Seeking Alpha


Send Message
View as an RSS Feed
View R K's Comments BY TICKER:
Latest  |  Highest rated
  • Will Europe And South America Hinder Ford's Growth? [View article]
    You are right on cbroncos. Can anyone tell me if we take out Russia is F profitable in Europe?
    Apr 14, 2015. 11:24 AM | 1 Like Like |Link to Comment
  • Brighter Days Ahead For Ford's F-150 [View article]
    I hope you are right, but too early to tell. Not sure why you think it costs $3000 to manufacture, certainly they have not raised sticker by this amount. As 150 goes, so goes F. If successful low $20's this year, if not !!!!!!!!!!. My retirement is all in F , I know , silly , but !!!!!!!!
    Apr 13, 2015. 07:21 PM | 2 Likes Like |Link to Comment
  • 2 Litmus Tests Point To Ford Success In China [View article]
    Perhaps I have been deluding myself re the upside of F. As the majority of profits center on the new F 150 wouldn't management be vocal on the successes if indeed there are successes. Yes, I know it's early in the game and yes I know K.C. is just coming on stream , but there is some history , I guess management will address the issue in the upcoming quarterly announcement later this month. Lincoln in China , not a big impact , additional Russian investment almost like hitting 16 when the dealer has a six showing, oh well , I think we will know direction by July meeting , 7 come 11
    Apr 13, 2015. 02:54 PM | Likes Like |Link to Comment
  • Ford: Still Positive Even After A March Decline In The U.S. [View article]
    Pikefitter you are right , if F is not giving us a straight picture of new 150 sales I could be in major trouble as I have taken a large position in F at $16. Anyone have any additional insights on new 150 sales ?
    Apr 3, 2015. 01:36 PM | Likes Like |Link to Comment
  • Ford: Earn 3.8% While You Wait For A Coming Move Over $20 [View article]
    Hope you are right , almost $22 by 4th quarter 2015. Everything is dependent on new F 150 doing well and no production problems. One worry , new union contract later this year.
    Mar 30, 2015. 08:39 AM | 2 Likes Like |Link to Comment
  • Is Ford An Immediate Opportunity? [View article]
    83% debt , surely you are not counting the financing arm?
    Mar 18, 2015. 01:59 PM | 1 Like Like |Link to Comment
  • Automobile sales in China +8.7% YTD [View news story]
    Only one reason F stock can be doing so poorly , production problems with new 150!
    Mar 10, 2015. 10:02 AM | 1 Like Like |Link to Comment
  • Automobile sales in China +8.7% YTD [View news story]
    Ford great month in China up 15% , G.M. down , yet F is down this morning , Russia built into price some time ago.
    Mar 10, 2015. 09:48 AM | Likes Like |Link to Comment
  • The Lincoln Revival: Will Ford's Luxury Brand Ever Be A Major Contributor? [View article]
    The new Lincoln is ho-hum. I feel unless F steps out with something more inspiring Lincoln sales will stay ho-hum.
    Mar 6, 2015. 10:29 AM | Likes Like |Link to Comment
  • High Demand For Ford's New F-150 Makes The Company A Buy At Current Prices [View article]
    Last hour of trading , time for F to go down. Don't understand why ?
    Mar 5, 2015. 03:04 PM | 1 Like Like |Link to Comment
  • Even With Poor February Results, Ford Is Still Bullish [View article]
    Tdot , You are very good, but I think you are missing something quite important. F 150 "retail" sales were up 7% in Feb. as F elected to pass on less profitable fleet sales. Transaction prices increased by $2,000. It appears the new truck will do very well. If K.C. comes on line as expected F should do very well. Russia is a drag on all auto companies but rest of Europe appears ok. China with new plant should perform very well. F , $20 by summer.
    Mar 5, 2015. 07:59 AM | 1 Like Like |Link to Comment
  • Ford -3.8% after Feb. U.S. sales miss [View news story]
    The F 150 accounts for at least 70% of F's profits. Sales are up and K.C. is not even on line. Why can't investors look out 3 to 6 months, with Tesla they look out 3 to 5 years.
    Mar 3, 2015. 10:23 AM | 2 Likes Like |Link to Comment
  • Our Ford Bull Case Gets Stronger, Again [View article]
    New F 150 only 50% available , by far Ford's "bread and butter". By April Clayton should be up and running. I guess in Ford's case the market can't look two months out , but in Tesla's case it can look 5 to 10 years out. A little silly!!!!!
    Feb 24, 2015. 11:09 AM | 9 Likes Like |Link to Comment
  • Ford January European car registrations: +5.4% [View news story]
    F up 5.4% in Europe , not bad . F 150 still not at full production . Mustang on fire . Someday investors will see F is a very solid stock , should be 18 - 20
    Feb 17, 2015. 02:48 PM | 1 Like Like |Link to Comment
  • Ford: I Told You So [View article]
    The key is when will Clayton come on stream. Should be very soon (does anyone know the actual date?).
    Feb 5, 2015. 08:14 AM | 2 Likes Like |Link to Comment