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| TOP PICK | 12.880 | Colin Stewart | Likes US auto business. Shares were really depressed. Still well below traditional average of sales in US. The US Fleet is old and a replacement cycle is going on. | 2012-02-07 | |
| BUY | 12.420 | David Baskin | The one positive thing for automobiles in North America is the age of the fleet. It is older today than it has been any time in 40 years. A lot of people and companies deferred replacing their vehicles. Personal incomes are rising in the US, which leads him to believe those cars will be replaced. Not a bad idea. | 2012-01-31 | |
| Comment | 12.790 | Stan Wong | Discretionary stock so it could do well. Has broken above the 200 day moving average, which is very positive. The 50 day moving average is not white above the 200 day yet. Consider looking at some of the emerging market companies such as Tata Motors (TTM-N). | 2012-01-26 | |
| Comment | 12.610 | Hap (Robert) Sneddon FCSI | Shows a little double bottom in mid 2011 followed by a minor upward trend. The major downtrend from $19 has been somewhat broken but doesn't necessarily mean it is going to go up from here. Expects there will be resistance at around $14.50, which would be the 1st step followed by a 2nd step of $18.80 | 2012-01-19 | |
| WAIT | 11.130 | Keith Richards | Interesting chart. Up trend for past few years and then downtrend. Now a bit of consolidation. Couple of lows at same point. Looks like it is starting to break out and is putting in a bottom. Wants to see a few days of gains. | 2012-01-03 | |
| Comment | 10.150 | Gordon Reid | 40%-45% sales come from outside of the US and Europe is a very big market for them. Stock has taken it on the chin. Have close to $100 billion in debt as well as $15-$20 billion of unfunded pension obligations but are producing a tremendous volume of cash and just introduced a dividend. Long-term, it could be a good bet. | 2011-12-14 | |
| Comment | 10.900 | Jeff Parent B. Eng. FCSI | Chart looks like it is finding a bottom here. Difficulty with auto manufacturers is that they don't have a huge growth potential. You’ll have to be very patient. Doesn't see any huge movement. Maybe $1 is the upside potential in the next 6 months. If it dips below $10, you have to get out. | 2011-12-02 | |
| HOLD | 9.830 | Gordon Reid | Has been going down, but is market related. A good company, paying down debt, may introduce dividend. | 2011-11-23 | |
| Comment | 10.050 | Barry Schwartz | Car companies have been beaten down and trading as though they are typical commodity-based stocks. Trading in the range of 5X earnings. Thinks the industry is set for a bounce. Interesting investment for a trade. As a value investor, he can't get over the balance sheet. Until they raise the dividend to give a signal that management is confident, he is not a buyer. | 2011-11-21 | |
| WEAK BUY | 11.610 | Peter Brieger | He owns GM. Pent up demand in North America. Terrific company going forward but prefers GM. Will be much higher in 3-5 years. | 2011-11-08 | |
| TOP PICK | 12.000 | John Zechner | Stocks have been pummeled in automotive because of Japan earthquake. Repositioned themselves really well on the brands. Ford sticks out a little bit cheaper. When you look at how down the auto industry is, they are going to get the replacement business. | 2011-10-28 | |
| BUY | 11.970 | Randall Abramson | More cyclical than average, but less than TCK.B. Clean balance sheet and outlook was not terrific and market soured on it. He prefers GM but you are not paying much for the business right here and an advantage with the US dollar being as low as it is right here. If we get back to close to normal volumes they will do well. | 2011-10-27 | |
| BUY | 12.430 | David Burrows | Auto sector is one he is interested in. Average age of the car on the street is beyond what it has historically been. Thinks they can do well and may re-instate a dividend over the next year. This is the one of the automakers he would want to own. He’d be adding to a position here. | 2011-10-25 | |
| BUY | 12.510 | Gordon Reid | Have done a good job. Deserve credit for not taking gov’t assistance. Getting their financial house in order. As we see car sales go up over the next couple of years, they will do well. | 2011-10-24 | |
