Every report and article is nothing but good news for Ford. You can look into it all you want and the only negative is Europe which is being dealt with and the loss will be negated by huge profits in North America and Asia. Retirement programs are not a problem they paid far more into them this year than was necessary and still after taxes were paid had a 8 billion dollar profit. Even with the 1.5 billion dollar loss in Europe. So just hang on for we are going to take a ride higher sooner or later, cause their profits are going to increase from here, and by the end of the year they may increase the dividend again, one just never knows.
I agree but as wall street see it there 2 things 1, europe they say were n a globle econ. and look at the world as a engine,they want it to run on all cyclinders "does anyone know when that happend !"
2 , with good reason here, its the E in P & E, companies are doing well but wall street wants higher earnings
this stock and so the market will not have much of a correction because the S & P is only trading at 13 to
14 X the p & e
As Lovelincolns has
stated, "Europe is
their only stumbling
block". Europe will
be resolved, and
profitability will return.
When that happens,
the stock will most
likelt appreciate in
reat measure. With
Ford, patience is
still the name of
What your seeing is an attempt by the Politicians to inflate our economy just to bail their #$%$ out. This is turn will allow pension funds to become a lesser burden on Companies. Ford is in a sweet spot here,increase stock price will whack a huge chunk out of pension liabilities If memory is right,most of Fords pension program in stock heavy as well as FOMOCO bonds. This baby should be trading in the low to med 20's. CME has this issue strangled at this time.
Sentiment: Strong Buy
Some analysts are even speculating that the Ford dividend could increase by 3 to 4 times what it is now...thats why at this price institutions should be gobling up these shares for their clients!!
Sentiment: Strong Buy
I read an article either by Motley Fool or Seeking Alpha that stated Ford could increase its dividend 2-3 times over the next few years. They went over all aspects of Ford's fundamentals and potential earnings with an extremely positive take on them. Again Europe is their only stumbling block but it was noted, as it is in most articles, that Ford is addressing Europe in a very positive way, more so than the other auto manufacturers.
I have not seen anything from analysts with that speculation. It is however possible a couple years down the road as underfunded pension becomes fully funded and global recovery continues. That is minimum 2-3 years out.