MGDDF News and Press, Compagnie Generale des Etablissements Michelin From 08/26/20

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Michelin (MGDDF) was a company whose prospects we thought were good for the post-COVID-19 world. However, our tune has changed. Despite the fact that they demonstrated substantial pockets of resilience in their specialty tires business, Michelin is exposed to more than just recessionary effect...

Compagnie Générale des Établissements Michelin Société en commandite par actions (MGDDF) Q2 2020 Earnings Conference Call July 27, 2020 12:30 PM ET Company Participants Florent Menegaux - Chief Executive Officer Yves Chapot - General Manager & Group Chi...

The following slide deck was published by Compagnie Générale des Établissements Michelin Société en commandite par actions in conjunction with their 2020 Q2 earnings Read more ...

This article is part of a series that provides an ongoing analysis of the changes made to Ariel Investments’ 13F stock portfolio on a quarterly basis. It is based on Ariel Investments’ regulatory 13F Form filed on 05/14/2020. John Rogers’ 13F portfolio value decreased ~3...

Michelin (MGDDY) remains beaten up after March's market turmoil, trading at 9.4x TTM P/E and with its well-covered dividend yielding 4.6%. As this article will discuss, Michelin looks like a great, long-term investment opportunity in the COVID-19 pandemic. The company is highly profitable and,...

We think that within automotive, the only investments that can be justified from a risk management perspective due to the unknown length and depth of the pandemic are companies that produce for the aftermarket. We have already investigated Autoliv ( ALV ), whose sales we speculate might reco...

Article Synopsis The main purpose of this article is to breakdown why Goodyear ( GT ) probably isn't a very good investment for long term investors right now, even though it may seem cheap and probably is cheap in terms of past valuation metrics. Goodyear stock should rebound as the market a...

Brief Background The Goodyear Tire & Rubber Company ( GT ) (“Goodyear” or “the Company”) is the largest tire manufacturer in North America and one of the most recognizable tire brands in the world. The Company has been in the business of making tires and rub...

This article is first in a series that provides an ongoing analysis of the changes made to Ariel Investments' 13F stock portfolio on a quarterly basis. It is based on Ariel Investments' regulatory 13F Form filed on 02/14/2020. John Rogers' 13F portfolio value increased ~6% from $7.51B to $7....