Why Auto Stocks Are Off to a Flying Start in 2018

The transcript discusses the global auto market, highlighting the undervaluation of OEM stocks like Fiat Chrysler and Volkswagen. It explores Volkswagen's brand value, leadership changes, and strategic direction, including potential IPOs. The impact of technology on the auto industry is also examined, emphasizing opportunities for innovation and collaboration with tech companies.

What is a key reason for the attractiveness of stocks like Fiat Chrysler and Volkswagen?

• They are leaders in electric vehicle technology.

• They have a strong presence in emerging markets.

• They are considered cheap equities globally.

• They have high dividend yields.

Which brands are mentioned as part of Volkswagen's portfolio?

• Nissan and Toyota

• Tesla and Rivian

• Ford and General Motors

• Lamborghini and Porsche

What strategic move is Volkswagen considering to unlock value?

• Focusing solely on electric vehicles

• Expanding into the Asian market

• Merging with another major automaker

• Decentralizing and potentially IPOing some brands

What is a significant trend in the automotive industry discussed in the transcript?

• Reduction in global automotive sales

• Increased focus on diesel engines

• Decentralization and creation of autonomous brand holdings

• Consolidation of brands under one umbrella

Which company is mentioned as having a significant market share in the US heavy truck market?

• BMW

• Fiat Chrysler

• Daimler

• Volkswagen

What is the potential benefit of advancements in auto tech according to the transcript?

• Increased fuel efficiency

• Improved driving experiences through semi-autonomous vehicles

• Lower production costs

• Higher resale value of vehicles

What is the CES now perceived as, according to the transcript?

• A trade show for startups

• A technology show

• A car show

• A consumer electronics show