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Strategies & Market Trends : Value Investing

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Jurgis Bekepuris
From: Paul Senior9/18/2015 3:12:33 PM
1 Recommendation  Read Replies (1) of 78815
 
GM: Swapsped out my VLKAY shares and added a few shares to my GM position.

"VW cheated emissions tests, says EPA". If so, there will be consequences. Maybe not yet built into the stock price.

finance.yahoo.com

Prospects for GM look fair-to-okay, assuming China doesn't crater the business and US car sales hold up.
Ignition switch fiasco finally settled apparently.
"GM Stock Yields 4.7% and Can Drive Higher By 40%"
barrons.com

I still prefer the auto retailers over the auto manufacturers, despite their being more expensive (p/e). Fwiw, have added to my position in SAH, the worst performer in the group I am watching.

finance.yahoo.com
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