F Forum Topics
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- Auto Industry Business Model Needs a Major Overhaul [view article]
- The Hardest Trade - Fast Money Recap (7/24/08) [view article]
- Ford's Abysmal Quarter: Time to Bring Its European Operations to the US [view article]
- Wall Street Breakfast: Must-Know News [view article]
- The US Auto Crisis [view article]
- Citi vs XTO Energy -- Cramer's Stop Trading! (7/24/08) [view article]
- Options Trader: Thursday Outlook [view article]
- eBay is a Not Com - Cramer's Lightning Round (7/23/08) [view article]
- When Truckers Can't Afford Trucks, What Do They Buy? [view article]
- Earnings Preview: Ford Motor Co. [view article]
- Ford's Financial Services Business About to Enter the Red [view article]
loading ...Recent F Articles
- Ford's Abysmal Quarter: Time to Bring Its European Operations to the US
- The Hardest Trade - Fast Money Recap (7/24/08)
- Auto Industry Business Model Needs a Major Overhaul
- Options Trader: Thursday Outlook
- Wall Street Breakfast: Must-Know News
- When Truckers Can't Afford Trucks, What Do They Buy?
- Earnings Preview: Ford Motor Co.
- The US Auto Crisis
- Ford's Financial Services Business About to Enter the Red
- This Week's Key Earnings Reports
- Full List of Articles »
This Week's Key Earnings Reports [view article]
My money is on BAC over Apple. Apple will have record earnings and its stock will fall 20%. BAC will lose only $5B, thats better than $5.5B expected, so a pop of 30% is in order! Welcome to Wallstreet. Home of the crooked! ReplyFord's Financial Services Business About to Enter the Red [view article]
Even if Kerkorian gets control of Ford, what the hell is he going to do with the debt. The whole company is owned by the banks, including the Blue Oval. He must need a big tax loss. ReplyFord's Financial Services Business About to Enter the Red [view article]
You have not mentioned another area where FMCC is going to lose a bundle. They have a huge lease portfolio full of trucks and SUV's coming off lease in the next two years. With the switch to cars, each vehicle can represent a $3-6000 loss at the wholesale auctions. Likely no insurance to cover. This is the stuff that can put them into bankruptcy. GM doesn't have anywhere near this problem, as they are not as heavy into leasing. Plus Cerebus (those brilliant auto guys) have 51% of that loss. I always find it amazing that the finance guys never ask the auto people about the underlying grief. Anybody in auto retail could tell you this is a bomb that is already exploding. ReplyFord's Financial Services Business About to Enter the Red [view article]
Ford has made huge cuts in employees, plants, medical, etc. etc.Down the road this is all going to pay off.
RDS Reply
Ford's Financial Services Business About to Enter the Red [view article]
The Ford shorts have stabilized at about 380K or 6 to 8 times daily volume; a highly bullish technical indicator. Now, the pros are covering. Ford has enough cash to cover any loss for the forseeable future for quite a few years.Parker Reply
Wendling
Ford's Financial Services Business About to Enter the Red [view article]
Kirkorian knows the value of the company and so does the specialist who runs the issue. The specialist is manipulating the issues price in order to accumulate massive quantities of stock for his own personal accounts before moving the stocks price higher. For more information on how this is allowed click on my site and read the articles about specialist manipulation and also my predictions as to where I feel Ford will go in the future.Thank you
Richard Reply
This Week's Key Earnings Reports [view article]
Ummmm, Bank of America, anyone? Hello? It's hard to believe BAC won't be as closely watched as WB or AAPL. ReplyTiedeman
Ford's Financial Services Business About to Enter the Red [view article]
Kirkorian paid $8.50? Where is the value? ReplyTiedeman
Ford and GM Living on Borrowed Time [view article]
Ford is waking up. It is about time!Ford Motor Co., in reaction to growing demand for fuel-efficient vehicles on its home turf, is reportedly looking at retooling some of its U.S. plants to build compact passenger cars it has already been producing and selling in Europe.
The moves could be announced this Thursday as part of Ford's second-quarter report, according to a story in the online edition of the Wall Street Journal on Saturday.
The broader U.S. auto industry has been slammed by rising gas prices and the persistent housing slump, and domestic automakers have been shuffling to more align capacity with demand by slashing truck production and ramping up assembly lines on the car side.
Toyota Motor Corp. (TM:89.29, -0.76, -0.8%) earlier this month made a similar move by announcing that it will build its popular Prius hybrid at a Mississippi plant that is currently under construction instead of the SUV it had originally planned to produce there. See full story.
Detroit rival General Motors Corp. (GM:13.18, +0.33, +2.6%) has also been shaking up its production plans but it has yet to announce concrete plans to bring some of the more well-received cars it makes overseas to U.S. factories.
There has been talk of selling the subcompact Chevy Beat concept, designed and to be built in South Korea, to the U.S., but GM recently threw water on the notion that it would be making it to U.S. shores any time soon, saying the car isn't engineered for the North America market.
GM does import the compact Saturn Astra into the U.S. from Europe, but the automaker loses money on each sale because of the weak dollar, analysts say. Ford can avoid taking that hit and can also offer more attractive price tags by building its European models on U.S. soil.
Ford CEO Alan Mulally pushed the plan but was met with resistance from others in the company, the Journal reported, citing people familiar with the situation. The opponents questioned whether Ford could meet the 18-month timetable, leading to another failed effort to sell European models in the U.S.
Ford will hand in its second-quarter results next week, with analysts polled by FactSet Research looking for a loss, on average, of 23 cents a share. See full story.
Shawn Langlois is a reporter for MarketWatch, and the editor of its community message boards.
Reply
Tiedeman
Tuesday Options Outlook: WB, F, AIG, DFS, EMC, INTC, VIX [view article]
AIG is looking inexspensive. ReplyTiedeman
More Indications Of A Steady Commercial RE Market [Housing Tracker] [view article]
One can only hope you are correct. I now a lot of people in tis industry out in California. One worries that this industry is next to fall, in America anyway.Reply
Tiedeman
Ford and GM Living on Borrowed Time [view article]
I think GM has a real chance of being great by 2011 if it can stay solvent. The new models will sell. ReplySell and Short Recommendations for a Bearish Market [view article]
Just as many here have a preference for a particular stock, I want to have a little more control. The solar ETF "TAN" has a few stocks that don't have high P/E ratios and have some that may make it in the future. I just want to short the dogs. Replyline
Ford and GM Living on Borrowed Time [view article]
Unbelievable. That any Board of Directors would keep Rick Wagonner. All he does is listen to a buncha analysts on Wall Street who tell him to downsize. Downsizing is the kiss of death.Grow some balls and expand the company you run, Rick.
If you aren't growing, then you are dying. Reply
Volatility
Ford and GM Living on Borrowed Time [view article]
I'd get into the ETNs, I dont' think this goes bk where senior debt holders lose out, they restructure possibly as a consequence to the common holders. Average down on the debt and make 15-16% with potential upside. If this goes down to $7 like Merrill stated, I'd even buy some puts along with your bonds. They will get through this, they need to shed the poor performing brands and rigourously get into the small eco vehicle transition. By then it will be 2013 and oil will be heading lower. They'll get through this, if not sell off all the parts to the foreign auto makers! :(blog:distressedvolatil... Reply