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


To: scbeachbum who wrote (76645)12/6/2024 1:28:52 PM
From: Harshu Vyas1 Recommendation

Recommended By
JohnyP

  Respond to of 78659
 
As I was told a few months ago, probably best to wait. I don't think either fwd/trailing earnings are a good measure of value here. I think the balance sheet may be the best place to go, but you'd have to go over a long time period to work out the current situation AND it'll be tough to work out today's value (how much inventory do you write down? what portion of receivables won't be collected?...).

Can't remember exactly who it was that said it, but the best time to buy the autos is when they're on the brink of death's door (or something to that extent!).



To: scbeachbum who wrote (76645)12/8/2024 4:20:58 PM
From: Spekulatius2 Recommendations

Recommended By
Lance Bredvold
roguedolphin

  Read Replies (2) | Respond to of 78659
 
Neither STLA nor Nissan is going bankrupt. If anything, I expect STLA to get more aggressive on pricing to get rid of their inventory problem. That would not help Ford of Gm at all.
Ram, Dodge have been way to aggressive on pricing which has hurt their market share and created the inventory problem a the dealerships.