unions will not get more money or not much. two tiered wage schedule is here to stay. they want more US assurances of new jobs to be in US versus overseas. they will get some of that. They will also get as Alan says profitable growth for all. They just received 5000 dollar checks. nothing like alan's pay but it is the starting point.
higher input costs of 2 billion dollars this year is being addressed by slight increase in car prices and better efficiencies will cover all 2 billion of increased cost.
Europe slow, but Russia to come on stream, India and China are not going to go away, nor will those in Japan needing new cars after the tsunami.
Also, they are paying down debt, about to get investment grade ratings, then allowed to give dividends,etc, and will take market share back from toyota for the rest of the year. 7.7% profit margins. Noone comes close.
Greatest/cheapest American bellweather on any stock exchange.
Wary of negatives but positives are being ignored by all. Huge money to be made.
I'm long, but I just wanted to point out to many of our young enthusiasts, that people making decisions to invest large sums of other people's money have a lot of complex items to consider before doing so. A little clarity on many of these items will help push Ford up in the second half of the year...or, will keep us largely planted here.