At this point in 2010, public automotive parts companies have reported financial reports if not twice, at least once.  What we are all seeing is (largely) a return to profitability among the supply base, which is driven by i) increased production volumes, and ii) improved cost containment.  On paper and in theory, this looks great - the industry is apparently recovering.  But what about the banks?

 Profits, EBITDA, and other improved financial metrics aside, are the banks (be they Canadian or…