NYSE:TM

117.56
0.00 (0.00%)
Toyota Motor Corporation is a Japanese multinational automotive manufacturer headquartered in Toyota, Aichi, Japan.
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Analysis and Opinions about TM-N

Signal
Opinion
Expert
BUY
BUY
November 8, 2019
Global auto makers are behaving better right now and the Japanese market is improving. He would support an investor buying here.
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Toyota (TM-N)
November 8, 2019
Global auto makers are behaving better right now and the Japanese market is improving. He would support an investor buying here.
DON'T BUY
DON'T BUY
August 29, 2019
They make great cars. He does not like the space. With the exception of China, auto sales have been flat for 20 years. There will be some winners but it is too early to speculate on which will be the winners. If you have to be in this sector, it is a good car maker.
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Toyota (TM-N)
August 29, 2019
They make great cars. He does not like the space. With the exception of China, auto sales have been flat for 20 years. There will be some winners but it is too early to speculate on which will be the winners. If you have to be in this sector, it is a good car maker.
DON'T BUY
DON'T BUY
August 9, 2019
Fuel cells for cars Fuel cells have never been economical for carmakers, though they have been around for 30+ years. Toyota and other carmakers are still dabbling with it, because batteries on the e-car side are reaching their limits. Customers demand range. Toyota and the car sector are slumping globally--the economy is slow.
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Toyota (TM-N)
August 9, 2019
Fuel cells for cars Fuel cells have never been economical for carmakers, though they have been around for 30+ years. Toyota and other carmakers are still dabbling with it, because batteries on the e-car side are reaching their limits. Customers demand range. Toyota and the car sector are slumping globally--the economy is slow.
DON'T BUY
DON'T BUY
June 25, 2019

He used to own a lot of Ford and GM. Auto sales have not really increased since the 1990s. Now with the disruptive forces of Uber and Lyft, the space is that much more challenging. Transport is changing. Owning a car is not always part of the assets one owns anymore.

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Toyota (TM-N)
June 25, 2019

He used to own a lot of Ford and GM. Auto sales have not really increased since the 1990s. Now with the disruptive forces of Uber and Lyft, the space is that much more challenging. Transport is changing. Owning a car is not always part of the assets one owns anymore.

WAIT
WAIT
May 27, 2019
Auto plays are on the backs of consumers, and we're late in the cycle. It's getting tough for people to afford things. Dividend is only 5.9%, and that's average. Likes to see it 6-7-8%, because that creates more compounded income. If he was going to choose, this might not be a bad idea.
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Toyota (TM-N)
May 27, 2019
Auto plays are on the backs of consumers, and we're late in the cycle. It's getting tough for people to afford things. Dividend is only 5.9%, and that's average. Likes to see it 6-7-8%, because that creates more compounded income. If he was going to choose, this might not be a bad idea.
BUY
BUY
May 7, 2019
High on his list if he were to buy a car company. Well-capitalized with less debt than most peers. Also has tremendous market share. Trades at 11x earnings pays a 3% dividend. Great for conservative investors. This has outperformed the global car industry for decades.
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Toyota (TM-N)
May 7, 2019
High on his list if he were to buy a car company. Well-capitalized with less debt than most peers. Also has tremendous market share. Trades at 11x earnings pays a 3% dividend. Great for conservative investors. This has outperformed the global car industry for decades.
DON'T BUY
DON'T BUY
March 7, 2019
He thinks the US economy is in a better shape than the Canadian. As you raise interest rates your currency gets stronger so he thinks the US$ will strengthen and US equities will strengthen. You need to be cautious with AUTOs. We are seeing a slowdown. Electrification and hybrid vehicles present uncertainty. He does not know where this company stands with electric vehicles.
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Toyota (TM-N)
March 7, 2019
He thinks the US economy is in a better shape than the Canadian. As you raise interest rates your currency gets stronger so he thinks the US$ will strengthen and US equities will strengthen. You need to be cautious with AUTOs. We are seeing a slowdown. Electrification and hybrid vehicles present uncertainty. He does not know where this company stands with electric vehicles.
BUY
BUY
January 7, 2019
They and VOW-GR are vying to be the largest auto manufacturer on the earth. You won't see Chinese cars in North America for some time. You could buy this for a cyclical recovery.
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Toyota (TM-N)
January 7, 2019
They and VOW-GR are vying to be the largest auto manufacturer on the earth. You won't see Chinese cars in North America for some time. You could buy this for a cyclical recovery.
DON'T BUY
DON'T BUY
March 28, 2018

