NYSE:TM

126.45
0.44 (0.35%)
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
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.
Showing 16 to 30 of 68 entries