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Today's auto industry reality: Business is booming, profits are strong, but investors are...

Today's auto industry reality: Business is booming, profits are strong, but investors are indifferent. They want to see losses in Europe ending soon - not likely - and expanding margins. GM and Ford (F) are each down ~30% YTD; parts suppliers JCI and LEA aren't a lot better. An exception: Borg Warner (BWA), which has skied ~147% in three years.
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Comments (3)
  • jw4golf
    , contributor
    Comments (340) | Send Message
     
    I think the investing public distrust the never ending hype about how great everything is in autos when GM continues to have tax dollars invested (27%) and not a whole lot of jobs being created. Ford doing all building overseas, and many better things to invest in that pay great dividends
    5 May 2012, 01:37 AM Reply Like
  • 1980XLS-2.0
    , contributor
    Comments (525) | Send Message
     
    YTD or one year return?

     

    GM, YTD rate of return 10.3%

     

    F, YTD, 0.9%
    5 May 2012, 04:18 PM Reply Like
  • Festos
    , contributor
    Comment (1) | Send Message
     
    What about the new competition coming up in
    the turbocharger business?
    5 May 2012, 04:27 PM Reply Like
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