Fuzzy Numbers Matter

Sep. 02, 2017 1:42 PM ETFord Motor Company (F)
DKnightSr profile picture
DKnightSr's Blog
Please Note: Blog posts are not selected, edited or screened by Seeking Alpha editors.

Contributor Since 2016


  • Did some data look ups today, and indications are for F DOWN
  • Original assumption was a "pop" in vehicle sales
  • Long term outlook negatively impacted

One of the profit centers of Ford is there financing arm.  Estimates are that 300,000 to 500,000 vehicles were destroyed.  With (F)'s market share 0f around 18%(and I believe it's higher in Texas) that means 54,000 Fords.  (Conservative, possible 90,000).  While this will mean a short term pop in vehicle sales, the credit scores behind them will be diminished to one degree or another.

Continuing to exit (F).

Disclosure: I am/we are long F.

Additional disclosure: Currently unwinding all positions in Ford

Recommended For You


To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.