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- Our fair value target is $18.30 representing 22% of total return in the next twelve months, including the dividend.
- Poor performance to reverse and execution of Ford One Plan to support margins across operating segments.
- Return of capital to shareholders’ will increase.
- Ford Motor is suitable for Enterprising Investors, but not Defensive Investors following the ModernGraham approach.
- According to the ModernGraham valuation model, the company is undervalued at the present time.
- The market is implying an annual loss of 0.1% in earnings over the next 7-10 years, which is significantly less than the growth the company has seen in recent years.
Ford Motor: 3 Catalysts For Ford Motor That Could Drive The Share Price Past $20 In 2015
- Ford Motor is one of the most attractive U.S. equity investments for 2015 -- in the entire stock market.
- A few macroeconomic and operational catalysts could give Ford's share price a serious boost.
- Investors still benefit from a high margin of safety, and a very compelling risk/reward ratio.
- Reaching $20 is only a question of when, not if.
- Barron's makes the case for American manufacturer icon Ford in the New Year postulating they should have 30% upside from current levels in 2015.
- The piece makes some of the same salient points I have made on the investment case for Ford recently as well as a few new ones.
- Investors looking for a good growth story with a high dividend yield selling at very reasonable valuations should take Ford for a ride in the New Year.
Barron's Bullish Ford Note Supports Our $28.50 Price Target
- Barron's put out a bullish note on Ford this weekend.
- Barron's thinks Ford can near $20 by the end of 2015, based on F-150 sales and international profitability.
- Reiterating our long-term $28.50 price target.
- Ford’s stock is trailing 20% below its 52-week high of $18.12 in spite of the record levels that the market has achieved.
- The required retooling of Ford’s F-150 factories to accommodate the upcoming all-aluminum bodied truck has taken a toll on the company’s profits.
- Production for the aluminum model has started, and reception of the new truck has been positive.
- Ford will gain a comparative advantage in more than just trucks; this will be the first aluminum-bodied vehicle to be produced on such a massive scale.
Ford Motor: Strong Reversal Pushing Shares Towards $17?
- Ford Motor's European sales data was top notch.
- Shares rose above $15 yesterday, though they couldn't hold this level as markets closed.
- Ford faces positive catalysts from the F-150 launch and from a solid sales performance in Europe.
- At just 9.1x forward earnings, the company remains seriously mis-priced.
- Mr. Market will ultimately rectify this mis-pricing, and analysts' rating updates could trigger a reevaluation of the company.
Ford Will Continue To Beat Expectations, Which Means The Stock Is A Strong Buy
- Ford shares sold off after its Investor Day, but sentiment became far too negative.
- Several Ford models are seeing growing sales momentum. Ford vehicles are selling particularly well in the emerging markets such as China.
- Investors buying low right now can take advantage of a cheap stock with a high dividend yield.
- Ford has a challenging year as earnings have declined due to a heavy new model roll out schedule and challenges within its European operations.
- However as we head into the New Year, this American manufacturing icon should have a better 2015 as sacrifices made in 2014 start to pay off.
- The stock is cheap, earnings should accelerate next year and shares have a 3.5% dividend yield. Why I see $18 to $20 a share for the stock in 2015.
Ford: A Dividend Growth Buying Opportunity Presents Itself
- Ford’s stock has tanked 17% over the last quarter, yet is up 2.47% for the month.
- The stock appears to have found support at the $14 level. Furthermore, free cash flow over $3.8 billion and rising.
- The sell off in the stock may have created an excellent dividend growth investment opportunity by driving the yield to over 3.5%.
Strong F-150 Product Launch Could Be A Catalyst For Ford Motor's Stock
- Ford's best-selling F-150 truck will likely see strong demand from consumers.
- Strong product launch and positive sales news could lead to analysts upgrading Ford's target prices.
- Ford Motor remains as undervalued as ever, and provides investors with a massive margin of safety.
- The company’s net income saw a decrease in this quarter as compared to third quarter last year, due to heavy investments in the new products and technologies.
- The global automotive industry is improving and growth in demand is expected from both establishing markets as well as from the U.S.
- Oil prices are forecast to decrease further in near future, lowering the impact of fuel-efficient cars on America automotive manufacturers.
- Electric cars, due to their current circumstances, don’t seem much of a threat for large automotive manufacturers.
- Price target is estimated to grow by 38 percent in next two years, it seems like a buying opportunity.
- All eyes are on Ford's new F-150.
- Despite a slow month, we're still bullish and are sticking with our long term $28.50 price target.
- Friday brought some unnoticed good news when it was reported that initial F-150 interest was robust.