| TOP PICK | 11.780 | Colin Stewart | Very cyclical but thinks the automobile fundamentals are improving. Vehicle fleet in North America is quite old. Even just looking at replacement demanderic demand annually in North America you are looking at 12-14 million annually. Recent sales data has been quite good. | 2011-10-18 | |
| BUY on WEAKNESS | 10.990 | Paul Harris, CFA | Of all the auto companies, this is the one he likes except for the high-end European ones. Have done a very good job. Didn't get any money from the government. Good growth in their brands and products. Autos are in tough times right now but this is one of the premier companies. | 2011-10-06 | |
| DON'T BUY | 10.320 | Barry Schwartz | Ford (F-N) versus Suncor (SU-T). Caller is thinking of switching from Ford to Suncor.. Doesn't follow Ford but thinks car sales will continue to be slow. Does like Suncor and owns it. | 2011-09-14 | |
| DON'T BUY | 10.050 | Gavin Graham | Depends on your views of the North American economies. Demand for light vehicles rose from 2009 but has now come off again. Although the best managed of the big 3, it could still drop further. | 2011-09-09 | |
| DON'T BUY | 11.120 | Ross Healy | Great company and great turnaround. Got up to 14 times book value. They should have done a big underwriting when their stock price was down to fortify the balance sheet. If we have a double dip they wont necessarily be able to take another hit. | 2011-08-31 | |
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| DON'T BUY | 10.400 | Norman Levine | Never own auto stocks for the long-term. This is a cyclical business. You buy them when times start to get good in the auto business and you hold them until everybody says everything is great, and then you let them go. | 2011-08-26 | |
| Comment | 12.320 | Gordon Reid | The best of the domestic carmakers in the US. They deserve a lot of credit for coming through 2008 without any government assistance. Have a great product line. This is a good opportunity, but what scares him a little is their balance sheet. Have a lot of debt but they are paying it off. | 2011-07-28 | |
| WAIT | 13.330 | David Burrows | Likes auto group and things we will see a turn in this group as we get through the 3’rd quarter. Wait for more strength in the stock before buying this one. | 2011-06-28 | |
| WATCH | 13.360 | Stan Wong | Took profits on his holdings after they missed their earnings. Trading at about 17X forward P/E with a decent growth rate of high single digit. He would revisit this one later on when earnings beats. | 2011-06-22 | |
| DON'T BUY | 15.000 | Norman Levine | Doesn’t own any auto stocks right now and if he were, it would probably be Honda (HMC-N) on a valuation point of view and because Japan is very depressed here. Generally the auto sector is a bad business. | 2011-05-20 | |
| Comment | 15.580 | Gordon Reid | Came through the 2008 situation without going to the government for assistance. Doing quite well on both the product side and execution of paying down their balance sheet. Still heavily indebted but are producing a lot of cash. Have some good opportunities if their modeling of 13-13.5 million units is met. He doesn’t like their debt. | 2011-04-27 | |
| HOLD | 14.490 | Srikanth Iyer | Liked it a year ago. He saw the change in balance sheet. Should have been bought last year. Right now it has had its run up. He has shifted away from the auto stocks. Ford has positioned itself far better as a global player. There is a credibility premium attached to them. | 2011-03-18 | |
| BUY | 14.180 | Gordon Reid | His stock picking method does not allow this one because of debt. It is producing a tone of cash. Likes them amongst the automakers. GM is still a repair job – work in progress. | 2011-03-16 | |
| WEAK BUY | 15.230 | Don Lato | More and more of their business is coming out of Asia, the fastest growing market in the world. They have a joint venture there. But he is concerned about the high levels of debt. Strong management. Prefers over GM. He is investigating this one – kicking tires. | 2011-02-22 | |
| DON'T BUY | 16.100 | John O'Connell, CFA | Would not hold on to it waiting for a dividend. These are capital-intensive businesses. Likes the theme, but would not expect dividends. It’s a tough business. He would look at suppliers that don’t just have auto manufacturers as customers. Car companies had a good run and you might get them a little cheaper. | 2011-02-15 | |
