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GM
General Motors Company - NYSE

4/23/2014, 3:02 PM ET
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  • Still Facing Backlash At Home, General Motors Makes Moves Abroad
    Don Dion Today, 9:50 AM 5 Comments

    Summary

    • GM is forging ambitious plans to tackle the car market in China with a $12 billion investment, including new plants.
    • GM may overtake rival VW with this new investment in China.
    • Given GM stock has proven relatively resilient to the company’s domestic issues, investors should take these next steps in growth as a positive sign.
  • The Damn Thin Line That GM Must Walk
    Quoth the Raven Yesterday, 7:57 AM 13 Comments

    Summary

    • GM has had an epic disaster with its recall, the associated deaths, and the corresponding headlines pointing out the negligence.
    • As an investor, I've tried to turn a blind eye to this and see GM as fundamentally undervalued.
    • My humanitarian side is fighting with my investor side as to who's right; in the meantime, I'm long GM.
  • Ford Vs. GM: Where The Real Difference Lies
    Chuck Walston Mon, Apr. 21 23 Comments

    Summary

    • The shares of both companies are significantly undervalued.
    • GM recalls will result in lower profits throughout 2014.
    • Ford is wrestling with product reliability issues.
  • Is The Beast Inside GM Still Hungry?
    Quoth the Raven Mon, Apr. 21 11 Comments

    Summary

    • China sales remain the heart of the GM sales beast.
    • As recall headlines reach their peak, GM could potentially lean on China performance as positive PR.
    • If the "beast" can stay hungry and GM can continue to sell through this bad headline, the company could be a great contrarian buy at these levels.
  • General Motors: Will New Investments Be Fruitful For The Company?
    Gemstone Equity Research Tue, Apr. 15 20 Comments

    Summary

    • General Motors has been mired in controversy since it had to recall its vehicles due to faulty ignition switches.
    • Sales for March appear unaffected by any controversial issues or safety concerns surrounding the company.
    • General Motors is investing $450 million to boost electric vehicle production.
    • General Motors is losing market share in terms of Chevy Silverado to Ford F-Series and Chrysler Ram trucks.
    • General Motors needs to make its strategy robust enough to regain its lost charm.
  • General Motors Is A Phenomenal Dividend And Earnings Growth Stock
    Abba's Aces Tue, Apr. 15 17 Comments

    Summary

    • The bottom may be near in the stock.
    • The stock is trading at inexpensive valuations with respect to next year's earnings and growth potential.
    • The near and long-term earnings growth expectations are phenomenal.
  • An Open Letter To The General Motors Board Of Directors And Shareholders
    S. Hilgemann Tue, Apr. 15 17 Comments

    Summary

    • An open letter to GM's board of directors and fellow shareholders encouraging the support of a share repurchase program in 2014.
    • GM is dramatically undervalued: Ford Motor Company’s 2015 projected EV/EBITDA ratio is 74% higher than General Motors' EV/EBITDA ratio.
    • "Old-GM" used to have an EV/EBITDA ratio that was 78% higher than today's better positioned "New-GM".
  • It's Going To Get Uglier For GM, Making 'B' Series Warrants The Ultimate Contrarian Buy
    Quoth the Raven Mon, Apr. 14 6 Comments

    Summary

    • Pressure continues to mount on GM.
    • GM's stock finished last week by taking yet another nosedive.
    • At some point, GM is going to be grossly undervalued and a great buy.
  • General Motors - The Story Just Keeps Getting Worse
    Michael Blair Sun, Apr. 13 108 Comments

    Summary

    • Reeling from recalls, GM management gets cross examined on Capitol Hill.
    • Late night comedy TV is having a field day with the testimony.
    • For investors, the situation is not quite as funny.
  • GM Has Shaky Knees And Could Collapse Soon
    Quoth the Raven Fri, Apr. 11 42 Comments

