Tata Motors Ltd. | StockChase
46
Tata Motors Ltd. (TTM-N)

Last Price Recorded: $31.3600 on 2017-12-15

ON STOCKCHASE SINCE Nov 2006

Automotive
46
Tata Motors Ltd. (TTM-N)

Last Price Recorded: $31.3600 on 2017-12-15

ON STOCKCHASE SINCE Nov 2006

Automotive

Tata Motors Ltd.


Signal Opinion Expert
WEAK BUY
Tata Motors Ltd.(TTM-N) 

November 20, 2017

He likes India and there are great opportunities there.  It is a well run company.  They have good exposure to the low cost vehicle market. 

Automotive

He likes India and there are great opportunities there.  It is a well run company.  They have good exposure to the low cost vehicle market. 

Automotive
Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Asso...

PricePrice
$32.360
Owned Owned
No

COMMENT

This is really 2 companies. They bought Jaguar Land Rover a few years ago. You have Tata cars in India where ownership is less than 10% of what it is in North America, but has been losing market share to some of the smaller players. Then you have the high-end auto business. Jaguar Land Rover has been a little noisy with a few tough quarters, primarily because of foreign exchange. Also, there has been a lot more competition in the high end auto business. Her preference is Maruti Suzuki (MRZY-OTC). It has 47% market share of the passenger market in India, and is growing very quickly.

Automotive

This is really 2 companies. They bought Jaguar Land Rover a few years ago. You have Tata cars in India where ownership is less than 10% of what it is in North America, but has been losing market share to some of the smaller players. Then you have the high-end auto business. Jaguar Land Rover has been a little noisy with a few tough quarters, primarily because of foreign exchange. Also, there has been a lot more competition in the high end auto business. Her preference is Maruti Suzuki (MRZY-OTC). It has 47% market share of the passenger market in India, and is growing very quickly.

Automotive
Christine Tan

Chief Investment Officer, Excel Funds...

PricePrice
$36.830
Owned Owned
No

DON'T BUY
Tata Motors Ltd.(TTM-N) 

April 20, 2017

They are a beneficiary of what is going on in India.  Their Land Rover investment has been fairly profitable.  You get an emerging market play so there is more risk.  He has limited exposure to auto.  His preference is BMW.

Automotive

They are a beneficiary of what is going on in India.  Their Land Rover investment has been fairly profitable.  You get an emerging market play so there is more risk.  He has limited exposure to auto.  His preference is BMW.

Automotive
Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Asso...

PricePrice
$34.190
Owned Owned
No

COMMENT
Tata Motors Ltd.(TTM-N) 

February 2, 2017

This is one of the fastest growing luxury OEM companies globally. Several years ago they made an acquisition of Jaguar Land Rover, so it is now a very big global auto company. Think of it as 2 businesses. Domestically they sell medium/heavy commercial vehicles. Globally, they sell Jaguar Land Rover, which in China is a fast growing market. In the last 12-18 months, the domestic market in India has been a bit slow, and she thinks that is going to improve. The global business has continued to be very strong. Valuation is very compelling and she thinks there is a 10%-12% upside.

Automotive

This is one of the fastest growing luxury OEM companies globally. Several years ago they made an acquisition of Jaguar Land Rover, so it is now a very big global auto company. Think of it as 2 businesses. Domestically they sell medium/heavy commercial vehicles. Globally, they sell Jaguar Land Rover, which in China is a fast growing market. In the last 12-18 months, the domestic market in India has been a bit slow, and she thinks that is going to improve. The global business has continued to be very strong. Valuation is very compelling and she thinks there is a 10%-12% upside.

Automotive
Christine Tan

Chief Investment Officer, Excel Funds...

