The following video is part of our "Motley Fool Conversations" series, in which industrials editor/analyst Brendan Byrnes discusses topics across the investing world.
In today's edition, Brendan looks at five automakers traded on major U.S. exchanges, and picks out the one he thinks is the best buy. The strength of the yen is Brendan's biggest worry for Japanese automakers Toyota and Honda, while Tesla still seems like a speculative bet on the future of electric vehicles, despite the fact that the company has done an admirable job ramping up production of its flagship Model S sedan. Overall, Brendan rates the two big domestic automakers, Ford and GM, as his top buys. He likes GM because it's insanely cheap and holds the market share lead in both the U.S. and China. But Brendan likes Ford a bit more right now. The company is further along in its recovery from the financial crisis, and has plenty of room for growth in Asia.
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