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Showing 1 to 15 of 21 entries
BUY on WEAKNESS

He's buying this week's dip. These shares fell to $30, which is obscene compared to other carmakers. Overall, FedEx and Nike are talking about supply chain issues which he hears is worsening, not improving, as rising wages will narrow margins. So, he will likely return to high cash levels.

Automotive
DON'T BUY
Huge run on EV announcement. All of the major car companies are heavily discounted, but they're all transitioning into EVs. Tesla won't be the only game in town. A bit rich. Do your own research and look to other names.
Automotive
DON'T BUY

He is not a big fan of car companies because they don't generate much free cash flow. Cap X is very high. He would prefers LFUS-Q. It makes all the fuses that go into electric vehicles.

Automotive
DON'T BUY

He wouldn't invest in any automotive company, because we are already running ASAR (a seasonally adjusted rate of production) in the US of 16 or 17 million vehicles. Your best-case scenario to get to 18 million vehicles is extremely limited. We’ve also seen producers do a lot of subprime financing in order to place cars, which implies they have had to scrape the bottom of the barrel to find demand.

Automotive
DON'T BUY

They will tell you that everyone was cheating but he talked to the other OEMs who said there was no way they were cheating. He wants to invest in great businesses run by great people. He cannot say this for VW so has a hard time investing. He can’t get around their corporate governance.

Automotive
WAIT

It is on his radar. It has been hurt badly, although the core business is still quite good. It is in Europe and valuations there are better than in North America. It looks like auto manufacturing has peaked for this cycle. This will be number one on his list for the next cycle.

Automotive
DON'T BUY

He sold it a few years ago. BMW has said one of their sport utility vehicles does not meet standards. He would avoid the sector right now. Two Canadian auto parts makers make almost nothing for VW and may be worth looking at.

Automotive
DON'T BUY

It is a screaming avoid. There are so many opportunities in the market. Don’t try to catch this falling knife. There is obviously some internal cancer inside this company. It had to be a broad group of management involved. If it happens to recover, then so be it.

Automotive
DON'T BUY

Likes the auto space. Prefers BMW. Also, likes auto parts companies. Likes the ones with the higher margins.

Automotive
DON'T BUY

He wonders how long before you start to see inflation. Germany did so well, but it was on the back of a lot of Asian, particularly Chinese, demand for German car products. It could go higher or it could go lower, but there is an internal structure around costs and currency, so he would stay away.

Automotive
COMMENT

Prefers Tata (TTM-N), which has Range Rover, Jaguar, trucks and buses all through the subcontinent in a huge way. Volkswagen is really interesting because of the China operations. They are the largest foreign manufacturer of vehicles in China. It has some potential but is so big. They have been turning it around. Have done some acquisitions that just haven’t gotten going.

Automotive
BUY

Volkswagen with a big European exposure would be the place to look. You can buy it in Europe through your broker.

Automotive
TOP PICK

There has been a big improvement in auto sales in North America, but looking forward, he likes this because you are getting exposure to the strength you are seeing in North America, but also, to European auto sales, which remain at 20 year lows. He is expecting some pretty good growth. They also have emerging-market growth. Have the biggest market share of any auto company in China.

Automotive
WAIT

The argument for this one is that the environment looks pretty good. Big sales in China and US sales are ramping up. The fleet is getting old, some say 13-14 years. Asia is a very important place to be. When he analyzed balance sheets he bought Tata (TTM-N) and Ford (F-N). They will all break out and do better. Wait for a pull back.

Automotive
BUY

Had a long, drawn-out process when they were trying to buy Porsche. Thinks the lawsuit is still out there but generally they own it and it is part of their business. This is a very important part as it has very high margins. Not expensive at 6.7X earnings with a 3.5% yield. Have lots of cash in the balance sheet, part of which will be used to help buy out some of the positions they don’t own. Very small market share in the US of about 5.1%, which they should try to increase. Europe has been a very difficult environment for them. Good story.

Automotive
Showing 1 to 15 of 21 entries

Volkswagen AG(VOW-GR) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 3

Stockchase rating for Volkswagen AG is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Volkswagen AG(VOW-GR) Frequently Asked Questions

What is Volkswagen AG stock symbol?

Volkswagen AG is a OTC stock, trading under the symbol VOW-GR on the Frankfurt Stock Exchange (VOW-GY). It is usually referred to as XETR:VOW or VOW-GR

Is Volkswagen AG a buy or a sell?

In the last year, 3 stock analysts published opinions about VOW-GR. 1 analyst recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Volkswagen AG.

Is Volkswagen AG a good investment or a top pick?

Volkswagen AG was recommended as a Top Pick by on . Read the latest stock experts ratings for Volkswagen AG.

Why is Volkswagen AG stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Volkswagen AG worth watching?

3 stock analysts on Stockchase covered Volkswagen AG In the last year. It is a trending stock that is worth watching.

What is Volkswagen AG stock price?

On 2021-10-19, Volkswagen AG (VOW-GR) stock closed at a price of $266.2.