Bayerische Motoren Werke AG | StockChase
17
Bayerische Motoren Werke AG (BMW-GR)

Last Price Recorded: $0.0000 on 0000-00-00

ON STOCKCHASE SINCE Apr 2014

Automotive

Bayerische Motoren Werke AG


Signal Opinion Expert

2017-11-13

PAST TOP PICK
Bayerische Motoren Werke AG (BMW-GR)

(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%.

Automotive
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $0.000
Owned: Yes

2017-07-27

COMMENT
Bayerische Motoren Werke AG (BMW-GR)

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.

Automotive
David Driscoll

President & CEO, Liberty International Investment Management Inc

Price: $0.000
Owned: Unknown

2017-07-13

PAST TOP PICK
Bayerische Motoren Werke AG (BMW-GR)

(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.

Automotive
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $0.000
Owned: Yes

2017-06-22

PAST TOP PICK
Bayerische Motoren Werke AG (BMW-GR)

(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.

Automotive
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $0.000
Owned: Yes

2017-05-01

PAST TOP PICK
Bayerische Motoren Werke AG (BMW-GR)

(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.

Automotive
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $0.000
Owned: Yes

2017-04-19

TOP PICK
Bayerische Motoren Werke AG (BMW-GR)

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.)

Automotive
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $0.000
Owned: Yes

2017-03-08

TOP PICK
Bayerische Motoren Werke AG (BMW-GR)

About 40% of the company is owned by the Quandt family, so you have a very stable shareholder. Also, the company has been very good at introducing people to products, like their cars, which is very good from a marketing perspective. The company will give up margin in the short term for longer-term gains. They will spend more on R&D and more on CapX. Car sales in Europe have not been strong compared to Canada and the US, and he sees that as an opportunity. Dividend yield of 3.71%. (Analysts’ price target is euro 88.)

Automotive
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $0.000
Owned: Yes

2017-03-08

PAST TOP PICK
Bayerische Motoren Werke AG (BMW-GR)

(A Top Pick March 24/16. Up 13.61%.)

Automotive
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $0.000
Owned: Yes

2017-02-13

PAST TOP PICK
Bayerische Motoren Werke AG (BMW-GR)

(Top Pick Feb 11/16, Up 34.93%) A great brand.  It is a very unique company that is 40% owned by one family in Germany.  China continues to do well for them.  During QE in the US, the car industry collapsed, and then there was a huge buying spree.  In Europe this had not happened yet when he bought it. 

Automotive
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $0.000
Owned: Yes

2017-01-16

PAST TOP PICK
Bayerische Motoren Werke AG (BMW-GR)

(A Top Pick Feb 11/16. Up 34.39%.) About 40% of this is owned by a German family, so it has a very stable ownership base. Also, it has a great brand. They’ve done a very good job on research/development.

Automotive
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $0.000
Owned: Yes

2016-08-08

DON'T BUY
Bayerische Motoren Werke AG (BMW-GR)

Glaxo Smith (GSK-N) or BMW (BMW-GR)? Two entirely different companies. A global drug company and an automobile company. This is clearly going to be more of a cyclical business, tied to the economy. To him, there are better places to look for value.

Automotive
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Wealth Management Inc

Price: $0.000
Owned: No

2016-08-04

TOP PICK
Bayerische Motoren Werke AG (BMW-GR)

A great story. He thinks there is going to be an increase in car sales in Europe like there was in the US. This company has sold the most number of cars, although the US was down a little, but in China and Europe they are throwing up tons of free cash. A great global brand. Trading at 7X earnings. 4.22% dividend yield.

Automotive
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $0.000
Owned: Yes

2016-06-16

TOP PICK
Bayerische Motoren Werke AG (BMW-GR)

You can’t buy this in New York, you have to buy it in Germany. With quantitative easing in Europe, and what happened with quantitative easing in the US is that people frontloaded a lot of purchases. Autos rose up to almost 18 million in North America. Auto purchases are well below 2007 in Europe, so he thinks there is a backlog that will catch up. The stock is not expensive, trading at about 8X earnings. The company has 2 great hybrid electric cars, i3 and i8, but they don’t get the benefit of those. This company will give up margin for long-term growth, which he feels is very important. Dividend yield of 4.68%.

Automotive
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $0.000
Owned: Yes

2016-04-15

BUY
Bayerische Motoren Werke AG (BMW-GR)

General Motors (GM-N) or BMW (BMW-GR)? Thinks the sector is going to be solid. There is going to be an upturn in China this year, and they are the biggest buyers in the world. Both companies appeal to the Chinese. He likes the sector.

Automotive
Rick Stuchberry

Portfolio Manager, Richardson GMP

Price: $0.000
Owned: No

2016-03-24

TOP PICK
Bayerische Motoren Werke AG (BMW-GR)

A unique story. There were 18 million car sales in North America last year, and a lot of purchasing got pushed forward. With Quantitative Easing, he thinks the same thing will happen in Europe. Their car sales are below the 2007 level. Trading at 8X earnings. They meet all the CO2 requirements in Europe and have a great quality hybrid/electric car business. Dividend yield of 4.02%.

Automotive
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $0.000
Owned: Yes

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