Starting to see a slowdown in car sales, so he wouldn't buy any autos. Instead, own a company growing its free cash flows and has little debt. Carmakers' (and airlines') capex is through the roof and they generate little cash flow. A cyclical industry.

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Toyota (TM-N)
March 28, 2018

Starting to see a slowdown in car sales, so he wouldn't buy any autos. Instead, own a company growing its free cash flows and has little debt. Carmakers' (and airlines') capex is through the roof and they generate little cash flow. A cyclical industry.

BUY
BUY
April 20, 2017

It is one of the strongest auto companies in the world. It is a global player. Japan is improving for them. The biggest swing factor for them is the US. The Yen strengthening has been a negative for this company.

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Toyota (TM-N)
April 20, 2017

It is one of the strongest auto companies in the world. It is a global player. Japan is improving for them. The biggest swing factor for them is the US. The Yen strengthening has been a negative for this company.

DON'T BUY
DON'T BUY
February 17, 2017

He is about to buy another Toyota vehicle. $95 was a recent bottom and it ran up. It is right on trend here. Around $107 is the top. He expects weakness and also in other automakers.

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Toyota (TM-N)
February 17, 2017

He is about to buy another Toyota vehicle. $95 was a recent bottom and it ran up. It is right on trend here. Around $107 is the top. He expects weakness and also in other automakers.

PAST TOP PICK
PAST TOP PICK
February 9, 2015

(Top Pick Oct 18/14, Up 2.91%) It had a poor year and then started to recover. Likes the Lexus brand. The weaker Yen has improved margins dramatically for TM-N. There is still a fair amount of upside in this.

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Toyota (TM-N)
February 9, 2015

(Top Pick Oct 18/14, Up 2.91%) It had a poor year and then started to recover. Likes the Lexus brand. The weaker Yen has improved margins dramatically for TM-N. There is still a fair amount of upside in this.

PAST TOP PICK
PAST TOP PICK
December 4, 2014

(A Top Pick Oct 17/13. Up 1.67%.) Sold his holdings in order to create some cash. He was also concerned about the rise in the US$.

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Toyota (TM-N)
December 4, 2014

(A Top Pick Oct 17/13. Up 1.67%.) Sold his holdings in order to create some cash. He was also concerned about the rise in the US$.

PAST TOP PICK
PAST TOP PICK
October 16, 2014

(A Top Pick October 17/13. Down 13.81%.) With the recalls and the currency exchange, he exited this position.

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Toyota (TM-N)
October 16, 2014

(A Top Pick October 17/13. Down 13.81%.) With the recalls and the currency exchange, he exited this position.

DON'T BUY
DON'T BUY
August 19, 2014

She does not like the OEMs, but she would prefer Toyota over North American names. Also, this one is a nice play on Japan.

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Toyota (TM-N)
August 19, 2014

She does not like the OEMs, but she would prefer Toyota over North American names. Also, this one is a nice play on Japan.

COMMENT
COMMENT
August 8, 2014

There is nothing wrong with this company. When you look at the numbers, they are really quite good. Very conservatively run and with great product. Their numbers were quite good in the last quarter when they came in.

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Toyota (TM-N)
August 8, 2014

There is nothing wrong with this company. When you look at the numbers, they are really quite good. Very conservatively run and with great product. Their numbers were quite good in the last quarter when they came in.

