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Ford strives for Goldilocks production run rate

  • Ford (F -0.1%) says it will introduce 16 new models in North America this year, but maintains it's monitoring inventory levels.
  • The automaker will cut production in Q1 on a couple of product lines, notes top exec Joe Hinrichs.
  • Many automobile industry watchers think Ford has managed inventory better than its Detroit peers over the last year.
  • Related: AutoNation CEO warns on inventory levels.
Comments (14)
  • SHAKEY INVESTOR
    , contributor
    Comments (42) | Send Message
     
    I don't understand. EVERYTHING about Ford has been nothing but positive, including raising the dividend, for the past three and a half months (when I bought), yet the stock has fallen 10.5% since that time. I have read all the comments, but it doesn't make sense. Ford does great and the stock falls! Ford never took a bailout, while GM screwed stockholders, bondholders, and the American people. Also, would they have even instituted a dividend if Ford didn't raise theirs. Yet GM goes up, and Ford drifts lower. I know it will be fine, but this is very frustrating.
    30 Jan 2014, 01:05 PM Reply Like
  • davidcolf
    , contributor
    Comment (1) | Send Message
     
    I too am totally confused. I've been holding Ford for a long time. Some shares date back to the $5-6 price so overall I'm still profitable but my later acquisitions in the $15.50 range and under water and I just don't get it. All predictions are for movement higher and instead the price keeps sinking, I didn't contemplate this being a dividend only stock.
    30 Jan 2014, 01:22 PM Reply Like
  • R K
    , contributor
    Comments (88) | Send Message
     
    Here is the problem , Venezuela total auto sales is 100,000 cars yearly; assume F has 10% of the market ( I actually have no idea) a currency problem is driving F down, Wait China up 50% last year , the F150 gangbusters , Fusion great , England doing very well, thank you very much, Europe much better , a whole host of new cars coming on stream and the new 150 to boot , yes it must be Venezuela that is hurting the stock !!!!!!!!! This is just plain silly .
    30 Jan 2014, 01:38 PM Reply Like
  • cbroncos
    , contributor
    Comments (1204) | Send Message
     
    Daytraders is what kills the stock and too many shares outstanding.
    30 Jan 2014, 01:48 PM Reply Like
  • R K
    , contributor
    Comments (88) | Send Message
     
    One additional thought , when January sales come out on Monday and F sales are down, I am sure a number of analyst's will opine on F's future demise, perhaps forgetting the horrible weather in large part's of the country. Honey , it's -10 today, let's go out and look at car's.
    30 Jan 2014, 01:49 PM Reply Like
  • Tdot
    , contributor
    Comments (4644) | Send Message
     
    Actually another commentator observed that a good number of those marginal older cars (average US fleet age is over 11 years) suddenly met their demise in the unusually harsh winter, and were finally replaced in January. Not to mention the sales of Diehard Batteries at Sears Auto Centers.

     

    Have to wait and see...
    30 Jan 2014, 01:59 PM Reply Like
  • kevinconway
    , contributor
    Comments (2438) | Send Message
     
    Tdot...who is the #1 provider of aftermarket car batteries?...Q1 sales should be impressive. Most batteries are relpace in cold weather...no longer have the cranking capacity or are toast.
    30 Jan 2014, 02:13 PM Reply Like
  • JoseV
    , contributor
    Comments (405) | Send Message
     
    The problem is Traders/Speculators using high frequency and program trading tools on Ford stock and many similar stocks having high liqudity and easily managed by the speculation tools which are not available to retail investors,. These shenanigans (stock manipulations) should not be allowed!!
    30 Jan 2014, 03:20 PM Reply Like
  • kevinconway
    , contributor
    Comments (2438) | Send Message
     
    Yep and get rid of Short selling....money should be used to build businesses.
    30 Jan 2014, 03:54 PM Reply Like
  • JoseV
    , contributor
    Comments (405) | Send Message
     
    I am against Speculation but Shorting is also a Hedging tool and appropriate for that. There is a way to make spaculation expensive for Speculators. Apply a variable tax (oops a tax) on all high frequency and program trading. That way you increase the risk to Speculators so they have less return or appropriate risk to their use of the speculative tools which investors dont have. Unfortunately Regulators are appointed by politicians who Speculators control through campaign financing (another shenanigan).
    30 Jan 2014, 05:48 PM Reply Like
  • hopache1@me.com
    , contributor
    Comments (4) | Send Message
     
    The number 1 battery maker is JCI. Johnson Controls.
    30 Jan 2014, 06:09 PM Reply Like
  • cbmetcalfe
    , contributor
    Comments (86) | Send Message
     
    Why is F not up like others? Simple: growth. Investors want to make a buck. F does look good on paper but it looks good from a 2015 stand point, not 2014. I'll probably buy F as we'll but I'll wait until the end of the year and put my money into something with better growth potential for now.
    30 Jan 2014, 08:02 PM Reply Like
  • bob213
    , contributor
    Comments (61) | Send Message
     
    Ford is down largely due to the fact that everything else is down. Too many people are concentrating on the 2013 rises and are convincing themselves that a massive fall is overdue despite the facts of improving economies in the Western world.

     

    For a specific reason look no further than the fact that Ford management is being conservative in their predictions and trying to give an honest view of the future an attitude which is clearly lacking in many of the other stocks which rise on totally unrealistic expectations.
    31 Jan 2014, 10:34 AM Reply Like
  • Tdot
    , contributor
    Comments (4644) | Send Message
     
    Basically Ford has been carefully lancing the surface bubbles in the Ford share pools, bubbles that tend to appear whenever certain investors and analysts start to get unrealistic in their expectations. Ford cannot deliver surprises (the good kind) if the shareholders and analysts and prognosticators start to wander too far off from the ranch.
    31 Jan 2014, 12:53 PM Reply Like
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