Perfect Storm in Auto Sector

Featuring Daniel Ruiz

Daniel Ruiz is an expert analyst in the retail automotive sector and he details the perfect storm for used car prices, which are the foundation for the auto sector, as record leases and huge inventories cloud the industry, while sub-prime auto delinquencies reach dangerous levels. Daniel outlines the crisis building for car makers in this deep dive sector report. Filmed on May 26, 2017, in Arizona.

Published on
21 June, 2017
Topic
Research, US Economy
Duration
45 minutes
Asset class
Equities
Rating
13

Comments

  • RP

    Ritin P.

    14 6 2018 01:12

    0       0

    Fantastic detail and analysis on the auto sector.

  • Sv

    Sid v.

    10 8 2017 20:53

    0       0

    excellent

  • AF

    Antonio F.

    10 7 2017 12:59

    0       0

    I would find interesting to see what he thinks of Tesla coming into a market with the characteristics he is envisaging ! Is this another reason to be bearish on the stock ?

  • GM

    Greg M.

    28 6 2017 14:19

    3       0

    A lot of good info. Only thing I took issue with was the cash for clunkers. The program was a clunker. The subsidy pulled demand forward and hurt affordability for poor people. New cars suck - I am keeping my E46 until it dies.

  • MN

    Mark N.

    28 6 2017 09:04

    3       0

    Classy way to end the interview.

  • KK

    Kevin K.

    28 6 2017 08:19

    0       0

    I would have liked to see my charts/graphs to back up what he is saying.

  • MG

    Mandeep G.

    25 6 2017 21:18

    3       0

    Valuable insights .... but could be delivered more succinctly

  • RP

    Ryan P.

    24 6 2017 14:22

    1       2

    Great piece....but did you know Geico can save you 15% or more on your car insurance?

  • TC

    Thomas C.

    24 6 2017 12:20

    3       0

    Very insightful article

  • ML

    Michael L.

    24 6 2017 01:16

    8       0

    Excellent! We need more of these industry expert interviews. This and the restaurants presentation a while back are super helpful

  • SP

    Sat P.

    23 6 2017 22:41

    1       0

    Helped me to understand why the car rental stocks haven't boomed as I expected as people like me have switched to Public Transport plus Taxi apps. I learnt a lot about the auto industry from this video. It's similar to the aerospace industry in some respects because so much is leased now

  • FH

    Faisal H.

    23 6 2017 22:35

    0       0

    Bout to go lease me a truck

  • LA

    Linda A.

    23 6 2017 18:31

    1       0

    Thank u Daniel for your analyses! I was shorting auto lenders & auto parts last year & people long the stock was telling me that I need to get schooled. My thesis for auto parts was that people were buying basic parts for Amazon etc. It was a painful short but now I am being redeemed big time.

  • SS

    Sam S.

    23 6 2017 15:52

    0       0

    So if I go to a dealership, how do I negotiate for either new or used car, by bring this insight to the table? What are the magic words a dealership fears so they do a deal not missing out of a sale? Is it prudent to be a buyer at an auto auction or attempt to catch a deal before the dealer or the banks let go? Well done, smooth easy to understand presentation. SOLD.

  • MF

    Martin F.

    23 6 2017 08:36

    3       0

    Great presentation. Reminds me of Paul Westra about Restaurants some days back here on RV. Things are turning sour. Cheers

  • GG

    Glenn G.

    23 6 2017 04:40

    0       0

    Excellent viewing! Guess I will hold off on buying that new car until next year! HTZ and CAR could be zeroes for sure with plunging resale values.

  • SC

    Sau C.

    22 6 2017 19:56

    3       0

    He spoke with clarity which made his idea easy to understand.

    Maybe I don't have the requisite brain power to understand some of the interviews on RV lol.

  • AM

    Aaron M.

    22 6 2017 17:39

    7       0

    Wonderful and timely. RV crushes it again.

  • rr

    rlw r.

    22 6 2017 17:20

    5       0

    Insightful, articulate

  • am

    alex m.

    22 6 2017 12:59

    4       0

    excellent

  • VK

    Viresh K.

    22 6 2017 12:44

    27       0

    Really good video - I strongly recommend Daniel's blog on his website. The videos and charts walk you through this stuff really well. I have about 8 pages worth of notes just from his different blogs.

    Really appreciate him sharing this kind of knowledge - it would usually take a lot of experience of the autos industry to pick up