Deutsche: Don't forget about Ford


Deutsche Bank upgrades Ford (F) to a Buy rating from Hold.

The investment firm also raises its price target on Ford to $19 from $18.50.

The take on Ford from Deutsche is that truck pricing will hold up and that the automaker is set up to grow profits in China. Ford could be a second-half story, especially if the new F-150 roll-out goes well.

Previous: Ford: Let's talk aluminum

F +0.8% premarket to $15.75

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Comments (4)
  • 1980XLS
    , contributor
    Comments (3360) | Send Message
     
    Aluminum will be good for customers. (corrosion resistance & incremental MPG improvements for City MPG on an empty truck)

     

    But I have not seen anybody's projections of weather Ford expects customers to pay up for it, or wether the additional costs will eat into margins of their most profitable vehicle.

     

    Nor what the additional costs actually are for the change to aluminum.
    11 Apr 2014, 08:48 AM Reply Like
  • name999
    , contributor
    Comments (196) | Send Message
     
    Several issues caused the drop of the stock price recently. 1) Recall worries from GM, Toyota and of course Ford itself; 2) Correction in the market; and 3) Worries regarding to the global economy growth and politics. However, if you look at the numbers that Ford delivered recently. All of them are very solid. Ford had consistent gains across all segments in March in the U.S. Its sales rose 57% in China in Q1. You can add more during the market correction and patience will be rewarded.
    11 Apr 2014, 08:54 AM Reply Like
  • starcorral
    , contributor
    Comments (1743) | Send Message
     
    One can measure one's own understanding of Ford by the time it takes for the professional analysts to speak on what we already know. For this reason - and this reason alone - I give a Deutsch a solid score of 5 on a scale of 10 for "polished mootness" - great for those not in the know.

     

    The big question for individual investors with 4000 shares of F is "When to I buy another 4000 on margin?" Since time - today's price trend - is the single most important factor, I become a winner if Ford plunges. I'm begging for $15.27.

     

    Price momentum for Ford has been negative for almost a year. Price -relative to inherent value found in the fundamentals and an established record of conservative forward guidance - has been dismal. Only a fool disregards averages, means, and medians within the indicies to better understand performance compared with a wide variety of peers - be they automotive, heavy industry, game changers, retail giants, infrastructure, transportation, etc.

     

    So thank you Deutschbank; based on my wisdom and knowledge your insight was as beneficial as a cup of Joe. I believe you and will act (when the time is right) accordingly.
    11 Apr 2014, 10:38 AM Reply Like
  • ted lujan
    , contributor
    Comments (1729) | Send Message
     
    Is Deutsch bank A Ford stock holder? Their rating may be biased. In any case the buy rating can not hurt.
    11 Apr 2014, 11:39 AM Reply Like
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