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CI First Asset U.S. Tactical Sector Allocation Index ETF T.FUT



TSX:FUT - Post by User

Post by BayWallon Oct 03, 2012 9:22am
157 Views
Post# 20441578

What works

What works

Active Green & Ross, Integra Tire and OK Tire. Success stories with Aeroplan. The bulk of Futura's Aeroplan revenues. Common link--- auto service, tires, etc. This is the way to go it appears, and less on car sales.

 

Auto dealer stats are unavailable, but service/parts would fit Aeroplan program marketing well. I would focus on retail auto service centers, and this is what management wants in the US. Car sales may not be a good fit as expectations made it out to be, but will contribute neverthelesss.

 

It's easy to think about the financial size of the car industry and extend the thinking to Aeroplan/Futura, but it may not be that easy. I like others were expecting a large number of sign-ons, even an acceleration of new launches as the months passed and word got out. But it appears the expectations were dashed, and so too the stock price.

 

The rollback rumour and debt issues have their impact, but no significant rise in revenues is the main driver on stock prices. I was even expecting a rollback with no negative impact on the stock price, but from a position of strength of much higher revenue potential offered by the auto industry. Unfortunately it has not come to pass.

 

Good thing I invested mostly in real estate with my past penny stock winners.

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