Ford Motor

F-N

NYSE:F

9.16
0.01 (0.11%)
The Ford Motor Company is an American multinational automaker headquartered in Dearborn, Michigan, a suburb of Detroit. It was founded by Henry Ford and incorporated on June 16, 1903.
More at Wikipedia

Analysis and Opinions about F-N

Signal
Opinion
Expert
BUY
BUY
January 17, 2020
He owns this. You really own this for the dividend -- yield 6.5% and 80% payout. It is trading at 7 times earnings and 4 times cash flow. The challenge is typical for all traditional auto makers, lower sales and increased competition, but the metrics are compelling to own it.
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Ford Motor (F-N)
January 17, 2020
He owns this. You really own this for the dividend -- yield 6.5% and 80% payout. It is trading at 7 times earnings and 4 times cash flow. The challenge is typical for all traditional auto makers, lower sales and increased competition, but the metrics are compelling to own it.
DON'T BUY
DON'T BUY
November 26, 2019
Transition from combustion to electrical vehicles is a growing trend. The auto cycle has seen a recovery but it’s petered out. Lots of uncertainty around how companies will participate. A large portion of the business is still traditional automobiles.
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Ford Motor (F-N)
November 26, 2019
Transition from combustion to electrical vehicles is a growing trend. The auto cycle has seen a recovery but it’s petered out. Lots of uncertainty around how companies will participate. A large portion of the business is still traditional automobiles.
HOLD
HOLD
November 11, 2019
It has come off a lot because they did a large expansion at the beginning of the decade. They were banking on an increase in sales. They have a larger cost base and sales are coming off. Typically downturns in the auto sector are four years long and we are in year three. Ford would have the biggest ability to increase when the sector picks up.
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Ford Motor (F-N)
November 11, 2019
It has come off a lot because they did a large expansion at the beginning of the decade. They were banking on an increase in sales. They have a larger cost base and sales are coming off. Typically downturns in the auto sector are four years long and we are in year three. Ford would have the biggest ability to increase when the sector picks up.
DON'T BUY
DON'T BUY
October 24, 2019
Extremely cyclical. In late part of the cycle, don't overweight stocks like this. Sideways last 12 months. Technically, not keen on the company. The chart tells the story. Dividend is safe.
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Ford Motor (F-N)
October 24, 2019
Extremely cyclical. In late part of the cycle, don't overweight stocks like this. Sideways last 12 months. Technically, not keen on the company. The chart tells the story. Dividend is safe.
DON'T BUY
DON'T BUY
August 15, 2019
It is a value play at 7x earnings, great dividend. No debt, great balance sheet. Problem is auto industry is going through change. So people don't know what the catalyst is going forward. Increased competition with e-cars. They've been hazy about how they're going to reach targets. Dividend close to 7%.
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Ford Motor (F-N)
August 15, 2019
It is a value play at 7x earnings, great dividend. No debt, great balance sheet. Problem is auto industry is going through change. So people don't know what the catalyst is going forward. Increased competition with e-cars. They've been hazy about how they're going to reach targets. Dividend close to 7%.
COMMENT
COMMENT
August 14, 2019

He owns this personally, but does not recommend it for his investors because of the debt levels it holds. He likes how they are refreshing the product offerings and the JV with Volkswagen. Probably not the best time to be in auto stocks.

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Ford Motor (F-N)
August 14, 2019

He owns this personally, but does not recommend it for his investors because of the debt levels it holds. He likes how they are refreshing the product offerings and the JV with Volkswagen. Probably not the best time to be in auto stocks.

COMMENT
COMMENT
July 30, 2019

China, the US and Europe are Ford's biggest markets. Europe is slowing and the experiment in China has been a disaster. In North America, they are moving out of cars to focus only on trucks. The auto space will recover, but he would play it via Linamar (auto parts) instead.