PricePrice
$39.190
Owned Owned
Yes

COMMENT
Tata Motors Ltd.(TTM-N) 

December 16, 2016

India just took all their 500 and 1,000 rupee notes out of circulation. They have de-monetized the system, which has created havoc. There were a lot of positive reasons for the PM to do this. It created a big deterioration in the economy, so the market has commensurately gone down. If Modi is successful, it will be a very strong positive for the economy. Most stocks dropped because of this. If you wait 3-6 months, things should start to improve dramatically. He is quite positive on India’s outlook.

Automotive

India just took all their 500 and 1,000 rupee notes out of circulation. They have de-monetized the system, which has created havoc. There were a lot of positive reasons for the PM to do this. It created a big deterioration in the economy, so the market has commensurately gone down. If Modi is successful, it will be a very strong positive for the economy. Most stocks dropped because of this. If you wait 3-6 months, things should start to improve dramatically. He is quite positive on India’s outlook.

Automotive
Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Asso...

PricePrice
$34.590
Owned Owned
No

COMMENT
Tata Motors Ltd.(TTM-N) 

September 30, 2016

There are 2 very different growth engines for this company. The domestic auto industry in India is growing very, very quickly. A few years ago they bought Jaguar Land Rover, which is contributing a lot to their margins, as well as top line growth. They have been introducing a number of new product launches. She likes this a lot. It has a combination of top line growth as well as potential for margin expansion. Expects about an 18% upside in the next 18 months.

Automotive

There are 2 very different growth engines for this company. The domestic auto industry in India is growing very, very quickly. A few years ago they bought Jaguar Land Rover, which is contributing a lot to their margins, as well as top line growth. They have been introducing a number of new product launches. She likes this a lot. It has a combination of top line growth as well as potential for margin expansion. Expects about an 18% upside in the next 18 months.

Automotive
Christine Tan

Chief Investment Officer, Excel Funds...

PricePrice
$39.980
Owned Owned
Yes

BUY
Tata Motors Ltd.(TTM-N) 

October 15, 2015

It was in a down trend, but it broke it during October.  There is some resistance above $38 and they should run into it.  2015 was the time to get out. 

Automotive

It was in a down trend, but it broke it during October.  There is some resistance above $38 and they should run into it.  2015 was the time to get out. 

Automotive
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc....

PricePrice
$29.420
Owned Owned
Unknown

DON'T BUY

As we are in a decent market, you want to own things that people care about right now. If you want to own automotive, he would own Magna (MG-T) or BMW (BMW-GR). Technically this is a bit of a broken stock.

Automotive

As we are in a decent market, you want to own things that people care about right now. If you want to own automotive, he would own Magna (MG-T) or BMW (BMW-GR). Technically this is a bit of a broken stock.

Automotive
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$33.060
Owned Owned
Unknown

PAST TOP PICK
Tata Motors Ltd.(TTM-N) 

December 19, 2014

(A Top Pick Nov 7/14. Down 11.07%.) The Bombay market fell quite strongly along with everything else in December. This is one of their larger cap stocks. However, the trend is up. The last low in October was $41, and the stock has been playing with this figure this week. As long as it holds, you can consider buying it at these prices. If it breaks below $41 and stays for more than a week or 2, he would actually Sell it. Fundamentals are pretty strong on this.

Automotive

(A Top Pick Nov 7/14. Down 11.07%.) The Bombay market fell quite strongly along with everything else in December. This is one of their larger cap stocks. However, the trend is up. The last low in October was $41, and the stock has been playing with this figure this week. As long as it holds, you can consider buying it at these prices. If it breaks below $41 and stays for more than a week or 2, he would actually Sell it. Fundamentals are pretty strong on this.

Automotive
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$41.390
Owned Owned
Yes

TOP PICK
Tata Motors Ltd.(TTM-N) 

November 7, 2014

(A Top Pick Sept 30/14. Up 6.47%.) This is probably his favourite stock. Besides the tiny little cars they manufacture in India, they also own a huge industrial machine manufacturing company, and Jaguar Land Rover. Thinks it has plenty of upside. Chart shows a long-term uptrend and starting to break out. This is probably going to be an uptrend for a few years. On any uptrend, you buy on the dips.

