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  • 2 Peculiar Questions For Ford Longs About June's U.S. Auto Numbers  [View article]
    It's all about the F-150 and nothing else. Once they are cranking out 65 to 70K of these a month from their two dedicated plants, this stock will rip above 18 and then, breaking a three year triple top in the high 18's will break out into the 19 10 20 range. Those long dated Jan 17 calls actually might be worth a look. They obviously underestimated how long it would take to get the pipe filled with the new truck but demand is red hot and once supply catches up, these 15 levels will start to look like a bad dream. (BTW if you're going to post on here, you have should at least a basic financial knowledge of how stocks trade in general and Letter 'F' in particular. Some of these posts are more amateurish than the stuff we used to see on the Motley Fool back in the 90s's... and I've been a professional money manager for almost three decades.)
    Jul 2, 2015. 07:26 PM | 4 Likes Like |Link to Comment
  • Time To Consider Ford Is Now: Real Gains On The Way  [View article]
    This is a trading stock, pure and simple. I made a killing trading it between 14 and 18 from early 2013 to late last year when it kind of fell out of bed. Look for it to break back above the mid-16s and you could probably trade it up to the high 17s without much trouble. However, the article is right... the stock is linked to the F-150 in North America and as they slam the pipeline with the new 2015 model in the back half of this year (2015) you should see the stock retest four year resistance levels in the high 18's. When it breaks 19 decisively, you'll see a flood of new hedge fund $$$ come into the stock and that could easily happen before Christmas. In the meantime, just trade the sh*t out of it and take the dividends. Good luck.
    Jun 18, 2015. 02:25 PM | 4 Likes Like |Link to Comment
  • Investors Will Ultimately Understand How Ridiculous Ford Motor's Valuation Is  [View article]
    This valuation is a joke, with the SPX trading at almost 16X and F trading at half that for next year (with upside earnings surprises almost a given starting in the Christmas quarter). Look for F to pop big on Job One for the new F-150 and to continue higher into Q4 and Q1 15.. You should easily be looking at 20 by the end of this calender year on this one (not to mention the fact that the vol in this name makes it a traders dream... just check out the chart and the MAs).

    Good luck
    Sep 17, 2014. 11:08 AM | Likes Like |Link to Comment
  • Don't Be Foolish On Ford  [View article]
    This article is one hundred percent correct... there is no reason for this move except on 'concerns' over the F-150 launch, which is no concern at all. This truck will be a major success and a huge catalyst for F going forward, not to mention the biggest wave of new product intros in this companies history (Edge, Mustang etc etc) which should all kill in the marketplace in '15. Check the money flows on this stock from last week (particularly Wed through Fri after the August SAAR was released) and I guarantee all these 'objective' analysts and their buddies were going short in a big way. It's a rigged game and this is a classic bear raid on no substantive news... fade this move and do it big, if you can. You'll make a bundle. Later.
    Sep 8, 2014. 01:47 PM | 4 Likes Like |Link to Comment
  • Ford's Bright Future Beyond The Earnings Beat  [View article]
    All of this stuff is TMI. The only thing F longs need to remember is two things: China and the new F-150. Those will propel this stock big time over the next 12 to 18 months (and in the meantime, you can make a fortune trading this thing.)

    good luck to all traders out there
    Jul 29, 2014. 12:37 PM | Likes Like |Link to Comment
  • More on Ford's U.S. sales  [View news story]
    You don't know much about the global automobile business apparently. F is now much more of a secular play rather than the cyclical nature of the company a few years ago. It's way more about Asia (specifically China) rather than North America and about the new F-150, which is the best selling vehicle on the planet. This stock trades at just 10X forward earnings and is a screaming buy anywhere below 18.
    Apr 1, 2014. 10:48 AM | 3 Likes Like |Link to Comment
  • Ford Fusion output to increase  [View news story]
    It will be the top selling mid-sized sedan in North America by the end of the year... write it down, you heard it here first.
    Aug 26, 2013. 10:13 AM | 1 Like Like |Link to Comment
  • Ford Is Driving To $40, Who's Calling Shotgun?  [View article]
    Don't listen to the nattering nabob no-nothings... stay long F, as long as you possibly can. It's going up.
