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Latest Guru Trades with GM

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
George Soros 2014-03-31 Reduce -38.73%0.66%$34.09 - $40.95 $ 37.762%3002608
Leon Cooperman 2014-03-31 Sold Out 0.61%$34.09 - $40.95 $ 37.762%0
Warren Buffett 2014-03-31 Reduce -25%0.4%$34.09 - $40.95 $ 37.762%30000000
John Paulson 2014-03-31 Add 114.95%0.36%$34.09 - $40.95 $ 37.762%4010327
Scott Black 2014-03-31 Add 30.21%0.07%$34.09 - $40.95 $ 37.762%77580
Mariko Gordon 2014-03-31 Sold Out 0.04%$34.09 - $40.95 $ 37.762%0
Joel Greenblatt 2014-03-31 New Buy0.03%$34.09 - $40.95 $ 37.762%66308
John Keeley 2014-03-31 Sold Out 0.02%$34.09 - $40.95 $ 37.762%0
John Burbank 2014-03-31 New Buy0.01%$34.09 - $40.95 $ 37.762%6028
George Soros 2013-12-31 Add 281.94%1.25%$34.16 - $41.53 $ 37.760%4900239
Leon Cooperman 2013-12-31 New Buy0.61%$34.16 - $41.53 $ 37.760%1046400
John Paulson 2013-12-31 New Buy0.38%$34.16 - $41.53 $ 37.760%1865706
Scott Black 2013-12-31 New Buy0.27%$34.16 - $41.53 $ 37.760%59580
Mariko Gordon 2013-12-31 New Buy0.04%$34.16 - $41.53 $ 37.760%22649
Joel Greenblatt 2013-12-31 Sold Out 0.02%$34.16 - $41.53 $ 37.760%0
David Dreman 2013-12-31 New Buy0.02%$34.16 - $41.53 $ 37.760%5633
John Keeley 2013-12-31 Reduce -47.92%0.02%$34.16 - $41.53 $ 37.760%25000
Jean-Marie Eveillard 2013-09-30 Sold Out 0.38%$33.69 - $37.58 $ 37.765%0
George Soros 2013-09-30 Add 69.26%0.2%$33.69 - $37.58 $ 37.765%1283000
John Keeley 2013-09-30 New Buy0.03%$33.69 - $37.58 $ 37.765%48000
Mariko Gordon 2013-09-30 Sold Out 0.01%$33.69 - $37.58 $ 37.765%0
Joel Greenblatt 2013-09-30 Add 65.48%0.01%$33.69 - $37.58 $ 37.765%20185
Warren Buffett 2013-06-30 Add 60%0.56%$27.52 - $35.03 $ 37.7619%40000000
Jean-Marie Eveillard 2013-06-30 New Buy0.38%$27.52 - $35.03 $ 37.7619%3696822
George Soros 2013-06-30 Reduce -50.24%0.25%$27.52 - $35.03 $ 37.7619%758000
Joel Greenblatt 2013-06-30 Reduce -79.07%0.06%$27.52 - $35.03 $ 37.7619%12198
James Barrow 2013-06-30 New Buy0.06%$27.52 - $35.03 $ 37.7619%1111200
Mariko Gordon 2013-06-30 Reduce -29.33%$27.52 - $35.03 $ 37.7619%6702
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Preferred stocks of General Motors Co

SymbolPriceYieldDescription
GMPRB0.003.47

Guru Investment Theses on General Motors Co

Bill Nygren Comments on General Motors - Apr 10, 2014

Our worst performer was General Motors (GM), down 15%, due to what we believe was the market’s overreaction to GM’s handling of a recent product recall.

From Bill Nygren (Trades, Portfolio)'s Oakmark Fund first quarter 2014 commentary.

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Bill Nygren Comments on General Motors - Jul 11, 2013

General Motors (GM – $33)(GM)
General Motors is the largest U.S.-based car and truck manufacturer. A high cost structure and a mountain of employee pension and post-retirement healthcare liabilities put GM into bankruptcy in 2009. A restructured GM - smaller, more efficient, and unburdened of most unfunded off-balance sheet liabilities – came back to the public equity market in 2010 at a price of $33. Despite a strong stock market, GM stock traded at only $27 earlier this year. We have been positive on the prospects for the auto market, believing that many investors focus too much on auto demand cycles in the U.S. and Europe, instead of on the strong secular growth in emerging markets, which now account for more sales than either the U.S. or Europe. And despite GM’s struggles, it has built very strong positions in these growing markets while maintaining its dominant, and highly profitable, position in North American pick-up trucks. We believe that with a management team that can now focus on building cars and trucks, instead of serving its retirees, and with a stock priced at less than 8 times 2014 earnings estimates, GM has become an attractive investment.

From Bill Nygren's second quarter 2013 commentary.
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David Einhorn Comments on GM - Jan 23, 2013

The long portfolio was marginally profitable, led by General Motors (GM) which advanced from $22.75 to $28.83 in the quarter. GM repurchased more than 11% of its shares from the government, which has committed to sell the balance of its stake over the next year. GM’s reduced share count is quite accretive to its earnings, and we hope that the recent action is afirst step by management toward shareholder-friendly capital allocation. Even after the repurchase, GM holds substantial excess capital and has a good opportunity to further reward shareholders through additional share repurchases either from the government or in the open market.

From David Einhorn's fourth quarter letter.


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David Einhorn Comments on General Motors - Oct 24, 2012

At the recent Value Investing Congress, David updated our view of Green Mountain Coffee Roasters (GMCR), elaborated on our General Motors (GM) and Cigna (CI) theses, and disclosed our short position in Chipotle Mexican Grill (CMG).

...

In expanding on our GM (GM) thesis, we argued that the company has not been given credit for its improved competitive and financial position post-bankruptcy. At $24.75 per share, GM trades at 8x this year's earnings of about $3 per share. GM is poised to benefit from continued recovery in the U.S. market, a significant product upgrade cycle, eventual restructuring in Europe, and continued growth in China and Brazil. We view the government stake as an opportunity, rather than an overhang. Post-election, we expect the government to sell its shares, and GM has the funds to be the buyer in what would be a highly accretive transaction. Should the government decide to keep its stake, GM could achieve the same benefit through open market buybacks. Assuming the buyback, all told, GM has the ability to earn $8 of (untaxed) cash earnings per share in 2014 in a mid-cycle environment.

From Greenlight Capital's third quarter letter.

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Top Ranked Articles about General Motors Co

