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| Comment | 34.540 | Karl Berger | Car industry has recovered a little bit off the lows, but certainly isn't back to trend growth and doesn't think it will be for quite some time. Honda is relatively well positioned relative to Toyota (TM-N) and some of the North American manufacturers. Likes their motorcycle division and its margins. Has a little bit better product mix than Toyota. If your portfolio is not heavily weighted toward cyclicals and things that require robust economic growth, then you could add this and be comfortable. | 2012-01-20 | |
| BUY on WEAKNESS | 32.000 | Drummond Brodeur | This and Toyota (TM-N) are very strong companies and will be strong survivors going forward. Honda has a little bit more exposure to the US market than Toyota but a little less exposure to Japan. Both companies are very well positioned into the emerging markets. By them on a pullback. | 2008-09-26 | |
| TOP PICK | 32.150 | Alan Kral , CFA, CIC | 2.5% dividend. There will have to be a response in the automobile industry to high energy prices. This company is the furthest along the line in terms of hybrid and miles per gallon. Have a leg up on everybody else. | 2008-09-09 | |
| DON'T BUY | 33.440 | David Burrows | Would pick Toyota. Staying away from automotive stocks. Facing demand and pricing issue. At this time not the right time, buy if economy strengthens. | 2007-09-19 | |
| BUY | 37.150 | Mark Grammer | Both Honda (HMC-N) and Toyota (TM-N) are two of the best automotive stocks in the world. They are both pretty close to their all-time highs. You could make a case for either of these companies. He has no automotive companies. | 2007-02-28 | |
| BUY | 38.500 | Paul Harris, CFA | Toyota (TM-N) and Honda (HMC-N) are 2 of the premier companies globally along with BMW and Porsche. Expectation is for slightly slower growth. Very simple format of making good-quality cars with 2 brand names that they build upon slowly. | 2007-01-15 | |
| WEAK BUY | 35.760 | Mark Grammer | Have a lot less product than Toyota. Auto companies are facing difficulty right now, so the pricing environment won’t be very good, even for the successful ones. | 2006-12-13 | |
| BUY | 35.290 | Paul Harris, CFA | A very well run company. If you are going to be in the car business, you want to be either in Honda or Toyota, all or in Europe, BMW or Porsche. The yen exchange rate can affect them a great deal. A great story for a long-term view. | 2006-11-30 | |
| HOLD | 32.260 | David Burrows | Honda (HMC-N) and Toyota (TM-N) are the 2 premier companies in the auto sector. Solid growth record over the last 10 years. Beat the most recent quarter. Impacted by the concerns of the consumer in general. As long as it stays above $30, you're OK. | 2006-09-13 | |
| DON'T BUY | 33.980 | David Driscoll | Prefers Toyota (TM-N) at this time. | 2006-08-17 | |
| BUY | 36.770 | David Driscoll | Honda (HMC-N) and Toyota (TM-N) have been killing the North American auto manufacturers. Doesn't see any slowdown of this. Good core holding. | 2006-05-08 | |
| BUY | 31.430 | David Baskin | With American carmakers on the skids, Japanese car makers have had a pretty good run. Quality product. Gaining market share globally. Not a bad play if you want to be in the power sector. There is currency risk. | 2006-03-27 | |
| BUY | 30.210 | David Burrows | This is a past pick. It is up 7%. Japanese market looks good. Honda is a leading stock. | 2006-02-27 | |
| DON'T BUY | 28.870 | Brian Acker, CA | A great company, but once the central bank of Japan lunches their attack on their yen the iShare ETF’s (EWJ-N) will be hit and this stock will be affected also. | 2006-02-07 | |
| PAST TOP PICK | 29.700 | David Burrows | (A Top Pick Oct 26/05. Up 6%.) The Japanese market looks pretty strong and this company is showing great sales growth at a time when the industry seems to be in decline. Still likes. | 2006-01-04 | |
| DON'T BUY | 26.560 | Brad Willock | A very good company. Whether it is a great stock will depend on if the US autos will 1) fix themselves and 2) if they give incentives to purchase cars. Over the long term, it's a good company, but may have gotten a little expensive. | 2005-11-14 | |
| BUY | 27.100 | David Burrows | Has been lagging the Nikkai for the last few weeks, but the uptrend is very much in place. Winning market share. | 2005-11-11 | |
| TOP PICK | 27.750 | David Burrows | Has grown its earnings twentyfold since 1991 when the Japanese bear market began. Consistantly hitting new highs against a market that's now about 25% of the value it was in 1991. At about 11 X earnings. | 2005-10-26 | |
| PAST TOP PICK | 26.780 | David Burrows | (A Top Pick May 3/05. Up 10%.) This company is winning in a sector that's having a tough time. Still likes. | 2005-08-25 | |
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| PAST TOP PICK | 25.010 | David Burrows | (A Top Pick May 3/05. Up 4%.) An attempt to build some exposure in the Japanese market which is coming off a 16/17 year low. This company was able to grow through that period. In the short term there are a couple of real positives. They are going into a new model year for the Accord and the Civic. Some of the promotional expenses will come off. Have good exposure into the Chinese market. | 2005-07-13 | |
| TOP PICK | 24.050 | David Burrows | (A Top Pick Jan 12/05. Down 8.5%.) Has a nicely growing earnings and revenue line. Most recent quarter was up 24%. A play on 1) Japanese stock market has gone through a 16 year bear which is the typical length of a long term bear and 2) have gone up 4 times in price since 1991 3) and taking market share from all others. Trades at 9 X earnings. | 2005-05-03 | |
| BUY | 25.020 | David Baskin | The Japanese are beating up on the North American manufacturers. Would buy this before any of the North American ones. | 2005-03-29 | |
| PAST TOP PICK | 26.140 | David Burrows | (Top Pick Jan 12/05. No change.) Likes the Japanese market. Has been a bear market over the last 16 years and there has been some strength over the last several months. Honda has grown their earnings twenty times over since 1992. 10 X earnings. | 2005-03-14 | |
| TOP PICK | 26.570 | David Burrows | The Japanese markets been out of favour for 16 years and it looks like they are coming out of that secular bear market. This is a star company in that market. Earnings have rocketed. Growing its market share and trading at 10 X earnings. If the US# falls, you are picking up some return in the $/Yen relationship. | 2005-02-15 | |
| BUY | 26.140 | Paul Harris, CFA | A premier motor company. Where the yen goes is also a factor in their earnings. A top performer as a manufacturer of cars and can gain market share. | 2005-01-24 | |
| TOP PICK | 26.250 | David Burrows | Looks for markets and sectors that have been out of favour and find the leading company in those areas and where new buying is coming back. Honda has had a steady increase in its earnings over the last 10 years while the Japanese market has been in a decline. Growing at 25% with a 9 X earnings multiple. Winning global market share. | 2005-01-12 | |
| DON'T BUY | 17.350 | Larry Berman CFA, CMT, CTA | Lower lows/lower highs indicates a negative movement. | 2003-05-26 | |
| HOLD | 16.680 | Paul O'Neil | Stock is dropping because of the stronger yen. A phenomenal company. | 2003-04-30 | |
| DON'T BUY | 15.870 | Benj Gallander | Have to be wary of all car manufacturers at this time. Not on their watch list. | 2003-04-24 | |
| TOP PICK | 20.790 | Mark Grammer | Dividend. Good margins. | 2002-09-26 | |
| STRONG BUY | 79.500 | Jeff Morrison | Prefers Honda and then GM. Did not get into the 0% financing game and did not suffer. | 2002-01-08 |
