Wednesday, May 16, 2012

As Warren Buffett goes, so goes GM





Berkshire's investment in automaker an immediate boost to share price; market signal 'unprecedented'

If you can believe Investment News the Buffett-led company held 10 million shares of the automaker on March 31, Omaha, Nebraska-based Berkshire said in a filing disclosing U.S. stockholdings after the close of regular trading yesterday.

“Seems like GM's low valuation is just too good for Warren to resist,” Adam Jonas, an analyst with Morgan Stanley, wrote in a note to investors. “While buying 10 million shares of GM isn't a huge bet (yet), the market signal for the U.S. auto industry is as unprecedented as it is fascinating.” Jonas titled the report “Buffett Motors.”

The automaker's shares dropped 35 percent before today since GM's 2010 initial public offering. The Detroit-based company regained its spot as the world's top-selling automaker last year when it posted a record $9.19 billion profit.

GM is benefiting from a recovering U.S. auto market, on pace for its best vehicle sales since 2007, and growth in China, where it's the market leader. CEO Dan Akerson has introduced models such as the Sonic small car and ATS luxury sedan to push Chevrolet and Cadillac as global brands…..


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