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Paul Harris, CFABayerische Motoren Werke AGBMW.DETOP PICKMar 24, 2016

A unique story. There were 18 million car sales in North America last year, and a lot of purchasing got pushed forward. With Quantitative Easing, he thinks the same thing will happen in Europe. Their car sales are below the 2007 level. Trading at 8X earnings. They meet all the CO2 requirements in Europe and have a great quality hybrid/electric car business. Dividend yield of 4.02%.

Paul Harris, CFAPaul Harris, CFA
Owned
Unlock Rating
N/A

Stock price when the opinion was issued

$83.86

As of Aug 29, 2024. Market Open.

Automotive
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DON'T BUY

Bayerische Motoren Werke AG(BMW.DE)

Jan 26, 2023
Some of the best margins relative to others. Family ownership lends stability. Hard to run both combustion engine and EV businesses. Needs to transition, but combustion is where all the profit comes from. Good at building loyal customer relationships.
Photo of Paul Harris, CFAPaul Harris, CFA
No
Unlock Rating
$91.79

Stock price when the opinion was issued

$83.86

As of Aug 29, 2024. Market Open.

Automotive
PAST TOP PICK

Bayerische Motoren Werke AG(BMW.DE)

Oct 14, 2022
(A Top Pick Nov 23/21, Down 26%) Ukraine/Russia conflict impacting European stocks. Will continue to hold stock. Very high dividend yield.
Photo of Bruce MurrayBruce Murray
Owned
Unlock Rating
$74.24

Stock price when the opinion was issued

$83.86

As of Aug 29, 2024. Market Open.

Automotive
HOLD

Bayerische Motoren Werke AG(BMW.DE)

Jul 25, 2022
40-45% ownership by one German family gives it stability. Free cashflow yield of 16%, trades at 6x earnings, not expensive. Slowdown of core business in China could make for tough quarters, plus tricky transitioning to an EV company. Yield is 6.8%.
Photo of Paul Harris, CFAPaul Harris, CFA
No
Unlock Rating
$77.10

Stock price when the opinion was issued

$83.86

As of Aug 29, 2024. Market Open.

Automotive
DON'T BUY

Bayerische Motoren Werke AG(BMW.DE)

Jun 29, 2022
They've done a good job getting customers to buy up their product chain. BMW boasts good margins vs. peers. But it's difficult for a traditional carmaker to transition to e-cars, due to all the new parts. BMW designs better cars whereas the Volt is not attractive (though Tesla is). This transition will be tough.
Photo of Paul Harris, CFAPaul Harris, CFA
No
Unlock Rating
$74.52

Stock price when the opinion was issued

$83.86

As of Aug 29, 2024. Market Open.

Automotive
TOP PICK

Bayerische Motoren Werke AG(BMW.DE)

Nov 23, 2021
All European auto makers were under pressure from the diesel scandal of a few years ago, plus pressure to move to electrification. Very attractive lineup of EVs. Sees 50% upside, as it's so cheap compared to the market. Yield is 2.18%. (Analysts’ price target is $52.00)
Photo of Bruce MurrayBruce Murray
Owned
Unlock Rating
$94.78

Stock price when the opinion was issued

$83.86

As of Aug 29, 2024. Market Open.

Automotive
PAST TOP PICK

Bayerische Motoren Werke AG(BMW.DE)

Jun 22, 2021

(A Top Pick Mar 24/21, Up 15%) Still bullish. Shares were flatlining since 2015 as the auto industry slumped, but recently the Tesla and EV cloud has lifted a bit. BMW is now planning to move into EVs as margin outlook improves.

Photo of Michael Hakes - CFA, MBAMichael Hakes - CFA, MBA
Owned
Unlock Rating
$93.13

Stock price when the opinion was issued

$83.86

As of Aug 29, 2024. Market Open.

Automotive
TOP PICK

Bayerische Motoren Werke AG(BMW.DE)

Mar 24, 2021

The traditional car makers have finally made moves to catch up to Tesla. In one of the best positions to benefit from cyclical and secular trends. Margins are improving, leading to a higher stock multiple. Yield is 2.30%. (Analysts’ price target is $84.65)

Photo of Michael Hakes - CFA, MBAMichael Hakes - CFA, MBA
Owned
Unlock Rating
$83.43

Stock price when the opinion was issued

$83.86

As of Aug 29, 2024. Market Open.