Top Five Guru-Held Consumer Cyclical Stocks of the First Quarter
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which consumer cyclical companies are held by the most gurus. As of the first quarter, the following five companies are held by the largest number of gurus. Read more...
The 3 Stocks Warren Buffett Cut in the First Quarter
Warren Buffett (Trades, Portfolio) and his fellow portfolio managers at Berkshire Hathaway (BRK.A)(BRK.B) purchased only one new stock in the first quarter, but made significant reductions to three holdings. Buffett in his first quarter letter said that he values stocks like he does entire businesses: If he can estimate their earnings five years out, and they sell at “at a reasonable price in relation to the bottom boundary of our estimate” he will buy them. When he can’t determine a figure, he moves on. Each of the three reductions of the first quarter though was sold at substantial profit from its original purchase price. Read more...
Bill Nygren Comments on General Motors
Our worst performer was General Motors (GM), down 15%, due to what we believe was the market’s overreaction to GM’s handling of a recent product recall. Read more...
Top Five Guru-Held Consumer Cyclical Stocks of the Fourth Quarter
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which consumer cyclical companies are held by the most gurus. As of the fourth quarter, the following five companies are held by the largest number of gurus. Read more...
Stocks That Both David Tepper and David Einhorn Own
Both David Tepper and David Einhorn have been nominated as GuruFocus’ Guru of the Year 2013, so I decided to see which stocks both gurus hold on to and what they had to say about them. The three top stocks held by both are General Motors (GM), Apple (AAPL) and Delphi Automotive PLC (DLPH). Read more...
Caxton Associates, Major Cuts to AIG, GM, F and Others
Founded by Guru Bruce Kovner in 1983, Caxton Associates LP is a New York-based investment firm and one of the world’s leading hedge funds. Caxton Associates currently manages around $7.5 billion in assets and is led by Andrew E. Law, chairman and CEO. The firm uses global macro hedge fund strategies, via a variety of global markets and instruments. Read more...
Bill Nygren Joining GuruFocus for Q&A - Ask Your Questions Now
Well-known Oakmark portfolio manager Bill Nygren is joining GuruFocus readers for a question and answer session. To ask Bill a question, simply enter it in the comment section below. We will publish his answers soon. Read more...
Bill Nygren Purchases 3 New Stocks
Bill Nygren is a portfolio manager of the well-known Oakmark Fund (OAKMX) and Oakmark Select Fund (OAKLX), recognized both for their value approach and returns. Just on Tuesday, Nygren quipped on CNBC’s Fast Money program, “What we do is probably about as opposite from ‘fast money’ as you can get, because we’re taking positions that we expect to hold for at least five years unless the market gives us an opportunity to sell a lot earlier than that.” Read more...
David Einhorn's Top 5 Second Quarter Positions
During the second quarter David Einhorn of Greenlight Capital bought seven new stocks. The guru’s portfolio now carries 30 stocks and is valued at $5.33 billion. Read more...
» More Articles for GM

Ratios

vs
industry
vs
history
P/E(ttm) 42.50
GM's P/E(ttm) is ranked higher than
52% of the 1271 Companies
in the Global Auto Manufacturers industry.

( Industry Median: 17.40 vs. GM: 42.50 )
GM' s 10-Year P/E(ttm) Range
Min: 3.61   Max: 42.78
Current: 42.5

3.61
42.78
P/B 1.50
GM's P/B is ranked higher than
66% of the 1271 Companies
in the Global Auto Manufacturers industry.

( Industry Median: 1.60 vs. GM: 1.50 )
GM' s 10-Year P/B Range
Min: 0.92   Max: 2.27
Current: 1.5

0.92
2.27
P/S 0.40
GM's P/S is ranked higher than
80% of the 1271 Companies
in the Global Auto Manufacturers industry.

( Industry Median: 0.70 vs. GM: 0.40 )
GM' s 10-Year P/S Range
Min: 0.22   Max: 0.47
Current: 0.4

0.22
0.47
PFCF 10.10
GM's PFCF is ranked higher than
89% of the 1271 Companies
in the Global Auto Manufacturers industry.

( Industry Median: 56.81 vs. GM: 10.10 )
GM' s 10-Year PFCF Range
Min: 8.58   Max: 1620.5
Current: 10.1

8.58
1620.5
EV-to-EBIT 20.13
GM's EV-to-EBIT is ranked higher than
62% of the 1271 Companies
in the Global Auto Manufacturers industry.

( Industry Median: 14.74 vs. GM: 20.13 )
GM' s 10-Year EV-to-EBIT Range
Min: 4.5   Max: 21.3
Current: 20.13

4.5
21.3
Current Ratio 1.25
GM's Current Ratio is ranked higher than
56% of the 1212 Companies
in the Global Auto Manufacturers industry.

( Industry Median: 1.49 vs. GM: 1.25 )
GM' s 10-Year Current Ratio Range
Min: 1.13   Max: 1.31
Current: 1.25

1.13
1.31
Quick Ratio 1.04
GM's Quick Ratio is ranked higher than
64% of the 1212 Companies
in the Global Auto Manufacturers industry.

( Industry Median: 1.08 vs. GM: 1.04 )
GM' s 10-Year Quick Ratio Range
Min: 0.87   Max: 1.08
Current: 1.04

0.87
1.08

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.60
GM's Dividend Yield is ranked higher than
55% of the 951 Companies
in the Global Auto Manufacturers industry.

