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  • Ford: Groping For A Floor  [View article]
    My first car - Ford 57 Skyliner - Blue and white and it went to high school with me everyday.
    Oct 12, 2014. 03:39 PM | Likes Like |Link to Comment
  • Ford's Problems Appear To Be Short-Term  [View article]

    Buy a brand new - first off the line - Mustang. Seal it in plastic and bury it in the backyard. 20 years from now it will be worth 3 to 4 times what you paid for it. You won't have any storage fees, maintenance, or insurance expenses.

    20 years from now who knows what your stock will be worth, you may just have to bury that - then.

    Good luck - trust no one, not even yourself.
    Oct 12, 2014. 03:31 PM | 2 Likes Like |Link to Comment
  • Ford's Problems Appear To Be Short-Term  [View article]

    Your comment was posted at 4:23 AM ??? You don't wear a long black cape and have a couple of long white teeth (top-front) do you? Are you one of those who avoids the "light"?

    Ok, I see you're serious about stuff. So let me be brief (and to paraphrase a commenter a few days ago - "And don't call me Brief")

    Alan Mulally> I believe he accomplished 1/2 of what he could. Nobody runs Ford except the Ford family. Sure he knew about aluminum, Ford was using it for car and truck hoods (and other parts) for 10 years. And the class action suit over quality problems confirms it. In the eight years Alan was here we made no significant progress in quality control. Alan is gone...and those left behind are quickly putting him and his programs in the history book.

    "He felt he had done what he needed to do. His early departure" ??? You make it sound like he ascended into heaven. ;-) Nope! He quit - left to become unemployed rather than see the first new models come out.

    I would have preferred that the first new F-150 Aluminum come rolling down the line with him standing on the hood. He would have been my hero then.

    Let me make one logical point here. There are 4B shares of stock out there and none of those stockholders wanted to see the share price drop from 18 to 13.5. But it did and some of the big boys might have tried to stop it, but they didn't - or couldn't. Something is "amiss".
    Oct 12, 2014. 09:56 AM | Likes Like |Link to Comment
  • Ford: Trapped Between A Rock And A Hard Place  [View article]

    I was stunned to hear someone say they had a temperature issue when fabricating the F-150. That doesn't even sound real - but it was on national TV - so I'm not going to claim they lied.

    But.....if it is an issue......it is a future problem.
    Oct 11, 2014. 10:47 PM | Likes Like |Link to Comment
  • Ford's Problems Appear To Be Short-Term  [View article]
    I don't own Ford stock or options. I did not short Ford or buy puts. I simply offer an opinion. I've been completely out of the market for two years. Now when I get in - you'll know. I'll be on here begging people to cover my butt with some buys.... ;-)
    Oct 11, 2014. 10:44 PM | Likes Like |Link to Comment
  • Ford's Problems Appear To Be Short-Term  [View article]

    Well it appears that you have done some homework. I hope for your success. Just remember one thing. When you learn to ride a motorcycle and you think you're good, when you think you're the best, when you think you know everything, you are the next organ donor.

    When you think you know the market - you are next.

    Best of luck to you and yours..................if you refuse to look at anything other than Ford - then I hope you win anyways.

    Oct 11, 2014. 10:39 PM | Likes Like |Link to Comment
  • Ford's Problems Appear To Be Short-Term  [View article]

    Just between us I'll give you my thoughts on Ford up to June/15. Now what caught me by surprise was Ford was making 90% of their profits off the F-150. That is just a staggering number. All the cars and Lincoln's bring in 10% of their profits. It's almost "why bother?" So we (you and I) take the position that all the new remodels will come out even - enough new car problems that they basically don't drive (npi) Ford profits much higher.

    The F-150 roll-out is a two stage process for us. If they get the damn things in the dealerships in any quantity by January WITHOUT any disasters in manufacturing - average MPG - huge insurance increases - competitive pricing problems - then we might just start sniffing around the pantry. Now remember the do-gooders will be beating the drums about the second coming and how "The Holy One" is here to buy one of the new F-150's, but there's the bear trap. Even the slightest hint of recalls and Ford takes a massive hit. I might put a few bucks into naked short term calls because the first 90 days is pure roulette wheel betting on Ford. And we have to have the economy and the DOW average to strong or all bets are off. You don't move 4B shares against the DOW.