Automotive
TOP PICK

Bayerische Motoren Werke AG(BMW.DE)

Nov 23, 2020
It is at its leanest from an operating efficiency point of view. They invested a lot to move to electric vehicles. They have a great Chinese partnership that should grow. It is a great way to play the recovery. (Analysts’ price target is $47.00)
Photo of Jamie Murray Jamie Murray
Owned
Unlock Rating
$73.89

Stock price when the opinion was issued

$83.86

As of Aug 29, 2024. Market Open.

Automotive
PAST TOP PICK

Bayerische Motoren Werke AG(BMW.DE)

Jul 30, 2019

(A Top Pick Jul 24/18, Down 18%) Auto stocks have remained out of favour longer than he thought, despite this stock having a good dividend. The Chinese market turned down sharply, following comments from President Trump. There is nothing wrong with the company. He expects them to manufacture more e-vehicles than Tesla this year. Yield 5%

Photo of Bruce MurrayBruce Murray
Owned
Unlock Rating
$67.21

Stock price when the opinion was issued

$83.86

As of Aug 29, 2024. Market Open.

Automotive
PAST TOP PICK

Bayerische Motoren Werke AG(BMW.DE)

May 23, 2019
(A Top Pick Jul 24/18, Down 22%) Trading at 5 times earnings. They pay a dividend of 5%. The diesel scandal in the EU is affecting them. Everybody is anticars now. They make electric vehicles as well. It is costing the money the conversion. You will do fine with this name.
Photo of Bruce MurrayBruce Murray
Owned
Unlock Rating
$63.40

Stock price when the opinion was issued

$83.86

As of Aug 29, 2024. Market Open.

Automotive
COMMENT

Bayerische Motoren Werke AG(BMW.DE)

May 21, 2019
Potential in electric car division? Great company, great brand. 8X earnings, 4.1% dividend yield. One issue is their EBITDA margin used to be 10% and has come down to 7.7%. Tariff issues may affect European cars next. On the electric car side they've got the i3 and i8, but one issue he has with them is the fact that they are not accelerating their electric business and they think it's going to be a slower move, whereas Tesla and others feels it's going to be faster, thinks that's going to hurt them. One of the top brand in the world.
Photo of Paul Harris, CFAPaul Harris, CFAUnlock Rating
$64.82

Stock price when the opinion was issued

$83.86

As of Aug 29, 2024. Market Open.

Automotive
DON'T BUY

Bayerische Motoren Werke AG(BMW.DE)

Dec 31, 2018
The auto space is challenging. He sold off his car stocks a while ago, because of Uber and Lyft. There's a strong case to be made for Peak Auto. He's never looked back at the car stocks, like BMW (GM, Tata and Daimler). GM's recent plant closing in Oshawa was painful, but correct. The carmakers are facing ride-sharing. Technology disrupts and cars are old technology.
Photo of Chris StuchberryChris Stuchberry
No
Unlock Rating
N/A

Stock price when the opinion was issued

$83.86

As of Aug 29, 2024. Market Open.

Automotive
TOP PICK

Bayerische Motoren Werke AG(BMW.DE)

Jul 24, 2018

A global luxury brand. Selling at 6x earnings. Trump is punishing this company, but BMW will be around long after him. (Analysts' price target: Euros 97.18)

Photo of Bruce MurrayBruce Murray
Owned
Unlock Rating
N/A

Stock price when the opinion was issued

$83.86

As of Aug 29, 2024. Market Open.

Automotive
TOP PICK

Bayerische Motoren Werke AG(BMW.DE)

Jun 12, 2018

It is post-generational. Everybody wants one. They have a great suit of electrics. It is a play on the upper middle class. (Analysts’ target: 97.63).

Photo of Thomas GeorgeThomas George
Owned
Unlock Rating
N/A

Stock price when the opinion was issued

$83.86

As of Aug 29, 2024. Market Open.

Automotive
PAST TOP PICK

Bayerische Motoren Werke AG(BMW.DE)

Apr 26, 2018

(A Top Pick March 8/17 - Up 4%) Sold it 6 months ago. Not because he doesn’t like it but more because they wanted to buy something else.

Photo of Paul Harris, CFAPaul Harris, CFA
No
Unlock Rating
N/A

Stock price when the opinion was issued

$83.86

As of Aug 29, 2024. Market Open.

Automotive

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Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at: [email protected].

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