BYMOF News and Press, Bayerische Motornwrke Pfd From 04/21/21

FSR has seen its valuation shrink to just $3.8 billion from $7.9 billion at its peak in early March, providing more attractive long-term multiples. Multiple contraction in the sector relative to the beginning of the year has brought down FSR's projected valuation, but it still could p...

Stocks continued their record performance in March with virtually all sectors going up. I am continuing my monthly investment plans while awaiting a market correction or possibly a real crash once market euphoria has come down. My dividend income amounted to $467, up 22% sequentia...

The EU could be looking to take a stricter stance on plug-in hybrid electric vehicles ahead of the final Euro 7 emissions standards. Draft green finance regulations propose to phase-out PHEV by 2025 by removing the vehicle type from its 'sustainable investment' label. While this i...

I sold Daimler last month for $22 a share with a decent profit of nearly 50% after the stock gained nearly 270% since March 2020. BMW has a greater product range and has taken the lead in the electrification race in Germany. While Daimler's stock has surpassed its fair value, the ...

Global electric car sales for Feb. 2021 up 136% YoY reaching ~4-5% share. Europe sales up 66% YoY reaching 14% share, China sales rose 500% YoY reaching 9% share. EV market news - EU plotting ban on internal combustion engine as of 2025: Industry. UBS increases EV market share forecas...

The first quarter of 2021 was outstanding since many portfolio positions jumped significantly. The portfolio gained 62.94%, which is a record increase since the inception in 2013. GameStop, Lenovo, Turtle Beach, Ford, and Ferrexpo lead the rise as undervalued stocks were discovere...

Harris Associates’ 13F portfolio value increased from $41.07B to $51.71B this quarter. They added CNH Industrial and doubled Keurig Dr Pepper while dropping CVS Health and Baidu. The top three positions are Alphabet, CNH Industrial, and Bank of America, and they add up to ~...

Nearly all major automakers are rolling out their own EV models, as they aim to meet sustainable frameworks. Just because an auto maker is producing EVs does not by default make it an ESG investment. Two automakers stand out among their peers: Peugeot, S.A. and Yamaha Motor Co. Lt...

Stocks performed strongly in February with cyclicals and energy stocks rallying strongly. I am continuing my monthly investment plans while awaiting a market correction or possibly a real crash once market euphoria has come down. My dividend income amounted to $350, up 19% sequent...

2020 in review: Global electric car sales grew ~43% in 2020 as conventional car sales decreased 14%, led by Tesla and Europe. My thoughts on the EV sector for 2021 - EV sales forecasts, EV manufacturers, Li-ion battery manufacturers, and the EV metal miners. Risks, further reading...