Viewing Company Bayerische Motoren Werke AG | StockChase
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Compiling comments that experts make about stocks while on public TV.

Bayerische Motoren Werke AG Stock Symbol: BMW-GR

Last Price Recorded: $0.0000 on 0000-00-00

Date Signal Expert Opinion Price
2017-05-01 PAST TOP PICK Paul Harris, CFA

(A Top Pick June 16/16. Up 20%.) A great company. QE in the US drove up a lot of purchasing going forward, which was the reason for the great participation in cars. It happened in Europe, but not to the same extent and he thinks that is going to happen. Also, people were really worried about China, but China has done quite well for them. They care about their business, the technology, and everything that goes into it. Management is happy to give up margin, because they have a view of the future, which makes a lot of sense. They don’t do things for the short term, they do things for the long-term.


Price:
$0.000
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-19 TOP PICK Bruce Murray

The auto sector is one of the few areas that is cheap. The world has decided that the auto cycle is over, gasoline powered cars are going to disappear, and therefore we don’t need to own these stocks. This is selling at 8X earnings and it is a global luxury brand. Their entire line-up is higher luxury cars. They will make as many electric vehicles as Tesla this year, and have all of the technology. Highly profitable. The one issue is debt. They have €1 billion of debt on a $50 billion market cap, because all the car leases are still done internally. Dividend yield of 4.5% and has been going up 10% per annum. (Analysts’ price target is €86.)


Price:
$0.000
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-03-08 TOP PICK Paul Harris, CFA

About 40% of the company is owned by the Quandt family, so you have a very stable shareholder. Also, the company has been very good at introducing people to products, like their cars, which is very good from a marketing perspective. The company will give up margin in the short term for longer-term gains. They will spend more on R&D and more on CapX. Car sales in Europe have not been strong compared to Canada and the US, and he sees that as an opportunity. Dividend yield of 3.71%. (Analysts’ price target is euro 88.)


Price:
$0.000
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-03-08 PAST TOP PICK Paul Harris, CFA

(A Top Pick March 24/16. Up 13.61%.)


Price:
$0.000
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-02-13 PAST TOP PICK Paul Harris, CFA

(Top Pick Feb 11/16, Up 34.93%) A great brand.  It is a very unique company that is 40% owned by one family in Germany.  China continues to do well for them.  During QE in the US, the car industry collapsed, and then there was a huge buying spree.  In Europe this had not happened yet when he bought it. 


Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2017-01-16 PAST TOP PICK Paul Harris, CFA

(A Top Pick Feb 11/16. Up 34.39%.) About 40% of this is owned by a German family, so it has a very stable ownership base. Also, it has a great brand. They’ve done a very good job on research/development.


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-08-08 DON'T BUY Lorne Steinberg

Glaxo Smith (GSK-N) or BMW (BMW-GR)? Two entirely different companies. A global drug company and an automobile company. This is clearly going to be more of a cyclical business, tied to the economy. To him, there are better places to look for value.


Price:
$0.000
Subject:
VALUE STOCKS & HIGH YIELD BONDS
Bias:
BEARISH on BONDS
Owned:
No
2016-08-04 TOP PICK Paul Harris, CFA

A great story. He thinks there is going to be an increase in car sales in Europe like there was in the US. This company has sold the most number of cars, although the US was down a little, but in China and Europe they are throwing up tons of free cash. A great global brand. Trading at 7X earnings. 4.22% dividend yield.


Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2016-06-16 TOP PICK Paul Harris, CFA

You can’t buy this in New York, you have to buy it in Germany. With quantitative easing in Europe, and what happened with quantitative easing in the US is that people frontloaded a lot of purchases. Autos rose up to almost 18 million in North America. Auto purchases are well below 2007 in Europe, so he thinks there is a backlog that will catch up. The stock is not expensive, trading at about 8X earnings. The company has 2 great hybrid electric cars, i3 and i8, but they don’t get the benefit of those. This company will give up margin for long-term growth, which he feels is very important. Dividend yield of 4.68%.


Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-04-15 BUY Rick Stuchberry

General Motors (GM-N) or BMW (BMW-GR)? Thinks the sector is going to be solid. There is going to be an upturn in China this year, and they are the biggest buyers in the world. Both companies appeal to the Chinese. He likes the sector.


Price:
$0.000
Subject:
CANADIAN LARGE & ADRs
Bias:
OPTIMISTIC
Owned:
No
2016-03-24 TOP PICK Paul Harris, CFA

A unique story. There were 18 million car sales in North America last year, and a lot of purchasing got pushed forward. With Quantitative Easing, he thinks the same thing will happen in Europe. Their car sales are below the 2007 level. Trading at 8X earnings. They meet all the CO2 requirements in Europe and have a great quality hybrid/electric car business. Dividend yield of 4.02%.


Price:
$0.000
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2016-02-11 TOP PICK Paul Harris, CFA

Has a great franchise in China, but people feel China is slowing down, but even if they stabilize, they’ll do very well. European car sales have been much lower than in North America. Their peak was in 2007, and they haven’t reached that yet, where North American car sales have. There is pent-up demand for cars in Europe. Not an expensive stock. Trading at 7X earnings with a 4.3% dividend yield.


Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2014-04-09 BUY Mark Grammer

His favourite automobile company. (Actually prefers auto parts over OEMs, because their margins can expand further and they are more geared to energy efficiency.) BMW has high margins and is a well-run company. Has exposure to the “luxury only” area. Doing extraordinarily well in China. Their move into the electric vehicle with the I series is under-appreciated.


Price:
$0.000
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
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