    Summary

    • GM's recall headlines have been disastrous.
    • GM is in the midst of a technical free fall.
    • If you think GM will still be in business in a year, wait for your spot, then dig in long.
  • Back To Neutral On General Motors
    Paulo Santos Wed, Apr. 9 23 Comments

    Summary

    • General Motors has closed the performance differential to Ford as predicted.
    • General Motors has also seen its EPS estimates be revised lower as predicted.
    • With my formed thesis having fully played out, I am now going neutral on General Motors as a consequence.
  • General Motors - Priced For Earnings Contraction
    Josh Arnold Wed, Apr. 9 29 Comments

    Summary

    • GM's history of poor design and execution are a thing of the past.
    • The large dividend pays you to wait for the multiple to expand to a reasonable level.
    • GM is currently priced for earnings contraction over the medium term.
  • General Motors - Emerging As A New Trend
    Alpha Strategist Wed, Apr. 9 11 Comments

    Summary

    • GM refuted analyst speculations that sales might take a significant hit by reporting positive figures in its recent monthly sales report.
    • The faulty ignition switches that unexpectedly cut off engines during operation rendering airbags, power steering, and power brakes are linked to 13 deaths and 32 accidents.
    • So far, the company has set aside roughly $750 million this quarter related to repair and rental costs of the recalled cars.
    • GM is presently involved in a process to improve quality of its products and narrow down its focus on a specific number of engines.
  • Should General Motors Investors Recall Their Stock?
    Don Dion Mon, Apr. 7 40 Comments

    Summary

    • The latest recall and litigation for General Motors has derailed the company's reputation more than its balance sheet. Post-bankruptcy, GM can afford to right itself financially.
    • Question remains whether GM can fix its currently derailed reputation and boost consumer confidence in its vehicles.
    • GM shareholders should continue to hold their positions, as GM stock has proved relatively resilient, and new CEO Mary Barra could lead the company back on track.
  • Amidst Controversy, Some Small Good News For GM
    Quoth the Raven Mon, Apr. 7 5 Comments

    Summary

    • GM stock feeling downward pressure due to recall/headlines.
    • Some small good news in March sales and U.S. job creation.
    • GM is a buy at these oversold levels.
  • GM: Recalls, Liability, And Boeing
    Seeking Profits Wed, Apr. 2 17 Comments

    Summary

    • GM CEO Mary Barra testified to Congress as public pressure intensifies over GM's late recall over an ignition issue.
    • While the bankruptcy may have cleared the firm of legal liability, GM will have to compensate victims to protect its brand equity.
    • The Boeing recall shows investors should buy before the crisis is resolved.
  • How Will The Recall Issue Affect GM Stock?
    George Putnam Thu, Mar. 27 27 Comments

    Summary

    • What will the long-term fallout of GM recall be?
    • We analyzed a number of product liability issues for historical context.
    • I feel the recent GM price dip represents a great opportunity for contrarian investors.
  • General Motors Has The Guts To Deliver Upside Potential
    Gemstone Equity Research Mon, Mar. 24 17 Comments

    Summary

    • GM has been facing a safety controversy since it announced a recall in February causing its stock price to decline.
    • GM may face probes and criminal charges after it was revealed that it was aware of the faulty ignition switches.
    • GM has the upside potential that will elevate the stock price once it emerges from this safety dilemma.
  • GM Recall: Let The Data Speak
    Johannes Salim Mon, Mar. 24 19 Comments

    Summary

    • Drama around GM's major vehicle recall continues to unfold, which substantially raises the stock's headline risk.
    • Empirical evidence (Toyota's recall in 2010) points to slim probability of a long-term reputation damage.
    • GM is now valued as a "structurally challenged company" (below 10x 2014 P/E).
    • This is clearly unjustified, in my view, given 1) the US auto industry recovery and 2) GM being a true multinational company.
GM vs. ETF Alternatives
Company Description

General Motors Company designs, builds and sell cars, trucks and automobile parts. The Company also provides automotive financing services through General Motors Financial Company, Inc.