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Ford Motor Company (F)

  • Dec. 9, 2014, 9:34 AM
    • Lincoln (NYSE:F) president Kumar Galhotra thinks the Lincoln brand could resonate well in China due to its early branding prestige as the car of U.S. presidents and celebrities.
    • The automaker, which already has set up Lincoln stores in Beijing, Shanghai, and Hangzhou - plans to sell 5 different models in the nation by 2016.
  • Dec. 8, 2014, 10:45 AM
    • New data from indicates more than one million cars with a transaction price over $50K will be sold this year.
    • Sales at the price point are up 30.8% through November compared to a year ago.
    • Transactions for cars below the $50K level were up 4.1% for the same time period.
    • Detroit automakers (GM, F, FCAU) have big plans for the Cadillac, Lincoln, and Fiat brands in the U.S. in 2015.
    • Meanwhile, German automakers (OTCPK:DDAIF, OTCPK:BAMXY, OTCQX:VLKAY) are all increasing production capacity in the U.S. based on forecasts for strong high-end sales growth.
    • Strong demand in the U.S. for cars priced over $50K also bodes well for Tesla Motors (NASDAQ:TSLA).
  • Dec. 8, 2014, 7:46 AM
    • Detroit automakers (F, GM, FCAU) are likely to face an intense standoff with the UAW next summer as a new contract is negotiated amid an overall improved pace of sales in the industry.
    • Labor:Though union workers have participated in the industry recovery through profit sharing arrangements, the UAW plans to ask for hourly wage increases across the board.
    • Management: The Big Three will look to keep a two-tier wage system that allows them to hire workers at an entry level. The group has also learned from the painful mistakes it made in the past.
    • What to watch: The UAW has a little more firepower in its back pocket with the ability to strike at Chrysler and GM with bailout restrictions gone.
  • Dec. 5, 2014, 10:18 AM
    • Ford (F +0.1%) reports it sold 100,834 vehicles in China during November through its joint ventures.
    • The 2% Y/Y gain is better than the mark from September and October.
    • YTD Ford China sales +20% to 1.007M.
  • Dec. 4, 2014, 7:43 AM
    • Ford (NYSE:F) expands a recall associated with air bag inflators made by Takata Corp.
    • The automaker added 38.5K vehicles (2004-2005 Ford Rangers and 2005-2006 Ford GTs) in the U.S. to take the airbag recall tally up to 98K.
  • Dec. 3, 2014, 1:10 PM
    • Automobile sales in Canada rose 4% in November to 138,886 deliveries
    • Sales growth has been strong enough in Canada that an annual record should be set sometime this week.
    • Ford (NYSE:F) remain the top seller in the nation for the year with sales of 269K units to edge Fiat Chrysler Automobiles (NYSE:FCAU) which has 268K units sold.
  • Dec. 3, 2014, 8:43 AM
    • Motor Trend gives the 2015 Chevrolet Colorado its Truck of the Year award in a bit of an upset after early reviews for the 2015 Ford (NYSE:F) F-150 were exceptionally strong.
    • Though General Motors created a smaller truck with the 2015 Colorado version, it dazzled in testing by MT.
    • Full Motor Trend review
  • Dec. 3, 2014, 3:38 AM
    • Toyota (NYSE:TM) is cutting 2,600 workers in Australia citing high production costs and a strong Australian dollar.
    • The move is part of plans to stop producing cars in the country by 2018 and will bring its total workforce in the country to 1,300.
    • Ford (NYSE:F) and General Motors (NYSE:GM) are planning similar departures in the next few years, knocking down the rank of Australia among auto-making nations.
    • TM +1.1% AH
  • Dec. 2, 2014, 3:27 PM
    • New car prices rose 1.7% Y/Y and 0.5% M/M to $33,754 in the U.S. during November for the 8 eight largest automakers, according to Kelley Blue Book.
