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- Ford's new redesigned all-aluminum framed F-150 pickup could end having home run potential for the company's 2015 sales and beyond.
- J.D. Power is forecasting that 2015's industry-wide dealership sales will be the best since 2004. One Ford executive projects near record sales for the industry.
- A 3.5% dividend yield will likely entice income seeking, risk averse or retirement investors.
Ford - Backing Up The Truck On The Clueless Downgrade
- DB's downgrade of Ford makes no sense as the reasons cited are wrongheaded.
- Ford is once again trading for less than 9 times forward earnings and now yields 3.5%.
- The setup of low fuel prices will prove to be a huge tailwind for earnings next year; I'm long.
Are Ford's European Troubles Making The Auto Manufacturer A Buy, Hold, Or Sell?
- Investors are too concerned about Ford's European business as the auto manufacturer guided for $1.2 billion in pre-tax losses in 2014.
- Ford Motor has a lot going for itself, not only a low valuation.
- Ford Motor's shares just fell through an important resistance level.
- Is Ford a Buy, Hold, or Sell?
A Fundamental And Algorithmic Analysis Of Why Ford Is Bullish In The Long Term
- Ford has had a rough year because of setbacks that were largely out of their control.
- Market factors are aligning to help the auto industry have its best year in a decade.
- Ford has effectively cut costs and improved their product to thrive in the future.
- I Know First’s algorithm is very bullish for the company in the long term.
- The roll out of new vehicles may have reduced Ford's bottom-line, but the company's market share has increased in almost all segments.
- Increasing assembly plant efficiency in Europe will drastically cut Ford's losses in Europe, which in turn will boost its earnings.
- The massive investment in China is paying off as the company is growing at a faster pace than its primary rivals.
- Ford is a great buy at present valuations.
- Across the board, the auto industry posted its most impressive November in more than a decade.
- With the exception of the expected slump caused by the F-150, Ford also enjoyed a better-than-expected quarter thanks to utility vehicle sales.
- With an all-new F-150 set to come online, Ford looks like a buy for 2015.
- Ford Motor reported U.S. sales figures yesterday, which were down 2% year-over-year, but which included multi-year sales highs for various models.
- Ford's new F-150 truck has the potential to lift Ford's sales growth in 2015.
- Ford Motor's shares dramatically reversed course in November, and I am looking forward to further price appreciation.
- Ford Motor still trades at less than 10x 2015 earnings.
- The Chinese automotive industry is growing. In order strengthen its fundamentals in this market, the company approved a $5 billion investment program in 2011.
- Ford plans to introduce a further 15 new models in 2015 throughout China as it hopes to see annual sales reach the 1.2 million vehicles sold per year figure.
- Ford plans to import its Lincoln brand in China in 2015, instead of producing it. This could backfire as Ford would have to deal with import duties.
- A rise in the company’s costs has caused Ford to cut its projected profits for the year to $6 billion. The slowdown of the Chinese economy is another challenge.
- The long term goal is to make the Chinese auto industry an integral part of its sales composition. Next year might prove fruitful as it introduces more models into China.
Ford's Puzzle Pieces Continue To Fall Into Place With F-150 Fuel Economy
- We're long-term Ford bulls and the company has made a big bet on its 2015 F-150.
- The fuel economy on the new F-150 looks fantastic, as expected.
- We think F-150 and Mustang will help drive Ford upward.
- The leading U.S. automakers are expected to show continued year-over-year strength despite November results having 25 sales days compared to 26 in November 2013.
- Forecasts remain elevated in large part because of expected Black Friday sales.
- As Ford has been forced to manage their inventory of the F-Series, General Motors has gotten a boost but that ends in December.
Ford's New F-150: Best-In-Class Fuel Economy Is All It Needs
- Ford has announced the official EPA estimated fuel economy numbers for its new F-150.
- The combined mpg is best-in-class.
- With the ability to market its product as best-in-class fuel economy, Fords new F-150 should sell very well.
- 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 the One Ford 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.
