Barclays analyst Brian Johnson views the post-earnings selloff yesterday in shares of Dana Incorporated as overreaction. The analyst appreciates that investors worry about declines in Class 8 truck in 2020, but he points out North America Class 8 is less than 10% of Dana's revenues. Further, the company's margins may hold up better than feared as premium costs roll off, Johnson tells investors in a research note. He continues to view Dana as a "high-quality, differentiated value play" in autos and reiterates an Overweight rating on the name with a $24 price target.