Automodular Corp.

AM.H-X

Analysis and Opinions about AM.H-X

Signal
Opinion
Expert
COMMENT
COMMENT
October 25, 2013

Ford (F-N) has decided not to outsource to this company anymore. Originally it was going to be closed down in early 2014 but have now extended the period of time. They have also said they will pay for some of the closing costs. So this is a company that really has no business in 2015, but they are sitting on a lot of cash, which is close to where the stock prices. They are out there looking for new contracts. 11% dividend.

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Automodular Corp. (AM.H-X)
October 25, 2013

Ford (F-N) has decided not to outsource to this company anymore. Originally it was going to be closed down in early 2014 but have now extended the period of time. They have also said they will pay for some of the closing costs. So this is a company that really has no business in 2015, but they are sitting on a lot of cash, which is close to where the stock prices. They are out there looking for new contracts. 11% dividend.

COMMENT
COMMENT
July 26, 2013

Assembled modules for Ford (F-N) but losing their contract. Difficult business but they were very good at it. Cranking out cash and returning 40%-50% on equity. Have a ton of cash. Contract is good for another 1-1.5 years and generates a lot of cash. The question is, what do they do? Do they pay the cash out, try to find a business to buy, or trying to find new contracts? A lot of people feel they could get new contracts but that is difficult because, if they could, they would have done it. 13.3% dividend yield.

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Assembled modules for Ford (F-N) but losing their contract. Difficult business but they were very good at it. Cranking out cash and returning 40%-50% on equity. Have a ton of cash. Contract is good for another 1-1.5 years and generates a lot of cash. The question is, what do they do? Do they pay the cash out, try to find a business to buy, or trying to find new contracts? A lot of people feel they could get new contracts but that is difficult because, if they could, they would have done it. 13.3% dividend yield.

COMMENT
COMMENT
May 29, 2013

Assemble modular’s for cars, basically Ford’s, and they lost their contract. However, they have about another 1-1.5 years to go so they are going to generate a lot of cash. Have about $27 million in cash on their balance sheet. Adding up what you think they are going to make and what they have in the bank, stock is probably trading for less than that sum of cash. Possible cut in the dividend, which the board will decide on, on a quarter to quarter basis. Be careful on this one.

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Assemble modular’s for cars, basically Ford’s, and they lost their contract. However, they have about another 1-1.5 years to go so they are going to generate a lot of cash. Have about $27 million in cash on their balance sheet. Adding up what you think they are going to make and what they have in the bank, stock is probably trading for less than that sum of cash. Possible cut in the dividend, which the board will decide on, on a quarter to quarter basis. Be careful on this one.

COMMENT
COMMENT
April 23, 2013

Doesn’t know a lot about this, but is very impressed that it has a 8.7% yield and is trading at 3.5X trailing earnings. This, combined with the fact that it is in the auto parts sector, which he is generally positive on, makes it interesting

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Doesn’t know a lot about this, but is very impressed that it has a 8.7% yield and is trading at 3.5X trailing earnings. This, combined with the fact that it is in the auto parts sector, which he is generally positive on, makes it interesting

COMMENT
COMMENT
April 3, 2013

Hasn’t met with management yet but numbers are impressive. Seem to really know how to extract profit from a relatively small amount of revenue. Very nice dividend. Last quarter was a good one. Earnings are volatile. Have a lot of cash in the balance sheet.

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Hasn’t met with management yet but numbers are impressive. Seem to really know how to extract profit from a relatively small amount of revenue. Very nice dividend. Last quarter was a good one. Earnings are volatile. Have a lot of cash in the balance sheet.

HOLD
HOLD
February 6, 2013

Starting to look at this one a little. Not a lot of assets, but the ROC is high. Screening well, which means others are also looking at this. Yield of 8.76%.

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Automodular Corp. (AM.H-X)
February 6, 2013

Starting to look at this one a little. Not a lot of assets, but the ROC is high. Screening well, which means others are also looking at this. Yield of 8.76%.

SELL
SELL
November 23, 2012

(Market Call Minute.) Stock will be good for a year and then it will go down.

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Automodular Corp. (AM.H-X)
November 23, 2012

(Market Call Minute.) Stock will be good for a year and then it will go down.

PARTIAL SELL
PARTIAL SELL
April 9, 2012
AutoCanada (ACQ-T) or Automodular (AM-T)? These are 2 completely different types of companies. This one is a much more speculative type of company. It has potential but given his outlook on the economy, he would probably trim both of them..
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AutoCanada (ACQ-T) or Automodular (AM-T)? These are 2 completely different types of companies. This one is a much more speculative type of company. It has potential but given his outlook on the economy, he would probably trim both of them..
DON'T BUY
DON'T BUY
March 21, 2012
Used to follow very closely. Then he never decided to buy in. Was certain management could work through difficulties. Also there was very little volume, which he requires. Doesn’t fit his method.
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Used to follow very closely. Then he never decided to buy in. Was certain management could work through difficulties. Also there was very little volume, which he requires. Doesn’t fit his method.
BUY
BUY
December 29, 2011
Been on his radar screen but he did not pull the trigger. Been a really nice growth story. Need to see if they can continue to execute and deliver. Because growth came from such a low level it is actually not a bad place to be compared to other consumer cyclicals.
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Automodular Corp. (AM.H-X)
December 29, 2011
Been on his radar screen but he did not pull the trigger. Been a really nice growth story. Need to see if they can continue to execute and deliver. Because growth came from such a low level it is actually not a bad place to be compared to other consumer cyclicals.
WEAK BUY
WEAK BUY
May 12, 2003
Decent dividend. They don't own because its too illiquid for their interests. Not a bad name.
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Decent dividend. They don't own because its too illiquid for their interests. Not a bad name.
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