Allison Transmission Holdings (ALSN-N) Stock Predictions - Stockchase
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Allison Transmission Holdings (ALSN-N)

ON STOCKCHASE SINCE Apr 2016

Automotive

Allison Transmission Hold...

ALSN-N

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Allison Transmission Holdings (ALSN-N) SAVE Apr, 22, 2019, 10:38 am

48.16 0.12 (0.25%)

What the experts are saying about ALSN-N



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BUY

It is an auto play company.  Very low capital intensity.  When you look at their end markets, the transition to electric will benefit them.  It is a well run company and they buy back a lot of their stock.  It is attractively valued but they are exposure to certain end markets like construction.

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It is an auto play company.  Very low capital intensity.  When you look at their end markets, the transition to electric will benefit them.  It is a well run company and they buy back a lot of their stock.  It is attractively valued but they are exposure to certain end markets like construction.

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Stephen Groff

Principal , Cambridge Global Ass...

Price Price
$40.970
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick April 20/16. Up 34%.) This tends to specialize on medium/heavy duty size automatic transmissions that go into things like school buses, refuse trucks, etc. This is a cash flow machine. It was very cheap a year ago and is still attractive, but not inexpensive. Still a great company.

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(A Top Pick April 20/16. Up 34%.) This tends to specialize on medium/heavy duty size automatic transmissions that go into things like school buses, refuse trucks, etc. This is a cash flow machine. It was very cheap a year ago and is still attractive, but not inexpensive. Still a great company.

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Stephen Groff

Principal , Cambridge Global Ass...

Price Price
$36.520
Owned Owned
Yes

HOLD

He still likes and owns it.  Some businesses have been challenged and some are doing well.  At some point you burn through heavy duty transmissions and they have to be replaced.  The conversion to electric vehicles will require capital expenditures on the part of these companies.

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He still likes and owns it.  Some businesses have been challenged and some are doing well.  At some point you burn through heavy duty transmissions and they have to be replaced.  The conversion to electric vehicles will require capital expenditures on the part of these companies.

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Stephen Groff

Principal , Cambridge Global Ass...

Price Price
$32.660
Owned Owned
Yes

PAST TOP PICK

(A Top Pick April 20/16. Up 1.21%.) He is fully aware that some of their end markets are challenged. He owns this because of the cash flow it generates, and believes in the long-term value its products provide.

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(A Top Pick April 20/16. Up 1.21%.) He is fully aware that some of their end markets are challenged. He owns this because of the cash flow it generates, and believes in the long-term value its products provide.

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Stephen Groff

Principal , Cambridge Global Ass...

Price Price
$27.760
Owned Owned
Yes

TOP PICK

Generating very high returns, very high margins, and a lot of cash flow. You have to look at free cash flow on this, because they have everything from NOLs meaning that they convert higher percentages of revenue of EBITDA into cash flow. Margins are very high, north of 30%, because a lot of technology goes into making heavy-duty applications for everything from garbage trucks to school buses. Dividend yield of 2.17%.

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Generating very high returns, very high margins, and a lot of cash flow. You have to look at free cash flow on this, because they have everything from NOLs meaning that they convert higher percentages of revenue of EBITDA into cash flow. Margins are very high, north of 30%, because a lot of technology goes into making heavy-duty applications for everything from garbage trucks to school buses. Dividend yield of 2.17%.

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Stephen Groff

Principal , Cambridge Global Ass...

Price Price
$27.560
Owned Owned
Yes

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