Do you own vehicle stocks such as RACE (Ferarri), TSLA (Tesla), RR (Rolls Royce), HD (Harley)

chingo

chingo

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If so what do you like and dislike about them and what do you see the prospects for the future. Up, Down, Good Value at current price.
Catalysts you might know of that will effect company.
Any insight is helpful that I might not of thought of in my study of which to invest in.
 
I have a bunch of HOG. I bought when ygey were in the doldrums last year, my goal was to sell once the stock gained enough to buy me a PanAm. If I gets to $50 I'll sell and the plan is still to get the bike.
 
checked out chart, HOG just went up over $10 in since mid july I guess its due to them intro EV bikes

Found this article
Without question, Harley Davidson is leading the way with electric motorcycles, and with LiveWire now being its own brand, exciting things are on the horizon.

The new configurator is up on the HD website, where you are able to explore the Carbon Fiber package and Rizoma Billet kit.

Using the latest in 6-axis IMU technology, 60 min fast charging, and capable of a 146-mile range, the LiveWire is very impressive. Now with the huge price reductions, this machine deserves your full attention.

  • 146 mile range city/95 mile hwy
  • 0-60mph in 3 seconds
  • Advanced electronics and rider aids
  • 60 min fast charging
2022 Colors: Liquid Black, Horizon White

on my watchlist now, hope it sees your $50
 
No. Too fickle for me and driven almost entirely by emotion. There is no "fair" stock price when you are pricing emotions.

Imo, Tsla price runup is bat$^@% crazy. It definitely is worth something but I thought it was overvalued financially years ago and it has gone up by miles.

I'm always worried about hd and their ability to make smart decisions. I dont see that changing in the future.

Ferrari is interesting. Long history of cool cars, willing to innovate, not too many recent stinkers. Still probably wouldnt own stock. Profitability can swing wildly with public perception (in either direction).

Rr, pretty low volume, will they maintain the margins in the face of more small competitors? It shouldn't be impossible for a small builder to grab a packaged ev powertrain and build a quiet luxobox. It was harder in the past to remove nvh with only ice options available. Powertrain from scratch doesnt work for most small companies.
 
GreyGhost said:
No. Too fickle for me and driven almost entirely by emotion. There is no "fair" stock price when you are pricing emotions.

Imo, Tsla price runup is bat$^@% crazy. It definitely is worth something but I thought it was overvalued financially years ago and it has gone up by miles.

I'm always worried about hd and their ability to make smart decisions. I dont see that changing in the future.

Ferrari is interesting. Long history of cool cars, willing to innovate, not too many recent stinkers. Still probably wouldnt own stock. Profitability can swing wildly with public perception (in either direction).

Rr, pretty low volume, will they maintain the margins in the face of more small competitors? It shouldn't be impossible for a small builder to grab a packaged ev powertrain and build a quiet luxobox. It was harder in the past to remove nvh with only ice options available. Powertrain from scratch doesnt work for most small companies.
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I've got TSLA, bought it awhile back just because and it's made me a crap ton. Compared to any other automaker, their stock price makes zero sense. Each time I think it can't go higher it does so I haven't cashed out yet. Still waiting to see if they ever release the Cybertruck and at what price/specs. I do need to trim my position.

The others are all terrible IMO. HOG's sales and image I do not see changing anytime soon or quickly, I'd rather wait and be a little late than throw money at that.
Ferrari has never been a hugely profit maker and nothing in the near future looks to change big to me. Luxury auto has not had a great history financially. Only thing that might change things slightly is their upcoming SUV. Lot's of factors though, can they even mass produce like Lambo with VW backing?
RR I'm not as familiar with, are the heli/air engines still part of the corp or has that been separate?

Auto companies in general have not been great stocks to hold IMO. but I don't day trade, I buy and hold for a longer time period.
 
I prefer to deal with the suppliers. Magna, Martinrea, Linamar are three Canadian-based publicly traded examples.

I can't stand Elon Musk and I refuse to support his way of doing business. H-D can't find their way out of the hole that they are descending into. Small niche-market companies are vulnerable. GM, Ford, and VW are going to be around for a long, long time, and they'll all get through the EV transition.
 