COMMENT
COMMENT
July 22, 2014

Well-run company. Japanese automakers have been gaining market share at the expense of North American companies. Share price has done well, but not as well as the auto parts companies. This is a relatively cheap stock on a price-earnings basis, and this is as good a bet as any of the others.

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Toyota (TM-N)
July 22, 2014

Well-run company. Japanese automakers have been gaining market share at the expense of North American companies. Share price has done well, but not as well as the auto parts companies. This is a relatively cheap stock on a price-earnings basis, and this is as good a bet as any of the others.

HOLD
HOLD
June 3, 2014

Largest car manufacturer, by volume, globally. A cheap stock trading at 8X earnings where, before the crisis, it was trading at 12-15 times earnings. Returns are excellent relative to the competition. Clean balance sheet. Pays a dividend of 3.1%. Japan’s bond yield is at 55 basis points, so if you are a Japanese retail investor, you can earn 3% owning the shares or 55 basis points owning a government bond. The issue for him is that there is not a lot of low hanging fruit. Margins are already relatively full, and returns are nice and high relative to the competition.

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Toyota (TM-N)
June 3, 2014

Largest car manufacturer, by volume, globally. A cheap stock trading at 8X earnings where, before the crisis, it was trading at 12-15 times earnings. Returns are excellent relative to the competition. Clean balance sheet. Pays a dividend of 3.1%. Japan’s bond yield is at 55 basis points, so if you are a Japanese retail investor, you can earn 3% owning the shares or 55 basis points owning a government bond. The issue for him is that there is not a lot of low hanging fruit. Margins are already relatively full, and returns are nice and high relative to the competition.

COMMENT
COMMENT
May 27, 2014

Auto stocks in general have done pretty well. A large portion of that has to do with the strengthening of the yen over the last few months. Japanese motor manufacturers have had a really good past 18 months or so, partially because of the weakness of the yen through most of 2013, which is really helpful to the bottom line. Selling lots of cars and making good money. Not a bad time to be in this sector, with the proviso that if you made some money, it may be sensible to take some profits.

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Toyota (TM-N)
May 27, 2014

Auto stocks in general have done pretty well. A large portion of that has to do with the strengthening of the yen over the last few months. Japanese motor manufacturers have had a really good past 18 months or so, partially because of the weakness of the yen through most of 2013, which is really helpful to the bottom line. Selling lots of cars and making good money. Not a bad time to be in this sector, with the proviso that if you made some money, it may be sensible to take some profits.

COMMENT
COMMENT
January 23, 2014

The outlook for Japan continues to be that it will get better. There are some very concerted efforts going on trying to stimulate and the exporters should benefit. The problem is, you are dealing with an investment in a currency that is generally weakening. Unless there is a significant shift in the direction of the currency, you could be facing some headwinds. For auto companies, he would be more likely to buy something that is more focused on North America and Europe so would prefer to buy Ford (F-N).

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Toyota (TM-N)
January 23, 2014

The outlook for Japan continues to be that it will get better. There are some very concerted efforts going on trying to stimulate and the exporters should benefit. The problem is, you are dealing with an investment in a currency that is generally weakening. Unless there is a significant shift in the direction of the currency, you could be facing some headwinds. For auto companies, he would be more likely to buy something that is more focused on North America and Europe so would prefer to buy Ford (F-N).

WEAK BUY
WEAK BUY
December 23, 2013

Is affected by overall trend in auto sales. China’s sales are consistent and higher than the Americans. #2 of the big internationals in China. He picked F-N about a year or so and hung his hat on that one. Thinks you can buy as many as you want in the sector, but he prefers F-N.

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Toyota (TM-N)
December 23, 2013

Is affected by overall trend in auto sales. China’s sales are consistent and higher than the Americans. #2 of the big internationals in China. He picked F-N about a year or so and hung his hat on that one. Thinks you can buy as many as you want in the sector, but he prefers F-N.

BUY
BUY
November 6, 2013

Reporting incredible earnings today. This is a name that he would be looking at.

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Toyota (TM-N)
November 6, 2013

Reporting incredible earnings today. This is a name that he would be looking at.

TOP PICK
TOP PICK
October 18, 2013

If Yen weakens then this is the best play on the Yen. 52% of sales in US. Profit margins are high and getting higher. Balance sheet great.

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Toyota (TM-N)
October 18, 2013

If Yen weakens then this is the best play on the Yen. 52% of sales in US. Profit margins are high and getting higher. Balance sheet great.

TOP PICK
TOP PICK
October 17, 2013

New Position he is buying in addition to Ford. World’s largest auto manufacturer based on revenues. Will do well from cars in the US being refreshed. 11 times forward earnings.

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Toyota (TM-N)
October 17, 2013

New Position he is buying in addition to Ford. World’s largest auto manufacturer based on revenues. Will do well from cars in the US being refreshed. 11 times forward earnings.

DON'T BUY
DON'T BUY
April 30, 2013

Your views on Toyota (TM-N) and Honda (HMC-N) with consideration of currency risk? Japanese automakers have done a good job of managing currency risks by moving production to where their customers are, so currency risk is less of an issue. The whole auto sector is hurting with Europe being down. This is an economic sector which is global. US automakers have gained back a lot of ground. This is neither expensive nor cheap. Fairly valued.

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Toyota (TM-N)
April 30, 2013

Your views on Toyota (TM-N) and Honda (HMC-N) with consideration of currency risk? Japanese automakers have done a good job of managing currency risks by moving production to where their customers are, so currency risk is less of an issue. The whole auto sector is hurting with Europe being down. This is an economic sector which is global. US automakers have gained back a lot of ground. This is neither expensive nor cheap. Fairly valued.

