Bayerische Motoren Werke AG

BMW-GR

FRA:BMW

73.20
0.02 (0.03%)
BMW AG is a German multinational company which currently produces automobiles and motorcycles, and also produced aircraft engines until 1945. The company was founded in 1916 and is headquartered in Munich, Bavaria.
More at Wikipedia

Analysis and Opinions about BMW-GR

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
July 30, 2019

(A Top Pick Jul 24/18, Down 18%) Auto stocks have remained out of favour longer than he thought, despite this stock having a good dividend. The Chinese market turned down sharply, following comments from President Trump. There is nothing wrong with the company. He expects them to manufacture more e-vehicles than Tesla this year. Yield 5%

(A Top Pick Jul 24/18, Down 18%) Auto stocks have remained out of favour longer than he thought, despite this stock having a good dividend. The Chinese market turned down sharply, following comments from President Trump. There is nothing wrong with the company. He expects them to manufacture more e-vehicles than Tesla this year. Yield 5%

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$67.210
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 23, 2019
(A Top Pick Jul 24/18, Down 22%) Trading at 5 times earnings. They pay a dividend of 5%. The diesel scandal in the EU is affecting them. Everybody is anticars now. They make electric vehicles as well. It is costing the money the conversion. You will do fine with this name.
(A Top Pick Jul 24/18, Down 22%) Trading at 5 times earnings. They pay a dividend of 5%. The diesel scandal in the EU is affecting them. Everybody is anticars now. They make electric vehicles as well. It is costing the money the conversion. You will do fine with this name.
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$63.400
Owned
Yes
COMMENT
COMMENT
May 21, 2019
Potential in electric car division? Great company, great brand. 8X earnings, 4.1% dividend yield. One issue is their EBITDA margin used to be 10% and has come down to 7.7%. Tariff issues may affect European cars next. On the electric car side they've got the i3 and i8, but one issue he has with them is the fact that they are not accelerating their electric business and they think it's going to be a slower move, whereas Tesla and others feels it's going to be faster, thinks that's going to hurt them. One of the top brand in the world.
Potential in electric car division? Great company, great brand. 8X earnings, 4.1% dividend yield. One issue is their EBITDA margin used to be 10% and has come down to 7.7%. Tariff issues may affect European cars next. On the electric car side they've got the i3 and i8, but one issue he has with them is the fact that they are not accelerating their electric business and they think it's going to be a slower move, whereas Tesla and others feels it's going to be faster, thinks that's going to hurt them. One of the top brand in the world.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$64.820
Owned
Unknown
DON'T BUY
DON'T BUY
December 31, 2018
The auto space is challenging. He sold off his car stocks a while ago, because of Uber and Lyft. There's a strong case to be made for Peak Auto. He's never looked back at the car stocks, like BMW (GM, Tata and Daimler). GM's recent plant closing in Oshawa was painful, but correct. The carmakers are facing ride-sharing. Technology disrupts and cars are old technology.
The auto space is challenging. He sold off his car stocks a while ago, because of Uber and Lyft. There's a strong case to be made for Peak Auto. He's never looked back at the car stocks, like BMW (GM, Tata and Daimler). GM's recent plant closing in Oshawa was painful, but correct. The carmakers are facing ride-sharing. Technology disrupts and cars are old technology.
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$0.000
Owned
No
TOP PICK
TOP PICK
July 24, 2018

A global luxury brand. Selling at 6x earnings. Trump is punishing this company, but BMW will be around long after him. (Analysts' price target: Euros 97.18)

A global luxury brand. Selling at 6x earnings. Trump is punishing this company, but BMW will be around long after him. (Analysts' price target: Euros 97.18)

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
June 12, 2018

It is post-generational. Everybody wants one. They have a great suit of electrics. It is a play on the upper middle class. (Analysts’ target: 97.63).

It is post-generational. Everybody wants one. They have a great suit of electrics. It is a play on the upper middle class. (Analysts’ target: 97.63).

Thomas George
, TD Asset Management
Price
$0.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 26, 2018

(A Top Pick March 8/17 - Up 4%) Sold it 6 months ago. Not because he doesn’t like it but more because they wanted to buy something else.

(A Top Pick March 8/17 - Up 4%) Sold it 6 months ago. Not because he doesn’t like it but more because they wanted to buy something else.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$0.000
Owned
No
TOP PICK
TOP PICK
March 22, 2018

The street hates BMW right now. Many analysts say BMW’s margins are too high and will come down. He says that BMW has sustained its high margins for a long time. Also, BMW is very strong in diesel and there is a perception that diesel is dirty. The Volkswagen scandal did not help. BMW and Mercedes put filters on that reduce particulate emissions significantly, so they are being tainted with an inappropriate brush. Opportunities for BMW are very good in the US, Europe and China. They build many SUV’s in the US, which will help protect them from Trump. (Analysts’ price target is 96.54€)

The street hates BMW right now. Many analysts say BMW’s margins are too high and will come down. He says that BMW has sustained its high margins for a long time. Also, BMW is very strong in diesel and there is a perception that diesel is dirty. The Volkswagen scandal did not help. BMW and Mercedes put filters on that reduce particulate emissions significantly, so they are being tainted with an inappropriate brush. Opportunities for BMW are very good in the US, Europe and China. They build many SUV’s in the US, which will help protect them from Trump. (Analysts’ price target is 96.54€)

Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$0.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 15, 2018

(A Top Pick April 19/17. Up 11%.) He still likes this. It’s selling at 11-12X earnings. Has a 4% dividend. They are probably going to sell more electric cars then Tesla this year. Trading at 12X earnings. This should move to €100-110 in the next year or so.

