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Ford Motor Company (F)

  • Wed, Jan. 28, 9:26 AM
    • Ford (NYSE:F) plans to recall 221K vehicles in separate actions tied to interior door handles and seat beat fasteners.
    • A recall of 205K vehicles for door handles involves 2010-2013 Ford Taurus, Lincoln MKS, and Ford police interceptor cars sold largely in North America.
    • A second recall of 16.1K 2014 Ford Transit Connect cars covers a seat belt issue.
    • Share of Ford are unchanged in premarket action.
  • Tue, Jan. 27, 9:33 AM
    • U.S. sales for Ford (NYSE:F) are expected to increase 12.1% to 172K in January, according to an estimate from Kelley Blue Book.
    • Ford market share -10 bps to 15.1%. (estimated)
    • The automaker's delicate balance of F-150 sales and deliveries will be watched closely.
    • U.S. new-vehicles sales are projected to increase 12.9% Y/Y to 1.14M units vs. the polar vortex month of a year ago.
  • Sat, Jan. 24, 8:25 AM
    • In a low-yield world, the newly launched iBillionaire High Dividend Index - which tracks the trading moves of 25 investing-savvy billionaire investors such as Stanley Druckenmiller, James Dinan and Nelson Peltz - actually lives up to its name with a dividend yield of 5.34%.
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    • Also worth noting is that the index contains some high-yielding mortgage REITs, an area most investors hate right now but where billionaires seem to find value; examples are NRF, AGNC and CIM.
    • No mutual fund or ETF tracks this index, but it offers a fishing pond of income investment ideas to research further.
    • The top 20 holdings: TLM, CVC, GM, TIME, AEE, D, STAY, KMI, TROX, EXC, STNG, PPL, IRM, PFE, KKR, KAR, F, MIC, LO, ABBV.
  • Fri, Jan. 23, 9:21 AM
    • TrueCar says truck buyers still rate fuel economy as a top buying priority even with gas prices significantly lower.
    • As expected, the continued shift by buyers away from passenger cars and hybrid to trucks and utilities hasn't been altered by the new gas price environment.
    • Fuel economy and towing capability were called extremely important by a strong majority of truck buyers.
    • The TrueCar analysis is important to Ford (NYSE:F) with some debate in the industry on the impact on demand for the aluminum-bodied 2015 F-150 from lower gas prices.
  • Fri, Jan. 23, 9:04 AM
    • Ford (NYSE:F) discloses it will take a $800M charge related to Venezuela currency regulations in Q4.
    • The loss was anticipated by analysts.
    • The company notes 2014 pre-tax profit guidance is not impacted by the development.
    • F -0.4% premarket.
    • SEC Form 8-K
  • Tue, Jan. 20, 9:07 AM
    • Ford (NYSE:F) announces the official global roll-out of its iconic Mustang model.
    • The U.S.-built Mustang will now be sold in over 100 markets with Asia a particular focus.
    • Deliveries to Asia by the automaker from Michigan have just begun.
    • The 6th-gen Mustang will be sold with right-hand drive in some regions.
    • Mustang reviews:, Car and Driver, New York Times.
  • Fri, Jan. 16, 7:18 AM
    • Ford (NYSE:F) car registrations +4.2% to 67,117 units in December, according to the European Automobile Manufacturers Association.
    • YTD registrations +5.2% to 947,951 units.
    • Market share: 6.7% in December, 7.3% for the year.
    • EAMA release (.pdf)
  • Thu, Jan. 15, 8:08 AM
  • Tue, Jan. 13, 8:07 PM
    • The launch of the 2015 F-150 is on schedule for Ford (NYSE:F), according to top execs at the Detroit Auto Show.
    • The automaker says the aluminum-bodied truck is selling in an average of five days after hitting dealership floors and lots.
    • Ford's sales in the U.S. have lagged peers over the last few months as it prepped for the huge F-150 roll-out.