Automotive

(A Top Pick Sept 30/14. Up 6.47%.) This is probably his favourite stock. Besides the tiny little cars they manufacture in India, they also own a huge industrial machine manufacturing company, and Jaguar Land Rover. Thinks it has plenty of upside. Chart shows a long-term uptrend and starting to break out. This is probably going to be an uptrend for a few years. On any uptrend, you buy on the dips.

Automotive
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$46.540
Owned Owned
Yes

TOP PICK
Tata Motors Ltd.(TTM-N) 

September 30, 2014

Great looking chart.  Long consolidation then a breakout.  He bought yesterday on a pullback.  The fundamentals are fantastic.  There is a currency risk.  Likes the business and the charts.

Automotive

Great looking chart.  Long consolidation then a breakout.  He bought yesterday on a pullback.  The fundamentals are fantastic.  There is a currency risk.  Likes the business and the charts.

Automotive
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$43.710
Owned Owned
Unknown

PAST TOP PICK
Tata Motors Ltd.(TTM-N) 

December 13, 2012

(Top Pick Dec 22/12, Up 53.73%) A lot of people know it from the land rover connection, which has done well.  They can’t produce a lot.  The demographic play is what they are focused on.  The infrastructure build out in India will be very predictable over the next few decades.  They have a lot of people that will go through the consumption cycle.  They had a big pullback last year but recently hit new highs.

Automotive

(Top Pick Dec 22/12, Up 53.73%) A lot of people know it from the land rover connection, which has done well.  They can’t produce a lot.  The demographic play is what they are focused on.  The infrastructure build out in India will be very predictable over the next few decades.  They have a lot of people that will go through the consumption cycle.  They had a big pullback last year but recently hit new highs.

Automotive
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$26.190
Owned Owned
Yes

WAIT
Tata Motors Ltd.(TTM-N) 

August 9, 2012

One of their strengths is the building of the commercial vehicles like buses, etc. 1.7% dividend yield. Would wait a quarter or 2 to see where the economy is going.

Automotive

One of their strengths is the building of the commercial vehicles like buses, etc. 1.7% dividend yield. Would wait a quarter or 2 to see where the economy is going.

Automotive
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$21.340
Owned Owned
Unknown

SELL
If you own, you are going to be underwater for a while. This is a cyclical story. When Ford (F-N) sold them Jaguar Land Rover, it was sold at $0.01. They have done extremely well with it but the stock is not sustainable at these levels. There are far better industrial stocks were using get dividends.
Automotive
If you own, you are going to be underwater for a while. This is a cyclical story. When Ford (F-N) sold them Jaguar Land Rover, it was sold at $0.01. They have done extremely well with it but the stock is not sustainable at these levels. There are far better industrial stocks were using get dividends.
Automotive
Srikanth Iyer

Sr Portfolio Manager & Head of Global Investments, Guardian Capital...

PricePrice
$21.880
Owned Owned
Unknown

COMMENT
Tata Motors Ltd.(TTM-N) 

June 11, 2012

Has done an exceptional job in building value in their Jaguar and Land Rover brands. A strong performance through the 1st quarter of this year. Has come off because the purchase of luxury automobiles is something that can be put off. Has its domestic Indian market, which can be very strong. Well run and very conservative. If you are going to be in automobiles, this is the one to look at.
Automotive
Has done an exceptional job in building value in their Jaguar and Land Rover brands. A strong performance through the 1st quarter of this year. Has come off because the purchase of luxury automobiles is something that can be put off. Has its domestic Indian market, which can be very strong. Well run and very conservative. If you are going to be in automobiles, this is the one to look at.
Automotive
Gavin Graham

Trustee, Pointbreak ETFs...

PricePrice
$20.900
Owned Owned
No

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