| WAIT | 15.950 | Mike S. Newton, CIM FCSI | Never been a big fan of the automakers. Likes auto parts suppliers but not the manufacturers. Looks interesting but you have to let this one play out a bit for the next couple weeks and then you might have a good entry point. | 2011-01-31 | |
| Comment | 18.790 | Don Vialoux | Coming out with numbers tomorrow. Industrial stocks on a seasonal basis usually do well from October to May. Technically testing a key resistance level at around $19. If the numbers are good tomorrow, it could move above its trading range. | 2011-01-27 | |
| HOLD | 17.380 | Benj Gallander | Tremendous turnaround. Would hold on to it. They are in a lot of ways the go to company. Wishes he bought it. | 2011-01-04 | |
| DON'T BUY | 16.990 | David Baskin | The 3 NA companies have never been great at competing in small car market. In the short term not a bad idea. Longer term there could be strong competition from China and India. Still stuck with the unions, health care costs and inefficient old plants. | 2010-12-22 | |
| DON'T BUY | 16.560 | Barry Schwartz | He totally missed this one. He doesn’t like the company, the balance sheet. Cars from India and China will start to gain a lot of market share. Probably could go higher short term. | 2010-12-07 | |
| BUY | 16.800 | John Zechner | Likes the auto industry. Global economy is doing better, particularly outside of North America, which will create stronger auto sales. Would be more inclined to own Magna (MG-T) or GM (GM-N). (See Top Picks.) | 2010-12-03 | |
| HOLD | 15.940 | Derek Webb, CFA | He owns auto parts suppliers, e.g. Magna. Ford earnings are good. | 2010-11-30 | |
| HOLD | 16.120 | Stan Wong | Looks very good on his screen. Good earnings momentum. Great product lineup with Fusion and Escape, etc. Good quality. | 2010-11-18 | |
| BUY | 16.510 | Peter Brieger | Terrific company. Tremendous interest in General Motors’ (GM-N) IPO will rub off on Ford. We are in a long term recovery cycle for automobiles and the peak won’t come until about 2013, 2014. | 2010-11-16 | |
| DON'T BUY | 16.410 | Brian Acker, CA | Stock price thinks it’s a successful turnaround. June balance sheet has negative shareholder equity so no model price. Certainly stock is way ahead of fundamentals. | 2010-11-08 | |
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| DON'T BUY | 15.180 | Mike Lyons CA, CFA | Does not have a price he would buy at. There is so many problems in the industry. North American auto companies are like airlines. They have trouble making money over complete business cycles. The debts because of the unions scare him away with these companies. | 2010-11-03 | |
| PAST TOP PICK | 12.440 | Stan Wong | (A Top Pick Sept 17/09. Up 80%.) Still buying for his newer clients. Very solid product line-up. Quality controls are better than a lot of other domestic companies. 6 consecutive quarters of earnings surprises. Trading at 6.5X forward PE. | 2010-09-16 | |
| DON'T BUY | 12.200 | Gordon Reid | Have done a great job. Avoided bankruptcy through good management. Unfortunately competitors under bankruptcy protection come out stronger. Balance sheet is pretty ugly with about $140 billion of total debt, about 107% of capital. | 2010-08-18 | |
| WAIT | 12.980 | Brooke Thackray | Discretionary sector. Not a good season for it. Autos do well from October into May and particularly in the new year. Broke its long term up trend. Hold off until later in the year. | 2010-08-05 | |
| DON'T BUY | 11.550 | Don Lato | On the surface it looks pretty good, trading at a pretty reasonable multiple. Best of management among the US automakers. Decent product line. Trillion dollars of debt scares him away as they could come back to the market with a new issue to pay it off. | 2010-07-21 | |
| DON'T BUY | 11.750 | Barry Schwartz | Doesn’t own US stocks and this is not the one he would own. Earnings are non-existent. He would worry about competition from Asia. | 2010-07-20 | |
| BUY | 11.700 | Peter Brieger | Ford is one of the only that did not go the government for a handout. You can own it here and he likes it. | 2010-06-15 | |
| DON'T BUY | 11.220 | Benj Gallander | Has been on his watch list for years. Potentially has lots of upside. Would not buy it now. Lots of more companies are more interesting. This is not a good time of the year to buy. Because so many stocks moved up from last march to now, there is lots of downside potential. | 2010-06-08 | |