    • Average car price gain/loss (Y/Y): Fiat Chrysler Automobiles (NYSE:FCAU) +3.4% to $33,833; General Motors (NYSE:GM) +3.4% to $37,749; Hyundai (OTC:HYMLF) +3.3% to 424,913; Ford (NYSE:F) +2.6% to $35,832; Toyota (NYSE:TM) flat at $30,909; Honda (NYSE:HMC) -0.3% to $27,341; Nissan (OTCPK:NSANY) -1.0% to $28,652, Volkswagen (OTCQX:VLKAY) -3.7% to $38,556.
  • Dec. 2, 2014, 9:52 AM
    • Ford (NYSE:F) reports a 15.4% gain in sales on utility models in November, while volume for both cars and trucks dropped during the month.
    • Sales growth by brand: Ford -2.6% to 178,887; Lincoln +20.6% to 8,113.
    • Sales growth by model: Ford Focus -2.5% to 14,862; Ford Fusion -11.3% to 20,263; Ford Mustang +62.4% to 8,728; Ford F-Series -9.9% to 59,049; Ford Explorer +13.1% to 14,949; Lincoln Navigator +88.1% to 1,433, Lincoln MKC (new) 2,152.
  • Dec. 2, 2014, 9:46 AM
    • Ford (NYSE:F) unit sales -1.8% to 187,000 vs. -2.0% consensus estimate.
    • The automaker notes once again that a dip in sales was expected for the month as it preps for the 2015 F-150 launch.
  • Nov. 28, 2014, 11:05 AM
    • Automobile stocks are higher as a group after oil prices slide.
    • General Motors (NYSE:GM) is up 2.3% and Toyota is 1.1% higher, while shares of Ford (NYSE:F) are just poking out a modest 0.1% gain.
    • There's some concerns that Ford's big bet on aluminum loses some of its relevance if gas prices shoot lower.
    • Daimler (OTCPK:DDAIF) and BMW (OTCPK:BAMXY) are both beating broad market averages with +1% gains.
    • EV automaker Tesla Motors (NASDAQ:TSLA) is down 2.1% on the day.
  • Nov. 28, 2014, 7:35 AM
    • The European Commission is expected to disclose in December more details on future emissions targets for cars sold in the European Union.
    • Many experts see the EC setting a CO2 emissions target of 75 grams/km for automakers to achieve by 2030.
    • A 95 grams/km target by 2021 has already been set.
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  • Nov. 24, 2014, 3:19 PM
    • projects U.S. auto sales will rise 1.6% to 1.261M units in November.
    • Projected sales volume growth by automaker: General Motors (NYSE:GM) +0.6% to 213.42K, Ford (NYSE:F) -1.4% to 186.98K, Toyota (NYSE:TM) +1.6% to 180.88K, Chrysler Automobiles Group (NYSE:FCAU) +14.9% to 163.49K, Honda (NYSE:HMC) +1.1% to 117.76K, Nissan (OTCPK:NSANY) -8.5% to 97.46K, Hyundai (OTC:HYMLF) -6.6% to 94.77K, Volkswagen (OTCQX:VLKAY) +4.2% to 46.24K.
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  • Nov. 21, 2014, 1:16 PM
    • Ford (F -0.1%) announces that the 2015 F-150 will deliver 26 mpg on the highway and 19 mpg in the city for the version featuring the 2.7-liter EcoBoost 4x2 engine.
    • The fuel economy for the aluminum-bodied F-150 tops the estimated rating on similar versions of the 2015 Chevy Silverado, 2015 Toyota Tundra, and 2015 Ram - although it's worth noting the 3.5-liter F-150 has a fuel economy rating below the 2015 Ram 3-liter EcoDiesel V6.
    • The new F-150 2,7-liter EcoBoost version is also listed at 325 horsepower with a maximum towing capability of 8.5K pounds.
  • Nov. 19, 2014, 7:25 AM
    • Ford (NYSE:F) will introduce its new Explorer design at the Los Angeles Auto Show this week.
    • The SUV will be upgraded with the 2.3-liter EcoBoost unit which is also used in the 2015 Mustang.
    • The automaker is expected to push into the upper end of the large SUV market with its pricing on the 2016 model.
    • What to watch: Analysts think lower gas prices and a moderate level of unemployment in the U.S. could support a sales boom for the 2016 Explorer.
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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.