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  • GM: Recalls, Liability, And Boeing [View article]
    Ford should benefit from this fiasco.........
    No bailout
    Better managed
    Better products
    Voted most Ethical Automotive company 5 years in a row ( )
    Apr 3 06:03 AM | 2 Likes Like |Link to Comment
  • Why Is Ford Better Than General Motors [View article]
    Mullaly leaving for MS is already baked into the current F stock price.
    If MS picks somebody else next month, which IMO is very possible, F should have a rebound.
    Dec 29 12:12 PM | 1 Like Like |Link to Comment
  • Ford: EcoBoost Will Also Boost The Stock Price [View article]
    Over the years all auto manufacturers have used unique names for generic technology, so using the "catchy" ecoboost name for marketing is nothing new.
    Dec 6 07:50 PM | 1 Like Like |Link to Comment
  • 5 Undervalued Large-Caps For Income Investors To Consider Buying Now [View article]
    GM can follow Ford's path but lacks the management depth at Ford and may not achieve the same success.
    GM is going to bear the Government Motors moniker for the foreseeable future and the Obamacruptcy has left a bad taste in the mind of the American auto consumer.
    Oct 11 07:13 PM | 1 Like Like |Link to Comment
  • GM Is Accelerating Towards A Speedy Recovery [View article]
    Obama's action to screw the bondholders and creditors of GM and structure a unique bankruptcy to benefit his union base has no parallel in modern business history.
    Also, the tax credits granted to GM during the bankruptcy disadvantages Ford for years to come.
    I have no problem with a government supporting a vital industry during bad times with appropriate loans, but what Obama did to help his union cronies at the expense of the bondholders, creditors and the American taxpayers borders on criminal action.
    Sep 29 07:40 PM | 1 Like Like |Link to Comment
  • Ford's Mulally may step down earlier than expected: Reuters [View news story]
    Mulally will stay until Ford's European Operations have turned profitable, projected to be late 2014/early 2015.
    Plus, most likely he will remain on the BOD for the foreseeable future.
    Sep 6 05:40 AM | Likes Like |Link to Comment
  • What to expect from July U.S. auto sales: 1) The month should confirm that 2013 will be a strong year for sales in the industry, although expecting a double-digit pace of growth for the year may be a reach. 2) Kelley Blue Book sees a seasonally adjusted annual rate of 15.8 units in July, up 13% from last year but lower than last month's mark. 3) The Big Three (GM, F, FIATY.PK) could all benefit with new model introductions out that have narrowed some of the perceived gaps on quality and gas mileage. [View news story]
    The 17B in Tax-free profit puts Ford in a continuous competitive disadvantage.
    I do not recall a company given such a generous gift during the Bankruptcy process.
    Thank you Obama...................
    Jul 26 08:10 PM | Likes Like |Link to Comment
  • Ford: Global Operation Improvements Continue, Adding To Long-Term Appeal [View article]
    Ford's market share in China has increased to 4.3%, a significant increase in less than 6 months...................
    Jul 26 07:04 PM | Likes Like |Link to Comment
  • Hedging Strategy For The Rest Of The Year [View article]
    """Ford (F) , Unfortunately, it carries an unwieldy amount of debt with both Debt/EBITDA and LT Debt/Equity over 6."""

    Ford's operational debt is in the 10B range and well managed. The large debt, always reported by "not well researched analysts" belongs to the credit arm of Ford, which is basically a Bank, and the debt is backed up by Ford cars and trucks in the hands of Ford customers.
    The Ford credit arm adds a billion to 2 billion in profits to the company on an annual basis, with minimal risk of default.
    Jul 17 10:29 AM | Likes Like |Link to Comment
  • Jefferies is out with its own take on auto and auto parts makers following Tuesday's commentary from Goldman (here and here). Although the beats will be less dramatic than the Q1 average, the firm "sees a round of upside earnings reports," and flags Ford (F) and TRW Automotive (TRW) as top picks citing earnings growth potential and share buybacks respectively. Other stocks getting price target hikes include AXL, ALV, BWA, DAN, GNTX, LEA, and TEN[View news story]
    Was surprised at yesterday's 3% drop based on Goldman removing Ford from its Conviction Buy List in favor of GM.
    Goldman still has Ford on its Buy list with a price target of $20.
    Seemed like knee jerk reaction on the part of investors and probably some profit taking from the recent run up.
    Ford will regain that loss quickly and next week's 2Q profit announcement should result in good upward movement.
    Jul 17 10:06 AM | 1 Like Like |Link to Comment
  • This Auto Stock Could Pay For Your Car [View article]
    "Seen it all Before"................
    Get a life and move into the present.
    The early Japanese products were also a piece of crap and they made a dramatic turnaround.
    Ford has been building quality products for a long time that meet or exceed the best in class and is without doubt superior in fuel economy and styling.
    Jul 11 11:30 AM | 2 Likes Like |Link to Comment
  • The EU new-car market showed no signs of bottoming out in May as registrations dropped 5.9% to 1.04M units, the lowest level for the month since 1993. The fall followed a 1.7% gain in April. In January-May, registrations slid 6.8% to 5.07M vehicles. GM (GM) was among those to suffer the most in May with an 11.3% decline. Toyota registrations dropped 4.9% but those of Ford fell just 0.3%. (PR[View news story]
    This confirms that Ford is paring their losses in Europe and is on the upswing .................
    Jun 18 06:04 AM | Likes Like |Link to Comment
  • When Will People Understand Ford's Debt? [View article]
    Great job explaining the Ford debt Jacob.
    It is amazing, how for years, so called analysts cannot figure out that the Ford Credit company is basically a bank and if managed prudently, is guaranteed to be a cash cow.
    For years, Ford business model has been a 3-legged stool, North America, Europe and the Credit arm. In most economies, 2 out of the 3 businesses typically balance a poor performing leg, but when all 3 are are booming, Ford makes a ton of money. With Europe bottoming out and with aggressive plant closing actions in Europe, Ford will benefit considerably in the next few years.
    Shorting F would not be smart................
    May 29 11:38 AM | Likes Like |Link to Comment
  • Tesla Motors As The 4th U.S. Automaker, And Why The Future Is Bright [View article]
    The government bailed out GM to the tune of $49+ billion,on which they will potentially lose about 15B or so unless GM stock skyrockets.
    They also bailed out Chrysler and gave the company to Fiat and was was paid back through Obamamanics (which I do not understand). I think the taxpayers lost on that deal too.

    Ford did not get any bailout money at all.

    Ford did participate in a Government New Technology program and borrowed about 6B which was a loan, which they either paid off or will pay off with interest.
    Toyota and Nissan also participated in that program and borrowed from the US government.
    May 18 11:17 AM | Likes Like |Link to Comment
  • Ford (F) could see even steeper losses in Europe than forecast with the automaker's pace of plant closures and layoffs based on sales estimates which have now been wadded up and discarded. Sales on the continent for Ford have tumbled 23.4% during the first two months of the year. [View news story]
    Not necessarily, the 2B projected loss includes plant closures and the very weak European sales...................
    Mar 21 06:23 PM | Likes Like |Link to Comment