| DON'T BUY | 11.020 | Barry Schwartz | (Market Call Minute) They are selling 30 Million cars in China – could go up to 100 million. Not a terrible idea, but he doesn’t like the balance sheet. | 2010-05-25 | |
| DON'T BUY | 12.680 | Gordon Reid | A company with a fairly impaired balance sheet has done quite well on the anticipation that things are going to get back to the old days in terms of numbers of vehicles. Expect there may be an equity raise that will hurt. | 2010-05-12 | |
| BUY | 12.150 | David Baskin | (Market Called Minute.) Of all the car companies globally, this one is looking more and more like the smart one. | 2010-05-10 | |
| WATCH | 13.020 | Don Vialoux | A consumer discretionary stock so the seasonality is from the end of January right through until the middle of May. On a technical basis, you may actually have seen the high so look for strength between now and the middle of May and take some profits. | 2010-04-30 | |
| DON'T BUY | 13.350 | Don Lato | Has proven to be the best of the North American car manufacturers, which is probably why the share price has done so well. An area he doesn't want to play in. A shrinking market and there will be pressures on pricing for a while with offshore competition. | 2010-04-14 | |
| PARTIAL SELL | 12.770 | John Zechner | Would be tempted to take some money off the table at this time. Has had a good run. Over the long-term, the industry still has a lot of headwinds. | 2010-04-12 | |
| DON'T BUY | 12.630 | David Baskin | American car industry has come back faster and stronger than what people expected. This company has a pretty good line-up, including electric/hybrid vehicles. Not a bad investment but the stock has gone up a whole lot and is no longer cheap. | 2010-04-08 | |
| PAST TOP PICK | 12.630 | Stan Wong | (A Top Pick Sept 17/09. Up 83.1%.) Still a Buy. Good product line. Gaining market share. 4 consecutive quarters of earnings surprises. | 2010-04-08 | |
| DON'T BUY | 12.770 | Benj Gallander | Could have a lot of upside. Selling Volvo cleans up the balance sheet. Have some of the best product out there. He doesn’t want to chase it at this level, though. Momentum people would like it. | 2010-04-05 | |
| Comment | 12.570 | Rick Stuchberry | The survivor in the auto industry. Didn't take any government money and managed to start restructuring before there were real problems. Looks like they have the right product mix. Stock has had a really big run so you might want to wait for a softer market or only take a partial position and add to it in the dip. | 2010-03-31 | |
| BUY on WEAKNESS | 12.570 | David Burrows | Likes companies that have positioned themselves in difficult times, to be a leader coming out. This is the one in the auto group. Should still have good upside. | 2010-03-31 | |
| HOLD | 13.800 | Paul Harris, CFA | Has done incredibly well. Grabbing market share from the other US auto companies and this should continue. Balance sheet is getting better through their cash flow generation. Not trading at an extreme multiple. Expects it has a good 15% more to go. | 2010-03-25 | |
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| BUY on WEAKNESS | 13.990 | Hap (Robert) Sneddon FCSI | From a technical respective, there is not much to get worried about. Will probably be in line with the market itself. Good volume. | 2010-03-22 | |
| WEAK BUY | 13.290 | David Cockfield | He has been avoiding large US stocks because of the currency exchange rates. Could be getting towards the top of the range so he may start looking at them again. This company has done a fantastic job of weathering the storm. Sales are excellent. | 2010-03-19 | |
| VAGUE | 11.740 | Ben Stadelmann | (Market Call Minute) Finds it hard to believe they are at a competitive disadvantage due to GM’s bail out. At some point it may slow down. | 2010-03-03 | |
| DON'T BUY | 11.740 | John Zechner | They will benefit from Toyota’s problem to some extent. Doesn’t like auto sector except for Magna, but if he was to buy this sector, it would be this stock. | 2010-03-01 | |
