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3 Reasons Ford Is One Of My Top Picks For 2015
- 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.
Wed, Oct. 8, 1:53 PM
- The EPA says the fuel economy of 2013 models sold in the U.S. averaged 24.1 mpg, up half a mpg from the prior year's model.
- The modest 2.1% improvement is below the pace called for by some environmental groups and just a fraction of what would be needed to keep pace with the government's target for a 54.5 average mpg for the 2016 model year.
- A higher mix of SUV and truck sales offset technology gains by automakers.
- Related stocks: GM, F, TM, OTCPK:FIATY, HMC, OTCPK:NSANY, TSLA, OTCQX:VLKAY, OTCPK:DDAIF, OTC:HYMLF, OTCPK:BAMXY, OTC:KIMTF, OTCPK:MMTOF, TTM, OTCPK:SZKMY, OTCPK:FUJHY, HMC, FCA.
Wed, Oct. 8, 9:27 AM
Wed, Oct. 8, 7:50 AM
- Fiat (OTCPK:FIATY) CEO Sergio Marchionne thinks there is room in the industry for a merger to create an automaker bigger than Toyota.
- Marchionne might be the man for the job after helping guiding the acquisition of Chrysler from Daimler and pushing Fiat through a complicated transaction to create Fiat Chrysler Automotive (NYSEARCA:FCA).
- Morningstar analyst Richard Hilgert agrees that the auto industry may see more M&A activity due to the needed economies of scale to compete.
- Automaker stocks: GM, F, TM, OTCPK:FIATY, HMC, OTCPK:NSANY, TSLA, OTCQX:VLKAY, OTCPK:DDAIF, OTC:HYMLF, OTCPK:BAMXY, OTC:KIMTF, OTCPK:MMTOF, OTCPK:PEUGF, OTC:RNSDF, TTM, OTCPK:SZKMY.
Wed, Oct. 8, 7:00 AM
Tue, Oct. 7, 5:19 PM
- General Motors (NYSE:GM) shares sank 5.8% today to a new 52-week low after Morgan Stanley said GM's overseas risks are the same as those taking a big bite out of Ford's (NYSE:F) earnings.
- “Ford’s reduced outlook was based on increased macro pressure in Russia, Latin America and FX and quality-related issues,” Morgan Stanley's Adam Jonas wrote in cutting his price target for GM shares to $27 from $29, adding that “GM’s exposure to each of these factors is at least as great as Ford’s."
- GM has targeted a North American EBIT margin of 9%-10% by 2016, but Jonas forecasts only 7.2% in 2016 and 5.8% in 2017; while "a 10% margin is technically possible," Jonas wrote, "when we consider the full balance of risks and opportunities facing [North America's] light vehicle industry in terms of volume growth, mix, content and pricing, we believe a margin of 0% has a similar probability."
- Ford also tumbled to a 52-week low today, falling 2.9%.
Mon, Oct. 6, 1:06 PM
- Ford (F -0.5%) receives rave reviews from the first batch of test drives of the new F-150 all-aluminum model.
- Slashgear: "The truck retains its poise even under heavy load."
- Car and Driver: "Just as aluminum often indicates top-shelf beer these days, the lightweight metal is also an indicator of a better truck."
- Autoweek: "Nothing about the 2015 F-150 suggests its sales leadership is at risk."
- Truck Trend: "The ’15 model builds on the strengths that have made it a best-seller and adds a new measure of technology, sophistication, and efficiency."
- Detroit News: "The result is a new truck that not only vaults Ford back to the top in the truck arms race, but it also likely changes the segment forever."
Thu, Oct. 2, 11:53 AM
- Kelley Blue Book reports the average transaction price for light vehicles in the U.S. rose 0.4% Y/Y and 0.2% M/M to $32,500.
- Over the last month, Toyota (NYSE:TM) and Volkswagen (OTCQX:VLKAY) saw their ATP dip the most of major automakers - while Nissan (OTCPK:NSANY) and Hyundai (OTC:HYMLF) had the biggest gains.
- Ford (NYSE:F) and General Motors (NYSE:GM) showed a strong gain in transaction prices over the last year as a mix shift helped offset some incentive spending.
Wed, Oct. 1, 3:29 PM
- Ford (F -1.3%) loses an appeal case in front of the Sixth Circuit to recoup $445M in interest related to overpayments the automaker made to the IRS.
- The case dated back to cash-bond deposits Ford had with the IRS in the 1980s and 1990s.
- The automaker argued it should have been paid interest by the agency.
Wed, Oct. 1, 9:45 AM
- Ford (NYSE:F) reports a drop in sales for cars and trucks, while sales for utilities rose 1.5%..
- The automaker has tempered its volumes in anticipation of new model introductions.
- Sales growth by brand: Ford -3.2% to 172,918; Lincoln +12.5% to 7,257.
- Sales growth by model: Ford Fusion +8.6% to 21,693; Ford Fiesta -17.0% to 4,185; Ford Mustang -28.6% to 3,158; Ford F-Series -1.0% to 59,863; Ford Explorer +0.8% to 13,770; Ford Transit (new) 1,255; Ford Transit Connect +29.6% to 4,132; Lincoln Navigator +23.8% to 1,013.
Wed, Oct. 1, 9:39 AM
Wed, Oct. 1, 7:55 AM| 5 Comments
Mon, Sep. 29, 4:26 PM
- Ford (NYSE:F) expects its profit margins for North America to be on the low end of its previously-issued guidance of 8% to 9%.
- Annual sales in North America are expected to rise 21% to 3.5M by 2020.
- Ford Investor Day Conference (webcast, slides)
- Previous coverage on Ford's guidance
- F -0.5% AH after a 7.5% late-day dip.
Mon, Sep. 29, 4:18 PM
- Shares of Ford (NYSE:F) ended the day 7.5% lower on a late selling flurry after the automaker forecast a loss of $1B in South America due to currency issues and issued weak guidance for Europe as well.
- Pre-tax profit for 2014 is pegged at $6B by the company.
- The comments from Ford management came during an Investor Day Conference (webcast, slides).
- F -0.5% AH.
Mon, Sep. 29, 7:15 AM
- Ford (NYSE:F) delivers the new aluminum-bodied F-150 to consumers at retail outlets in 38 cities in a test drive initiative.
- The automaker says the light F-150 has been "tortured-tested" for more than 10M miles to ensure reliability and durability.
- A 5% to 20% improvement in fuel economy is projected by Ford with the new F-150.
Sat, Sep. 27, 8:05 AM
- Ford (NYSE:F) is recalling ~850K vehicles due to concerns that an electrical glitch could cause air bags in affected vehicles to malfunction during an accident.
- The recall includes 2013 and 2014 model year Fusion sedans, Escape crossovers, C-Max hybrids and Lincoln MKZ luxury cars sold in North America, Canada and Mexico.
- The Escape crossover has been recalled 12 times over the past two years for a variety of issues; ~208K Escapes have been sold YTD through August, making it Ford's third most popular selling vehicle behind the Fusion and F-series pickup truck.
Fri, Sep. 26, 1:59 PM
- A forecast for strong growth in the luxury segment underpins the aggressive investments many foreign automakers are making in China.
- General Motors expects 10% of all cars sold in China will be a luxury model by the end of the decade.
- Luxury sales are up 15% YTD in the nation.
- Related stocks: OTCPK:DDAIF, OTCPK:BAMXY, OTCQX:VLKAY, GM, OTCPK:NSANY, TM, TTM, F.
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