    Jul 22, 2013. 06:14 PM | 1 Like Like |Link to Comment
  • Why Ford Is Still A Solid Buy For Long-Term Investors  [View article]
    Nice article with the pros and cons... One thing you forgot to mention is the management team at F, which is far and away the best in the segment. Too bad Mullaley will be retired/termed out at the end of 2014 because he has almost singlehandedly resurrected this company. Look for this stock to hit 20 well before year end and it could go much higher over the next 12 to 18 months, with Euro bleeding slowing/stopping and accelerating sales in North America and (maybe more importantly) in Asia. But good article and solid bullet points.
    Jul 22, 2013. 03:10 PM | 1 Like Like |Link to Comment
  • Ford Earnings Preview: Strong North America, Weak Europe - Whither Margins ?  [View article]
    F's market share in California has risen just over 2 percent in the last 12 months based on sales of new Escape and Fusion models, plus big F-150 sales inland and to tradesmen/contractors. Ten percent of the US car market is the state of California not to mention the huge psychological effect this state has on the rest of the countries buying tastes. I used to be a Series 7 and now run private money so I can read a balance sheet and an income statement and the quality of F's earnings is improving every quarter. As mentioned, the only thing holding them back is Europe (which, if you look at the latest sales figures from England and Germany, could be improving) and the big thing is China, where they are starting to really move from a tiny base. You also completely fail to address their management which is far and away (other than maybe VW) the best in this segment. I was long this stock in the 90's and made a killing and am doing so again... but this run is far from over. (BTW, next year they will be introducing not only a new F-150 but a new Mustang... hmmm.)
    Jul 22, 2013. 12:03 PM | Likes Like |Link to Comment
  • Ford Earnings Preview: Strong North America, Weak Europe - Whither Margins ?  [View article]
    This article just rehashes a bunch of stuff we already know. Here's what you didn't say. This recovery is all about management (the best in the segment, by far), product cadence (they're smoking everyone else here... I live in California, see if every day) and Europe, where the bleeding will stop. When they stop losing money in Europe, this stock goes to 25 in about two seconds. Also, if Ford had the same market cap as Toyota, it would be a forty five dollar stock. Get out of the Ivory Tower and see what real Americans are doing with their car purchase decisions.
    Jul 21, 2013. 02:36 PM | Likes Like |Link to Comment
  • Nokia: Don't Fall For The Bear Trap, Keep Buying  [View article]
    This stock may be finished if they don't get taken out... their products are decent but have no resonance in the North American market (which is too bad) and their balance sheet does not look good. Look for MSFT to take them out at around 5 before the end of the year.
    Jul 18, 2013. 04:17 PM | 1 Like Like |Link to Comment
  • General Motors (GM) is up and Ford (F) down at Goldman Sachs, which raises GM to Conviction Buy from Buy with $55 price target. One noted catalyst is the potential of a dividend announcement by year-end. Ford is cut to Buy from Conviction Buy as a nice run in the shares has the team cautious on valuation. The price target is nevertheless upped to $20 from $17. Ford is off 0.7%, GM up 1.1% premarket.  [View news story]
    Who do you think is on the other side of this trade? F is blowing GM away on product cadence, financials and by other metric (not to mention that GM wouldn't even exist if they hadn't raped the American taxpayer.) Also, look for F to rebound in Europe (their only trouble spot around the globe) and to gain some serious traction in Asia over the next 2 to 3 years. This call is a joke... buy F big into any weakness, you'll see 25 within a year.
    Jul 16, 2013. 01:49 PM | 1 Like Like |Link to Comment
  • Ford: Dark Clouds For The Blue Oval  [View article]
    This sector is not even close to peaking in North America and once they amortize costs from European restructuring, this stock will leg up once again.
    Jan 31, 2013. 05:53 AM | 1 Like Like |Link to Comment
  • Ford Motor's CEO Discusses Q4 2012 Results - Earnings Call Transcript  [View article]
    Excellent call, as always from the F executive team. Mulalley is the best CEO in the country, in my humble opinion. Look for F to keep rolling for the next 12 to 24 months, at the very least.
    Jan 31, 2013. 03:24 AM | Likes Like |Link to Comment