Tag Archives: gm

Ford Almost Delivered, Will GM Be The Spark? – Seeking Alpha

From our article on Seeking Alpha: Next Up: GM General Motors (GM) reports earnings on November 9th, and could still ignite the sector with its own capital return plans. Unlike Ford, we do not believe a dividend is likely for … Continue reading

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Will Ford And GM Announce Dividend Or Buyback Plans? – Seeking Alpha

From our article on Seeking Alpha: A Catalyst To Change Sentiment Upon reflection of what possible dynamics might emerge, we do believe there is one catalyst that is a possibility and would be very positive for investor sentiment. While we … Continue reading

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Auto Profits Will Soar When Economy Grows Above Trend – Seeking Alpha

We have been beating the drums for the past few months regarding the opportunity to profit from an obvious long-term winning trend, the US auto industry’s comeback (see Even in a Recession, Ford and GM Are Easy Doubles and 5 … Continue reading

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Get Ready For The Green Light, Part I – Seeking Alpha

From our article on SeekingAlpha: In 2009, the market appeared much like today in one respect– people were afraid there was no solution to the enormous problems that our country and the world faced. Leading politicians and bureaucrats that created … Continue reading

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U.S. Auto Sales Solid, But Market Still Frets Recession – Seeking Alpha

From our article on Seeking Alpha: While the market is still focused on the double-dip recession, the gloomy outlook leaves the stock valuations in the doldrums. However, if one looks at the actual activity on the ground or listens to … Continue reading

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7 Stock Picks For The Latest Indications Coming From The Fed – Seeking Alpha

From our article on Seeking Alpha: Bernanke’s speech friday reminds us how powerful the central bankers can be. While his words of reassurance were summed up in only one paragraph, his message was clear and understood. By reminding the market … Continue reading

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Even in a Recession, GM and Ford Are Easy Doubles – Seeking Alpha

From Seeking Alpha: GM (GM) is trading at a $34B market cap and currently has $33B in cash . Ford (F) is trading at a $38B market cap while they have reduced net debt by $17B in the last 6 … Continue reading

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5 Stocks to Play the U.S. Auto Rebound – Seeking Alpha

From our article on Seeking Alpha: While everyone else is scared of a depression, we are genuinely excited about the next phase of the American auto acceleration. Barely noticed by most investors, this resurgence is real and gaining strength. Balance … Continue reading

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GM’s Dealer Inventories Down, But Bears Could Care Less – Seeking Alpha

Our exclusive article for Seeking Alpha: GM’s turnaround is solid and its financial metrics are improving. The company is responding favorably to minor issues such as inventory builds, and managing through a turbulent macro-environment. The concern over a re-entry into … Continue reading

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Ford: Don’t Let Short-Term Traders Dissuade You From This Levered Gem – Seeking Alpha

Our first article on Seeking Alpha! The positive leverage of this investment reveals itself during strong economic times, as both earnings growth and P/E expansion will be ahead. Some companies hope for growth of earnings, some hope for P/E expansion, … Continue reading

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