Stock Purchase Recommendation By: Dusty Longoria With Jackie DaSilva & Jennifer Hovey
Auto Industry Stock Choices Dusty LongoriaJennifer HoveyJackie DaSilva Ford Motor CompanyHarley DavidsonHonda TATA MotorsPolarisToyota General MotorsTriumphThor
Our Group Criteria Performance Year-to-Date Dividends Paid Market Share* Debt / Asset Ratio Earnings *Percentage of respective market
Each stock was ranked within each category, with the winner assigned “9” points, and the worst in the category assigned “1” point. The only category which did not follow this rule was market share. Not every stock fell within the same market, so we ranked them according to their share in respective markets.* We created a table with all 9 stocks, assigned the points 1 (worst) - 9 (best) in each category (column), and added the rows (stocks) within each row to get a final total. The highest stocks (in points) were the stocks we selected. How we broke it down… *based on market research data
Performance Year to Date* Dividends*Market ShareDebt/Asset %*Earnings*Total Ford Tata General Motors Harley Davidson Polaris Triumph Toyota Honda Thor The chart *Research from Morningstar.com
Performance Year to Date Morningstar provided us year-to-date stock percent change (see example graphic to the left) which we pulled for each stock and ranked highest to lowest. In order to keep the date current and relevant, we opted to only use the Year-to-Date data
Automotive Stocks Automotive Market Share Points awarded Motorcycle Stocks Motorcycle Market Share Points awarded Recreational Vehicles Recreational Vehicle Market Share Points awarded Ford 17%5 Polaris 21%7 Thor 35.4%9 General Motors 16%5 Harley Davidson 65%9 Tata Motors 8.9%2 Triumph 20%7 Toyota 14%3 Honda 9.8%2 Deciding Market Share Where market share was somewhat equal, we assigned them similar points. In areas where there was a company dominating their respective market, they received 9 points.
Automotive Market Share
Earnings earningsranking Ford 1 Tata 7 General Motors 6 Harley Davidson 3 Polaris 4 Triumph 5 Toyota 9 Honda 8 Thor 2
Ford91% Tata78% General Motors76% Harley Davidson72% Polaris54% Triumph61% Toyota66% Honda63% Thor32% Debt to Asset Ratio
Polaris – 34 points Polaris – 34 points Toyota – 33 points Toyota – 33 points Thor – 32 points Thor – 32 points The winners are…
None of our stock choices were ranked “1” in any category The “2” that Thor received in Earnings, was offset by strong performance in Year-to-date performance, Debt to Asset Ratio and Market Share. No other stock ranked below a 3 in any category In Conclusion
Biblography Edmunds.com. (2013,10 02). Market Share by Manufacturer. Retrieved 10 02, 2013, from Edmunds.com: center/data/market-share-by-manufacturer.htmlhttp:// center/data/market-share-by-manufacturer.html Wagner, I. (2013, February). Statistics and facts about motorcycles in the U.S. Retrieved from Statista.com: Rvbusiness.com. (2013, 10 15). SSI: Motorhome Sales Climb 22.7% for August. Retrieved 10 15, 2013, from rvbusiness.com: Morningstar.com. (2013, 10). Morningstar.com. Retrieved from Morningstar.com: