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| DON'T BUY | 24.980 | Charles Lannon | (Market Call Minute.) Still too early for Indian equities. Wants to see more evidence that inflation there is under control and that short-term interest rates will cease going up. | 2012-02-02 | |
| TOP PICK | 17.460 | Rick Stuchberry | Largest vehicle manufacturer in India and globally the 3rd largest bus manufacturer and 4th largest truck manufacturer. India economy, just based on their demographics, has to grow at 6%-7%. Pays a small special dividend. | 2011-12-22 | |
| BUY | 19.520 | Rick Stuchberry | Big conglomerate that includes Tata Motors. Has had a huge correction and he has added some to accounts that can take the added risk. Earnings were quite good. India has increased interest rates, 9 months in a row, which has hurt them. | 2011-11-03 | |
| DON'T BUY | 14.890 | Charles Lannon | Many emerging markets corrected, but India has not. Market is overvalued across the board. This one is included in that. | 2011-09-22 | |
| PARTIAL SELL | 18.420 | Charles Lannon | Prospects are pretty bright over the long-term. Near term, he expects the price to stay low. Interest rates in India continue to climb, which makes it more and more difficult for stocks to do well. One of the few emerging markets that are still overvalued. A very promising 3-5 year outlook but wait until India's interest rate cycle has peaked and market returns to normal price/earnings multiples. If you own, consider taking some money off the table. | 2011-08-11 | |
| BUY | 21.100 | Gavin Graham | Largest car manufacturer in India. If you believe there will be more cars on the road in India in 5 years time, the tightening of interest rates by the reserve Bank of India is not great news in the short term but the underlying demographics are great. | 2011-06-23 | |
| DON'T BUY | 21.100 | Srikanth Iyer | Passive on this one. This is a call on India. Market has taken it to dizzying heights and it recently had margin squeeze. Would stay on the sidelines for a while as we are going through a risk phase on global markets currently. | 2011-06-22 | |
| HOLD | 25.500 | Gavin Graham | Depends on your view on the Indian car market in the next 3 to 5 years. Expects it will be much higher. Makes Tata cars and owns Jaguar Land rover. Good time to buy is after the Bank of India decides to stop raising interest rates. | 2011-05-20 | |
| PAST TOP PICK | 26.480 | Stan Wong | (A Top Pick April 8/10. Up 43.23%.) Sold at a profit at around $29. | 2011-05-12 | |
| BUY on WEAKNESS | 25.020 | Srikanth Iyer | Likes it. Just a growth stock but an Indian play. Buy it on dips. Lots of growth in auto sectors in emerging markets | 2011-03-18 | |
| WAIT | 25.590 | Stan Wong | He got stopped out of it. Longer term he likes it. Longer term he likes this company. Converging on the 200 day moving average. He would want to see some more growth in that space before buying. Doesn’t rank very high in his model. | 2011-03-17 | |
| TOP PICK | 25.060 | Rick Stuchberry | Have the cheapest car globally at $2,500 (Nano?) but also own Jaguar and Land Rover that they bought in the crash. Also produces buses and trucks. India, because of its mass, will grow 7% to 9% and they will take advantage of this. | 2011-02-07 | |
| PAST TOP PICK | 26.230 | David Burrows | (Top Pick Jan 7/10, Up 51.38% Total Return) He got out when there was a significant premium of the ADR over the local stock in India. | 2011-01-25 | |
| PAST TOP PICK | 27.650 | Rick Stuchberry | (Top Pick Oct 9/09, Up 118.88%) | 2010-10-21 | |
| BUY on WEAKNESS | 20.670 | Charles Lannon | Well run company and stock is often used as a proxy for the Indian market. Vehicle demand in countries like India is growing at a huge clip. Stock is fairly valued at these levels. | 2010-08-10 | |
| TOP PICK | 18.740 | Stan Wong | India is one of the fastest growing economies globally. This is India’s largest automaker and one of the top 10 in the world with over 130 models. Benefiting from improving markets around the world. | 2010-04-08 | |
| DON'T BUY | 16.160 | Charles Lannon | Brutally competitive industry with tones of excess capacity. A better entry price would be south of $10. He would ‘consider’ buying less than $10. | 2010-01-26 | |
| BUY | 17.340 | Paul Harris, CFA | Largest maker of cars in India. What will help them is the domestic growth in India. Also bought Jaguar and Rover and will have good benefits coming from this over the next couple of years. | 2010-01-18 | |
| TOP PICK | 17.570 | David Burrows | Indian auto manufacturer. Automotive has been a very strong group over the last 3 or 4 months with consumers slowly coming back. | 2010-01-07 | |
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| TOP PICK | 12.230 | Rick Stuchberry | Cheap cars. Also biggest truck and commercial producer in India. Just acquired Jaguar and Land Rover. India is one of the few economies that did not get creamed in the crash. | 2009-10-09 | |
| BUY | 12.800 | Alexander Lane, B Comm, C | Indian automobiles. Very well run company. Recently bought Jaguar and Land Rover and looking to revitalize those brands. Leadership company. Not that expensive. | 2009-09-21 | |
| Comment | 10.490 | Mark Grammer | This is a stock that is starting to peak his interest. Hasn't done a lot of study on it but the more he reads the more he is impressed. Their foray into the very inexpensive car market in India should be successful if they can produce the quality car. | 2009-07-27 | |
| SELL | 6.860 | Hap (Robert) Sneddon FCSI | (Market Call Minute) | 2009-04-20 | |
| DON'T BUY | 7.220 | Andrew Guy, CFA | This car makes smart car look like a mid-sized car and people are not confident in driving it on North American Highways. Prefers Toyota. | 2009-04-17 | |
| BUY | 7.640 | Matthew McCall | Likes this one. Nice play going forward. With all the restructuring going on in the US auto sector, they're going to somehow find their way into the US market. This is the kind of stock that you buy and put away. | 2009-04-09 | |
| DON'T BUY | 12.250 | Patricia Perez-Coutts | Used to be a darling of the Indian equity market. Not been able to reap the benefits of an improved execution. With the erosion of consumption, a lot of their products are not being sold. One division that is important is their trucking. Would like to see the Price/Book at a much more decent level. | 2008-06-17 | |
| BUY | 13.300 | Duncan Stewart | Likes auto manufacturers in general. India and China will continue using more cars. A lot of Indian companies seem to be under pressure. Thinks their market has been oversold. As a pair trade, you could go long on this one and short on a US manufacturer. | 2008-06-03 | |
| Comment | 17.970 | Charles Lannon | A large Indian motor company. One of the interesting things about the automotive industry in India is that the local brands don't suffer from any stigma, as they do in China. A very competitive industry in India. | 2006-11-17 |