    April through June if things are moving along we can take some profits from the calls and pick up some stock - carefully - and with a close stop loss. We don't care if the stock goes up a few bucks before we get in - we're interested in another long slow climb.

    Now, how high???? I don't think we'll see a break past 18 during this presidents term. We had three runs at 18 and that number held. And you have a great number of people who bought the "dip" this time and will bail out anywhere near 17/18.

    Now for the dividend lovers, Ford's dividend is around 3.5%. Ford's stock dropped about 18% just in the last month. It will only take about five years worth of dividends to recover the loss in stock price. That's called long term investing.

    We having fun yet? Now if things just get ugly - world events - market correction up to or past 20% - the Lions making the playoffs - things that dictate the "end" may be near, we invest in a large inventory of Viagra. If you control all the Viagra - you are the "King". Have a great weekend.

    ps...and every time you think you know where and what the market is going to do - you are next in line to be the fool. I'm sure by February I'll be hiding in Vegas under a different name. :-)
    Oct 11, 2014. 03:23 PM | Likes Like |Link to Comment
  • Ford's Problems Appear To Be Short-Term  [View article]
    Well, thank you Investor-Ford. I appreciate your comment. Only problem now is all my hats will be way to small after those kind words.
    Oct 11, 2014. 02:39 PM | Likes Like |Link to Comment
  • Ford's Problems Appear To Be Short-Term  [View article]

    Well said JayNas. You have offered up a simple truth that few on here ever want to admit. Now take your nightmare a few steps further and look at Australia, Argentina, etc. etc. - almost everywhere Ford has invested in manufacturing and it seems they just can't catch a break. September sales in China slowed - if that lifeline (excuse) starts to go soft - even a successful F-150 launch (and that's where I have my REAL doubts) won't keep Ford from $10 or less, with little future potential.
    Oct 11, 2014. 10:30 AM | 1 Like Like |Link to Comment
  • Ford: Trapped Between A Rock And A Hard Place  [View article]
    Possible! But MS would have to control the direction of the market as well as the stock they are trying to manipulate. I think you had a lot of lazy analysts following each other with "buy" recommendations but time was making them skeptical. Only took one to set the dominoes going.

    Mix that with the market begging for a correction and a sink hole opened. Now you say "increase your long at the bottom" which is a great - if you can figure out where that is.

    Have a nice weekend. With a wild market comes wild opportunities. Now I hear my wife coming - must become invisible.
    Oct 11, 2014. 10:22 AM | 1 Like Like |Link to Comment
  • Ford's Problems Appear To Be Short-Term  [View article]

    Amen brother Hammer...
    Oct 10, 2014. 11:19 PM | 1 Like Like |Link to Comment
  • Details of Ford Motor Company‚Äôs October 24 Briefing on Third Quarter 2014 Results 
    buy those puts and calls. good news - you're looking at 15, bad news you're looking at 12. better odds than Vegas.
    Oct 10, 2014. 10:02 PM | Likes Like
  • Ford's Problems Appear To Be Short-Term  [View article]
    Amen brother riskrunner......
    Oct 10, 2014. 09:54 PM | Likes Like |Link to Comment
  • Ford: Trapped Between A Rock And A Hard Place  [View article]

    it's my understanding that stock holders like MS average from 1 to 10% of their stock inventory in a short position compared to the inventory of stock that is held in a "long" position. i could be wrong, but that rings a bell from long ago.

    so for them to tank Ford for the benefit of say 10% of their short stock position in Ford and wreck the other 90+ percent of "long" stock inventory doesn't make any sense.
    Oct 10, 2014. 11:05 AM | Likes Like |Link to Comment
  • Ford's Problems Appear To Be Short-Term  [View article]

    "The bottom line is Ford is still a massively profitable company despite these temporary problems"

    I think it's ok to be optimistic - even overly optimistic - but Ford has gone from 18 to mid-13's and it used all eight cylinders to get there. Maybe we should give this a little closer inspection before claiming "temporary".
    Oct 10, 2014. 10:16 AM | 4 Likes Like |Link to Comment