“CAR, GUD, BAP and ARB have all reported for 2020. All have their EPS down on the previous year. None are able to provide comfort around their outlook. Yet they trade on respective 2020 P/E's of 40, 23, 26 and 33.”
Yes, but shhhh.
You’ll awaken the bear.
Not by design, I happen to own shares in all of those derivatives of internal combustion engine economics.
I should consider adding some AMA, NTD, MMS, and SGF to fully round out my portfolio’s car-rich thematic.
.
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