qw's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/117286/comments http://seekingalpha.com/article/173080-ford-s-european-sales-show-impressive-rise?source=feed#comment-758371 758371 That should be a winning strategy for Ford if the economy moves in the right direction.]]> Fri, 13 Nov 2009 08:35:42 -0500 That should be a winning strategy for Ford if the economy moves in the right direction.]]> http://seekingalpha.com/article/169442-ford-s-electric-car-for-2011-one-for-the-masses?source=feed#comment-736420 736420 The Focus segment is probably the correct segment to do plug-ins and hybrids.
We just subsidized the economies of Japan and Korea with the Cash for Clunkers program, so subsidizing the Volt or Focus will atleast support the US economy.]]> Thu, 29 Oct 2009 21:32:41 -0400 The Focus segment is probably the correct segment to do plug-ins and hybrids.
We just subsidized the economies of Japan and Korea with the Cash for Clunkers program, so subsidizing the Volt or Focus will atleast support the US economy.]]> http://seekingalpha.com/article/166014-ford-motors-seeing-gains-in-europe?source=feed#comment-713378 713378 What methodology?
Would you put your trust in the methodology of an outfit that cannot even spell the name of the company it is commenting on?
BTW Ockham Research, it is not Ford Motors, but the company is named Ford Motor Company.]]> Mon, 12 Oct 2009 21:20:55 -0400 What methodology?
Would you put your trust in the methodology of an outfit that cannot even spell the name of the company it is commenting on?
BTW Ockham Research, it is not Ford Motors, but the company is named Ford Motor Company.]]> http://seekingalpha.com/article/163460-ford-profitability-projections?source=feed#comment-692684 692684 Mullaly seems to always under promise and over deliver, so the profitablity scenario is conservative and Ford will be profitable in 2010.]]> Sat, 26 Sep 2009 22:30:54 -0400 Mullaly seems to always under promise and over deliver, so the profitablity scenario is conservative and Ford will be profitable in 2010.]]> http://seekingalpha.com/article/155497-who-s-cashing-in-on-all-those-clunkers?source=feed#comment-627247 627247
For model year 2008, 85% of vehicles sold by Ford in the US were assembled in the US versus 46% by Toyota.
Also, domestic content of Ford vehicles in 2008 was 70% versus 41% for Toyota.

Similar statistics exist for GM where 84% of vehicles sold were assembled here and had 75 % US content.]]> Wed, 12 Aug 2009 16:08:05 -0400
For model year 2008, 85% of vehicles sold by Ford in the US were assembled in the US versus 46% by Toyota.
Also, domestic content of Ford vehicles in 2008 was 70% versus 41% for Toyota.

