Ford Motor | StockChase
377
Ford Motor (F-N)

Last Price Recorded: $12.5800 on 2017-12-15

ON STOCKCHASE SINCE Nov 2000

Automotive
377
Ford Motor (F-N)

Last Price Recorded: $12.5800 on 2017-12-15

ON STOCKCHASE SINCE Nov 2000

Automotive

Ford Motor


Signal Opinion Expert
DON'T BUY
Ford Motor(F-N) 

November 27, 2017

His preference is for auto parts companies rather than auto manufacturers.  The large auto manufacturing company growth rates are rather flat but auto parts companies sell more and more parts into cars each year.  LNR-T has been his preferred player in this space and he also has some MG-T.

Automotive

His preference is for auto parts companies rather than auto manufacturers.  The large auto manufacturing company growth rates are rather flat but auto parts companies sell more and more parts into cars each year.  LNR-T has been his preferred player in this space and he also has some MG-T.

Automotive
Teal Linde

Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report...

PricePrice
$12.110
Owned Owned
No

COMMENT
Ford Motor(F-N) 

November 21, 2017

This has rallied from about $10 to a little over $12. It’s had a good bounce. The group has been coming back into favour, however it’s probably not the strongest in the group. If he had to pick one automobile stock, it would probably be GM. They both could face some structural problems if this EV thing continues to come, as it looks like it is going to.

Automotive

This has rallied from about $10 to a little over $12. It’s had a good bounce. The group has been coming back into favour, however it’s probably not the strongest in the group. If he had to pick one automobile stock, it would probably be GM. They both could face some structural problems if this EV thing continues to come, as it looks like it is going to.

Automotive
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$12.120
Owned Owned
Unknown

COMMENT
Ford Motor(F-N) 

September 8, 2017

The auto sector has a very, very strong seasonality in the spring time. That is when the big car buying season occurs. This year it wasn’t so much. Technicals are not looking very good. The stock is in a distinct downward trend. It recently broke below a new support level. Wait until spring of next year.

Automotive

The auto sector has a very, very strong seasonality in the spring time. That is when the big car buying season occurs. This year it wasn’t so much. Technicals are not looking very good. The stock is in a distinct downward trend. It recently broke below a new support level. Wait until spring of next year.

Automotive
Don Vialoux

Research Analyst, TimingTheMarket.CA &...

PricePrice
$11.360
Owned Owned
Unknown

COMMENT
Ford Motor(F-N) 

August 29, 2017

Trading at 6X earnings. However, it may be the peak so earnings may come down. Both this and General Motors (GM-N) are looking to invest outside the traditional internal combustion engine. Looking at electric vehicles and looking to compete with Uber and Lift. They are doing all the right things. Unless car sales drop to something like 10 million a year, he thinks you are okay holding these. You are not going to get a lot of growth, but it is something like holding a bond-like issue with an excellent dividend. He sees more dividend increases from both companies. 5.6% dividend yield. He prefers General Motors.

Automotive

Trading at 6X earnings. However, it may be the peak so earnings may come down. Both this and General Motors (GM-N) are looking to invest outside the traditional internal combustion engine. Looking at electric vehicles and looking to compete with Uber and Lift. They are doing all the right things. Unless car sales drop to something like 10 million a year, he thinks you are okay holding these. You are not going to get a lot of growth, but it is something like holding a bond-like issue with an excellent dividend. He sees more dividend increases from both companies. 5.6% dividend yield. He prefers General Motors.

Automotive
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$10.840
Owned Owned
Unknown

DON'T BUY
Ford Motor(F-N) 

August 24, 2017

He does not own any of the actual manufacturers.  This one has been a bit of a laggard.

Automotive

He does not own any of the actual manufacturers.  This one has been a bit of a laggard.

Automotive
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$10.710
Owned Owned
No

COMMENT
Ford Motor(F-N) 

August 17, 2017

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.

Automotive

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.

Automotive
Gordon Reid

President, GoodReid Investment ...

PricePrice
$10.640
Owned Owned
Unknown

WATCH
Ford Motor(F-N) 

July 25, 2017

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.

Automotive

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.

Automotive
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$11.270
Owned Owned
No

DON'T BUY
Ford Motor(F-N) 

July 24, 2017

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.

Automotive

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.

Automotive
Matt Kacur

President, FSA Financial Scienc...

PricePrice
$11.290
Owned Owned
Unknown

COMMENT
Ford Motor(F-N) 

July 21, 2017

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.

Automotive

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.

Automotive
Ross Healy

Chairman, Strategic Analysis C...

PricePrice
$11.530
Owned Owned
Unknown

DON'T BUY
Ford Motor(F-N) 

July 7, 2017

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.

Automotive

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.

Automotive
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$11.260
Owned Owned
No

COMMENT
Ford Motor(F-N) 

May 19, 2017

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.

Automotive

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.

Automotive
John Petrides

Managing Dir. & Portfolio Manager, Point View Wealth Ma...

PricePrice
$10.870
Owned Owned
Yes

DON'T BUY
Ford Motor(F-N) 

May 18, 2017

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.

Automotive

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.

Automotive
David Cockfield

Managing Director, Northland Wealth Man...

PricePrice
$10.790
Owned Owned
No

COMMENT
Ford Motor(F-N) 

May 16, 2017

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.

Automotive

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.

Automotive
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Weal...

PricePrice
$10.940
Owned Owned
Unknown

COMMENT
Ford Motor(F-N) 

May 10, 2017

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.

Automotive

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.

Automotive
John Burke

CEO & CIO, Burke Financial Stra...

PricePrice
$11.040
Owned Owned
No

COMMENT
Ford Motor(F-N) 

May 9, 2017

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?

Automotive

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?

Automotive
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment ...

PricePrice
$11.160
Owned Owned
Unknown

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