General Motors Company (NYSE:GM)

CAPS Rating: 2 out of 5

The Company is engaged in the worldwide development, production, and marketing of cars, trucks, and parts.

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Member Avatar RScottK26 (33.85) Submitted: 7/11/2014 11:00:02 PM : Outperform Start Price: $38.10 GM Score: -9.65

Improving

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Member Avatar TerryHoodSr (45.95) Submitted: 7/1/2014 10:05:15 AM : Underperform Start Price: $36.99 GM Score: +7.40

we just had our Saturn ignition recall fixed. the service center manager did not know the chief engineer was fired over changing the ignition part without changing the number. a sales rep said we get $1k off a new cruze because of the recall. problem -,GM has halted selling the cruze. I don't make emotional trades, until now.
GM is in big trouble with lawsuits, recalls and customers that will not buy their products no matter with the savings.

most analysts say GM will be fine, I strongly disagree.

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Member Avatar panda72 (99.84) Submitted: 6/20/2014 12:38:05 PM : Underperform Start Price: $33.21 GM Score: +0.77

No longer "gubmint motors" but what is left is effectively owned, and run for the benefit of, the union. The defacto owner/management team might or might not do well, but common shareholders will get the shaft at their expense.

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Member Avatar Foolish1836 (36.38) Submitted: 5/21/2014 5:52:42 PM : Outperform Start Price: $33.11 GM Score: -0.77

Sales are vdery good, despite all recalls. Profit will be very good.

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Member Avatar Emilie111 (99.96) Submitted: 5/20/2014 7:50:18 PM : Underperform Start Price: $33.23 GM Score: +1.94

I'm thinking there may be another recall or 2 over the next few weeks
Or days. Lol

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Member Avatar tmpangia (55.02) Submitted: 5/18/2014 7:50:02 PM : Underperform Start Price: $33.56 GM Score: +2.92

Cutting corners, as evidenced by recent recalls. Will continue to commit such violations until its leadership changes.

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Member Avatar germanjuggler (68.41) Submitted: 5/2/2014 8:37:23 AM : Underperform Start Price: $34.74 GM Score: +5.97

Again bankrupt what is going to happen with GM ?
No new vehicles with new technic GM will loose top 4th position in the Automobil market

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Member Avatar WHOVPLLC (26.33) Submitted: 4/24/2014 9:44:38 PM : Outperform Start Price: $33.27 GM Score: -2.32

General Motors missed the first quarter because the costs of the most recent recall to fix a decades long ignition switch defect wiped-out the first quarter's earnings. GM has been poorly managed in the past, was forced into bankruptcy and rescued by the Federal government. Yet, the stock is cheap in the short to intermediate term.

GM shares, with new management are a current, opportunistic BUY, if investors hold their noses.

WHOVPLLC
UWASAP.org

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Member Avatar rustianowski (62.76) Submitted: 4/15/2014 3:44:26 PM : Underperform Start Price: $33.03 GM Score: +3.31

General motors continues to lag behind its competitors improvements. Its vehicles are stale and bland.

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Member Avatar domesticated (31.97) Submitted: 4/11/2014 10:58:26 PM : Underperform Start Price: $32.02 GM Score: +0.81

It will take GM a few years at least to get out from the shadow of this recall scandal. I anticipate it will be kind of like BAC in the 08 mortgage crisis. Even when the numbers start to look good, it will take several more quarters to convince people to jump on board again.

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Member Avatar LoserInvestor (40.50) Submitted: 4/8/2014 11:14:15 PM : Outperform Start Price: $27.18 GM Score: +0.09

Loading up here... GM is sitting on cash, their obligations due to bankruptcy are nill, and they are consistently winning in performance and reliability categories for their new vehicles. China is the future market and GM is there.

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Member Avatar toyotamoney (38.41) Submitted: 3/21/2014 6:06:45 PM : Underperform Start Price: $34.40 GM Score: +5.84

Trouble ahead....

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Member Avatar BaseBawl (25.96) Submitted: 3/21/2014 8:43:17 AM : Outperform Start Price: $35.10 GM Score: -7.27

New dividend.

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Member Avatar callumturcan (97.18) Submitted: 3/18/2014 5:13:24 PM : Outperform Start Price: $34.99 GM Score: -6.98

Predicting a bounce to above $40 within the next few months. The macro picture in the US remains strong, a growing 3.5% dividend is very attractive to income investors and provides a floor for the stock. GM has lost more in value than a worse case lawsuit from the DOJ and loss in sales would actually generate, pointing towards GM being a value play and an income play. Bullish until GM hits at least $40.

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Member Avatar prstout (87.92) Submitted: 3/13/2014 11:34:14 AM : Outperform Start Price: $33.94 GM Score: -4.55

Sell-off looks to be excessive.

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Member Avatar reidwolski (64.83) Submitted: 3/11/2014 5:07:58 PM : Outperform Start Price: $34.17 GM Score: -5.45

GM new products now are competing with the best vehicles in each class. They have been able to cut costs but charge more for their products.

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Member Avatar CellBlock9 (92.32) Submitted: 3/6/2014 9:54:38 PM : Outperform Start Price: $37.30 GM Score: -12.26

S & P 5 star, 37.54

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Member Avatar kwajo (52.30) Submitted: 2/12/2014 2:36:35 PM : Outperform Start Price: $34.75 GM Score: -9.58

Focus on quality and margins makes this company totally different from the GM of old.

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Member Avatar FRED1953BC (< 20) Submitted: 2/9/2014 10:14:23 PM : Outperform Start Price: $35.30 GM Score: -12.39

oversold due to weather impact

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Member Avatar Raphael1990 (94.37) Submitted: 2/9/2014 4:06:00 PM : Outperform Start Price: $28.42 GM Score: -6.72

GM is one of my high-conviction ideas and a big real money position through TARP warrants, but I've never written a CAPS pitch. So now that their 2013 results are out it's a good time to look at their value proposition.

First of all I think GM is NOT a compelling investment for the really long term, but right now they are too cheap to ignore.

In 2013 GM produced an automotive FCF of $3.4 bln. That's pretty nice considering their market cap is about $50 bln as I'm writing this. They achieve this by improved efficiency and award winning products. The average car in the US is still very old so demand is likely to be good in the coming years. Meanwhile Europe is improving and might break even in the quarters of late 2014/early 2015. So there is still potential to grow that cashflow.

When we look at the balance sheet it gets really interesting. There is almost $30 bln. of cash. That's more than $17 per share! On the liability side it looks like there is a lot of debt, but most of it is GM Financial and has corresponding assets on the other side. There is a big pension liability which is massively improving because of rising rates(->higher discount rate -> smaller liability) and the only longterm automotive debt is $6.5 bln.
Additionally a lot of people miss the net deferred tax assets. They represent taxes GM will NOT have to pay in the future so over time they will be converted into cash. Their book value is more than $10 per share!

If you discount the deferred tax assets to $8 (because the Cashflows of it will come in over time) and add it all up you high quality net assets of $22 per share. So basically you are paying $14 for a share that will earn more than $3 in 2014 and potentially a lot more in 2015/16.

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