SocialPicks Sentiment:
** v.s.
other stocks
|
This Quarter's Sentiment:
|
|
|
HOG Analysis & Videos »
HOG: Bull or Bear?
lets ride ?
HOG
|
|
|
-3.59%
in
23 hours
(closed on 05/08/09)
I'm just hearing a lot in town
|
Auto Makers Set to Receive Short-Term Rescue Loans
HOG
|
|
|
-56.29%
in
336 days
<> 
The accompanying table [click to enlarge] presents the ETF Innovators [ETFI] Global Personal Transportation Index, which includes 40 companies with market caps of at least $150M. Since I last updated the index last month, the total market cap of the 40 companies has declined by 22% and currently stands at just under $450B with Volkswagen (VLKAY) accounting for nearly one-fourth of that total thanks to an 85% stock price gain in the past year and market cap of $112B.
Meanwhile, Congressional lead...
|
Auto Makers Are Out Of Gas
HOG
|
|
|
+29.25%
in
36 days
(closed on 12/08/08)
<> 
The 30 lowest rated companies in the ETFI Global Auto Makers Index and short ETF proposal lost an astonishing 63.9% in market value over the past year, compared to a loss of 37% each for the S&P 500 SPDR (SPY) and the Consumer Discretionary Sector SPDR (XLY). The index includes companies with market caps over $150M U.S. Dollars which are active in the following business segments: auto/truck makers, motor sports/recreation – e.g. Polaris (PII), motorcycles – e.g. Harley Davidson (HOG), and recreational vehicles – e.g. Winnebago (WGO). < />< />< />< />...
|
Bullish on HOG ...
HOG
|
|
|
-19.58%
in
485 days
BusinessWeek Rankings Best Global Brands Best Global Brands 2007 #45 2006 #45 World's Most Innovative Companies World's Most Innovative Companies 2006 #64 Analysts' Recommendation: Hold 30 Days Ago: Hold Analysts' Target: $41 Analysts' Targets UBS Securities $37 Neutral Tuesday, July 08, 2008 RBC Capital Markets $42 Sector Perform Tuesday, January 22, 2008 Lehman Brothers $45 Underweight Friday, January 18, 2008 Harley-Davidson, Inc., through its subsidiaries, produces heavyweight motorcycles, as well as offers moto...
|
Bullish on HOG ...
HOG
|
|
|
-30.61%
in
545 days
This is a true value dividend stock, motorcycles will be back in swing with the green trend. Harley will be back for sure, I see a solid base forming not much lower to go from here. Will be doing my HW on HOG for sure, once I confirm a bottom I may go long. 36 to 38$ would be nice but unnec. Support ~35 should hold, below $40 this is a buy.
|
High Gas Prices May Help Harley-Davidson: More Evidence
HOG
+0.89%
in
73 days
(closed on 07/17/08)
In early March, I posed
the question "is $3.25 gas helping Harley Davidson?" Now that the price
is up to $3.50 and higher in most areas, there is more evidence
unfolding that it may be true.<!--more-->
In
the first post, it was an Illinois dealership reporting increases in
sales. Now we have both a California dealership and, even better, a Florida
insurance agency that insures motorcycles in 21 states, reporting the
same thing.
|
Harley Davidson Puts Labor Issues to Rest
HOG
-1.82%
in
32 days
(closed on 05/05/08)
On Friday the United Steelworkers and International Association of
Machinists and Aerospace Workers, Local 2-209, is expected to approve a
4 year deal with Harley Davidson (HOG). Terms have not been disclosed.
|
Why I'm Not High on Harley-Davidson
HOG
+31.50%
in
581 days
3/28 - "It would be one thing if earnings were growing 12% per year, as they have for the last five years. In that case, investors could expect 15% annual returns. But I don’t think the growth will be even close to that rate, or to the 11% consensus growth estimate."
"Taking a free cash flow approach to valuation, Harley generated $556 million in free cash flow in 2007, for a 6.2% yield against the current market cap. That’s a nice yield, but I’ve seen quite a few names with similar or higher yields and more attractive growth prospects. In order to generate a double-digit free cash flow yi...
|
Harley-Davidson Born to be Wild, But Not Hog Wild
HOG
-31.43%
in
581 days
4/4 - "Many of the brightest minds in my circles feel the economy will not pick up significantly for another 18 months and that we will have fits and starts in between then and now. There does not appear to be any urgency to acquiring stocks that will be dependent on economic recovery to turn for the better. However, HOG might be one to dollar cost average into over time if you believe it will not turn into General Motors or fade like Levi Strauss."
"I have not heard even a whisper doubting its superior quality of management and they seem to have put any labor issues to rest as well. I tho...
|
Harley-Davidson: A Recession-Friendly Domestic Investment
HOG
-31.49%
in
581 days
4/7 - "A known devil is better than unknown angel: rather than searching for gems in nebulous international markets, it is wise to look for value stocks in the domestic market to preserve the capital from down sliding. Harley Davidson (HOG) is one of these great companies with sound fundamentals and decent upside potential once the dark clouds of recession pass."
"Harley Owners Group has more than a million members all over the world. The average Harley buyer is well educated and has a median income of $84,000, which is twice the median household income. Though the slowing economy impacts ...
|
Harley-Davidson a Discretionary Play? Not So Fast.
HOG
-31.60%
in
581 days
4/7 - "There has been a flurry of posts flying around lately about Harley Davidson (HOG) and their status as a "discretionary" purchase. Now, while the choice to buy a motorcycle may be for some, riding a Harley is not necessarily. There is a huge segment of the Harley population that considers their cars their second mode of transportation."
"A Harley Davidson rider will never, ever, make the decision to NOT buy a Harley and instead hop on a Suzuki to "save a few bucks". That very fact means there is a very large limit to just how discretionary the bikes are."
"Let's not forget that this...
|
HOG: Why I’m Not High on HOG
HOG
|
|
|
+28.20%
in
588 days
My latest column is up at RealMoney . Although it is cheap, I don’t think Harley Davidson (HOG) is cheap enough. In summary: <> It would be one thing if earnings were growing 12% per year, as they have for the last five years. In that case, investors could expect 15% annual returns. But I don’t think the growth will be even close to that rate, or to the 11% consensus growth estimate. <> If the company does manage to earn $3.94 in 2009, it will have finally regained the levels it earned in 2006, and would then have a five-year earnings compound annual growth rate ( CAGR ...
|
Fundamental analysis
HOG
|
|
|
-31.62%
in
649 days
Many high quality consumer discretionary stocks are beaten down to ridiculously low levels. Harley Davidson is one of the best brands in the world that helps the company generate 15+% return on invested capital (ROIC) year after year. Its low debt means it can ride out any recession, no matter how deep. The value of a high ROIC company with low debt is certainly higher than 11x earnings. Try closer to 20x. Great opportunity to pick up a great company at a bargain price.
|
People Bullish on HOG
People Bearish on HOG
|
ROCK-STAR INVESTORS
|
|
POPULAR STOCKS
|
|
TODAY'S HEADLINES
|
|
TODAY'S TOP PICKS
|
|
|
Portfolio results thru 8/8/08
- Portfolio at www.updown.com - started 1/11/08
9.8% return includes dividends and commission.
Started socialpicks on 6/30. some stocks here are not in...
|
More Resources
|
About HarleyDavidson Inc
- Answers.com
So, maybe it would seem 
When last I looked at 
