Seeking Alpha
  • Bret Kenwell
    $F doing okay... up a bit in the pre after earnings.
    7/25/12
    Reply (18)
    • eabyrd: Will be looking forward to pairing a long $F with a long $AA... just not anytime soon.
      7/25/12
    • Bret Kenwell: yes, both good companies hurt internationally by weak demand. Will be strong eventually--just not now. Off ~1% now.
      7/25/12
    • eabyrd: I have a shopping list about a mile long for when the smoke clears...
      7/25/12
    • cn_habs: reaching a new 52 week low
      7/26/12
    • cn_habs: new resistance at 8.50?
      7/26/12
    • eabyrd: Support maybe.. We're watching the $8 level.
      7/26/12
    • Bret Kenwell: cn--not sure why but it was on my mind today about you and this stock talk. It's not that I don't like Ford. It's just I'm not an investor.
      7/28/12
    • Bret Kenwell: Ford is doing a lot of things right. Killing in america, returning $ to shareholders, making quality products GREAT management. but the
      7/28/12
    • Bret Kenwell: price action sucks and they're losing a lot of $ in Europe. About a billion. That's bad. and the price action is even worse. Maybe if you're
      7/28/12
    • Bret Kenwell: going long term..Then yes I would dip my toes with a 1/3 or 1/2 position build right here. I would feel comfortable with that. Super Low PE
      7/28/12
    • Bret Kenwell: a likely dividend boost Here's the problem. I'm NOT a long term guy. I'm a short term guy usually the longest I'll is a month or two, but am
      7/28/12
    • Bret Kenwell: looking for the move to occur before that to dump. Most of the time intraday so LT does not appeal. If it did, I would feel comfortable like
      7/28/12
    • Bret Kenwell: I said of dipping my toes. A third or half position build would be ok. WAY more upside to ~$15 than downside..$7? Worst case? who knows.
      7/28/12
    • Bret Kenwell: Sorry for the lengthy reply but it was just on my mind. & dont look for a fast move in F. it will be a slow climber most likely but will.
      7/28/12
    • cn_habs: Thanks for sharing your thoughts Bret! I'm wiling to hold out a bit longer and will start to initiate a position if it drops to 8.5.
      7/29/12
    • cn_habs: hoping for a slightly improved macro environment in the meantime
      7/29/12
    • Bret Kenwell: Yes. Unless Draghi AND the Germans really come out with something big I don't see how much will change in the short term. But 8.5 would be a
      7/30/12
    • Bret Kenwell: good start position I think. Honestly even sub 9 wouldn't be a bad spot. But 8.5 obviously better. Plenty of holders at $12+
      7/30/12