GreyGhost said:
No. Too fickle for me and driven almost entirely by emotion. There is no "fair" stock price when you are pricing emotions.

Imo, Tsla price runup is bat$^@% crazy. It definitely is worth something but I thought it was overvalued financially years ago and it has gone up by miles.

I'm always worried about hd and their ability to make smart decisions. I dont see that changing in the future.

Ferrari is interesting. Long history of cool cars, willing to innovate, not too many recent stinkers. Still probably wouldnt own stock. Profitability can swing wildly with public perception (in either direction).

Rr, pretty low volume, will they maintain the margins in the face of more small competitors? It shouldn't be impossible for a small builder to grab a packaged ev powertrain and build a quiet luxobox. It was harder in the past to remove nvh with only ice options available. Powertrain from scratch doesnt work for most small companies.
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The runup in TESLA price is in part investors' confidence that the company can use it's share value as a tool (weapon), and they want Musk to have that available. There will be technologies, competitors, and upstarts to acquire. Part of the 'value' in a Tesla share is the share itself is like cash -- it can be spent to buy stuff.

Tesla is worth >$900B, RIVAN $30B, FORD $65B. They could probably launch a RIVAN takeover bid at >$40B, picking them up at about 1/2 their IPO price. Or just buy FORD and make hay by building Lightnings and Mustangs. Even better - Buy Audi (value $90B) and own Porsche, VW, Audi and Ducati.
 
I found a Cars.to etf, DRIV,CARZ,BATT etc...what do you think of this and distributing into multiple companies.
Also are other motorcycle companies getting into the EV space???
 
Triumph, but I don't think they are publicly traded. Ducati is becoming MotoE supplier starting next year, but they are part of the VW Group. KTM is known to have something cooking. Everyone should be working on EVs at this point. Lead, follow, or get run over.
 
I had no idea, so i looked it up when you metioned it and found this.
Guess there are less and less independent companies, reducing competition.


Ducati is a group of companies, best known for manufacturing motorcycles and headquartered in Borgo Panigale, Bologna, Italy. The group is owned by German automotive manufacturer Audi through its Italian subsidiary Lamborghini, which is in turn owned by the Volkswagen Group.
 
Mad Mike said:
Even better - Buy Audi (value $90B) and own Porsche, VW, Audi and Ducati.
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??
VW is owned by Porsche Holdings. Porsche Holdings is majority owned and directed by Porsche family members.
VW owns Porsche, Audi, Lamborghini, Bentley, Ducati, Bugatti, Skoda and a few others.
There are rumours that VW will sell Porsche. The Family members would like see it again be independent. Plus it would raise a huge amount of money for VW.
Porsche is the most profitable automaker per vehicle sold.
 
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killvino said:
Your data might be outdated as 2021, Ferrari earned most per car and TSLA second:
Ferrari Was Most Profitable Manufacturer In 2021 By A Wide Margin
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That chart groups Porsche in with the VW Group. Same goes with Lamborghini and Bentley.

From what I could scrounge up, here are the profits per vehicle sold (all figures around 2020-2022):

Ferrari: $106,000
Lamborghini: $100,000+
Bentley: ~$20,000
Porsche: $18,000
Tesla: $6,693
BMW: $5,000
Mercedes: $5,000

Profit per unit sold is only one metric though, and it isn't the one that shareholders are primarily focused on.
 
Lightcycle said:
That chart groups Porsche in with the VW Group. Same goes with Lamborghini and Bentley.

From what I could scrounge up, here are the profits per vehicle sold (all figures around 2020-2022):

Ferrari: $106,000
Lamborghini: $100,000+
Bentley: ~$20,000
Porsche: $18,000
Tesla: $6,693
BMW: $5,000
Mercedes: $5,000

Profit per unit sold is only one metric though, and it isn't the one that shareholders are primarily focused on.
Click to expand...

Any idea if that "profit" includes cost of engineering and plant capital costs? For smaller manufacturers those are likely far higher per unit.
 
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