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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (18234)	12/23/2003 1:49:48 AM
From: Paul Senior	Read Replies (4) of 78711

Spekulatius. Nothing really stands out among the car companies that I see. The stocks have all moved up, and each company and each stock has advantages and disadvantages compared to their competitors. finance.yahoo.com I'm less partial to GM and F because of their strong moves already and the large debt they have. I like GM's low p/e and improving product line up. I'm a fan of TM's manufacturing and cost controls. Honda has a lower p/sales and p/e. OTOH, I have a feeling (unsupported by facts) that HMC is the perennial underdog in its home market. Still HMC is a fierce competitor. I recall when Honda was primarily a motorcycle company and Yamaha or Suzuki decided to challenge Honda's motorcycle supremacy by turning out more models. Once Honda got wind of this they upped THEIR model introductions and the frequency of introductions 'til the impertinent upstart cried ouch. HMC were not about to lose market share. As China goes from bicycles to motorcycles, Honda will be there. And then for these people as they upgrade to cars, trucks, vans, etc. Of course, in those markets all the carmakers will compete. For a future battleground, I am again seeing (reading about) the next market Toyota and Honda might attack. That is airplane manufacturing. I've read where TM might be able to make available small inexpensive commuter planes in such quality and quantity that they could dramatically change the way people consider flying. HMC Yahoo thread describes results of Honda's efforts. Here then is something possibly exciting, something that perhaps goes beyond the normal disdain one might have for buying a car company stock. (Not that investing in Boeing or airline companies has provided long-term winners -g-) ------- I see VC up again to new high. Nice call by TimbaBear. Message 19247361 Seems to me it's often been the case that the supplier stocks do better than their customers (the big car manufacturers). Paul Senior (Still have a few shares of DCX and BMW. Likely will start just a toe-in-water position in HMC tomorrow.)

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