U.S. auto strikes give them an edge

Shares of Japanese automakers Toyota and Honda have posted solid gains for investors in the past year. That’s partly because strikes at the big three American automakers—Ford, GM and Stellantis—will probably lift the market share for Japanese and Korean industry giants. Both Toyota and Honda,… Read More

Earnings should rebound in 2024

HONDA MOTOR CO. LTD. ADRs $31 is a buy. The Japanese automaker (New York symbol HMC; Conservative Growth Portfolio, Manufacturing & Industry sector; ADRs outstanding: 1.7 billion; Market cap: $52.7 billion; Price-to-sales ratio: 0.4; Dividend yield: 3.0%; TSINetwork Rating: Above Average; www.honda.com) sold 947,000 cars in its fiscal… Read More

You still need Resources in your portfolio

Prices for commodities such as crude oil, iron ore and copper have weakened lately as investor fear rising interest rates will trigger an economic slowdown. Even so, we continue to recommend all investors maintain exposure to resources as the sector’s high-quality producers will still gain… Read More