The Big Three (F, GM, FIATY.PK) all posted double-digit Y/Y April U.S. sales numbers and topped estimates, but is the best still to come? A fresh slate of models is just hitting dealerships and industry insiders say pent-up demand in the U.S. is barely getting tapped. Though costs in Europe are still a major concern, auto stocks (CARZ, VROM) are becoming enticing on U.S. strength and with China looking wide open as local joint ventures start to pay off. [View news story]
F posted better than expected sales today , stock is down .11 , G.M. did not meet expectations , stock is down .01 , Caaaaaaaaaan someone explain ?
Ford (F -2.8%) unveils its new Mondeo model in China to much fanfare from local media as the market remains decidedly more receptive to American imports than Japanese. The automaker is aiming to sell the beefed-up model up against the Toyota Camry, Volkswagen Passat, and Hyundai Sonata at a slightly higher cost than previous budget-level versions. [View news story]
f is getting today hammered , not sure why ? yesterday they slightly exceeded estimates with the f 150 having a great month . All the bad news is out , something is not quite right ?
Ford (F +0.3%) says sales in China through its joint ventures rose 7% Y/Y to 43,642 units with the timing of the Chinese New Year dampening demand. The two-month start to 2013 is up 46% compared to a year ago. [View news story]
I think this compares quite well to other auto companies .
General Motors (GM +1%) and Ford (F +0.8%) trade higher after posting strong U.S. sales for January. Both automakers showed broad gains (GM, F) across segments and brands, but aren't quite done yet with their promise that new model introductions slated for 2013 will resonate with consumers holding on to an aging fleet of cars. If there is a quibble from auto industry analysts, it's that sales numbers may have been pushed up a tad with potential December sales rolling into January as the fiscal cliff fiasco played out. [View news story]
This is just silly , great Jan . Europe stinks but loss already priced in , Market up 100 + , why is F lagging ?
Ford Motor (F): Q4 EPS of $0.31 beats by $0.05. Revenue of $36.5B beats by $3.33B. (PR) [View news story]
How can F be down pre market , great earnings yes , conservative outlook , Europe losses greater then expected , but China unlimited. New models in U.S. just starting !
Ford: Don't Pull The Trigger Until Earnings Are Released [View article]
No reason to believe Europe is showing any progress yet . However , U.S. and China are strong . Yes , nice run - up , but Fusion and C - Max just starting . As economy gets better , great margins should hold steady . Europe will come back , not sure when . F is a great buy , $ 18 + by year end ! Product ! Product ! Product !
"High above the Alps, my gnome is hearing that Apple’s shares are lower because of margin calls," writes Doug Kass as Apple (AAPL -1.3%) falls to $444 and cedes its market cap crown for now to Exxon Mobil. The FY13 EPS consensus has fallen to $45.07 from a pre-earnings level of $48.30, but that still puts shares at 6.6x forward EPS exc. cash. The dividend yield is now at 2.4%. (yesterday) [View news story]
137 billion earning 1 % to 2 % yearly , the downturn should represent a huge opportunity for management to boost the value of the stock by using a portion of the money for buy back . What am I missing , always ready to learn ?
A little more on Apple: FQ1 iPhone revenue +28% Y/Y to $30.7B (56% of sales), healthy ASP of $641 (was $636 in FQ4). iPad revenue +22% to $10.7B, ASP falls to $467 from $536 thanks to iPad Mini. Macs -16% to $5.5B, ASP rises to $1,359. iPods -15% to $2.1B, iTunes/software/services +22% to $3.7B, accessories +25% to $1.8B. Opex +14% Y/Y to $3.85B (7% of revenue) R&D spending +33% to $1.01B. Free cash flow of $21.1B vs. net income of $13.1B. [View news story]
This is just silly , 137 Billion in cash , earnings beat estimates , 47 million I Phones without China"s biggest resource , etc . wow ,, just close the company down , oh wait , what about new T.V.... , huge money being spent on research etc oh wait once more p/e more reflective of a staid company . oh well maybe just put money in bank C.D. .01% or better yet ????? wait for people with some brains who will recognize how solid Apple is !
Deutsche Bank downgrades Ford (F) to Hold on a valuation call after shares ran up past $14. The firm thinks Ford could see a tough pricing environment in certain segments and expectations could slip. F -1.3% premarket. [View news story]
I am certain auto industry is product driven , F has far better cars in the market than G.M. F has been able to hold and indeed improved margins in a weak economy , economy is improving , F is a far better investment !!! Any job openings at any banks for my comments ?
The Big Three (F, GM, FIATY.PK) all posted double-digit Y/Y April U.S. sales numbers and topped estimates, but is the best still to come? A fresh slate of models is just hitting dealerships and industry insiders say pent-up demand in the U.S. is barely getting tapped. Though costs in Europe are still a major concern, auto stocks (CARZ, VROM) are becoming enticing on U.S. strength and with China looking wide open as local joint ventures start to pay off. [View news story]
Ford (F -2.8%) unveils its new Mondeo model in China to much fanfare from local media as the market remains decidedly more receptive to American imports than Japanese. The automaker is aiming to sell the beefed-up model up against the Toyota Camry, Volkswagen Passat, and Hyundai Sonata at a slightly higher cost than previous budget-level versions. [View news story]
f is getting today hammered , not sure why ?
yesterday they slightly exceeded estimates with the f 150 having a great month . All the bad news is out , something is not quite right ?
Ford (F +0.3%) says sales in China through its joint ventures rose 7% Y/Y to 43,642 units with the timing of the Chinese New Year dampening demand. The two-month start to 2013 is up 46% compared to a year ago. [View news story]
I think this compares quite well to other auto companies .
How Apple Can Generate A Decent Return On Its Cash [View article]
General Motors (GM +1%) and Ford (F +0.8%) trade higher after posting strong U.S. sales for January. Both automakers showed broad gains (GM, F) across segments and brands, but aren't quite done yet with their promise that new model introductions slated for 2013 will resonate with consumers holding on to an aging fleet of cars. If there is a quibble from auto industry analysts, it's that sales numbers may have been pushed up a tad with potential December sales rolling into January as the fiscal cliff fiasco played out. [View news story]
Ford Motor (F): Q4 EPS of $0.31 beats by $0.05. Revenue of $36.5B beats by $3.33B. (PR) [View news story]
Ford: Don't Pull The Trigger Until Earnings Are Released [View article]
"High above the Alps, my gnome is hearing that Apple’s shares are lower because of margin calls," writes Doug Kass as Apple (AAPL -1.3%) falls to $444 and cedes its market cap crown for now to Exxon Mobil. The FY13 EPS consensus has fallen to $45.07 from a pre-earnings level of $48.30, but that still puts shares at 6.6x forward EPS exc. cash. The dividend yield is now at 2.4%. (yesterday) [View news story]
A little more on Apple: FQ1 iPhone revenue +28% Y/Y to $30.7B (56% of sales), healthy ASP of $641 (was $636 in FQ4). iPad revenue +22% to $10.7B, ASP falls to $467 from $536 thanks to iPad Mini. Macs -16% to $5.5B, ASP rises to $1,359. iPods -15% to $2.1B, iTunes/software/services +22% to $3.7B, accessories +25% to $1.8B. Opex +14% Y/Y to $3.85B (7% of revenue) R&D spending +33% to $1.01B. Free cash flow of $21.1B vs. net income of $13.1B. [View news story]
Deutsche Bank downgrades Ford (F) to Hold on a valuation call after shares ran up past $14. The firm thinks Ford could see a tough pricing environment in certain segments and expectations could slip. F -1.3% premarket. [View news story]