(A Top Pick April 19/17. Up 11%.) He still likes this. It’s selling at 11-12X earnings. Has a 4% dividend. They are probably going to sell more electric cars then Tesla this year. Trading at 12X earnings. This should move to €100-110 in the next year or so.

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$0.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 13, 2017

(A Top Pick April 19/17. Up 7%.) A global consumer brand in an auto company and dirt cheap. Selling for about 10X earnings. Very solid. Dividend yield of 4.05%.

(A Top Pick April 19/17. Up 7%.) A global consumer brand in an auto company and dirt cheap. Selling for about 10X earnings. Very solid. Dividend yield of 4.05%.

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$0.000
Owned
Yes
COMMENT
COMMENT
July 27, 2017

BMW or Louis Vuitton as a 1st time purchase into Europe? He would recommend you be conservative first and get aggressive later. This one is cyclical. It would be better to go into a bank or an insurance company first, and after having made some money, look at other things. Has never owned any of the auto companies, simply because their capital expenditures usually wipe out any free cash flow.

BMW or Louis Vuitton as a 1st time purchase into Europe? He would recommend you be conservative first and get aggressive later. This one is cyclical. It would be better to go into a bank or an insurance company first, and after having made some money, look at other things. Has never owned any of the auto companies, simply because their capital expenditures usually wipe out any free cash flow.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$0.000
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
July 13, 2017

(A Top Pick Aug 4/16. Up 15.69%.) He still likes this. 40% is owned by the Quandt family. Management wants to drive technology and drive their business, and is happy to give up margin in the short term to do that. 4% dividend yield.

(A Top Pick Aug 4/16. Up 15.69%.) He still likes this. 40% is owned by the Quandt family. Management wants to drive technology and drive their business, and is happy to give up margin in the short term to do that. 4% dividend yield.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$0.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 22, 2017

(A Top Pick June 16/16. Up 28%.) He still likes this. A great brand name and you are not paying a high multiple for it. Pays a great dividend. The Quandt family owns about 40% of the company, so you have a very strong shareholder. China is doing very well for them. There is pent-up demand in Europe.

(A Top Pick June 16/16. Up 28%.) He still likes this. A great brand name and you are not paying a high multiple for it. Pays a great dividend. The Quandt family owns about 40% of the company, so you have a very strong shareholder. China is doing very well for them. There is pent-up demand in Europe.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$0.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 1, 2017

(A Top Pick June 16/16. Up 20%.) A great company. QE in the US drove up a lot of purchasing going forward, which was the reason for the great participation in cars. It happened in Europe, but not to the same extent and he thinks that is going to happen. Also, people were really worried about China, but China has done quite well for them. They care about their business, the technology, and everything that goes into it. Management is happy to give up margin, because they have a view of the future, which makes a lot of sense. They don’t do things for the short term, they do things for the long-term.

(A Top Pick June 16/16. Up 20%.) A great company. QE in the US drove up a lot of purchasing going forward, which was the reason for the great participation in cars. It happened in Europe, but not to the same extent and he thinks that is going to happen. Also, people were really worried about China, but China has done quite well for them. They care about their business, the technology, and everything that goes into it. Management is happy to give up margin, because they have a view of the future, which makes a lot of sense. They don’t do things for the short term, they do things for the long-term.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
April 19, 2017

The auto sector is one of the few areas that is cheap. The world has decided that the auto cycle is over, gasoline powered cars are going to disappear, and therefore we don’t need to own these stocks. This is selling at 8X earnings and it is a global luxury brand. Their entire line-up is higher luxury cars. They will make as many electric vehicles as Tesla this year, and have all of the technology. Highly profitable. The one issue is debt. They have €1 billion of debt on a $50 billion market cap, because all the car leases are still done internally. Dividend yield of 4.5% and has been going up 10% per annum. (Analysts’ price target is €86.)

The auto sector is one of the few areas that is cheap. The world has decided that the auto cycle is over, gasoline powered cars are going to disappear, and therefore we don’t need to own these stocks. This is selling at 8X earnings and it is a global luxury brand. Their entire line-up is higher luxury cars. They will make as many electric vehicles as Tesla this year, and have all of the technology. Highly profitable. The one issue is debt. They have €1 billion of debt on a $50 billion market cap, because all the car leases are still done internally. Dividend yield of 4.5% and has been going up 10% per annum. (Analysts’ price target is €86.)

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$0.000
Owned
Yes
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