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Ford Motor Company

5/21/2013, 6:55 AM ET

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Tuesday, May 21, 5:40 AM Goldman Sachs lifts its forecasts for the S&P 500 (SPY), as David Kostin and company now say they expect the index to gain 5% by year-end to 1,750, 9% to 1,900 in 2014, and 10% to 2,100 in 2015. The rationale: expectations of above-trend real GDP growth beginning next year (Mr. Evans' "escape velocity" ?) coupled with P/E multiple expansion to 16x. Furthermore, dividends should rise ~30% over the next two years, bolstering the firm's claim that dividend-paying equities (DVY) are one of the only places U.S. investors can look to for income-generation. Some of GS's dividend picks, as listed on MarketWatch: Mattel (MAT), Ford (F), Philip Morris (PM), Walgreen (WAG), Chevron (CVX), U.S. Bancorp (USB), GE, Western Union (WU), Dow Chemical (DOW), and AT&T (T). 1 Comment
Monday, May 20, 1:06 PM LMC Automotive thinks demand for automobiles in China will return to a double-digit pace next year and stay stable for the four to five years. It's a common enough forecast in the industry with IHS Automotive going so far as to say there is "no chance" for a negative growth environment in China due to the less than 7% of the population that owns a car. Rough forward-looking China capacity counts: General Motors (GM +1.4%) 5M vehicles a year; Hyundai and Kia (HYMLF.PK) combined 1.8M; Ford (F +0.4%) 1.2M by 2015; Volkswagen (VLKAY.PK) 4M by 2018. Comment! [Consumer]
Monday, May 20, 10:19 AM Ford (F +0.5%) thinks the percentage of U.S. vehicles sold with four-cylinder engines will rise to over two-thirds by the end of the decade, an estimate that looks like a "stretch" to some industry insiders. Though the automaker sees making more headway with its four-cylinder models in many segments, it fell short of saying the smaller engine would take off in the large SUV or pickup segment. Comment! [Consumer]
Friday, May 17, 11:05 AM A nice little jump in consumer sentiment bodes well for automobile companies, according to CNBC's Phil LeBeau. The outlook for the industry looks extremely good with fresh models from automakers (F, GM, TM, FIATY.PK, HMC, NSANY.OB, VLKAY.PK) coinciding with structural pent-up demand and the uptick in sentiment. 4 Comments [Consumer]
Friday, May 17, 7:38 AM Ford (F) plans to shift some Fiesta production to Thailand to free up capacity in North America for other models. It's a move that makes sense to automobile analysts with the Fiesta selling well in Asia and Ford planning big things for new models in North America. 3 Comments [Consumer]
Wednesday, May 15, 1:37 PM A €25.2M grant the Spanish government plans to offer Ford (F +2.9%) for a €419.9M project (production of the Transit Connect in Valencia) comes under EU regulatory scrutiny. At issue is whether the "project might exceed the authorized 5% increase in production in a declining market," Reuters says. F believes its request for state aid is within the law. 1 Comment [Consumer]
Wednesday, May 15, 7:02 AM Ford (F) sees demand for SUVs in India helping its EcoSport make a strong debut there despite the stalled automobile market in the nation. The automaker will hedge its bet a little bit by manufacturing EcoSport cars for both right-hand and left-hand drive markets and make it available for export. 2 Comments [Consumer]
Monday, May 13, 8:44 AM For the first time in more than a decade, the Big Three automakers (GM, F, FIATY.PK) claimed a majority of the category winners in a prestigious vehicle quality survey. The increase in quality by the trio dovetails nicely with a pickup in demand for U.S. models that has Japanese automakers scrambling (TM, HMC, NSANY.OB) to respond. 2 Comments [Consumer, Global & FX]
Thursday, May 9, 1:35 PM Highlights of Ford's (F +0.1%) annual meeting: 1) CEO Alan Mulally was very firm in telling shareholders he will lead the company through at least 2014. 2) A few of the questions ranged to Ford's share price during the open mike Q&A. Execs were quick to note that investments in Asia will start paying off in the near future. Bill Ford: "Just hang with us." 3) Management says by mid-decade Europe will be profitable. 4) A lot of housekeeping was taken care with directors elected and an auditor appointed, while a shareholder proposal which would allow a 10% holder of shares to call a special meeting was rejected. (webcast) Comment! [Consumer]
Thursday, May 9, 12:39 PM Explosive growth in China's SUV market has automakers scrambling to bring more models to the market to take advantage of the cozy margins offered by the category. What to watch: General Motors (GM -1%), Ford (F), and Chrysler (FIATY.PK) could see the biggest benefit from the hot Chinese SUV market with the automakers already ramping up production while German counterparts Mercedes-Benz (DDAIF.PK), BMW (BAMXY.PK), and Audi (VLKAY.PK) are stuck in a lower gear. 3 Comments [Consumer, Global & FX]
Tuesday, May 7, 8:16 AM Ford (F) plans to adjust its launch schedule for new vehicles in order to catch potential problems earlier, according to execs. The automaker is using tech advances - including 3D simulations - in an effort to beat rivals on quality control. 1 Comment [Consumer, Earnings]
Tuesday, May 7, 6:51 AM New car sales in the U.K. were up 14.8% Y/Y to 163,357 in April, according to the Society of Motor Manufacturers and Traders. The U.K. has been a bright spot in Europe for the automobile industry and the forecast for full year sales has been revised higher. Ford (F) claims the top two YTD sellers in the U.K. with the Fiesta and Focus. (Previous: Light at the end of the tunnel for Big Three in Europe?) Comment! [Global & FX, Consumer]
Monday, May 6, 10:30 AM The task of closing plants and cutting jobs in Europe isn't getting any easier for General Motors (GM), Ford (F +1.8%), and Chrysler (FIATY.PK) as the Big Three don't have the leverage to force politicians to act quickly on proposals, but the trio still sees light at the end of the tunnel. The companies are getting just enough cuts in to slowly trim losses and see opportunities by mid-decade as austerity measures in the region fade. 3 Comments [Consumer, Global & FX]
Monday, May 6, 7:52 AM Ford (F) plans to use excess capacity from a plant in Thailand strategically to avoid the kind of costly mistakes it made in Europe. The automaker will stay nimble in the region and wants to join a Thai program to build energy-efficient models after new licenses become available. What to watch: Ford and GM see Southeast Asia as a potential area to grow sales rapidly with Japanese automakers currently holding a dominant 80% of the market. 3 Comments [Consumer]
Friday, May 3, 8:29 AM Ford (F) says it will pass its full-year record for hybrid sales this month as demand for the new C-Max and electric Fusion looks strong. In April, the automaker delivered 35,034 Fusion hybrids compared to the 3,257 Camry and 19,889 Prius hybrids Toyota moved. What to watch: Analysts are still bickering over the impact of lower gas prices on hybrid demand heading into the summer, but Ford appears poised to grab even more hybrid market share. 15 Comments [Consumer]
Friday, May 3, 7:30 AM The Consumer Financial Protection Bureau expands its probe into car loans with a new round of subpoenas to lenders. The agency is looking into the sale of add-ons such as extended warranties and extra insurance to consumers by the financial arms of major automakers like Toyota (TM) and Ford (F). 1 Comment [Consumer]

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