9%

The green basket included such stocks as First Solar (FSLR), Foster Wheeler (FWLT), Shaw Group (SGR), MEMC Technologies (WFR), BorgWarner (BWA), TetraTech (TTEK), OM Group (OMG) and Fuel-Tech (FTEK).

9%

but you know that Visteon (VC) and American Axle (AXL) and Johnson Controls (JCI) and BorgWarner (BWA) -- the good ones! -- go down with the car.

BorgWarner (BWA) was downgraded from Buy to Hold at KeyBank Capital. The long term outlook of BWA remains very solid through the current market conditions, however, current valuation foresees little upside to the share price.

This clean-emissions play has been a solid performer but Cramer recommended selling it now because it’s tied closely to auto production, which has been dismal.

BorgWarner (BWA) was downgraded to Neutral from Buy, Goldman said. Note that shares are less attractive relative to FEMO, which was upgraded. Also, note shares of BWA have outperformed peers for months now. Price target at $52.

Three auto suppliers -- BWA, LEA and TRW -- were downgraded from Overweight to Neutral, JP Morgan said. Valuations have bounced back from trough levels, and these stocks lack further material upside potential. US volumes should remain soft and steel prices continue to rise.

Two auto stocks -- GM (GM) and BorgWarner (BWA) -- were downgraded from Buy to Hold at Deutsche Bank. Estimates also cut, to reflect higher raw materials costs and lower expected demand.

29%