STLA looks quite crazy with 35B EV, over 20B Operating Profit (but 9B Capex) per year, top 3 Operating Margin among car manufacturers with over 10% margin, 7% dividend yield and 3-4B share buyback
Great video as always. Now that you reviewed an automaker company, maybe you can think CIE automotive can be an interesting company to review, they are now trading at 9.7 PE, FCF yield of ~12%. FCF grow from 322M EUR in 2019 to 377M TTM. In the same period the shares outstanding dicreased from 129M to 122.5M. They are planning to produce 500M in FCF by 2025. Could you share your thoughts on this company?
Thanks Cameron. Subaru is IMO even better - their revenue is up something like 80% over the last decade and they also have nearly 10 billion bucks in their bank account.
Love Honda! I own a Civic SI and S2000 and I'm a die-hard fan. I bought the stock last year and am up about 25% on it.
Hey Cameron. Great review.
One question: In which currency would you invest in HMC in the present conditions, USD or JPY?
STLA looks quite crazy with 35B EV, over 20B Operating Profit (but 9B Capex) per year, top 3 Operating Margin among car manufacturers with over 10% margin, 7% dividend yield and 3-4B share buyback
honda might also have a future in robotics
Great video!
I believe Stellantis is an even better value investment as their balance sheet seems very solid.
Would love a video on it..
Many thanks.
Honda is a great company but auto is a competitive, no moat business. For Japanese companies, i like Shimano and Nintendo
Great video as always. Now that you reviewed an automaker company, maybe you can think CIE automotive can be an interesting company to review, they are now trading at 9.7 PE, FCF yield of ~12%. FCF grow from 322M EUR in 2019 to 377M TTM. In the same period the shares outstanding dicreased from 129M to 122.5M. They are planning to produce 500M in FCF by 2025. Could you share your thoughts on this company?
Can you do a deep dive into planet 13. thanks
very interesting
Great video :) an analysis on Stellantis? :)
Good company
Thanks Cameron. Subaru is IMO even better - their revenue is up something like 80% over the last decade and they also have nearly 10 billion bucks in their bank account.
Can you do a video on Ricks Ticker symbol rick?
Texas Roadhouse TXRH
Please, Pretty Please
I am currently waiting patiently for him to decide to do a video on TXRH too.
do CROX
No Electric, no hope
Company is being disrupted by Tesla. It will be a fraction of its current size in a decade.
LOL
@@Dank_Matmo cope harder