    • Previously: Highlights from the Detroit Auto Show (Jan. 12)
  • Mon, Jan. 12, 1:48 PM
    • Ford (NYSE:F): The big focus on the F-150 is far from unexpected, although a Truck of the Year award for the model provides a nice bit of timing. Other news from Ford includes a new GT super car, a look at the next-gen Ford AppLink platform, and a new carbon initiative.
    • Nissan (OTCPK:NSANY): The automaker unveiled the Titan XD pickup truck at the show. The truck features 8-cylinders in a 6-cylinder segment. A dose of reality from Nissan as well. CEO Carlos Ghosn says 2015 could be a difficult year in the U.S. for the industry due to the high level of competition.
    • Tesla Motors (NASDAQ:TSLA): Elon Musk will be in the house tomorrow. The automaker is highlighting its dual motor, autopilot technology, and Supercharger network at its display booth.
    • General Motors: News from GM is largely focused on the new electric Bolt. Execs also reiterated the commitment to the Cadillac brand. $12B will go to develop 8 new models by 2020.
    • Toyota (NYSE:TM): Close attention will be paid to the reception for the Japanese automaker's redesign of the Tacoma. The automaker faces new challengers in the small pickup segment.
    • Daimler(OTCPK:DDAIF): CEO Dieter Zetsche sees 4% growth the global market in 2015 - a mark above what most industry analysts forecast. The exec thinks Mercedes-Benz will have a big year in China.
    • Volkswagen (OTCQX:VLKAY): A big win for the German automaker when the Golf was named the Car of the Year by NAIS. Execs call the achievement a starting point to get back on track in the U.S.
  • Mon, Jan. 12, 3:36 AM
    • Ford (NYSE:F) will debut a super car today called the Phoenix at the North American International Auto Show in Detroit.
    • As the successor to the GT that the company built between 2005-2006, the Phoenix will be the centerpiece of the company’s new racing and performance division.
  • Fri, Jan. 9, 3:31 PM
    • Ford (F -1.3%) says it grew market share in Europe (20 markets) by 20 bps to 8.0% in 2014.
    • Vehicle sales were up 7.3% to 1.16M units for the year.
    • Commercial vehicle sales rose 21% to 771K.
  • Thu, Jan. 8, 8:38 AM
    • Ford Motor (NYSE:F) declares $0.15/share quarterly dividend, 20.0% increase from prior dividend of $0.125.
    • Forward yield 3.99%
    • Payable March 2; for shareholders of record Jan 30; ex-div Jan 28.
  • Thu, Jan. 8, 7:52 AM
    • Ford (NYSE:F) reports sales in China rose 19% to 1.114M vehicles in 2014.
    • The automaker sold 107K vehicles in the region during December to mark a return to double-digit growth after October and November were slow.
    • JV partner Changan Ford saw passenger car sales rise 18% during the year, while sales of commercial vehicles from Jiangling Motors were up 20%.
  • Wed, Jan. 7, 8:02 PM
    • Sales of electric vehicles in the U.S. rose 23%  to 119.7K in 2014, according to a summary from
    • December was the peak month of the year with EV sales of 12,784 units.
    • 2014 EV sales by model (estimated): Nissan Leaf 30.2K, Chevrolet Volt 18.8K, Tesla Model S 17.3K, Toyota Prius 13.2K, Ford Fusion Energi 11.55K, Ford C-Max Energi 8.4K, BMW i3 6.09K, Smart ED 2.59K, Ford Focus Electric 1.96K, Fiat 500e 1.79K, Cadillac ELR 1.31K, Toyota RAV4 1.18K.
    • Plug-in entries from Porsche, Honda, Kia, Volkswagen, and Mitsubishi all recorded sales of less than a thousand for the year.
  • Wed, Jan. 7, 1:03 PM
    • Ford (F +3%) names Mark LaNeve as its new top exec for sales and marketing in the U.S. to replace the retiring John Felice.
    • LaNeve used to be the head of sales at cross-town rival GM.
    • Ford CEO Mark Fields has been active in setting his own management team in place over the last 6 months.
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Company Description
Ford Motor Co is engaged in automobile manufacturing business. It produces cars and trucks. Its business is divided into two segments: Automotive and Financial Services.