nafar

nafar
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    Tesla at times seems a sinking ship. Why investors are putting their money is not understandable. Price has dropped from 240 to 160 in short period and there is no end in sight for positive cash flow and earnings after their Q4 reporting. GM and Ford are much better as they are paying dividend and earning quite good
    Feb 10, 2016. 06:42 PM | Likes Like
  • GM: Five Percent Yield Vehicle Should Not Be On The Discount Lot  [View article]
    I am also very optimistic about car market in USA and China. The current car sales in USA (about 17.6 millio) is just equal to sales in 2000. During this 15 years, GDP grew by almost 75% and population increased by about 40 million. Further the average car life on road is at peak of 11.5 years. In China, after reduction of tax on cars, there has been double digit increase in car sales in the last quarter of 2015. If this continues in 2016, it would be same atleast for first 9 months of 2016.

    With all this information available, i am not sure why the price of GM is so low? Something is hiding from small investors for sure.
    Jan 23, 2016. 12:29 PM | Likes Like |Link to Comment
  • GM Rewards Stock Sellers Over Stockowners  [View article]
    Last quarter sales in US, China and EU were exceptionally great. I expect minimim EPS $1.30. There is also hardly any big amount below the line EBITDA. I also foresee a good car sales in January 2016 for the above 3 markets.
    Jan 19, 2016. 11:18 AM | 1 Like Like |Link to Comment
  • Is General Motors Really This Cheap?  [View article]
    U r right 100%. GDP of USA has shown upward trend inspite of low Government expenditure. Fed did what it could. If things were done on fiscal side things would be totally different today.
    Jan 16, 2016. 11:11 AM | 1 Like Like |Link to Comment
  • GM Rewards Stock Sellers Over Stockowners  [View article]
    I like the idea of GM buy shares through open tenders, That's the correct way to know the right value. I call buy back a back door to enhance EPS.
    Jan 14, 2016. 06:24 PM | 1 Like Like |Link to Comment
  • Is General Motors Really This Cheap?  [View article]
    From 2000 to end 2015, an estimated 40 million people were added to the USA population. Besides, 75% growth in GDP during these 15 years. So the peak is beyound 18 million mark for sure in USA.
    Jan 13, 2016. 12:36 PM | 6 Likes Like |Link to Comment
  • Inventory levels at automakers hit the danger zone  [View news story]
    I was looking at the largest USA manufacturer - GM inventory at the end of 2014 and 2015.

    Inventory (Numbers) -------- Days of sales

    end Dec 2014 737,444 -------- 70

    end Dec 2015 630,950 ===== 61
    Jan 9, 2016. 08:38 AM | 3 Likes Like |Link to Comment
  • My December 2015 Dividend Income  [View article]
    I think one should look to the total earned - dividend + relaized / unrelaized capital gain or loss on the investment made in shares. Surely as pointed out by abs1, dividend yield is important too.
    Jan 9, 2016. 08:15 AM | 1 Like Like |Link to Comment
  • Inventory levels at automakers hit the danger zone  [View news story]
    In 2000 car sold were virtually the same as in 2015. During this 15 years, population added were 40 million and GDP increased +75%. As per some information the average age of vehicles is currently highest which is near 11+years. I probably feel that the peak is still far away. What's your view based on this information?
    Jan 8, 2016. 01:52 PM | 5 Likes Like |Link to Comment
  • New GM Has Emerged  [View article]
    Buy back of shares is the back door for increasing the value of share. The value of a company is build on nice return on capital invested, decent payment of dividend, innovation, reliable products, etc. Currently GM price is largely because of litigation issues.

    GM's last quarter would be quite good due to substantial growth in major markets - USA, China and EU countries.
    Jan 3, 2016. 01:17 PM | 1 Like Like |Link to Comment
  • Ruling clears way for first GM ignition switch trial  [View news story]
    What is the role of NHTSA? They get all data of the accidents. I don't know whether they highlighted this issue with GM.
    Jan 2, 2016. 02:00 AM | Likes Like |Link to Comment
  • General Motors China November Sales Rise +14%, Once Again Raising Estimates  [View article]
    This is possible if they do not buy back shares. 50 cents dividend would make GM pay 3.6billion a year. I like dividend payout instead of buy backs.
    Dec 23, 2015. 07:57 AM | Likes Like |Link to Comment
  • TrueCar forecasts big pop for U.S. car sales in December  [View news story]
    There are many positive news coming in the last quarter - much higher sales in China, USA and EU. Seems GM would achieve breakeven in Europe in the last quarter.

    The USA car sales in 2015 is expected to be little higher than the sales achieved in 2000. During this period the per capita increased and so do 40 million additional people. I foresee another good year in 2016.
    Car sales in China would be double digit increase due to reduction in tax on cars. As the concession to end in December 2016, there would be rush in buying in 2nd half of 2016.
    So the 2 big markets to lead to good results.

    I expect minimum 5% increase in dividend payout for 2016 for GM. What's your estimate?
    Dec 22, 2015. 06:16 PM | 1 Like Like |Link to Comment
  • TrueCar forecasts big pop for U.S. car sales in December  [View news story]
    VW sales decreased by 8.6%. The net result is the increase in sales by 12.8%. Without sales from VW, the increase would have been much higher than 12.1%.

    The last quarter sales in USA, China and EU are very good. Hope the EPS before EBITDA would be much higher than 1.17 estimated by analysts.
    Dec 22, 2015. 06:06 PM | Likes Like |Link to Comment
  • China plans new round of rural car subsidies  [View news story]
    Good news for GM and Ford. However, could not understand why price is falling. Any information?
    Dec 13, 2015. 02:26 PM | Likes Like |Link to Comment
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