Mon, Oct. 27, 10:43 AM
- Kelley Blue Book forecasts new-vehicle sales in the U.S. will increase 5.4% Y/Y to 1.27M units in October.
- The research firm warns that the ratio of incentive spending to ATP (average transaction price) is at the highest level in the industry since 2010.
- The compact SUV/crossover segment is expected to see the strongest growth rate during the month at 13.6%.
- KBB sales forecast by manufacturer: General Motors (NYSE:GM) +4.2% to 236K; Toyota (NYSE:TM) +5.9% to 179K; Ford (NYSE:F) -3.3% to 185K; Chrysler Automotive Group (NYSE:FCAU) +19.2% to 167K; Honda (NYSE:HMC) +4.8% to 114.5K; Nissan (OTCPK:NSANY) +12.1% to 102K; Hyundai (OTC:HYMLF) +6.1% to 99K; Volkswagen (OTCQX:VLKAY) +2.9% to 46K.
Sat, Oct. 25, 9:27 PM
- The Transportation Department will conduct an internal review of the National Highway Traffic Safety Administration in response to a series of recent safety failures, including this week's 7.8M vehicle recall, Reuters reports.
- The House of Representatives' Energy and Commerce Committee is to hold an initial briefing with U.S. safety regulators next week to learn the details of the regional recalls affecting 10 automakers - Toyota (NYSE:TM), Honda (NYSE:HMC), Mazda (OTCPK:MZDAY), BMW (OTCPK:BAMXY), Nissan (OTCPK:NSANY), Mitsubishi (OTC:MMTOY), Subaru (OTCPK:FUJHY), Chrysler (NYSE:FCAU), Ford (NYSE:F) and General Motors (NYSE:GM).
- It was reported on Friday that the Obama administration will likely nominate a permanent chief of the NHTSA within two weeks.
Fri, Oct. 24, 1:18 PM
- Shares of Ford (F -4.2%) slide lower as investors fret over the up-front costs of prepping for the new aluminum-bodied F-150 launch.
- The automaker pulled back on its inventory of current F-150s and has poured money into plant upgrades in moves that cut profit in Q3.
- A 2014 debut for the new F-150 is still on track, according to execs.
- Previous: Ford's Q3 results, highlights.
Fri, Oct. 24, 7:33 AM
- Ford (NYSE:F) reports total wholesale volume decreased 3% in Q3 due in part to timing with product launches.
- The company's operating margin in the automotive sector was 2.5%, compared to 7.0% from a year ago. Warranties and recall costs factored in.
- North America: Revenue -6.1% to $19.9B; operating margin 7.1%.
- South America: Revenue -17.9% to $2.3B; operating margin -7.3%.
- Europe: Revenue +7.8% to $6.9B, operating margin -6.4%.
- Asia Pacific: Revenue +4.0% to $2.6B; operating margin 1.7%.
- F +0.7% premarket to $14.50.
Fri, Oct. 24, 7:04 AM
Thu, Oct. 23, 10:18 PM
- Ford (NYSE:F) plans to introduce a pedestrian detecting system in the 2015 Mondeo model sold in Europe.
- The vehicle will use cameras sensors and radars to warn drivers of pedestrians in the street or about to enter it, and apply braking pressure in some cases.
- The automaker will roll out other elements of its next-gen Advanced Driver Assistance System in other Ford and Lincoln models in the near future.
Thu, Oct. 23, 5:30 PM
Wed, Oct. 22, 3:09 AM
- Ford (NYSE:F) is the next to abandon the Pimco Total Return Fund (NYSEARCA:BOND) (MUTF:PTTAX), dropping the fund from its 401k plan as a result of the departure of Bill Gross.
- "Effective Nov. 14, 2014, the Pimco Total Return Fund is being removed from Ford's investment lineup," says the company.
- Additional Pimco Total Return Fund share classes:PTTPX, PTTRX, PTTBX, PTTCX, PTTDX, PTUPX,PTUZX, PTUCX, PTUIX
Wed, Oct. 22, 2:35 AM
- The NHTSA has expanded its warning about faulty airbags made by Takata (OTCPK:TKTDY) to 6.1M U.S. vehicles.
