• Mercy Jimenez
    Added Ford (F) @$9.50 to existing long-term position; just-passed transportation bill allows corporate pension plan valuation pop > profits
    6/29/12
    Reply (28)
    • Mercy Jimenez: http://on.barrons.com/QBP8me
      6/29/12
    • pokalolo: Just follwed your talk & 9.58..Mega cash 4 the weekend,but,China downgrade pushed the price 2 low.And,1.9% GDPM was mostly F & GM gracias dl
      6/29/12
    • 1980XLS-2.0: I expect parts suppliers to outperform automakers nonetheless. BWA, TRW, ALV, AXL, TEN, DLPH http://reut.rs/KItZ5m
      6/29/12
    • Mercy Jimenez: Agree w/ you 2; F price pretty battered so added 2 LT hold position; bill passage added value IMO; but ShT parts suppliers likely outperform
      6/29/12
    • Mercy Jimenez: If F gets battered further next week I'll be tempted to buy a trading bloc also for the short term.
      6/29/12
    • FocalPoint Analytics: Here is some news on the size Ford's anticipated international loses for the 2nd quarter. http://tinyurl.com/863o3nr
      6/29/12
    • Mercy Jimenez: TY FPA; I'd seen the expected international loss reports but not this video; no doubt next couple of years will be tough for F.
      6/29/12
    • Maria Auziliadora: But F is strong and I think at these prices is good and if it goes lower is even better!!
      7/2/12
    • Mercy Jimenez: My thoughts exactly, Maria. My position for F is only 40% "full" so I have plenty of room to keep scaling in if it drops some more.
      7/2/12
    • 1980XLS-2.0: What does any of that have to do with the magnitude of losses F is likely to sustain in Europe?
      7/2/12
    • Maria Auziliadora: F is not the only good one having big losses in Europe 1980 and I should know that since I am from there!!!
      7/2/12
    • Maria Auziliadora: we know that Europe has big problems we were discussing that the price of F is getting atractive if you can read prior posts!!!
      7/2/12
    • Mercy Jimenez: 1980 I agree w/ Maria price looks good for a LT hold (don't have many of those); EU losses will have some offsets 1)pension windfall PLUS
      7/2/12
    • Mercy Jimenez: 2) lower interest expense from debt rollovers; may not be enough to make difference but scaling in makes sense to me for many other reasons
      7/2/12
    • Maria Auziliadora: My same thoughts Mercy F has never been close to the B" Bankrupcy and GM sure was
      7/3/12
    • FocalPoint Analytics: Nice call on Ford
      7/3/12
    • Mercy Jimenez: Well likely a roller coaster ride for awhile FPA -- but I trust this co on many levels and it's one of VERY few long term holds for me
      7/3/12
    • Maria Auziliadora: check out NAV!!!
      7/3/12
    • 1980XLS-2.0: If you think F was never close to bankruptcy, you have much to learn. Ford essentially failded in 2006, before the credit markets froze.
      7/3/12
    • 1980XLS-2.0: If Ford was were it was in 2006, in year 2008, it certainly would have declared bankruptcy as well. http://on.msnbc.com/xaXKyw
      7/3/12
    • Maria Auziliadora: 1980 I know you like GM so you have your opinion I have mine!!!
      7/3/12
    • Mercy Jimenez: Maria another EU offset per edmonds.com, GM RAISED their incentives 11%, while Ford DROPPED it 3% for June. Lower incentives >profit margin
      7/3/12
    • Mercy Jimenez: http://on.mktw.net/LVBZ9p
      7/3/12
    • Maria Auziliadora: Thank you Marcy I got in with F @9.34 doing good today I have this one for long term. thank you for the link doing great with my NAV
      7/3/12
    • 1980XLS-2.0: Month over month, GM lowered incentives, Ford raised them.
      7/3/12
    • Mercy Jimenez: Link above refers to same period YOY - Ford dropped incentives; and MOM Ford remained at 0.0% increase; have a great 4th of July 1980 :-))
      7/3/12
    • Maria Auziliadora: Have a great 4th of July Mercy !!!!
      7/3/12
    • Maria Auziliadora: NAV wow meeting on friday and the 3 billionaries are in it Rachesky, Icahn and Gabelli!!! Interesting!!!
      7/3/12