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Ford Motor (F-N)
July 30, 2019

China, the US and Europe are Ford's biggest markets. Europe is slowing and the experiment in China has been a disaster. In North America, they are moving out of cars to focus only on trucks. The auto space will recover, but he would play it via Linamar (auto parts) instead.

DON'T BUY
DON'T BUY
July 4, 2019
Doesn't own any automakers. Chart a series of lower lows, and lower highs. Seems cheap, but long-term growth rate is negative. Dividend is uncertain. Very cyclical, and we're very late in the cycle.
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Ford Motor (F-N)
July 4, 2019
Doesn't own any automakers. Chart a series of lower lows, and lower highs. Seems cheap, but long-term growth rate is negative. Dividend is uncertain. Very cyclical, and we're very late in the cycle.
DON'T BUY
DON'T BUY
June 26, 2019

The car-buying cycle is uncertain due to Uber, scooters and millennials not buying cars because they live downtown, not to mention e-cars. Ford has never been a great long-term performer, and the future of cars looks cloudy.

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Ford Motor (F-N)
June 26, 2019

The car-buying cycle is uncertain due to Uber, scooters and millennials not buying cars because they live downtown, not to mention e-cars. Ford has never been a great long-term performer, and the future of cars looks cloudy.

DON'T BUY
DON'T BUY
April 22, 2019
Ford is in a transition from a market dominated by cars to own dominated by SUVs and pick-ups, and from gas vehicles to electric. Highly disruptive to Ford in a late cycle. This is now a fast-growing market. Ford can only shuffle its existing assets. Not a good situation for Ford.
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Ford Motor (F-N)
April 22, 2019
Ford is in a transition from a market dominated by cars to own dominated by SUVs and pick-ups, and from gas vehicles to electric. Highly disruptive to Ford in a late cycle. This is now a fast-growing market. Ford can only shuffle its existing assets. Not a good situation for Ford.
HOLD
HOLD
April 17, 2019
He does not own any auto holdings. F-N appears to be bottoming in price, flying in the face of weak economic fundamentals. He hopes it will hold value and thinks they have interesting models coming out. He is not recommending it as a buy.
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Ford Motor (F-N)
April 17, 2019
He does not own any auto holdings. F-N appears to be bottoming in price, flying in the face of weak economic fundamentals. He hopes it will hold value and thinks they have interesting models coming out. He is not recommending it as a buy.
HOLD
HOLD
April 8, 2019
They announced they are getting out of cars in North America to focus on pickups and SUVs. In rural areas gasoline driven vehicles will be around for a long, long time. A pickup truck is a must if you are in the trades.
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Ford Motor (F-N)
April 8, 2019
They announced they are getting out of cars in North America to focus on pickups and SUVs. In rural areas gasoline driven vehicles will be around for a long, long time. A pickup truck is a must if you are in the trades.
DON'T BUY
DON'T BUY
January 16, 2019
Not a good time to buy this. Ford is a bellwhether of the North American economy. Dividend is not safe. It's a challenging time in a challenged space.
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Ford Motor (F-N)
January 16, 2019
Not a good time to buy this. Ford is a bellwhether of the North American economy. Dividend is not safe. It's a challenging time in a challenged space.
DON'T BUY
DON'T BUY
December 31, 2018
The warning flags are out for the auto sector in general. He would prefer GM-N because they are better positioned for electric vehicles. It is better valuation-wise. The risk in the auto sector is like the housing in the last downturn.
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Ford Motor (F-N)
December 31, 2018
The warning flags are out for the auto sector in general. He would prefer GM-N because they are better positioned for electric vehicles. It is better valuation-wise. The risk in the auto sector is like the housing in the last downturn.
HOLD
HOLD
October 4, 2018

Don't buy Tesla instead. We're late in the auto cycle, but Ford's valuation is cheap. Ford will get into e-cars. Don't bail on this.

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Ford Motor (F-N)
October 4, 2018

Don't buy Tesla instead. We're late in the auto cycle, but Ford's valuation is cheap. Ford will get into e-cars. Don't bail on this.

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