Opinions The Weekly Buzzing Stocks by Billy Kawasaki
General Motors CorporationGMTOP PICKDec 07, 2023
Stock price when the opinion was issued
As of Oct 23, 2026. Market Open.
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Car business is, in general, low-margin and capital-intensive. Software services opportunities have margins of 70%; contribution to income will be dramatic, even though that segment is only 15-20% of revenue. Market's overlooking that opportunity.
Gordon ReidIt's coming into support now, but if it fails at support after three days, he'll bail.
Keith RichardsIn late July, they reported an excellent quarter, taking shares to all-time highs. But oil prices have remained high and interest rates keep rising. GM has lost some of its gains, but is still up 49% this year. However, they just released heavy-duty truck models and have a growing digital services business. Business is holding up well.
The chart shows a breakout. The stock is cheap now. He bought it a few weeks ago at the neckline of the low-80s. Is a trade.
(Analysts’ price target is $101.28)Keith RichardsIt reported a strong quarter yesterday: a big revenue beat at 2% growth, an EPS beat, margin growth and raised their full-year forecast for the second-straight quarter. Their core North American business drove the good results with steady customary demand. Full-size SUVs are in strong demand and leading the market. Amazing execution. Trades at a cheap almost-6x PE, there's plenty of upside, especially if peace breaks out between US and Iran.
#2 market share (at 13%) in EVs in the States behind TSLA. Throttling back EV aspirations, still mostly about internal combustion. Street's expecting compound earnings growth of 13% over coming 3 years (pretty good for a mature industry). Trades at 6x PE.
Pretty good chart. A MAGA-protected stock. Cyclical tailwinds. He's not averse to owning.
Tariff talk put it in the crosshairs. But it's executed very well. Tariffs are still a headwind. Reconstructed business plan and moved away from EVs. Maintained good cashflow, and he's expecting ~$12 EPS this year.
CEO has done a fabulous job. Very inexpensive 7x PE. Yield is 0.91%.
Gordon ReidWhen he bought it, the PE was very low. The CEO has done a great job and GM will earn around $11 EPS. It remained undervalued.
Gordon ReidWhat's interesting about some of these domestic automakers is that they handily outperformed TSLA.
Super-cyclical. Depends on the consumer, interest rates and, of course, CUSMA. That said, technicals look fine -- higher highs and higher lows. Has to continue to execute. Buying back shares, increasing dividend.
A volatile industry, but GM enjoys a stronghold in the strong US market, and auto demand is recovering.
Julien Nono-Womdim
Stock has been acting very well lately. The car stocks have been beaten down for so long, but are now breaking out. GM has risen near the top of his relative strength rankings.
(Analysts’ price target is $75.54)
Colin Cieszynski
At general motors, we are passionate about designing, building and selling the world’s best vehicles. this vision unites us as a team each and every day and is the hallmark of our customer-driven culture. we set high standards for our company so that we can give you the best cars, trucks and suvs. it’s our commitment to deliver vehicles with compelling designs, flawless quality and reliability, and leading safety, fuel economy and infotainment features. the very things that create that special bond between driver and vehicle. whether it’s a chevrolet, buick, gmc, cadillac or holden, making the world’s best vehicles can only happen with the world’s greatest employees. we take great pride in our work, and take great care to deliver exceptional cars and a positive ownership experience to our customers in 140 countries around the world. for information on the gm privacy statement, please visit http://www.gm.com/privacy-statement.html Social media mentions are up 1300% in the past 24h.