| DON'T BUY | 10.970 | David Baskin | Toyota problems. Use this as a speculative buy for 3-4 months? Toyota will recover simply because its reputation for quality is so strong and long lasting. Ford is certainly the strongest US manufacturer with the best line-up and innovative cars as well as the strongest balance sheet. He wouldn't buy because developing countries are making cars a lot cheaper. | 2010-02-08 | |
| BUY on WEAKNESS | 11.060 | Stan Wong | Loves this company. When it comes to rivals, there isn't anybody left any more in North America. Have continually beat estimates on an ongoing basis. Revisions are moving up on both a quarterly and annual basis. | 2010-02-04 | |
| SELL | 11.120 | Gavin Graham | This is the success story however you are still dependent on the North American economy sole sales will not be what they used to be. If you own, consider taking some profits. | 2010-02-01 | |
| DON'T BUY | 11.410 | Colin Stewart | Doesn't like the auto industry. There are a lot of risks. Under significant pressure and has been for a long time. In secular decline. Cars are getting smaller and companies are making less money. | 2010-01-28 | |
| BUY | 11.600 | Paul Harris, CFA | (Market Call Minute.) | 2010-01-18 | |
| DON'T BUY | 12.110 | Ross Healy | (Market Call Minute.) Not a good deal of upside potential to drive it as of yet but looking a little better. | 2010-01-11 | |
| DON'T BUY | 10.280 | Barry Schwartz | Has recovered nicely. Balance sheet is atrocious. He stays away from auto companies. To harder market to play. | 2010-01-04 | |
| DON'T BUY | 10.080 | Michael Sprung | Automotive has great deal of over capacity. Built to produce 16 million units in North America. Doesn’t know where market is going 10 or 12 million units. Hopefully we see a much better year next year. Consumer debt levels are high, especially in the US. We aren’t in for smooth sailing yet. | 2009-12-22 | |
| STRONG BUY | 9.390 | Stan Wong | Did extremely well. Had a $0.26 earnings operating EPS over an expected loss of $0.14 in the last quarter. Decent product line. Will return to profitability in 2010. | 2009-12-17 | |
| DON'T BUY | 8.330 | Gordon Reid | Deserves a lot of credit for making it through without any government assistance but it has put them at a competitive disadvantage to Chrysler (DAI-N) and GM (GM-N). Have huge amounts of debt with a lot of that being converted to equity creating a dilution of stocks. | 2009-11-11 | |
| DON'T BUY | 7.760 | Benj Gallander | On their watch list. This is one of the better ones in the industry, but they don’t have the advantage of cleaning up their balance sheet in Chapter 11. He’s looking at other things before Ford | 2009-10-22 | |
| BUY | 7.330 | Keith Richards | Trending down on the short-term (a down flag), which can be okay. Appears to be trying to break to the upside but is having a hard time breaking the 50-day moving average. Somewhere in the low $5 area would be support. Also $6.50 is an important area too. He would like to see it complete the down flag. Thinks it could get to $8.80. | 2009-09-24 | |
| TOP PICK | 6.920 | Stan Wong | When coming out of a recession cyclical areas, retailers and auto manufacturers tend to do well. Product line-up appears to be much better than General Motors or Chrysler. Have done some debt restructuring. Improving their balance sheet. Have ramped up their Q3 production to 495,00 and Q4 is expected at 570,000. | 2009-09-17 | |
| BUY | 7.440 | Peter Brieger | Thinks the Ford product will do very well. Expect there will be a sharp increase in cash flow. | 2009-09-10 | |
| DON'T BUY | 7.390 | Gordon Reid | They are dealing with competition that is a lot healthier than before the bankrupsy. There are easier places n the marketplace. Avoid the car companies for now. | 2009-09-09 | |
| WATCH | 7.730 | Bill Carrigan | This stock is still going up. On the dailies, watch the 10-day lows. If you are in for the longer haul, watch the 10-week lows. | 2009-08-28 | |
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| HOLD | 7.810 | Mike S. Newton, CIM FCSI | Has had a substantial move. If you own, continue to Hold but follow-up with the stop/loss order of about 15%. | 2009-08-11 | |
| Comment | 8.440 | Peter Brieger | Thinks there will be a bounce back in automobile manufacturing. Expects an ongoing demand for mileage and clean cars. Likes this one but would hold off to see how much more momentum there is in sales. | 2009-08-05 | |
| Comment | 7.390 | Stan Wong | This one is popping up on his model. They beat earnings and within the year he thinks they will start making money again. | 2009-07-30 | |