- Ford has been an excellent performer since the depths of the Great Recession.
- However, a management change and a resetting of expectations have caught some investors by surprise.
- Let's examine third-quarter results and update readers on our thoughts.
Ford Motor Not A Compelling Value Despite The Recent Correction
- Ford Motor trades at 9x forward earnings after a 20%+ correction, despite a projected growth rate of more than 10%.
- However, Ford operates in a very competitive and economically sensitive industry.
- Although the shares yield an impressive 3.5%, the company's balance sheet appears risky.
- A DRAG analysis shows only minimal upside for Ford's shares given these risks and therefore investors would be wise to stay away from them despite the seemingly attractive multiple.
- F managed to beat consensus on the top and bottom lines.
- We still favor GM over F but note that the recent strength is encouraging.
- We noted that GM has the most interim upside given it doesn't have as much exposure to Europe.
Ford Motor: Thank You, Dear Mr. Market, I'll Gladly Buy More When You Are Scared
- Ford Motor reported third-quarter results last week.
- As a result, shares tumbled more than 4% in the latest display of investor anxiety.
- Investors should not expect one record quarter after another.
- Again, I'll buy more Ford shares, but only as long as investors are scared.
Fri, Nov. 21, 1:16 PM
- Ford (F -0.1%) announces that the 2015 F-150 will deliver 26 mpg on the highway and 19 mpg in the city for the version featuring the 2.7-liter EcoBoost 4x2 engine.
- The fuel economy for the aluminum-bodied F-150 tops the estimated rating on similar versions of the 2015 Chevy Silverado, 2015 Toyota Tundra, and 2015 Ram - although it's worth noting the 3.5-liter F-150 has a fuel economy rating below the 2015 Ram 3-liter EcoDiesel V6.
- The new F-150 2,7-liter EcoBoost version is also listed at 325 horsepower with a maximum towing capability of 8.5K pounds.
Wed, Nov. 19, 7:25 AM
- Ford (NYSE:F) will introduce its new Explorer design at the Los Angeles Auto Show this week.
- The SUV will be upgraded with the 2.3-liter EcoBoost unit which is also used in the 2015 Mustang.
- The automaker is expected to push into the upper end of the large SUV market with its pricing on the 2016 model.
- What to watch: Analysts think lower gas prices and a moderate level of unemployment in the U.S. could support a sales boom for the 2016 Explorer.
Tue, Nov. 18, 6:19 PM
- The National Highway Traffic Safety Administration is seeking the recall of "millions of vehicles" containing Takata (OTCPK:TKTDY) airbags, and the DoT agency will "use the full extent of its statutory powers" to force action if Takata and auto manufacturers fail to "quickly agree" to a recall.
- Cars had been recalled only in areas along the Gulf coast with high humidity, but the NHTSA says it is basing the decision on a recent incident that happened outside of those areas.
- NHTSA also orders Takata and all 10 auto companies that use Takata's air bag inflators - BMW (OTCPK:BAMXY, OTCPK:BAMXF), Chrysler (NYSE:FCAU), Ford (NYSE:F), GM, Honda (NYSE:HMC), Mazda (OTCPK:MZDAY), Mitsubishi (OTCPK:MMTOF), Nissan (OTCPK:NSANY, OTCPK:NSANF), Subaru (OTCPK:FUJHY), and Toyota (NYSE:TM) - to provide detailed reports about ongoing testing of the products outside of the high-humidity regions that already had recalls in place.
Tue, Nov. 18, 9:39 AM
- Ford (F +1.3%) recalls 65K Fusion vehicles in North America due to a potential issue with the ignition key system.
- The recall action covers some 2014 and 2015 model year Fusion cars.
- The ignition recall drama at Ford's Detroit rival has impacted millions of vehicles under the Buick, Cadillac, Chevrolet, Oldsmobile, Pontiac, and Saturn brand names.
Tue, Nov. 18, 7:29 AM
Mon, Nov. 17, 11:12 AM
- Kelley Blue Book names its Best Buy Award winners for 2015.
- The research firm picks the new Ford F-150 as its Overall Best Buy of 2015.
- The Honda Civic is the small car award winner, while its cousin the Accord took the mid-size prize.
- Other KBB award winners: Full-size Car: Chevrolet Impala, Luxury Car: Mercedes-Benz C-Class, Sports Car: Chevrolet Corvette, Electric/Hybrid: Chevrolet Volt, Mid-size SUV/Crossover: Toyota Highlander, Full-size SUV/Crossover: Chevrolet Tahoe.
- Related stocks: F, HMC, TM, GM, OTCPK:DDAIF.
