Toyota Motor Corp (ADR) (NYSE:TM)

#7 Intrinsic value, Pitroski, Zacks 2

Best affordable cars on the market IMO.

This is tracking porfortlio of the the 20 stock I pick for 2012...

Coming back on line after the damage done by the tsunami, rolling out new models, things generally looking up for a company with fantastic brand loyalty. As the economy improves, Toyota fans will finally replace their ageing Corollas and Camrys with new ones.

They are clearly back to their knitting, as the new Camry demonstrates (or more likely, they never left it...just a couple years of bad run).

"When trade times are measured in microseconds, but business value is generated over years, there's a very real potential for a huge gap to open between a stock's price and a company's value. It's by looking for and exploiting those gaps -- and then waiting for the short-sighted computers to catch up with the long term reality -- that you have an edge over today's high tech traders.

One straightforward way to find such opportunities is to look for profitable companies that the market has discarded as being worth more dead than alive..."

(Excerpt from a draft CAPScall article with estimated publication date of 29-DEC-2011)

Just got a job selling Toyotas (yeah, my career has fallen...but I'm satisfied). Though I've never owned a "foreign" car (just found out Toyota only manufactures 40% of its cars in Japan, and half of those are sold in Japan), I am honestly impressed with the safety of these automobiles. Such an easy sell to a family who should be interested in that. This company has a commitment to such, and as we've historically seen from strong companies, adversity will only make them better. And they've had a lot over the past few years. Buying low!!

Please do not buy this based on my opinion! Im just playing the game, Im barely literate! my too cents tho, monster company down on its luck! these are the companies I like to gamble on! I personally think their cars are ugly and boring, but alot of others seem to be loyal to them, so lets see what happens!

Takes a long time to get mojo back, if ever. Never should have closed this red thumb. So many recalls they remind me of Dan Ackroyd selling the "Bag 'a Broken Glass." I need to buy a second car soon and not even remotely considering there boring, uninspired designs. Only reason to buy them is belief in quality. Recalls killed that. Renewed American auto industry + Hyundai and excellent cars from VW mean these guys are not gonna crush the market any time soon.

Long term stability of company is strong amid rising gas prices. Short term hits from natural disasters have temporarily depressed value.

Betting on a rebound

Great vehicles, great reliability, improving economy and post-tsunami recovery = good buy.

With domestic car manufacturers (ie Ford and GM) gaining a global image and finally learning what they need to do to be successful again, I see Toyota slipping. This stock will fall to below $50 before the end of 2013.

Reliability. Who else has it these days? But when are the electric cars coming? If they bring those to market they will rule, worth the risk to own.

Quality Car Maker, expect a comeback to pre quake levels.

After the "recent" trouble reports for TM, the company is coming back hard. I believe they will get back to their $90 mark they had before the trouble started.

Buying blue chip at a discount. Underpriced due to periodic trouble. Profit recovery due in next quarter.

I have to go with what I know. I own two Toyota's. One is a 1996 and the other a 2000. I've never had a check engine light on the 1996 and the 2000 has over 175,000 miles. Both have been unbelievably reliable. My 2000 consistently gets over 30 mpg. I just read something on the most reliable vehicles after 5 years. Toyota and Honda dominate. I'm guessing that will be the same in another 5 years. I run a fleet of 17 vehicles, the majority Ford and all American makes. Ford has gotten better with their new products, but the old stuff is rediculous. Honestly, brake rotors that only last 4000 miles. Common man! Oil cooler lines that wear out every 20,000 miles. Toyota also has an advatage as a clear hybrid leader. I know that Ford is getting good reviews on it's hybrid models, but Prius has a big moat which I don't think will be overtaken. Whatever you say about a Prius it works well, is roomy and extrememly functional and is extremely efficient. I had a 1985 Grand Am. It was junk. I grew up with a GM father and the Grand Am pushed me to Japanese makes. Why would I go back. I have a friend who works in the plastics industry. He told me that the Japanese set much higher parts standards than American counterparts. Go figure their stuff lasts longer and has fewer problems. It will take some years for American makes to simply catch up, by then I'm guessing the Japanese will have pushed the envelope even farther. When you look at the perfect storm of problems the Japanese have had lately and how their auto stocks have held up, it's probably a good time for patient investors to put their money down, and like Japanese cars, in five years we'll see superior return on investment.

Despite the negative and embarrassing quality-related press over the last 1-2 years, I believe that TM still maintains some management and plenty of workforce that harkens back to their quality-leading days. So I believe they can turn their quality problems around and once again be a quality leader, which is what created such a loyal customer base and propelled them to the market leading position years ago in the first place.