Ford Motor Co. (F)

All Comments on F

  • commenter
    Sep 25 06:47 PM
    Chinese Market Annihilated - Cramer's Lightning Round (9/24/08) [view article]
    China's demise is way over done. They will have a GDP of 9%...we could only dream about such things. Once winter begins, you will see
    China take off again for 2009. Nows a great time to pick up DSX on
    the cheap.
    Reply
  • commenter
    Sep 25 05:35 PM
    Auto Stocks: Value Investments Gone Wrong? [view article]
    Japan protects the home market by making it difficult for foriegn brands to sell there--their dealers cannot sell dual brands and import restrictions are cumbersome. Also, the Japanese vehicle license fees and registration taxes go up with the age of vehicles--making it beneficial to buy new (support the market) and the used products are sold offshore to New Zealand and The Philippines among others which has ruined the automotive industry in those countries--New Zealand has no auto assemblers now compared to all the majors 10 years ago. Reply
  • commenter
    Sep 25 03:44 PM
    My Website
    Chinese Market Annihilated - Cramer's Lightning Round (9/24/08) [view article]
    DSX is going to do well once china starts buying again. Reply
  • commenter
    Sep 25 03:25 PM
    Chinese Market Annihilated - Cramer's Lightning Round (9/24/08) [view article]
    He doesn't like the business model for NYX, but he loved it when the price was in the 90s over a year ago-again he feels "bad" about it.

    I use him now as a contrarian indicator.Maybe NYX is not a "buy" right now, but I hold some an at these values and might as well keep holding it. Nice try Cramer.
    the NYSE and Euro exchanges are not going away.
    Reply
  • commenter
    Sep 25 03:14 PM
    Auto Stocks: Value Investments Gone Wrong? [view article]
    By necessity the restrictive, destructive union rules are slowly being reduced, but not fast enough to prevent the wholesale damage to the big three. Elroy hit the nail on the head, but the protectionism involved extends to currency manipulation, which I believe is the biggest piece of the pie, but at the expense of the Japanese citizens, because they pay considerable more for the products imported to their nation than Americans do. They can do this and give their auto and other industries a huge leg up, mainly because the citizens of Japan have such a high savings rate. The big three have historically provided a higher standard of living than most other industries, and they should be applauded for that, except that, with world competition as strong as it is now, it has no where to go. The American auto industry is far more important than the jobs that are provided to our labor force, although that is important. As history can verify, the auto industry has been a key player in our national defense and will continue to be, if it remains strong. Allowing that industry to go away, as some would suggest, is not the smartest thing to do. We should support it (although with much oversight) and insure it continues to be a strong segment of our manufacturing base. Reply
  • commenter
    Sep 25 02:14 PM
    My Website
    Today's Other Bailout: $25B for Auto Makers [view article]
    eh whats another 25 billion these days anyway? its about time though these companies chuck the suv's and get green. no way these companies could continue they way they were when everything around them is so drastically changing. Reply
  • commenter
    Sep 25 01:58 PM
    Today's Other Bailout: $25B for Auto Makers [view article]
    I'm delighted. The big 3 need the boost to compete and putting energy efficient/hybrid cars on the road WILL provide a catalyst for oil prices to drop. The more we do domestically to be less dependent on foreign energy sources the better. We've got to start somewhere -- and Detroit needs the work. Thank you Uncle Sam. Besides, all the other countries govts help their industries...why can't we? The "rules" of accounting and financial engagement are like the "rules" of war --- needing a 21st century update just like we discovered fighting in Iraq and Afghanistan. They don't fight by the same rules we do; how can we compete globally financially if the foreign interests are killing us with our own outdated rules? Thank you Uncle Sam. Reply
  • commenter
    Sep 25 01:47 PM
    Auto Stocks: Value Investments Gone Wrong? [view article]
    You guys really just missed the whole point. F and GM are managed by the UAW. They are not, and have not, been managed for the stockholders in decades. As long as F and GM have the debt of the pension plan, the cost of unionized workers, and the restrictive work rules; GM and F will never be a good investment.

    Note: both Toyota and Honda are non-unionized.
    Reply
  • commenter
    Sep 25 01:39 PM
    My Website
    Chinese Market Annihilated - Cramer's Lightning Round (9/24/08) [view article]
    Clowns should be required to wear funny red noses! Reply
  • commenter
    Sep 25 01:38 PM
    My Website
    Auto Stocks: Value Investments Gone Wrong? [view article]
    Exactement. Look at Pilgrim's Pride. It looked cheap but succumbed to high debt. Reply
  • commenter
    Sep 25 12:52 PM
    Today's Other Bailout: $25B for Auto Makers [view article]
    Say it with me now.... A LOAN funded by CONGRESS! Reply
  • commenter
    Sep 25 10:58 AM
    Auto Stocks: Value Investments Gone Wrong? [view article]
    Honda fell 32% from Feb,07 to Mar,08, but has recovered a little since then. Reply
  • commenter
    Sep 25 10:54 AM
    Auto Stocks: Value Investments Gone Wrong? [view article]
    Toyota is holding their own? In Feb, 07 TM was at $135.50. Yesterday it closed at $88.25, a decline of 35%. Reply
  • commenter
    Sep 25 10:38 AM
    Auto Stocks: Value Investments Gone Wrong? [view article]
    Debt = risk.

    Risk is rewarded with potentially higher returns.

    In and of itself, debt doesn't make it a bad investment. Back in 2004, the truck business was still running at flank speed. Whether debt is bad or not depends upon the three intertwined cycles -- overall market, industry and company. Back in 2004, all three were favourable. Now, the first two are unfavourable for all, but the company perspective -- products, etc. -- are very favourable for Toyota and Honda.

    Why are Toyota/Honda so debt free? Good management? Good products? The answer is yes -- but that's not the whole story.
    The Japanese protect their industries and the companies based there have a profitable home market from which to build a world market.

    Korea is even worse.

    If the US is to ever become an industrial power again, it must have the same trading rules as it's partners -- whether it be Japan, Korea or China. This should be a major issue in the presidential elections, but obviously no candidate understands it.
    Reply
  • commenter
    Sep 25 09:39 AM
    Auto Stocks: Value Investments Gone Wrong? [view article]
    Good point. F and GM only continue to exist because they continually issue more debt. At some point the credit runs out. Before that point, they lost the flexibility needed to adapt to a changing world.

    Hmmm. Is that a metaphor for the U.S?
    Reply