Bayerische Motoren Werke AG

BMW-GR

FRA:BMW

44.87
0.48 (1.08%)
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.
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Analysis and Opinions about BMW-GR

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
March 8, 2017

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

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

TOP PICK
TOP PICK
March 8, 2017

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.)

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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.)

PAST TOP PICK
PAST TOP PICK
February 13, 2017

(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.

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(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.

PAST TOP PICK
PAST TOP PICK
January 16, 2017

(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.

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(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.

DON'T BUY
DON'T BUY
August 8, 2016

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.

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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.

TOP PICK
TOP PICK
August 4, 2016

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.

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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.

TOP PICK
TOP PICK
June 16, 2016

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%.

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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%.

BUY
BUY
April 15, 2016

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.

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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.

TOP PICK
TOP PICK
March 24, 2016

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%.

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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%.

TOP PICK
TOP PICK
February 11, 2016

Has a great franchise in China, but people feel China is slowing down, but even if they stabilize, they’ll do very well. European car sales have been much lower than in North America. Their peak was in 2007, and they haven’t reached that yet, where North American car sales have. There is pent-up demand for cars in Europe. Not an expensive stock. Trading at 7X earnings with a 4.3% dividend yield.

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Has a great franchise in China, but people feel China is slowing down, but even if they stabilize, they’ll do very well. European car sales have been much lower than in North America. Their peak was in 2007, and they haven’t reached that yet, where North American car sales have. There is pent-up demand for cars in Europe. Not an expensive stock. Trading at 7X earnings with a 4.3% dividend yield.

BUY
BUY
April 9, 2014

His favourite automobile company. (Actually prefers auto parts over OEMs, because their margins can expand further and they are more geared to energy efficiency.) BMW has high margins and is a well-run company. Has exposure to the “luxury only” area. Doing extraordinarily well in China. Their move into the electric vehicle with the I series is under-appreciated.

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His favourite automobile company. (Actually prefers auto parts over OEMs, because their margins can expand further and they are more geared to energy efficiency.) BMW has high margins and is a well-run company. Has exposure to the “luxury only” area. Doing extraordinarily well in China. Their move into the electric vehicle with the I series is under-appreciated.

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