remains a top pick, while Tata has been a core holding I am thinking of taking profits on purely on valuation but it has fought through key technical levels to hit all-time highs.







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