DON'T BUY
DON'T BUY
September 28, 2010
Manufacture great cars. Have a PR problem that plagues them. If you want a car company, he would prefer Tata Motors of India (TTM-N).
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Toyota (TM-N)
September 28, 2010
Manufacture great cars. Have a PR problem that plagues them. If you want a car company, he would prefer Tata Motors of India (TTM-N).
BUY
BUY
March 3, 2010
(Market Call Minute) Not all that contrarian. Went down a bit based on the recall but not that great an amount. It was hit by the recession.
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Toyota (TM-N)
March 3, 2010
(Market Call Minute) Not all that contrarian. Went down a bit based on the recall but not that great an amount. It was hit by the recession.
DON'T BUY
DON'T BUY
January 5, 2010
Doesn't own anything in the auto manufacturing space. Have a couple of challenges due to their concentration in the US. If you are choosing, he would prefer Honda.
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Toyota (TM-N)
January 5, 2010
Doesn't own anything in the auto manufacturing space. Have a couple of challenges due to their concentration in the US. If you are choosing, he would prefer Honda.
HOLD
HOLD
August 28, 2009
No sign of any breakdown. Shows a series of higher lows. Looks like it is going higher.
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Toyota (TM-N)
August 28, 2009
No sign of any breakdown. Shows a series of higher lows. Looks like it is going higher.
PAST TOP PICK
PAST TOP PICK
August 13, 2009
(A Top Pick Aug 27/08. Up .14%.) Has outperformed the market.
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Toyota (TM-N)
August 13, 2009
(A Top Pick Aug 27/08. Up .14%.) Has outperformed the market.
PAST TOP PICK
PAST TOP PICK
June 16, 2009
(A Top Pick Aug 27/08. Down 13.1%.) One of the most respected companies in the world and will really benefit from some of the problems of the big 3 car companies. Has outperformed the market very nicely.
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Toyota (TM-N)
June 16, 2009
(A Top Pick Aug 27/08. Down 13.1%.) One of the most respected companies in the world and will really benefit from some of the problems of the big 3 car companies. Has outperformed the market very nicely.
TOP PICK
TOP PICK
April 21, 2009
Short and long term problems in industry will all work out. Not sure that domestic manufacturers will be able to satisfy the demand. Toyota is pretty well positioned. Risk is that it is too big. One of the others could come in and undercut them.
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Toyota (TM-N)
April 21, 2009
Short and long term problems in industry will all work out. Not sure that domestic manufacturers will be able to satisfy the demand. Toyota is pretty well positioned. Risk is that it is too big. One of the others could come in and undercut them.
BUY
BUY
April 17, 2009
Validations are done differently in Japan. Good company.
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Toyota (TM-N)
April 17, 2009
Validations are done differently in Japan. Good company.
DON'T BUY
DON'T BUY
November 19, 2008
(Market Call Minute.) Would avoid the auto industry. Balance sheets are stretched and autos are not selling.
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Toyota (TM-N)
November 19, 2008
(Market Call Minute.) Would avoid the auto industry. Balance sheets are stretched and autos are not selling.
TOP PICK
TOP PICK
November 14, 2008
US auto industry is going to be down in production to the lowest in 20-25 years. Took their estimates down. Made about $10 a share last year but will only make about $5 this year. Very strong balance sheet. Very high quality company and will be a winner long-term.
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Toyota (TM-N)
November 14, 2008
US auto industry is going to be down in production to the lowest in 20-25 years. Took their estimates down. Made about $10 a share last year but will only make about $5 this year. Very strong balance sheet. Very high quality company and will be a winner long-term.
DON'T BUY
DON'T BUY
November 6, 2008
Smartest car company on the planet. Suffered in the US in the last 2 months along with everyone else. Going forward, they have the products that people are going to want to buy. Nimble and smart management. If you are going to buy a car company, this would be the one that he wouldn't be rushing to buy right now.
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Toyota (TM-N)
November 6, 2008
Smartest car company on the planet. Suffered in the US in the last 2 months along with everyone else. Going forward, they have the products that people are going to want to buy. Nimble and smart management. If you are going to buy a car company, this would be the one that he wouldn't be rushing to buy right now.
BUY
BUY
October 9, 2008
Likes long-term view. Leader in the field. Adaptable company. They’re looking at a real drop in demand in cars. Cars are extremely vulnerable to recession. Thinks car manufacturers will go down to 2003 levels.
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Toyota (TM-N)
October 9, 2008
Likes long-term view. Leader in the field. Adaptable company. They’re looking at a real drop in demand in cars. Cars are extremely vulnerable to recession. Thinks car manufacturers will go down to 2003 levels.
TOP PICK
TOP PICK
August 27, 2008
Probably his most favourite stock in the world. Think they will earn about $9 a share this year so you are getting one of the great, most respected companies in the world with the best technology and the best brands for about 10X earnings.
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Toyota (TM-N)
August 27, 2008
Probably his most favourite stock in the world. Think they will earn about $9 a share this year so you are getting one of the great, most respected companies in the world with the best technology and the best brands for about 10X earnings.
COMMENT
COMMENT
August 14, 2008
Largest car company globally. Announced slower sales growth than expected. This is the real risk. People are not buying cars aggressively. If the US$ continues to do well, that is fine but if the yen gets stronger this will have an impact on them. Shorter term there could be some volatility.
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Toyota (TM-N)
August 14, 2008
Largest car company globally. Announced slower sales growth than expected. This is the real risk. People are not buying cars aggressively. If the US$ continues to do well, that is fine but if the yen gets stronger this will have an impact on them. Shorter term there could be some volatility.
HOLD
HOLD
August 12, 2008
(Market Call Minute.) Good yield. Downside protection at around $80. Best of breed.
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Toyota (TM-N)
August 12, 2008
(Market Call Minute.) Good yield. Downside protection at around $80. Best of breed.
DON'T BUY
DON'T BUY
August 8, 2008
Has warned that their sales are slower. People are probably going to keep their cars longer.
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