A Troubling Indicator for Autos

Published on
January 23rd, 2019
28 minutes

A Troubling Indicator for Autos

The Expert View ·
Featuring Daniel Ruiz

Published on: January 23rd, 2019 • Duration: 28 minutes

Daniel Ruiz of Blinders Off Research walks us through his view of automotive stocks — giving us a sneak peek inside his proprietary forecasting model, and exposing the weak performance history of traditional industry and economic indicators. He concludes with his long/short stock picks, based on his data and analysis. Filmed on January 14, 2019 in New York.


  • MC
    Matthew C.
    30 January 2019 @ 14:54
    I 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.
  • JF
    Joseph F.
    30 January 2019 @ 04:12
  • KC
    Kirk C.
    25 January 2019 @ 14:05
    a 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
  • CW
    C W.
    24 January 2019 @ 16:17
    That'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.
  • DJ
    D J.
    24 January 2019 @ 14:41
    This is what makes rvtv great
  • JO
    Johnny O.
    24 January 2019 @ 08:23
    HTZ 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.
  • DS
    David S.
    23 January 2019 @ 19:26
    Thanks 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
    • AC
      Andrew C.
      24 January 2019 @ 03:03
      Can anyone explain the thumbs down for this comment? I am worried about the direction this comment section is heading; trolls, trolls everywhere!
    • CB
      C B.
      24 January 2019 @ 05:14
      If anything I would guess it is the strange tone and inflection in the voice
  • GF
    Gordon F.
    23 January 2019 @ 20:27
    Thank 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.
    • LE
      Loui E.
      24 January 2019 @ 04:38
      Thank you Milton and the IT team !!!
  • OC
    Otto C.
    24 January 2019 @ 00:34
    An unique way to analyze the auto industry. Great job!!!
  • RD
    Ryan D.
    24 January 2019 @ 00:10
    A 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.
  • CM
    C M.
    23 January 2019 @ 23:20
    Good 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.
  • MM
    Mike M.
    23 January 2019 @ 22:45
    "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.
  • PG
    Philippe G.
    23 January 2019 @ 20:42
    Appreciated this deep-dive.
  • PO
    Paul O.
    23 January 2019 @ 19:38
    extremely short term view. i guess that is all that matters these days.
  • SS
    S S.
    23 January 2019 @ 19:30
    Hats 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.
  • BC
    Brent C.
    23 January 2019 @ 14:15
    Always enjoy Daniel's run down on the auto sector. Lot's of good info in here. Thanks for sharing.
  • FG
    Flavio G.
    23 January 2019 @ 11:54
    Great analysis! Just would have wished for a wider global auto analysis, including hot topic of Ghosn-Renault-Nissan for example. https://goo.gl/xoCT2Z
  • WM
    Will M.
    23 January 2019 @ 11:13
    Excellent 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.