- "The National Highway Traffic Safety Administration urges owners of certain Toyota (NYSE:TM), Honda (NYSE:HMC), Mazda (OTCPK:MZDAY), BMW (OTCPK:BAMXY), Nissan (OTCPK:NSANY), Mitsubishi (OTC:MMTOY), Subaru (OTCPK:FUJHY), Chrysler (NYSE:FCAU), Ford (NYSE:F) and General Motors (NYSE:GM) vehicles to act immediately on recall notices to replace defective Takata airbags," it said in a statement.
- The previous warning, issued on Monday, covered 4.7M vehicles.
- Update: Recall has been expanded to 7.8M vehicles.
Tue, Oct. 21, 9:55 AM
- Ford (F +0.2%) cuts the price of its Focus Electric model by $6K to $29,995 in an effort to increase demand.
- The automaker has only sold about 1,500 Focus Electric units this year through the end of September.
- The model competes in the same price range as the Honda Fit, Chevrolet Spark, and Fiat 500e.
Fri, Oct. 17, 11:34 AM
- Ford (F +1.4%) has a higher market share than General Motors (GM +3.2%) in Europe this year on strong sales trends.
- 2014 market share: Ford +10 bps to 7.6% vs. GM -70 bps to 7.4%.
- By brand, only Volkswagen has a higher share than Ford on the continent.
- Official European Automobile Manufacturers Association sale totals (.pdf)
Fri, Oct. 17, 7:40 AM
- Automobile registrations rose 6.4% to 1.235M vehicles in September, according to the European Automobile Manufacturers Association.
- A strong rate of growth was seen across European Union nations.
- The month included an extra selling day compared to a year ago.
- Sales growth by automaker: Volkswagen (OTCQX:VLKAY) +6.7%, Peugeot (OTCPK:PEUGY) +9.8%, Fiat (NYSE:FCAU) +6.1%, General Motors (NYSE:GM) -5.9, Renault (OTC:RNSDF) +10.7, Daimler (OTCPK:DDAIF) +5.2%, Toyota (NYSE:TM) +0.4%, Ford (NYSE:F) +6.7%, BMW (OTCPK:BAMXY) -1.0%, Nissan (OTCPK:NSANY) +16.9%, Hyundai (OTC:HYMLF) +6.3%, Mazda (OTCPK:MZDAY) +26.4%, Subaru (OTCPK:FUJHY) +8.5%, Jaguar Land Rover (NYSE:TTM) +3.9%.
Thu, Oct. 16, 9:45 AM
- Ford (F -0.7%) is considering introducing a plug-in hybrid model in Europe, according to Automotive News.
- The automaker is set up to incorporate technology used in the Fusion plug-in hybrid into the Europe-based Mondeo model.
- Demand for plug-in hybrids in Europe is only lukewarm this year. The Mitsubish Outlander was the 1H sales leader at 8,953 units.
Tue, Oct. 14, 6:47 PM
- Goldman Sachs downgrades Ford (NYSE:F) even though shares have slipped more than 20% during the past three months.
- The firm cuts Ford to Neutral from Buy with a $17 price target, lowered from $21, noting that the stock looks cheap but might be "dead money in the near-term" as it now expects Y/Y EPS declines until Q2 2015 since the ramp up in truck production looks like it will happen more slowly than expected, with the F-150 not producing at full capacity until H2 2015.
- Also, Goldman foresees less cash deployable to shareholders given lower EBITDA and higher capex spending relative to previous forecasts, plus annual pension contributions of $1.5B over the next two years.
- GM is removed from Goldman's Americas Conviction List but remains Buy-listed, as the firm sees some pressure on North American margins next year.
Mon, Oct. 13, 11:36 AM
- Ford (F -0.9%) announces it added 850 jobs at a facility in Dearborn to help support production of the new F-150 line.
- The aluminum-bodied 2015 F-150 picked up some hardware in Texas, landing the Texas Auto Writers Association "Truck of Texas" award.
- The award is considered one of the biggest in the segment.
Wed, Oct. 8, 4:26 PM
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