文章核心观点 1. 通用汽车(GM)过去10年股价表现远低于标普500指数,但政府支持的电动车转型可能成为公司转型的机会[1] 2. 上世纪70-80年代通用汽车陷入"停滞时期",主要原因是政府政策的变化,而非公司自身原因[2] 3. 这次电动车转型也将是行业的一次大洗牌,但通用汽车已做好准备[2] 行业和公司总结 1. 电动车市场仍在持续增长,特斯拉虽然增速放缓,但通用汽车第三季度电动车交付量同比增长60%,正在利用经销商网络和品牌优势抢占市场份额[3] 2. 通用汽车正利用电动车技术转型来重振凯迪拉克品牌,推出了高端电动车型如Celestiq和Lyriq,获得了不错的市场反响[4] 3. 未来10年内,通用汽车有望利用电动车转型重塑自己,凯迪拉克品牌可能是最大受益者,因为高价车型利润更高[5] 4. 但电动车转型也可能会导致通用汽车内部品牌之间的相互竞争和蚕食,这对投资者来说并不乐观[5] 5. 不过,通用汽车目前股价估值较低,可能适合价值投资者关注[5]

General Motors' Chief Financial Officer, Paul Jacobson, announced during an investor day event that the company anticipates its adjusted earnings in 2025 to be similar to the current year's results. GM's adjusted earnings before interest and taxes (EBIT) target for 2024 is set between $13 billion and $15 billion, translating to $9.50 to $10.50 per share. This is an increase from the previous estimate of $12.5 billion to $14.5 billion, or $9 to $10 per share.Meeting the 2024 target and achieving similar earn ...

Brand new GMC trucks are displayed on the sales lot at Hanlees Hilltop GMC on July 02, 2024 in Richmond, California.DETROIT — General Motors expects its 2025 adjusted earnings to be in a "similar range" to the company's results this year, CFO Paul Jacobson said Tuesday during the company's investor day.The Detroit automaker's targeted adjusted earnings before interest and taxes this year were between $13 billion and $15 billion, or $9.50 and $10.50 per share, up from previous guidance of $12.5 billion to $1 ...

General Motors revealed its all-new modular platform and battery system, Ultium, on March 4, 2020 at its Tech Center campus in Warren, Michigan.DETROIT — General Motors will drop the name "Ultium" for its electric vehicle batteries and supporting technologies after spending years promoting the brand as it rethinks its EV and battery operations.The Detroit automaker confirmed the switch Tuesday ahead of an investor event in which GM is expected to discuss the change.It also is expected to use the event to to ...

RESTON, Va., Oct. 8, 2024 /PRNewswire/ -- Four business units of General Dynamics (NYSE: GD) will be among the exhibitors at the Association of the U.S. Army (AUSA) annual meeting and exposition, scheduled for Oct. 14-16 in Washington, D.C.Following is a list of General Dynamics products and solutions that will be displayed at the event.General Dynamics products and solutions on display at upcoming AUSA exposition in Washington D.C.GENERAL DYNAMICS LAND SYSTEMS (Booth 703)Mission Command on the Move: With m ...

The company's relatively high dividend yield is tempting, but...We're coming up on the tenth anniversary of Dollar General's (DG -0.06%) dividend. It's saying something that, over this considerable stretch of time, the payout's yield has never been as high as in recent weeks.That's not necessarily good, as the jacked-up yield is due to a significant post-earnings stock slide. Let's look at the company and see how many shares an investor would need at these depressed share prices to collect $1,000 in annual ...

The title names the two reasons to invest in Legal & General ( OTCPK:LGGNY ) ( OTCPK:LGGNF ) (LGEN in London) that I indicated in my previous posts. In " LGEN: 8.5% Yield With Growing and Sustainable DividendPh. D. and MBA. I worked in executive/management positions for big US companies, then ran my own business for about 15 years, and upon exiting, turned to full-time investing. My total experience is 20+ years of investing. For the last 10+ years, it has been my full-time occupation. I primarily manage my ...

These two discount retailers are struggling in 2024, but could offer a buying opportunity.It's been a tough year for investors in discount retailer Dollar General (DG -0.06%) and Dollar Tree (DLTR -2.03%), and as a result, both stocks are struggling mightily. The good news is that both stocks are trading at rock-bottom valuations, so if the businesses turn around, investors stand to gain.Let's take a closer look at Dollar General and Dollar Tree to understand what's gone wrong. Let's also explore what the f ...

文章核心观点 - 通用汽车公司(GM)将在投资者日上展示其在电动车和传统内燃机车型生产方面的灵活性 [1][2][3] - 与3年前的投资者日相比,GM将采取更加务实的方式,关注近期目标和信息传达 [2] - 分析师预计GM将重点介绍电动车、自动驾驶Cruise部门、中国业务重组以及自由现金流、降低成本和回报投资者的近期计划 [1] 公司概况 - GM在过去两年里每个季度都超越了华尔街的预期 [1] - GM CEO玛丽·巴拉将试图说服投资者,她和管理团队能够在消费需求放缓和市场环境变化的情况下继续保持业绩超预期 [1] 电动车和传统车型生产 - GM将强调其在生产电动车和传统内燃机车型方面的灵活性 [2] - 公司正在降低或撤回几乎所有电动车目标,因为电动车的采用速度低于预期 [3] - 巴拉表示,公司正在最大限度地利用ICE和电动车的每一个机会,并利用自身的核心优势 [3] - 公司正在保持灵活和机会主义,同时也非常注重纪律 [3]

General Mills, Inc. (GIS) has been enjoying gains from its strategic portfolio reshaping, cost-saving initiatives and focus on innovation. The company’s shares have rallied 17.8% in the past three months, crushing the industry’s growth of 7.2%. The branded consumer foods company has also fared better than the broader Zacks Consumer Staples sector and the S&P 500’s respective gains of 6.5% and 2.4% in the same time frame.GIS Price Performance vs. Industry, S&P 500 & SectorImage Source: Zacks Investment Resea ...