Similar statistics exist for GM where 84% of vehicles sold were assembled here and had 75 % US content.]]> http://seekingalpha.com/article/154835-cash-for-clunkers-an-inside-history?source=feed#comment-622279 622279 Europeans (Germany, Italy, France) and Asians (Japanese, Koreans) are extremely parochial when it comes to their choices in vehicle purchases.]]> Sun, 09 Aug 2009 15:31:51 -0400 Europeans (Germany, Italy, France) and Asians (Japanese, Koreans) are extremely parochial when it comes to their choices in vehicle purchases.]]> http://seekingalpha.com/article/151369-clunkermania-obama-s-cars-act-off-to-a-good-start?source=feed#comment-602677 602677 Eligible products limited to 9 years to 25 years in age, may not be a huge percentage of this group who would normally buy a new product versus upgrade to a used vehicle .
Also, if very successful, there is talk about extending it to $4 billion.]]> Sun, 26 Jul 2009 13:46:28 -0400 Eligible products limited to 9 years to 25 years in age, may not be a huge percentage of this group who would normally buy a new product versus upgrade to a used vehicle .
Also, if very successful, there is talk about extending it to $4 billion.]]> http://seekingalpha.com/article/151340-why-i-believe-ford-may-be-a-hold-but-not-a-buy?source=feed#comment-602670 602670 In Mullaly they probably have one of the best CEOs in the country.
Ford could quite easily surpass GM and Toyota in US market share in the next 18 months.]]> Sun, 26 Jul 2009 13:33:36 -0400 In Mullaly they probably have one of the best CEOs in the country.
Ford could quite easily surpass GM and Toyota in US market share in the next 18 months.]]> http://seekingalpha.com/article/147918-15-stocks-you-may-want-to-keep-out-of-your-portfolio?source=feed#comment-581602 581602 It is one company that is doing everything right, has the right management, right products, has kept the government out of its hair, has the most fuel efficient midsize car and SUV, has leadership in safety and quality in many segments, and on and on ........
Value Expectations needs to do their homework and get facts before misguiding investors.]]> Thu, 09 Jul 2009 21:56:32 -0400 It is one company that is doing everything right, has the right management, right products, has kept the government out of its hair, has the most fuel efficient midsize car and SUV, has leadership in safety and quality in many segments, and on and on ........
Value Expectations needs to do their homework and get facts before misguiding investors.]]> http://seekingalpha.com/article/141863-why-ford-is-a-goner?source=feed#comment-538114 538114 Yes, the financing issue with GMAC is real but Ford will most likely get similar treatment either through its present efforts to get TARP funds or through a future court battle.]]> Mon, 08 Jun 2009 21:33:26 -0400 Yes, the financing issue with GMAC is real but Ford will most likely get similar treatment either through its present efforts to get TARP funds or through a future court battle.]]> http://seekingalpha.com/article/140085-chrysler-travesty-hearings-continue?source=feed#comment-522022 522022 Ford will be the big winner as the only american auto company still standing without government bailout and with superior products, now and in the pipeline.]]> Thu, 28 May 2009 17:47:05 -0400 Ford will be the big winner as the only american auto company still standing without government bailout and with superior products, now and in the pipeline.]]> http://seekingalpha.com/article/137072-ford-s-public-offering-is-a-smart-move?source=feed#comment-501399 501399 With the right conditions $20 price is not wishful thinking.]]> Tue, 12 May 2009 22:01:13 -0400 With the right conditions $20 price is not wishful thinking.]]> http://seekingalpha.com/article/136504-cramer-s-stop-trading-they-re-going-to-make-an-example-of-ken-lewis-5-7-09?source=feed#comment-496231 496231 The BOA job is nowhere near the challenge he has at Ford and he will be loyal to Ford.]]> Fri, 08 May 2009 20:27:59 -0400 The BOA job is nowhere near the challenge he has at Ford and he will be loyal to Ford.]]> http://seekingalpha.com/article/134994-will-green-cars-make-detroit-profitable?source=feed#comment-489629 489629 Without that the american public will gravitate to larger, safer and more comfortable products with $2/gallon gas, as evidenced by the Prius' collecting dust in Toyota dealerships recently.]]> Mon, 04 May 2009 23:01:01 -0400 Without that the american public will gravitate to larger, safer and more comfortable products with $2/gallon gas, as evidenced by the Prius' collecting dust in Toyota dealerships recently.]]> http://seekingalpha.com/article/133232-warning-u-s-auto-crash-ahead?source=feed#comment-480222 480222 Saving Chrysler and GM in its present form will be a miracle, however, after restructuring they will be formidable.
If the economy improves and vehicle sales pick up Ford will get a better share of the market but by no means will be the only domestic auto manufacturer.]]> Mon, 27 Apr 2009 22:14:50 -0400 Saving Chrysler and GM in its present form will be a miracle, however, after restructuring they will be formidable.
If the economy improves and vehicle sales pick up Ford will get a better share of the market but by no means will be the only domestic auto manufacturer.]]> http://seekingalpha.com/article/129030-ford-positioned-to-lead-growth-segments-of-auto-industry?source=feed#comment-450178 450178 Thu, 02 Apr 2009 21:36:35 -0400 http://seekingalpha.com/article/128994-legal-complexities-as-the-automakers-restructure?source=feed#comment-450171 450171
"Now, we are nearing the endgame, where GM and Chrysler stocks go to zero, and Ford may as well, as it comes under knock-on stress"

I stopped reading there as this genius does not even know that Chrysler is a private company ...............]]> Thu, 02 Apr 2009 21:15:01 -0400
"Now, we are nearing the endgame, where GM and Chrysler stocks go to zero, and Ford may as well, as it comes under knock-on stress"

