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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.
Tue, Dec. 23, 2:03 PM
Mon, Dec. 22, 10:49 AM
- TrueCar projects automobile sales in the U.S will rise 2.6% to 17M next year.
- The research firm forecasts the average transaction price of new vehicles will increase 2.4% to a $32,589.
- TrueCar's models to watch: Ford F-Series, Mazda CX-3, Mercedes-Benz GLA.
- Related stocks: GM, F, TM, FCAU, HMC, OTCPK:NSANY, OTCPK:DDAIF, OTC:HYMLF, OTCPK:BAMXY, OTCQX:VLKAY, OTCPK:FUJHY, KMX, CRMT, AN, OTCPK:MZDAY, LAD.
Mon, Dec. 22, 9:27 AM
- A tense period of negotiations between the UAW and the Detroit Three (GM, F, FCAU) automakers is expected to build in advance of the expiration of current labor contracts in September of 2015.
- The labor group is looking to close a large gap between hourly wages for automobile industry entry-level workers and legacy employees.
- What to watch: There will be a thin line for the UAW in pushing for its increases without giving Japanese automakers OTCPK:NSANY, TM, HMC, OTCPK:MZDAY, OTCPK:SZKMY, OTCPK:FUJHY, OTCPK:MMTOF an edge over the Detroit Three.
Fri, Dec. 19, 5:58 PM
- Consumer spending in several areas is likely to benefit from lower pump prices, but J.P. Morgan's Ryan Brinkman thinks the auto industry may benefit more than most from consumers having more money to spend on all things apart from fuel.
- The analyst sees Goodyear Tire (NASDAQ:GT), American Axle (NYSE:AXL), GM and Ford (NYSE:F) - in that order - as best positioned to benefit, followed by suppliers with material exposure to full-size trucks and SUVs that is not as great as AXL, including Tenneco (NYSE:TEN), Lear (NYSE:LEA) and Tower International (NYSE:TOWR).
- Tesla (NASDAQ:TSLA) is an exception, however, as Brinkman sees a potential reduction in the terminal value of cash flows on his reduced outlook for Model 3 vehicles if fuel prices remain low longer-term.
Fri, Dec. 19, 3:00 PM
- U.S. automobile sales are forecast to increase 11% in December to an annual selling rate of 16.6M units, according to a fresh forecast from TrueCar.
- The research firm says the industry benefited from lower gas prices and a better month of weather than was seen a year ago.
- For the full year, TrueCar expects total U.S. vehicle revenue to be up 8.3% to close to $1T.
- Transaction prices on new cars are up 1.9% to $31,831 YTD.
- Used vehicle sales are up 3.3% for the year.
- Related stocks: GM, F, TM, FCAU, HMC, OTCPK:NSANY, OTCPK:DDAIF, OTC:HYMLF, OTCPK:BAMXY, OTCQX:VLKAY, OTCPK:FUJHY, KMX, CRMT, AN, LAD.
Fri, Dec. 19, 2:17 PM
- The age of connected cars appears closer with Google pushing forward with its next-gen Android M software designed to be integrated into automobiles.
- The industry has a bit of an uneasy relationship with Google, despite the company's open-source approach to the technology.
- Though most major automakers collaborate with Google through the Open Automotive Alliance - which aims for a common platform to drive innovation - the self-driving car initiative of Google and their own infotainment ambitions keep them wary.
- Analysts originally forecast vehicle-to-vehicle communication would be part of the connected car concept and be integrated into some models by 2016, although that timetable now appears unlikely.
- What to watch: Before any major breakthrough occurs, the DOT needs to weigh in on next-gen connected cars. That gets trickier with safety and security concerns teed up again after the high-profile GM recall debacle and crippling Sony hacking incident.
- Automaker stocks: GM, F, TM, HMC, OTCPK:NSANY, TSLA, OTCQX:VLKAY, OTCPK:DDAIF, OTC:HYMLF, OTCPK:BAMXY, OTCPK:MMTOF, OTCPK:PEUGF, OTC:RNSDF, TTM, OTCPK:MMTOF, OTCPK:SZKMY, OTCPK:FUJHY, OTC:RNSDF, OTCPK:GELYF, FCAU.
Tue, Dec. 16, 2:40 PM
- The major bet on aluminum bet by Ford (F) makes a "compelling" business case, according to CEO Mark Fields.
- The exec describes the closed loop of recycling which allows the automaker to reuse every scrap of aluminum left behind during the assembly process of a F-150.
- The scrap savings will go part of the way in recouping the higher productions costs Ford will see during the first years of production on the updated F-150.
Tue, Dec. 16, 7:06 AM
Mon, Dec. 15, 7:37 AM
- Deutsche Bank F)+to+Hold/10095308.html" target="_blank">downgrades Ford (F) to a Hold rating after previously having shares of the automaker slotted at Buy.
- The investment firm has turned more cautious on auto names in general due to concerns on vehicle regulation cost inflation and the impact of a strong U.S. dollar.
- There is also a question raised by DB on Ford's product strategy if an environment of $2-$3 gas sustains.
- F -0.6% premarket.
Mon, Dec. 15, 7:08 AM
- Ford (NYSE:F) dealerships in the U.S. have introduced "Truth About Trucks" kiosks in advance of selling the 2015 F-150 model.
- The company is covering 70% of the expense for the kiosks for dealerships which hit financial targets this fall, according to Automotive News.
- Ford's sales in the U.S. have trailed Big Three peers this fall as it preps for the F-150 launch.
- Execs with Ford discount the theory that lower gas prices will curb demand for the groundbreaking aluminum-bodied model.
Fri, Dec. 12, 9:17 AM| 2 Comments
Thu, Dec. 11, 4:11 PM
- The New York Department of Financial Services has subpoenaed the auto-lending divisions of Ford (NYSE:F), Honda (NYSE:HMC), Hyundai (OTC:HYMLF), Nissan (OTCPK:NSANY), and Volkswagen (OTCQX:VLKAY), along with Santander (SAN, SC) and TD Bank over their lending practices, reports the NY Post, with an official announcement coming as soon as tomorrow.
- The move comes amid other investigations over auto-lending by the CFPB and the NYC Department of Consumer Affairs.
- Previously: FRBNY: Q3 auto loans highest in nearly a decade (Nov. 25, 2014)
Thu, Dec. 11, 8:39 AM
- Aston Martin plans to bring in funds through a debt or capital raise in order to back its growth plans, sources tell Reuters.
- The luxury automaker wants to introduce a high-end crossover SUV as part of its expansion.
- A major push by Aston Martin could threaten Jaguar Land Rover (NYSE:TTM) in some markets.
- Aston Martin is owned mainly by P-E firms Investment Dar and Investindustrial, with Daimler (OTCPK:DDAIF) and Ford (NYSE:F) each holding smaller stakes.
Tue, Dec. 9, 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.
Mon, Dec. 8, 10:45 AM
- New data from Truecar.com 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).
Mon, Dec. 8, 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.
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