Mon, Nov. 17, 1:49 AM
- Ford (NYSE:F) says it is cooperating with U.S. safety regulators following a report that a driver of a 2007 Ford Mustang was injured in August by a metal fragment from the car's air bag.
- The Mustang was part of a June recall of millions of cars due to Takata's (OTCPK:TKTDY) defective air bags. Although the regional recalls were carried out mainly in high-humidity states, the current accident occurred in North Carolina.
Sat, Nov. 15, 10:21 AM
- Shares of Ford (NYSE:F) could be poised for a breakout, reasons Barron's.
- The automaker is likely to gain more global market share next year with 23 new models launching, including the industry-altering 2015 F-150.
- Ford's growth coincides with a more efficient manufacturing system of 15 basic platforms, down from 27 in 2007. Execs think the company can get down to 9 platforms by 2016 which should make it even more efficient.
- A healthy dividend payout and strong balance sheet should help attract investors to the blue oval.
- Also in the mix, Ford has generated a wave of positive news recently as opposed to its Detroit rival which has been stalled in a recall quagmire.
- Recently on Ford: 2015 F-150 reviews, European sales, Q3 results.
Thu, Nov. 13, 12:55 PM
- Shares of Ford (NYSE:F) are up over 3% after the automaker posts solid sales trends in Europe.
- Analysts think the recent sales momentum could help Ford beat expectations for a $1.2B loss on the continent this year and $250M loss for 2015.
- The automaker has big plans for 2015 in Europe with new Focus ST, S-Max, C-Max, Grand C-Max, Mustang, and Edge models scheduled to be introduced.
Thu, Nov. 13, 8:39 AM
- Ford (NYSE:F) says sales in Europe rose 8.1% in October to outpace the industry average once again.
- The automaker's market share rose 20 bps to 7.8% during the month and is up 10 bps to 8.0% for the year.
- The Fiesta, Focus, and Transit Custom models were the three top sellers for Ford on the continent in October.
- F +0.5% premarket.
Wed, Nov. 12, 10:06 AM
- The landmark emissions deal struck between the U.S. and China has implications for the automobile industry even if it is largely symbolic, according to analysts.
- There's some speculation that bickering between the nations over spying and other free trade issues won't reel in China-Western auto joint ventures and impact government EV subsidies as the nation stays focused on pollution control.
- Automaker stocks: GM, F, TM, FCAU, HMC, OTCPK:NSANY, TSLA, OTCQX:VLKAY, OTCPK:DDAIF, OTC:HYMLF, OTCPK:BAMXY, OTC:KIMTF, OTCPK:MMTOF, OTCPK:PEUGF, TTM, TSLA.
Tue, Nov. 11, 9:20 AM
- Ford (NYSE:F) CEO Mark Field says the new F-150 has been run through 10M miles of testing to mark the most extensive preparation for a new model launch in the company's history.
- The automaker says 224K potential buyers have asked for more details about the new F-150.
- What to watch: If the launch of the aluminum-bodied pickup goes well, Ford will have a distinctive advantage over peers as it considers a broader aluminum push into other popular models and brands.
- Previously: Positive reviews for the 2015 F-150 pile up
Mon, Nov. 10, 10:49 AM
- Reviews for the new aluminum-bodied F-150 from Ford (F -1.2%) continue to come in strong as publications start to test advanced versions of the new pickup.
- Ward's Auto: "It is the best-handling fullsize pickup I’ve ever driven," writes Drew Winter.
- Car and Driver: "Its aluminum body and bed mark a sea change in an industry that so often drifts with the current."
- Kelley Blue Book: "The new F-150 is best in its class."
- What to watch: Official EPA fuel economy numbers on the 2015 F-150 will be released later this month with the 28 mpg from the Ram EcoDiesel an important target.
Thu, Nov. 6, 3:22 PM
Thu, Nov. 6, 2:18 PM
- New car registrations in the U.K. rose 14.2% to 179,144 units in October, according to the Society of Motor Manufacturer and Traders.
- Ford (NYSE:F) held the top two spots on the best-selling list with its Fiesta and Focus models. The Vauxhall Corsa (NYSE:GM) model ranked third.
- What to watch: SMMT expects full-year sales in the U.K. to reach 2.49M units in 2015 and then flatline into 2016.
Thu, Nov. 6, 1:02 PM
- Ford (F +1.1%) has offered dealers a cash bonus for matching sales targets before the end of the year, according to Automotive News.
- Though the action could pinch margins a bit, the automaker is trying to protect market share and clear inventory before the upcoming 2015 F-150 launch.
- U.S. sales fell 1.7% in October and 2.7% in September for Ford as production efforts were diverted to the aluminum F-150 debut.
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