I stopped reading there as this genius does not even know that Chrysler is a private company ...............]]> http://seekingalpha.com/article/124237-auto-manufacturers-should-take-cue-from-computer-industry?source=feed#comment-415279 415279 ]]> Thu, 05 Mar 2009 22:58:16 -0500 ]]> http://seekingalpha.com/article/121404-automaker-bailout-take-two?source=feed#comment-395755 395755 Look at how the other world economies support local manufacture, try and find non-Japanise made vehicles in Japan, or non-Korean in Korea, etc.
30 years ago, domestic vehicle quality was not the best, but, that is no longer the case. GM and Ford produce very competitive products.
]]> Thu, 19 Feb 2009 17:57:12 -0500 Look at how the other world economies support local manufacture, try and find non-Japanise made vehicles in Japan, or non-Korean in Korea, etc.
30 years ago, domestic vehicle quality was not the best, but, that is no longer the case. GM and Ford produce very competitive products.
]]> http://seekingalpha.com/article/117659-ford-strongest-of-the-three-and-rightfully-so?source=feed#comment-372295 372295 Europeans and Asians do not drive around in small energy efficient cars because they are smarter or more eco-minded than Americans, but because gas is $5+ a gallon, supported by high taxes.
I have dozens of friends from Europe and Asia, who have immigrated to the US, and one of the first things they do is buy a large American vehicle (and also a large American house).
Just look at the last 6 to 8 months to see how $4+ gas had a run on cars like the Prius and how the $2- gas has resulted in a glut of the same vehicles.
Our gutless lawmakers do not have the stomach to raise gas taxes, but it is the best way to force Americans into fuel efficient vehicles.]]> Sat, 31 Jan 2009 23:55:04 -0500 Europeans and Asians do not drive around in small energy efficient cars because they are smarter or more eco-minded than Americans, but because gas is $5+ a gallon, supported by high taxes.
I have dozens of friends from Europe and Asia, who have immigrated to the US, and one of the first things they do is buy a large American vehicle (and also a large American house).
Just look at the last 6 to 8 months to see how $4+ gas had a run on cars like the Prius and how the $2- gas has resulted in a glut of the same vehicles.
Our gutless lawmakers do not have the stomach to raise gas taxes, but it is the best way to force Americans into fuel efficient vehicles.]]> http://seekingalpha.com/article/117558-will-ford-survive-without-a-bailout?source=feed#comment-371441 371441 Ford's pipeline of new products and their new quality equivalence to the imports will serve them well when the market comes back.
]]> Fri, 30 Jan 2009 15:30:54 -0500 Ford's pipeline of new products and their new quality equivalence to the imports will serve them well when the market comes back.
]]> http://seekingalpha.com/article/114525-toyota-an-all-electric-car-by-2012?source=feed#comment-355061 355061 Also, battery pack replacement costs predicted for hybrids/electrics is in the neighborhood of $5 to $10,000. How many consumers are going to pay that kind of money for a 5 to 6 year old vehicle, to continue using the elecrical portion of the powertrain?
Many will just revert to the gas engine as their sole powertrain at that juncture.]]> Tue, 13 Jan 2009 21:15:07 -0500 Also, battery pack replacement costs predicted for hybrids/electrics is in the neighborhood of $5 to $10,000. How many consumers are going to pay that kind of money for a 5 to 6 year old vehicle, to continue using the elecrical portion of the powertrain?
Many will just revert to the gas engine as their sole powertrain at that juncture.]]> http://seekingalpha.com/article/111638-how-the-government-should-manage-gm-and-chrysler?source=feed#comment-334725 334725
Do all the transplant supporters realize that these are not American companies, but mostly assembly facilities by foreign manufacturers. The planning/engineering/r... of all these products is done in the home country, a good percentage of the parts are still imported from overseas and all the profit made from US sales goes overseas.

In the event of a national emergency, where do you think the US will get the technical expertise to design and develop military equipment, even if the government seizes the physical plants. I guess we will have to see if Japanese and/or Korean engineers will be kind enough to oblige.

US fair trade policies have been a disaster for American manufacturers, as noted by facts such as South Korea sells over 600,000 vehicles in the USA but restricts US imports to a paltry 6000 units.

Japan and Korea protects their auto industry through subsidies,currency manupilations and other governmental interventions like a favorable energy policy, whereas the US does absolutely nothing.

The US needs a viable manufacturing base, as we cannot support our way of life by being a "service" economy.
]]> Sat, 20 Dec 2008 16:48:41 -0500
Do all the transplant supporters realize that these are not American companies, but mostly assembly facilities by foreign manufacturers. The planning/engineering/r... of all these products is done in the home country, a good percentage of the parts are still imported from overseas and all the profit made from US sales goes overseas.

In the event of a national emergency, where do you think the US will get the technical expertise to design and develop military equipment, even if the government seizes the physical plants. I guess we will have to see if Japanese and/or Korean engineers will be kind enough to oblige.

US fair trade policies have been a disaster for American manufacturers, as noted by facts such as South Korea sells over 600,000 vehicles in the USA but restricts US imports to a paltry 6000 units.

Japan and Korea protects their auto industry through subsidies,currency manupilations and other governmental interventions like a favorable energy policy, whereas the US does absolutely nothing.

