Comments
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MCI wish i knew a sector to this level of detail. I've always wondered if my returns would be better by learning and trading in only one or two sectors that i understand at a deep level.
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JFExcellent,.
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KCa lot of over thinking - buy auto stocks when they are all below book value and cutting dividends and sell the when P/E goes to single digit at top of profit cycle - that works for all deep cyclicals like autos
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CWThat's what I call a deep dive, or one as deep as possible in 28 minutes. Even though I have not been interested in the auto sector, I still greatly appreciate Mr Ruiz sharing his thorough knowledge of what drives earnings in the sector with me. I will be replaying this clip and reading the transcript.
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DJThis is what makes rvtv great
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JOHTZ and CAR are remarkably volatile stocks. Ups and downs worse than TSLA. In some of the other names, you can more safely sit with a put position.
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DSThanks for reading the interview/presentation question as it is shown on the screen. I watch on a laptop, but I know that a lot of people will appreciate this improvement. DLS
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GFThank you for voicing the questions!! I have asked for this several times, and I really appreciate it. I listen to these rather than watching them, and hearing the questions really helps.
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OCAn unique way to analyze the auto industry. Great job!!!
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RDA talk about autos and you completely skipped over Tesla? You just lost out on a TON of clicks, while also avoiding an avalanche of hateful comments (regardless of what you actually said). Interesting talk; thanks for sharing.
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CMGood stuff. A very non-biased view of the auto industry. Love the time to equity indicator. Makes a lot of sense. Car loans are averaging close to 6 years. Financing is key and if you don't have equity, hard to buy a new car.
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MM"87% of new cars financed" love that cheap money, hope to be here when the excrement hits the fan. Da Boyz at the Fed. have put this entire industry at risk. As the guy on the Contrarian News Bubble Channel likes to tell us Booyah.
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PGAppreciated this deep-dive.
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POextremely short term view. i guess that is all that matters these days.
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SSHats off to you Daniel. Another great interview on Autos. I appreciate that you explained your models/indicators in some detail unlike some other guests on RV who have just said some buzz words and waffle.
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BCAlways enjoy Daniel's run down on the auto sector. Lot's of good info in here. Thanks for sharing.
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FGGreat analysis! Just would have wished for a wider global auto analysis, including hot topic of Ghosn-Renault-Nissan for example. https://goo.gl/xoCT2Z
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WMExcellent research by Daniel. His research on used vehicle values and impact on sales through loan data appears to predict a clear potential downturn in the auto industry. His differentiation between Ford and GE/FCA was high quality.
Chapters
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Recent Backstory: Auto Sector Analysis?
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Indicators Used to Forecast Vehicle Sales
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What are ‘Scrappage Rates’?
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Economic Indicators
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Indicators to Forecast Sales
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What’s Your View on Ford?
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What’s Your View on GM & Fiat?
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What’s the Short Case for Hertz?
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What’s Your View on Carvana?
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What Should Investors Focus On?