BorgWarner Inc. (BWA), Ford Motor Company (F), General Motors Company (GM): Is a Rebound Looming in Europe?

One Ford strategy has been a success

Similarly, Ford Motor Company (NYSE:F) is rated as a buy on the success of its “One Ford” strategy and modest valuation (despite a 10% rally since the start of the year). Ford has streamlined its operations substantially under the One Ford strategy, selling off non-core businesses and brands. Its management, designers, and engineers around the world are now squarely focused on supporting the core Ford brand. As a consequence, Ford Motor Company (NYSE:F) is now more focused and working more effectively than ever before, and has accelerated the development of desirable new products that are global in nature.

Government Motors is gradually becoming General Motors

General Motors Company (NYSE:GM) has been one of the favorite companies among analysts since the Treasury decided to reduce its stake in the company. The Treasury currently owns a 16.4% stake in the company; that has declined by 2.6% (was previously 19%) since the start of the year.

Not only this, the bulls like GM for its best-in-class leverage to global growth markets, ongoing operational turnaround, and improving product cadence. GM is well positioned to capitalize upon strong long-term growth in emerging markets, and is winning the race for the future in China in particular. In developed markets, higher profits in North America — spurred by a rising top line and a new generation of full-size pickup trucks — are expected to more than offset continued losses in Europe.

Final word

Much can’t be said in terms of progress in Europe until there is a genuine rebound of demand in the mass market. Talking company-specifically, I am bullish on all three of them; all three of them have made an effort to offset European losses. BorgWarner Inc. (NYSE:BWA) has diversified end markets. Ford Motor Company (NYSE:F) is effectively implementing its “One Ford” restructuring strategy. GM is pacing up its expansion in China that will help the company to reduce the European pains in its stomach.

Zain Abbas has no position in any stocks mentioned. The Motley Fool recommends BorgWarner Inc. (NYSE:BWA), Ford Motor Company (NYSE:F), and General Motors Company (NYSE:GM). The Motley Fool owns shares of Ford.

The article Is a Rebound Looming in Europe? originally appeared on Fool.com.

Zain is a member of The Motley Fool Blog Network — entries represent the personal opinion of the blogger and are not formally edited.

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