The US needs a viable manufacturing base, as we cannot support our way of life by being a "service" economy.
]]> http://seekingalpha.com/article/108389-a-modest-proposal-for-the-u-s-auto-industry-stop-building-cars?source=feed#comment-317770 317770 Detroit has made mistakes in the past but has been competing for years with one hand tied behind their back, when you consider the govt support for their competitors from Japan and Korea and being shut off from the Japanese and Korean markets through unreasonable govt interventions. Also do not forget the games these countries play with currency manupilations, which is common knowledge but the US is unwilling to call them on the carpet for.
Finally, I get tired of hearing these so called wall street types saying that Detroit does not build vehicles that Americans want . In reality, that is precisely what Detroit has done and Toyota and Honda had joined the frenzy by building full size trucks and SUVs to meet the American consumer's demands. The US consumer, until the $4/gallon gasoline crisis, was not interested in fuel economy, and if the US had an energy policy that forced consumer's to purchase energy efficient vehicles, ala Asia and Europe, the domestic industry would have been well served.]]> Sun, 30 Nov 2008 18:32:44 -0500 Detroit has made mistakes in the past but has been competing for years with one hand tied behind their back, when you consider the govt support for their competitors from Japan and Korea and being shut off from the Japanese and Korean markets through unreasonable govt interventions. Also do not forget the games these countries play with currency manupilations, which is common knowledge but the US is unwilling to call them on the carpet for.
Finally, I get tired of hearing these so called wall street types saying that Detroit does not build vehicles that Americans want . In reality, that is precisely what Detroit has done and Toyota and Honda had joined the frenzy by building full size trucks and SUVs to meet the American consumer's demands. The US consumer, until the $4/gallon gasoline crisis, was not interested in fuel economy, and if the US had an energy policy that forced consumer's to purchase energy efficient vehicles, ala Asia and Europe, the domestic industry would have been well served.]]> http://seekingalpha.com/article/107845-detroit-s-big-three-and-the-democrats-economic-illiteracy?source=feed#comment-315089 315089
www.freep.com/article/...
]]> Tue, 25 Nov 2008 19:17:04 -0500
www.freep.com/article/...
]]> http://seekingalpha.com/article/107368-washington-s-foot-dragging-on-automaker-bailout-disappoints-markets?source=feed#comment-312660 312660 ]]> Sat, 22 Nov 2008 18:40:09 -0500 ]]> http://seekingalpha.com/article/106212-big-three-too-connected-to-fail?source=feed#comment-307518 307518 In this environment, the demise of the auto industry will be a disaster, and will push the country into a prolonged "depression".]]> Sun, 16 Nov 2008 20:41:29 -0500 In this environment, the demise of the auto industry will be a disaster, and will push the country into a prolonged "depression".]]> http://seekingalpha.com/article/103262-nationalizing-detroit-it-s-a-good-idea?source=feed#comment-295788 295788 Detroit did build small vehicles, but had no market for them as the consumer would not buy them and demanded larger products. Even the "mighty" Toyota built guzzlers to compete in the US.
Asian quality is being used as an excuse to bash domestic producers, but if you reviewed the current lineup of products from them (minus Chrysler), they are at par with Toyota and Honda and better than many European products.
We absolutely need a domestic auto industry, and cannot afford to send billions and billions of dollars to Japan, Korea and China for our transportation needs. That plus importing $700 billion dollars of oil could amount to 35 to 40 percent of our GNP. How do all the "Let Detroit die" supportes plan to pay for all that. Selling hamburgers to the world does not generate that kind of cash]]> Sat, 01 Nov 2008 13:07:40 -0400 Detroit did build small vehicles, but had no market for them as the consumer would not buy them and demanded larger products. Even the "mighty" Toyota built guzzlers to compete in the US.
Asian quality is being used as an excuse to bash domestic producers, but if you reviewed the current lineup of products from them (minus Chrysler), they are at par with Toyota and Honda and better than many European products.
We absolutely need a domestic auto industry, and cannot afford to send billions and billions of dollars to Japan, Korea and China for our transportation needs. That plus importing $700 billion dollars of oil could amount to 35 to 40 percent of our GNP. How do all the "Let Detroit die" supportes plan to pay for all that. Selling hamburgers to the world does not generate that kind of cash]]> http://seekingalpha.com/article/99721-trying-to-make-sense-of-cramer-s-advice?source=feed#comment-282579 282579
If there was a way to hold financial analysts' be accountable for their forecasts, all this nonsense would cease ....]]> Tue, 14 Oct 2008 22:39:03 -0400
If there was a way to hold financial analysts' be accountable for their forecasts, all this nonsense would cease ....]]> http://seekingalpha.com/article/97660-banning-shorts-works-in-fancy-restaurants-not-the-marketplace?source=feed#comment-267425 267425 Sun, 28 Sep 2008 10:40:00 -0400