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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Ditchdigger who wrote (58647)12/9/2016 9:28:26 AM
From: Micah Lance  Read Replies (1) | Respond to of 78958
 
My 2 cents without much digging: autos are towards the end of their cycle. Ford has guided a few times over the past year that they believe the industry is at its peak for this cycle, so this could potentially be priced in.



To: Ditchdigger who wrote (58647)12/9/2016 9:29:16 AM
From: E_K_S  Read Replies (1) | Respond to of 78958
 
The only auto stock I own is F. Was concerned by the industry's unfunded pension liabilities and w/ GM's BK, they cleaned up that liability.

I do like the value prospects in the companies that make the components and robotic assembly machines. Many of the companies are too large to benefit from incremental growth but I monitor BV over time to see if they can grow that.

I mentioned some of the component companies up thread.

EKS


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