| Comment | 7.270 | Mark Grammer | If you want to own a US auto company, this would be the one. He would rather own Toyota (TM-N) or BMW. However, he doesn't own any of the auto companies directly but goes through the auto parts company instead. | 2009-07-27 | |
| DON'T BUY | 5.980 | Mike S. Newton, CIM FCSI | Has picked up market share and thinks that if Americans are going to gloat and shop, 70% of them will probably choose this. Thinks this is a more speculative play. | 2009-06-11 | |
| DON'T BUY | 6.380 | Norman Levine | Admire them for having gotten through the downturn in the problems in the auto industry without having to go to the government for handouts. Doesn't want to own an auto company just yet. | 2009-06-08 | |
| BUY on WEAKNESS | 6.360 | Matthew McCall | Loves them because they did not take any government money. Could be a $10 stock in the next couple of years. It will capitalize on General Motors (GM-N) and Chrysler's (DAI-N) problems. Look for a bit of a pullback to the high $5's to buy in. | 2009-06-04 | |
| BUY | 5.490 | David Burrows | Management started into restructuring earlier than the other auto manufacturers. Because of this, they should end up with higher market share. Risk/reward is very good. | 2009-05-15 | |
| SELL | 5.850 | Randy LeClair | Ford bonds are rated at a C. Very weak and what he would call below investment grade type of bond. | 2009-05-05 | |
| WAIT | 5.000 | Michael Yoshikami | Has had the run that is going to have. Going to be some headwind if there is restructuring in GM and Chrysler. Troubles in the short term, but well positioned for the long term. | 2009-04-24 | |
| HOLD | 3.800 | Alan Kral , CFA, CIC | Entire auto industry is a hold until the end of June. Then we will know what shape the companies are in. Need to reset their relationships with their unions. Ford has family ownership. | 2009-04-21 | |
| DON'T BUY | 1.960 | Gordon Reid | Has more liabilities than assets. Bondholders have first call. On a book basis, the common shareholder doesn't have any value. | 2009-03-11 | |
| DON'T BUY | 1.900 | Brett Hryb | Sales numbers for January fell off the cliff. This was actually the best of the big three. Even Japanese makers wear down. Would stay away from the whole auto industry. | 2009-02-09 | |
| DON'T BUY | 1.880 | John Zechner | Losing competitive advantage in North America. Automotive industry is not a sector you want to be investing in right now. | 2009-02-02 | |
| DON'T BUY | 1.970 | Norman Levine | Black hole for the automobile business is so large you don't know when it's going to end. If you really wanted or had to own a car company, this would be a decent one to own. Balance sheet is better than the other big 3. | 2009-01-27 | |
| DON'T BUY | 2.630 | Ross Healy | Would very much hesitate to say that the auto industry is coming out of a low. Suspects auto sales will be weak for some period of time. | 2009-01-09 | |
| BUY | 2.460 | Vinny Catalano | If he where going into the automotive sector, this is the only one that doesn't need money. Not a bad bet at this price. He wouldn't do too much. Be very nimble and if it looked like it was going to struggle towards the end of 2009 and into 2010, take your profit. | 2009-01-02 | |
| DON'T BUY | 3.180 | Norman Levine | General Motors (GM-N) and Ford (F-N) are strictly gambles. | 2008-12-15 | |
| DON'T BUY | 2.660 | Ron Meisels | Tried to make a stand when it was around $6 but wasn't able to. There is a minor, minor potential for the stock going from current prices to about $3.50. 200-day moving average is still around $5. As long as the 200-day moving average is falling, you are you would be brave getting in. | 2008-12-04 | |
| Comment | 1.430 | Walter Gerasimowicz | Broken along with the other auto manufacturers. It is felt that the government will come to some agreement but the manufacturers will have to respond with a specific plan. Chapter 11 would allow them to reorganize in all areas. | 2008-11-21 | |
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| DON'T BUY | 2.150 | Alan Kral , CFA, CIC | Auto companies are being whipsawed by oil prices and the economy. Will ultimately be hurt by protectionism in the US and globally. Outlook is very difficult. Dealers are having a great deal of difficulty in financing their inventories. | 2008-10-28 |