Energy: Do Detroit Automakers Have Low Valuations Because of the Imminent Massive Disruption?
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 16 June 2016
⏱️ 32 minutes
🧾️ Download transcript
Summary
Major U.S. automakers trade at historically low valuations despite huge sales success and spectacular profits. How can this be? The Motley Fool’s John Rosevear and Sean O’Reilly dive in.
Transcript
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| 0:00.0 | This episode of Industry Focus is brought to you by Rocket Mortgage by Quicken Loans. |
| 0:05.0 | Rocket Mortgage brings the mortgage process into the 21st century with a fast, easy, and completely online process. |
| 0:11.0 | Check out Rocket Mortgage today at quickin loans.com |
| 0:14.8 | forward slash fool. Welcome to Industry Focus, the podcast that dives into a |
| 0:20.8 | different sector of the stock market every day. |
| 0:23.0 | Today is Thursday, June 16, 2016, so we're talking about energy and industrials. |
| 0:28.0 | I'm joined today by Motley Fool's senior auto specialist John Rosevere. |
| 0:32.0 | John, thank you so much for joining me on the show today. |
| 0:35.3 | Well, thank you very much for having me. |
| 0:37.2 | We don't get to talk verbally enough. |
| 0:39.3 | I'm always editing your stuff. |
| 0:43.4 | And I'm always sending you snarky notes over slack, so. |
| 0:47.0 | Ain't that the truth? |
| 0:49.8 | So today, first thing I wanted to talk about was the fact that you know you're our senior |
| 0:56.6 | auto specialist. |
| 0:57.6 | You, I joke, I was like, yeah, he knows like eight different former presidents of Ford. |
| 1:01.2 | He just knows all these people. I really wanted to get some time |
| 1:06.7 | with you and talk to you about the valuations on these auto stocks. On the show we usually |
| 1:11.7 | you know talk about energy just because what's been going on with oil prices and everything but |
| 1:15.8 | Started waiting a Tesla because that's a big deal but you look at the valuations on |
| 1:21.3 | Ford and GM and you're just like what is going on here like the multiple |
| 1:26.6 | on the market 18 or 20 and you got Ford was a 4 P of 6 and it's like what why are these so cheap by any reasonable measure? |
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