General Motors Corporation

GM-N

NYSE:GM

34.31
0.57 (1.63%)
General Motors Company, commonly known as GM, is an American multinational corporation headquartered in Detroit, Michigan, that designs, manufactures, markets, and distributes vehicles and vehicle parts, and sells financial services.
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Analysis and Opinions about GM-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 8, 2019
Trading at 5x earnings. The CEO has been transforming the business to e-cars. The car industry has been tough and the strike is the latest blow. He's watching it.
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Trading at 5x earnings. The CEO has been transforming the business to e-cars. The car industry has been tough and the strike is the latest blow. He's watching it.
DON'T BUY
DON'T BUY
August 2, 2019
He won't touch the car sector. The peak has passed. He exited in fall 2013 when earnings momentum peaked.
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He won't touch the car sector. The peak has passed. He exited in fall 2013 when earnings momentum peaked.
SELL
SELL
July 16, 2019
It's hitting resistance. It may rise another buck, but he'd sell it.
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It's hitting resistance. It may rise another buck, but he'd sell it.
PAST TOP PICK
PAST TOP PICK
June 18, 2019
(A Top Pick Jun 12/18, Down 13%) He's sold out. It yield around 4.1% and trading at a crazy-loaw 5.5x forward earnings. The car business is notoriously cyclical and it currently on the down side. Can they remain profitable now? If they can, then GM is a huge bargain, but if they can't, then sell GM.
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(A Top Pick Jun 12/18, Down 13%) He's sold out. It yield around 4.1% and trading at a crazy-loaw 5.5x forward earnings. The car business is notoriously cyclical and it currently on the down side. Can they remain profitable now? If they can, then GM is a huge bargain, but if they can't, then sell GM.
SELL
SELL
May 6, 2019
The auto business is going to be rough for the next 5 years. There is going to be so much change. Electrification is going to happen in the next half decade. He saw the turmoil and decided there were better places to be.
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The auto business is going to be rough for the next 5 years. There is going to be so much change. Electrification is going to happen in the next half decade. He saw the turmoil and decided there were better places to be.
DON'T BUY
DON'T BUY
March 18, 2019
Dead money. Trading at a cheap 6.2x earnings. Dividend is good, but will stay flat. Maybe add to it during a pull back.
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Dead money. Trading at a cheap 6.2x earnings. Dividend is good, but will stay flat. Maybe add to it during a pull back.
COMMENT
COMMENT
January 22, 2019
He sold GM for better opportunities. He expects them to be a force in e-cars, starting to release them in 2020, perhaps. GM should get e-cars right and become a fierce competitor in this space. Trades at a low multiple, 6x forward earnings. 3.98% yield.
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He sold GM for better opportunities. He expects them to be a force in e-cars, starting to release them in 2020, perhaps. GM should get e-cars right and become a fierce competitor in this space. Trades at a low multiple, 6x forward earnings. 3.98% yield.
BUY
BUY
December 19, 2018
In a market like this you wait until people come out of their foxholes. Super cheap at 5 1/2 PE. Nice dividend of 4% plus. Fair name. You can worry about peak sales but it is priced for that.
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In a market like this you wait until people come out of their foxholes. Super cheap at 5 1/2 PE. Nice dividend of 4% plus. Fair name. You can worry about peak sales but it is priced for that.
PAST TOP PICK
PAST TOP PICK
December 13, 2018
(A Top Pick Jan 10/18, Down 14%) A lot has changed from the first half of the year to the last half of the year. He was trimming his position. He is not as enthusiastic about this name as he was earlier in the year.
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(A Top Pick Jan 10/18, Down 14%) A lot has changed from the first half of the year to the last half of the year. He was trimming his position. He is not as enthusiastic about this name as he was earlier in the year.
DON'T BUY
DON'T BUY
October 3, 2018

In itself it is like the other car companies. It is tough. The US market at 17.2 million units/year is not growing. In fact, is falling a little bit. Globally 95 million are produced each year. The US is not that big a piece there.