( Industry Median: 1.50 vs. GM: 1.60 )
GM' s 10-Year Dividend Yield Range
Min: 0.79   Max: 0.94
Current: 1.6

0.79
0.94
Dividend Payout 0.17
GM's Dividend Payout is ranked higher than
78% of the 1271 Companies
in the Global Auto Manufacturers industry.

( Industry Median: 9999.00 vs. GM: 0.17 )
GM' s 10-Year Dividend Payout Range
Min: 5   Max: 5
Current: 0.17

Yield on cost (5-Year) 1.60
GM's Yield on cost (5-Year) is ranked lower than
56% of the 951 Companies
in the Global Auto Manufacturers industry.

( Industry Median: 2.16 vs. GM: 1.60 )
GM' s 10-Year Yield on cost (5-Year) Range
Min: 0.79   Max: 0.94
Current: 1.6

0.79
0.94
Share Buyback Rate -1.10
GM's Share Buyback Rate is ranked higher than
68% of the 680 Companies
in the Global Auto Manufacturers industry.

( Industry Median: -0.70 vs. GM: -1.10 )
GM' s 10-Year Share Buyback Rate Range
Min: -1.1   Max: -42.3
Current: -1.1

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 1.90
GM's Price/Tangible Book is ranked higher than
64% of the 1271 Companies
in the Global Auto Manufacturers industry.

( Industry Median: 1.89 vs. GM: 1.90 )
GM' s 10-Year Price/Tangible Book Range
Min: 1.71   Max: 2.46
Current: 1.9

1.71
2.46
Price/Median PS Value 1.20
GM's Price/Median PS Value is ranked higher than
66% of the 1271 Companies
in the Global Auto Manufacturers industry.

( Industry Median: 1.19 vs. GM: 1.20 )
GM' s 10-Year Price/Median PS Value Range
Min: 0.65   Max: 1.3
Current: 1.2

0.65
1.3
Price/Graham Number 1.00
GM's Price/Graham Number is ranked higher than
75% of the 1271 Companies
in the Global Auto Manufacturers industry.

( Industry Median: 1.34 vs. GM: 1.00 )
GM' s 10-Year Price/Graham Number Range
Min: 0.63   Max: 2.96
Current: 1

0.63
2.96
Earnings Yield (Greenblatt) 5.00
GM's Earnings Yield (Greenblatt) is ranked higher than
55% of the 1127 Companies
in the Global Auto Manufacturers industry.

( Industry Median: 8.10 vs. GM: 5.00 )
GM' s 10-Year Earnings Yield (Greenblatt) Range
Min: 4.7   Max: 22
Current: 5

4.7
22

Business Description

Industry: Autos » Auto Manufacturers
Compare: » details
Traded in other countries:GMM.U.Canada, 8GM.Germany
General Motors Company designs, builds and sell cars, trucks and automobile parts. The Company also provides automotive financing services through General Motors Financial Company, Inc.
» More Articles for GM

Headlines

Articles On GuruFocus.com
Many Reasons to be Bullish on Ford Jul 22 2014 
Will Ford Be Able To Report A Healthy Second Quarter? Jul 22 2014 
Ford’s Sales in China are Surging Jul 22 2014 
Is General Motors The Right Pick For Your Portfolio? Jul 14 2014 
Why You Should Care About The Pension Disclosure- Part III GM's 2012 Pension Disclosure Jul 11 2014 
General Motors, Chrysler and Japanese Automakers Have a Pepped Up Season in the U.S. Jul 05 2014 
General Motors' Hard Time Far From Over Jun 20 2014 
These Automakers Are Accelerating Toward Growth Jun 19 2014 
Analyzing Why General Motor is Heading to $40 This Year Jun 08 2014 
Ford Motor Joins the Recall Bandwagon Jun 08 2014 

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