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J38765

J38765
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  • Ford: About To Take A Turn For The Worse? [View article]
    Ivan the average transaction prices are net of incentives, so GMs 8 percent increase is a real number. To put it in perspective it is nearly double the increase on a percentage basis that Ford had in February. That along with the YOY increase in unit sales should produce some very impressive numbers for GM in Q 1 provided that March numbers are good. I am guessing that the numbers will be good because the retail market appears to be smoking hot right now.

    GMs average transaction prices indicate that they are exercising good discipline in pricing across the line up, which is a long of saying that GM's incentives are in line with a truck at this stage of its cycle.

    The Colorado appears to be an absolute slam dunk for GM. They are flying off the shelf at higher average transaction prices that GM anticipated. In addition, the Colorado does not appear to be stealing sales from Silverado, as. silverado numbers have been very good YTD.

    Back to your original question, the number you want to focus on is Average Transaction Prices. With GMs ATPs up 8% it is a safe bet that incentives are well in line.
    Mar 6, 2015. 11:02 AM | Likes Like |Link to Comment
  • Ford: About To Take A Turn For The Worse? [View article]
    Ivan GM's ATPs were up 8 %! I don't think that is going to cut into profits anytime soon.
    Mar 6, 2015. 02:12 AM | Likes Like |Link to Comment
  • High Demand For Ford's New F-150 Makes The Company A Buy At Current Prices [View article]
    Rat727 if you like the Alcoa play you should look at CSTM. They are the leaders in Body in White technology and are much closer to a pure play the transition to aluminum for automaker's. The advantage to CSTM is that they have a much lower exposure to the price of aluminum.
    Mar 5, 2015. 08:24 PM | Likes Like |Link to Comment
  • Ford -3.8% after Feb. U.S. sales miss [View news story]
    TDOT so far the only thing you have presented as a factual miss is a supposition I made regarding the call. I clearly did not state it as a fact. The more intriguing part of your response is your total silence on my invitation for you to point out a single miss I have made regarding the price movements of the stock.
    Mar 5, 2015. 10:39 AM | Likes Like |Link to Comment
  • Here's Why You Should Go Long In Ford [View article]
    Cbroncos, just for the record, the new truck costs more to repair then a steel truck, but it shouldn't have a material impact on sales or margins.
    Mar 5, 2015. 10:30 AM | Likes Like |Link to Comment
  • Here's Why You Should Go Long In Ford [View article]
    Cbroncos Marpy is correct on his assertion that the F 150 costs more to build. The following from Mark Fields makes it pretty clear:

    • 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.

    The higher costs are a real issue for Ford and should not be taken lightly when you analyze Ford's ability to hit its numbers in 2015
    Mar 5, 2015. 10:28 AM | 1 Like Like |Link to Comment
  • NXP Semi: Can The Freescale-Induced Rally Continue? [View article]
    I agree completely. This appears to be the most competent management team I have ever seen and they are in the heart of all the hyper growth for the next decade.
    Mar 4, 2015. 06:56 PM | 1 Like Like |Link to Comment
  • Ford -3.8% after Feb. U.S. sales miss [View news story]
    I agree with you on that one. I only buy stuff I intend to hold a long time.
    Mar 4, 2015. 06:53 PM | Likes Like |Link to Comment
  • Ford -3.8% after Feb. U.S. sales miss [View news story]
    TDOT are you a trader? I always figured you for a buy and hold guy.
    Mar 4, 2015. 02:23 PM | Likes Like |Link to Comment
  • NXP And Freescale To Combine Automotive And MCU Businesses [View article]
    It is rare that you find a company that is in the sweet spot of three huge growth opportunities. They seem to be able to execute flawlessly and they have the secret weapon, the most secure application in every segment in which they operate. That is a huge differentiator as companies face incredible security challenges. This company is by far my largest and favorite holding. In addition to a huge technology play it can serve as your play on Apple, automotive suppliers and credit card makers. If any one of the three major segments hit the growth will be amazing, if two or more play out it may be one of the great stocks of this decade.
    Mar 4, 2015. 12:34 PM | 1 Like Like |Link to Comment
  • Ford -3.8% after Feb. U.S. sales miss [View news story]
    Thank you.
    Mar 4, 2015. 11:41 AM | Likes Like |Link to Comment
  • Details on Ford's U.S. sales report [View news story]
    Thank you. Any idea what that represented on a percentage basis?
    Mar 4, 2015. 11:39 AM | Likes Like |Link to Comment
  • Ford -3.8% after Feb. U.S. sales miss [View news story]
    ERA I also did not state it as fact, but as a supposition/question. Big difference....
    Mar 4, 2015. 11:36 AM | Likes Like |Link to Comment
  • Ford -3.8% after Feb. U.S. sales miss [View news story]
    I did not listen to the call or read the transcript. Investor Ford indicated that they didn't discuss ATPs for the company just the F 150. What were the ATPs overall?
    Mar 4, 2015. 11:34 AM | Likes Like |Link to Comment
  • Details on Ford's U.S. sales report [View news story]
    Investor Ford does it strike you as odd that Ford did not disclose ATPs for the whole line up? I would think they were pretty good given the market shift to more expensive and higher margin product.
    Mar 4, 2015. 10:39 AM | Likes Like |Link to Comment
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