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In itself it is like the other car companies. It is tough. The US market at 17.2 million units/year is not growing. In fact, is falling a little bit. Globally 95 million are produced each year. The US is not that big a piece there.

DON'T BUY
DON'T BUY
October 2, 2018

He doesn’t own automotive stocks. From a valuation standpoint, GM looks really cheap, with a single digit multiple. It has suffered very much recently, as has the whole sector. Over time, the trend is reduced car demand with the increase in car sharing, high-speed trains and other public transport. Streets are way too busy. Millenials are not buying cars the way that previous generations have. This is a capital-intensive business. Even to move the fleet to electric motors requires many billions of dollars. It is too hard, and too expensive, for auto companies to keep up with world trends. There are better places for investors’ money.

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He doesn’t own automotive stocks. From a valuation standpoint, GM looks really cheap, with a single digit multiple. It has suffered very much recently, as has the whole sector. Over time, the trend is reduced car demand with the increase in car sharing, high-speed trains and other public transport. Streets are way too busy. Millenials are not buying cars the way that previous generations have. This is a capital-intensive business. Even to move the fleet to electric motors requires many billions of dollars. It is too hard, and too expensive, for auto companies to keep up with world trends. There are better places for investors’ money.

COMMENT
COMMENT
July 27, 2018

Lot of buying last 2 years between $34-36. That support is not bad, and provides a good exit point. If it hits $36, don’t rationalize your holding. Bothers him that stock has done nothing except pay out a nice dividend. Margins are difficult. Not a short-term trade of less than 3 months. Long-term looks somewhat negative.

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Lot of buying last 2 years between $34-36. That support is not bad, and provides a good exit point. If it hits $36, don’t rationalize your holding. Bothers him that stock has done nothing except pay out a nice dividend. Margins are difficult. Not a short-term trade of less than 3 months. Long-term looks somewhat negative.

TOP PICK
TOP PICK
June 12, 2018

GM is not just a 1910 masher of auto parts. It has great technologies that are likely to put Tesla out of business. They will sell many more electric cars than Tesla and this part of GM is not being valued by investors. At $40 the stock trades at 7x earnings with a 3% yield. It is tremendously undervalued. He thinks it should go to $60. (Analysts' price target is $50.41)

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GM is not just a 1910 masher of auto parts. It has great technologies that are likely to put Tesla out of business. They will sell many more electric cars than Tesla and this part of GM is not being valued by investors. At $40 the stock trades at 7x earnings with a 3% yield. It is tremendously undervalued. He thinks it should go to $60. (Analysts' price target is $50.41)

PAST TOP PICK
PAST TOP PICK
April 5, 2018

(A Top Pick Jan 16/17, Up 7.30%) They had a good quarter but are caught up with other dividend paying stocks selling off. It is in the top 10% in terms of valuation. A good stable business.

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(A Top Pick Jan 16/17, Up 7.30%) They had a good quarter but are caught up with other dividend paying stocks selling off. It is in the top 10% in terms of valuation. A good stable business.

DON'T BUY
DON'T BUY
January 29, 2018

Last year, the 3.5% dividend stayed the same, which is not a good thing. He doesn't like that car manufacturers are asset heavy, and unable to generate consistently growing cash flows. Once they get rid of the 2008-2009 pensions, it is stable, but free cash flows have not risen since 2014. You are getting into a conundrum of high competition/low list prices. They usually waste all their free cash flow on capital expenditures. He’s not a big fan of car companies.

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Last year, the 3.5% dividend stayed the same, which is not a good thing. He doesn't like that car manufacturers are asset heavy, and unable to generate consistently growing cash flows. Once they get rid of the 2008-2009 pensions, it is stable, but free cash flows have not risen since 2014. You are getting into a conundrum of high competition/low list prices. They usually waste all their free cash flow on capital expenditures. He’s not a big fan of car companies.

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