Ford stock is almost at pre virus levels. Seems like investors have faith in the company
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IDK how Ford digs itself out of the pile of debt.
The Mach E does nothing for me, I see a Taurus. The Mustang SUV, another Taurus.
The F150 is playing catch up to the RAM. Nearly every new/improved interior feature is a copy from RAM.
The Bronco had it been released seven years ago would of done well, but now most of the market is already loyal to the brands in that space. I.e. Jeep.
The sad thing is that there were innovative engineers at Ford trying to take Ford further , but their voices were drowned out by layers of management all trying to figure out how to claim credit for ideas and avoid blame for anything that might go wrong. So we end up just playing the “me too” game when we could of dominated the market.
Others have said this and my voice will have no impact to Ford - yet the problem at Ford is the management, a thorough house cleaning and restart is required for Ford to survive and thrive.
The best part is those workers now work from home and can now freely relax at home instead of at work. Ford is not going to be able to keep all these useless workers unless people out of no where start respecting the brand (they won't). Almost everyone new there that I talk to doesn't believe me about how bad things are but after they work there they end up leaving or getting terrible morale.
It's game over if there is even a moderate hiccup in the F150 launch. That's the foundation of the company and GM and FCA will swoop in if we can't deliver to our truck customers.
jte My best friends father made $6ml shorting Ford Stock and that was back in 2017. His friend from LA made $20ml the same year. Yes the stock is going up now! But that is not because of Jim or Billy but because the plants are up and running. Ford has two major launches this year F150 & Bronco. The Bronco I think is the key one for this reason. The Bronco is the first all new truck into a new segment since the escape in 2000. F150 is a replacement product, but they cannot afford to screw up the golden egg too.
I bought GM a month ago, now up 38%. I fairly confident my investment will come close to doubling by the end of the year.
Wall street favors GM over Ford. The bankruptcy left GM in a much better position financially then Ford and it continues to show.
Stock is up due to the riots - how many Police Explorers got destroyed over the past 7 days. Going to be record numbers for production to replace across the U.S.
@jte wow that is sharp as a tack observation. You must be a Company employee, myself and my colleagues have come up with a similar list over the last two years. Now if at the next huddle they would talk to these points as our true reality, and I would have a lot more confidence in any recovery. Instead everyone just plays the fiddle as Dearborn fades away.
Hmmm Stock manipulation? Short term players covering shorts?
Ex-investor here
A compelling case for an investor does not exist
- Return on capital has declined 47%
- Too much debt
- Rating agencies rate Ford as junk and speculative
- Bloated and ineffectual management
- Bloated and under-skilled staff
- CEO and heir apparent are not respected or liked by the employees.
- Corporate strategy and direction does not have buy in from employees.
- Company is flailing and doesn’t understand what customers want — Axe the Ranger, Bring the Ranger back Axe the Fusion and Taurus — send the customers to the competitors. Etc.
- Products are too expensive and poor quality
- Company botches product releases. Explorer, enough said
- Company doesn’t listen to its engineers and ends up with horrific warrantee costs. Focus, enough said.
- Company continues to pour money into AV , EV, data analytics, mobility projects and smart city projects most of which will never have a positive ROI. EV may have ROI in 7 years.
And lastly the company has given up on market segment after market segment. The competitors are now poised to take market leadership of the truck, van and suv markets.
Even with their backs against the wall, the Ford leadership and employees continue of with business as usual. No compelling strategy. The Hackett trust me I am brilliant and will show you my brilliant plan any day now has gone on for years with no positive result.
Its only because the plants are up and running again. Management hasn't changed
Yes, I love a good $6.57 stock that'll max out at $7.
Investor here, fed up with this stock, which is worth less than half of what I paid in 2017, and there is no longer a dividend. Ford has WAY too many salary workers with WAY too much time on their hands.