cash management has been historically prudent and conservative - credit division cleaned up its act a year ago. Marketing initiatives are bold and thoughtful
The 30 lowest rated companies in the ETFI Global Auto Makers Index and short ETF proposal lost an astonishing 63.9% in market value over the past year, compared to a loss of 37% each for the S&P 500 SPDR (SPY) and the Consumer Discretionary Sector SPDR (XLY). The index includes companies with market caps over $150M U.S. Dollars which are active in the following business segments: auto/truck makers, motor sports/recreation – e.g. Polaris (PII), motorcycles – e.g. Harley Davidson (HOG), and recreational vehicles – e.g. Winnebago (WGO).
BusinessWeek Rankings Best Global Brands Best Global Brands 2007 #45 2006 #45 World's Most Innovative Companies World's Most Innovative Companies 2006 #64 Analysts' Recommendation: Hold 30 Days Ago: Hold Analysts' Target: $41 Analysts' Targets UBS Securities $37 Neutral Tuesday, July 08, 2008 RBC Capital Markets $42 Sector Perform Tuesday, January 22, 2008 Lehman Brothers $45 Underweight Friday, January 18, 2008 Harley-Davidson, Inc., through its subsidiaries, produces heavyweight motorcycles, as well as offers moto...
This is a true value dividend stock, motorcycles will be back in swing with the green trend. Harley will be back for sure, I see a solid base forming not much lower to go from here. Will be doing my HW on HOG for sure, once I confirm a bottom I may go long. 36 to 38$ would be nice but unnec. Support ~35 should hold, below $40 this is a buy.
My latest column is up at RealMoney . Although it is cheap, I don’t think Harley Davidson (HOG) is cheap enough. In summary:
It would be one thing if earnings were growing 12% per year, as they have for the last five years. In that case, investors could expect 15% annual returns. But I don’t think the growth will be even close to that rate, or to the 11% consensus growth estimate.
If the company does manage to earn $3.94 in 2009, it will have finally regained the levels it earned in 2006, and would then have a five-year earnings compound annual growth rate ( CAGR ) o
The accompanying table includes the top 50 rated companies and statistics for the ETF Innovators (ETFI) Global Transportation PerformIdex, which is structured as an equally-weighted index with quarterly updates from a database of 225 companies included in the five indexes below to provide broader investment exposure compared to existing ETFs such as iShares Dow Transports (IYT) and PowerShares Global Progressive Transport (PTRP).
The accompanying table includes the top 50 rated companies and statistics for the ETF Innovators (ETFI) Global Transportation PerformIdex, which is structured as an equally-weighted index with quarterly updates from a database of 225 companies included in the five indexes below to provide broader investment exposure compared to existing ETFs such as iShares Dow Transports (IYT) and PowerShares Global Progressive Transport (PTRP).
Friedman Billings upgraded Synovus (NYSE: SNV) to Market Perform from Underperform on valuation following the recent weakness. BASF (OTC: BASFY) and Akzo Nobel (OTC: AKZOY) were upgraded to Buy from Neutral at UBS on valuation and believes cash flows can cover the company's dividend.
JP Morgan upgraded H.B. Fuller (NYSE: FUL) to Overweight from Neutral citing benefits from lower raw mater
Value investor Charles Mizrahi looks to Harley-Davidson (NYSE: HOG) as the latest "stock of the month." In his Hidden values Report, he observes, "HOG dominates the market for heavyweight motorcycles in the U.S. and continues to grow market share internationally."
"Harley-Davidson Inc. was incorporated in 1981, is the only major American motorcycle manufacturer. Its domestic dealer network makes it very challenging for competitors to take market share. The company has had the largest share of the U.S. heavyweight motorcycle market
Portfolio results thru 8/8/08
- Portfolio at www.updown.com - started 1/11/08
9.8% return includes dividends and commission.
Started socialpicks on 6/30. some stocks here are not in...
Stock update and watch list 7/29/08
- Due to difficulties understanding the socialpicks system regarding changing rating from buy to hold and thus resetting the performance, I wanted to sum...
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