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Compiling comments that experts make about stocks while on public TV.

Ford Motor Stock Symbol: F-N

Last Price Recorded: $10.6400 on 2017-08-17

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Date Signal Expert Opinion Price
2017-08-17 COMMENT Gordon Reid

A tough space, simply because auto peak sales have shown themselves in North America. There is some resurgence in auto sales in Europe and emerging markets. Although this company is doing well on a unit basis, it isn’t doing all that well on profitability. The good news is that they are coming out with a refreshed F150, their backbone, which will be good for them.


Price:
$10.640
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2017-07-25 WATCH Norman Levine

He owns no auto stocks, but is warming up to them.  North American production is plateauing and possibly weakening.  However, it is at such a high rate that it is profitable for them.  In Europe economies are coming back and auto sales are picking up.  GM-N pulled out of Europe.


Price:
$11.270
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-07-24 DON'T BUY Matt Kacur

He likes a lot of the auto companies.  F-N, however has too low a return on capital.  They have so much debt be would have to pass on it.  He prefers the parts companies, as they have better return on capital.  He likes GE-N better than F-N.


Price:
$11.290
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-21 COMMENT Ross Healy

A conundrum. Cheap on a PE basis, Price to Book, and even on a quality to balance sheet basis. However, what is the outlook for auto sales? He hears it is fairly bleak. Car lots are rapidly filling up with inventory, including used cars. This is different than General Motors (GM-N) which is going gangbusters in China. If you own these, you might have to wait for another auto cycle.


Price:
$11.530
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-07 DON'T BUY Cameron Hurst

He doesn’t like autos. This has been a very tough position to hang onto. It has a pattern of lower highs and lower lows, and that is not what you want to buy. At some point, this could be a value pick with a very long-term horizon, but that is not what he does.


Price:
$11.260
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2017-05-19 COMMENT John Petrides

If you’ve been a shareholder of this company, it is probably the most frustrating stock in your portfolio. Ridiculously cheap from a valuation standpoint. They pay out a huge dividend. Their balance sheet, excluding Ford Financial, is very, very healthy. Has more cash than debt. They are committing capital for electric cars in 2020 and 2021. Doing everything the Trump administration would want. Car sales in the US are now sub 17 million on an annualized basis. Investors are fearful that the car market is rolling over and that the segment is slowing down. At current prices, this looks really attractive.


Price:
$10.870
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-05-18 DON'T BUY David Cockfield

Just announced that they are reducing employees, probably more of the white-collar staff. He is a little concerned about the auto industry in general. It is a very competitive business. Gasoline prices have been cheap, which has helped. He thinks the industry is at the top of its cycle right now, and from here on things are not quite as happy as they had been in the past. He would stay away from the auto industry.


Price:
$10.790
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2017-05-16 COMMENT Lorne Steinberg

Yielding 5.5%. The auto industry almost went bust and had their dividend eliminated a decade or so ago. This sector has never been a great place to invest. It is highly cyclical and very capital intensive. Also, consumers are shifting behaviours with ride sharing, which is having an impact on long-term auto sales. There are better places to go.


Price:
$10.940
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Unknown
2017-05-10 COMMENT John Burke

Over the long run, this has not been very good to investors. Highly indebted. It costs a lot to build cars, and it’s deeply cyclical. He doesn’t like deeply cyclical stocks.


Price:
$11.040
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2017-05-09 COMMENT Jennifer Radman

It seems like there are a lot of concerns by investors that we are getting into the late innings of this market cycle. If there is a recession around the corner, what does that mean for highly cyclical companies? We are getting very low valuations on the Sell side. These companies have all dramatically reduced their costs, so that they are breaking even. We are currently at 17 million vehicles, and their breakeven is 11 million, whereas, historically it was a lot higher. Investors will find that earnings will hold up a lot better than what is expected, so that is an opportunity. The question is, do you want to own a cyclical going through a downturn?


Price:
$11.160
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-05-02 COMMENT Gordon Reid

If needed as a yield play, should there be concern on choppiness? You have to think of these as a total return type process. You are employing your capital to gain a return, and part of that return is your dividend. However, another part is the protection of your capital, and hopefully the growth of your capital. There is no question that the North American auto market is mature, and about 17.5 million units is about it. There is some opportunity in Europe, which is a slightly bigger market than North America, and Asia is even bigger than Europe. The total market is around 65-68 million units, so thinks they will continue to do well, but on a capital basis he doesn’t think there is a lot of hope for a rise in the stock price.


Price:
$10.920
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2017-04-06 DON'T BUY Stan Wong

When you look at automotive manufacturers, you want to look at auto sales. We have had some shaky numbers, and shaky information on auto sales in the US and globally going forward. The chart shows this has been really meandering sideways, for at least the last 12 months. The 200-day moving average has been flat. Share price is below the 200-day moving average. Technically, this is not something he would want to buy.


Price:
$11.270
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-03-23 BUY Norman Levine

His company owns no autos.  First Quarter earnings will be less than expected because fleet sales are down.  But the stock was only down 10 cents.  North American production has probably peaked.  He thinks it will stay there longer than people think.  F-N has a big presence in Europe where auto sales are starting to do better.  F-N will be a beneficiary long term.  Cars are made better than they used to be and they last longer.


Price:
$11.670
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-01 COMMENT John Burke

He is always amazed at how many people like to buy auto stocks. Over the long run, they haven’t made any money. This is the only auto company that didn’t have to get bailed out. There are over 30 automobile manufacturers globally. 30 different choices are too many to make any money in.


Price:
$12.690
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2017-01-30 HOLD Erin Gibbs

It is a tough environment for the autos now that Trump has taken an interest in them.  She still likes them and feels they will remain profitable.  She thinks EPA restrictions will ease for them.


Price:
$12.370
Subject:
US EQUITIES
Bias:
BULLISH on US MARKET
Owned:
Yes
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