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renog

renog
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AMD, F, GM
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  • Ford Investors Now Have To Focus On The Long Term [View article]
    not certain about long until retail begin to respond to the new and innovative product. Is the new F-150 a game changer?
    Oct 31, 2014. 09:05 AM | Likes Like |Link to Comment
  • Ford Motor Not A Compelling Value Despite The Recent Correction [View article]
    Good news is not far off! New Mustang global sales, new Transit and Connect sales, Fusion is on a roll, pent up demand in Eroupe, continued growth in China and of course the first light duty 1500 GVWR pick-up with a project 30 MPG.

    Rg
    Oct 30, 2014. 03:08 PM | 4 Likes Like |Link to Comment
  • Ford unveils new F-150, built mostly with aluminum: Will customers approve? [View news story]
    Leaders lead!
    Jan 13, 2014. 09:18 PM | Likes Like |Link to Comment
  • Why GM Stock Will Not Motor Along Anymore [View article]
    If GM can continue producing class leading product like the Cadillac ATS and 2014 Impala, they will continue to win over customers and re-established GM as the Mark of excellence!
    Jan 8, 2014. 09:51 AM | 8 Likes Like |Link to Comment
  • Ford board to press Mulally for clarity on future [View news story]
    This stir is unavoidable. Its a matter of supply and demand. I would be more concerned about his age, knowledge of the high tech business and he desire to succeed in that environment. The Ford Sync System hurt the stock price early on! Lincoln is not what it should be, sales revenue is below pre-recession levels, way late to China, low vehicle quality ratings, and so on..... are these issues within the capacity of the proposed succession team? As a long term investor, I would be more comfortable with the more proven management structure to steer this ship. But guess what.....some of the team's members have already left the company. Edsel is a leader and a change agent, he jumped in to force change and get this things moving forward!
    Dec 12, 2013. 10:15 AM | Likes Like |Link to Comment
  • Ford could see halo effect from new Mustang [View news story]
    Nice Aston Martin inspired Mustang! EcoBoast should give it a big lift in overseas markets - should do well in China! I can see 200k easily!
    Dec 5, 2013. 08:49 AM | Likes Like |Link to Comment
  • Ford could see halo effect from new Mustang [View news story]
    Good points! My experience working for Ford tells me that they better have a real Mustang this time or else the hallo effect will be short lived!
    Dec 4, 2013. 09:03 AM | Likes Like |Link to Comment
  • Ford's Raptor Is A Symbol Of The Company's Growing Dominance [View article]
    They do a good job with those specialty markets and co-branding like, F-150 King Ranch and Harley-Davidson. These halo vehicles help.polish the Ford brand!
    Oct 4, 2013. 07:27 AM | 1 Like Like |Link to Comment
  • Cadillac ready to take on Tesla Motors [View news story]
    What happens to our economy if and when they start mass producing these driver-less automotive appliances that can last forever? Do they have a total global shut down when they saturate the market? Maybe the economy grow on software upgrades?
    Sep 24, 2013. 07:58 AM | Likes Like |Link to Comment
  • Ford To Fund Its Pension Fully By Mid-Decade [View article]
    Pensions? I thought they reduced their obligations (and employee plans).when they almost went belly up? How could they dig this hole again?
    Jul 25, 2013. 10:04 PM | Likes Like |Link to Comment
  • General Motors (GM) is up and Ford (F) down at Goldman Sachs, which raises GM to Conviction Buy from Buy with $55 price target. One noted catalyst is the potential of a dividend announcement by year-end. Ford is cut to Buy from Conviction Buy as a nice run in the shares has the team cautious on valuation. The price target is nevertheless upped to $20 from $17. Ford is off 0.7%, GM up 1.1% premarket. [View news story]
    Hey GS, which brand has 3 segment leading models in the top 10? Name one dog in the fleet? The facts are clear! Ford has a one or more year model change jump on GM! Watch for the new Taurus model and high roof Transit vans being launched now!
    Kudos to Mulally for leadership and to the Ford folks that execute!
    I think a stock buy back is next!
    Jul 16, 2013. 07:45 AM | 2 Likes Like |Link to Comment
  • AMD: Overvalued And May Raise Equity Capital [View article]
    I am shocked at the ability of this management team! Stupendous turn-around in a very challenging environment! Hats off to Rory Read!

    I continue to accumulate!
    Jul 14, 2013. 10:34 PM | 8 Likes Like |Link to Comment
  • Ford Is Going To $40 [View article]
    They have 3.9B shares of outstanding common stock! To raise cash and save the company, they issued more stock! They had 1.9B shares outstanding. Where is the buy back program?
    Jul 9, 2013. 12:59 PM | Likes Like |Link to Comment
  • Ford Motor Company's Management Hosts Sales Conference Call (Transcript) [View article]
    What is going to happen when the Transit rolls late this year early next? How much market growth is there for Ford in this segment? And how close is Ford 's encroachment on GM one two and three years out? Looks like a close race!
    Apr 2, 2013. 06:44 PM | Likes Like |Link to Comment
  • Despite beating profit expectations on the back of strong results in North America, Ford (F) could see some share price weakness after warning once again on sales in Europe, notes Douglas Kass. In early trading he's looking to be correct, Ford -1.7% premarket. [View news story]
    Projections for 2B loss in 2013 seems like alot, but thats about what they have been bleeding 500M/quarter. I believe Ford also boosted production in the first quarter by 10%. Still undervalued at current price.
    Jan 29, 2013. 08:36 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
17 Comments
28 Likes