Alittle dismayed myself...but with European Sales GROWING, and CHINA on/off but auto sales have shown a certain resilience despite negative econ headlines ....with a backdrop of the PENSION PLAN being nearly funded...well now, this frees up ALOT of cashflow at FORD.
So I take the "special div" as an ENAGEMENT announcement with shareholders verses a marriage if you will, implying a promising future. Further, the CEO did say, "...at least as good as 2015", when referring to the FORD outlook...again, despite the talking head issues on TV ref econ, etc.
As we Boomers start buyng new cars/bucketlist vehicles, I expect we see Mustang/F150/ and the new street-rod Focus hatchback 0-62 MPH in 4.7 seconds make even stronger sales in 2016 not to mention the rebirth of the Bronco...up and coming//// even the GT 400.................
So I'll take the "spec-div" as my engagement DIV while cashflow begins to increase incrementally as the PENSION issue is put to rest, and overall debt begins to diminish!
Or at least that is how I see it playing out. Could be wrong....but hey, I'm not telling anyone to do anything! EXCEPT LIBs..............take a HIKE you losers!
How did I know some brain dead LIB would interpret my line the wrong way!? LMAO! Go smoke another medicinal , get some rest, and wake up tomorrow and do it all over again....oh, make sure you spank your monkey!
Having been in the military, I harbor no mercy for politicians that cost lives. So MAG....E #$%$ to the Nth and then some...
"13 HOURS" comes out in theaters TODAY....BEND OVER HAG HILLARY......your "what does it matter" moment is about to come and TATTOO your rear-end..........as the American People learn what kind of leader YOU HAVE ALREADY SHOWN, that you will be when that phone rings at 0200 hrs............you SELF SERVING "B" !
GE....nice move......but you could have come to RENO NV.no State income taxes...but hey that's okay, TESLA is here and others are following............and....I'm not sure MA is worthy of ANY long term trust regarding taxation.
Meanwhile, major American Battle zones like Oakland have just one Officer per cruiser...........guess those fat pensions and double dippers are hurting the newer/younger officers so much so, that apparently assigning greater risks ( to their OWN) is necessary just to get the job done?
SHORTS and naysayers...........have sat by and watched 2015, the BEST YEAR the auto industry has EVER HAD come to an end. They will continue to sit back and watch the AUTO industry delve into "THE INTERNET OF THINGS" as we watch SMART CARS join SMART PHONES. Not to mention SMART EVERYTHING coming to your neighborhood soon!
With a forecast of a REPEAT (or better) in 2016....knowing oil prices may continue to drop......and BOOMERS continue to RETIRE and buy either their BUCKETLIST CAR or TRUCK........ or their PRACTICAL Econ Car or SUV-Crossover..........I think naysayers should RETHINK where the AUTO industry is headed, taking into account where it has come from since 2008.
When Google, Apple, and other TECHS are focussed on the AUTO INDUSTRY....you can bet radical change is upon us.
Then too, there are the Gen-xers.....Millennials.....etc., etc. NOT TO MENTION the FLEETS of SMART-SELF DRIVING CARS that YOU can ride in, I want to drive myself !!! IMHO.....!
Thank you F for offering up some clarity on both China expectations and mark to market value on Pension NAV if you will.
The average person does not invest, of those who do invest, most usually follow the herds. Reading a quarterly is not even a KNOWN source of info. to most investors and even more, don't bother to read said reports anyways.
Talking heads on TV and hedgie wedgies we see everyday on TV are concerned with THE TRADE and seldom address THE INVESTMENT.
While the investing population is geometrically higher and still climbs , it represents a very small % of our working and retired population! Most Americans WHO WORK....couldn't tell you what PE is or means, or what accrued interest to carry is...............and we are now learning that investors and in some cases Investment Firms have no clue of the ramifications of having an MLP in their IRA/Retirement account which the IRS is tracking at an accelerating pace and will SHOCK, STUN, HURT, alot of unknowing Americans.
Blame the tax code and the overall lack of understanding the average american has about the vary investments they own.
The moral to the story is simple, communicating to the investing public, ESPECIALLY SHAREHOLDERS builds good PR...makes investors smarter, attracts more investment . Folks want to KNOW where ldrshp is taking the Company!
The change of leadership at FORD brought on a period of silence, relying on traditional means like.....10k/10q's.......HOWEVER.....SELLING yourself, your company is a never ending task of importance! Go FORD! Thanks for the change in tact via direct China expectations and shedding light on the pension. Please keep the commo lines open, GOOD or BAD !
I think I will add this week! No promises and what little I would add wouldn't even ripple the pond but hey......I do like to buy low and just can not find justification for the auto industries "over the cliff price drop" especially FORD! All IMHO and NOT a signal for ANYONE else to buy or sell..........it's your money, YOU DECIDE!
Okay thanks Moe, I learned more form you than I heard elsewhere.....makes sense but doesn't cushion the parting of ways between Company performance and Stock performance. I hereby knight FORD as a Newly, self professed, SHOW ME stock!
more than cord cutting. If my extended Family is any indicator, millennials are now buying cable because for the FIRST TIME, many can afford it. Further, the BOOMERs Parents are passing away at an accelerated pace as are now, Older Boomers.
Add to this however, retiring Boomers who don't have the budget now that they are retired , to pay for a FAT Cable package. On the otherhand, there are Boomers who are content sitting at home on the couch watching every game in every sport they can find!
In any event arounf 2.4 million Americans die each year.....that would include the peripheral event of selling the house but only after stopping CABLE....and certainly a couple million move into retirement home/care type settings.......AND.....there are many more non-mainstream sports and participants these days.
However, the issue is COST....cable co's don;t offer enough variety...I mean 3 packages ranging from virtually NOTHING to More than you need or want, to WAY MORE than you need or want are not attractive packages.
Remember. BOOMERS grew up buying a TV and that was it! Whatever the area you lived in was what you got to see on TV!
I urge DISNEY to jump with both feet into the STREAMING BUSINESS and topple the FAT CABLE folks whose idea of change is adding a slew or even more useless channels!
Cable WILL start offering a la carter or die on the vine. These baby steps are nonsense and make about as much sense as when the TV networks laughed at CABLE. To Charter...the bell tolls for thee, you antiquated intellectually inbred idiots.
flythun..sorry for posting my view, didn't realize you are the boards gate keeper. I guess shareholders of F should never ask questions, post criticism .
Maybe you're right! No one should be verbally SNIPING at the declining STOCK PRICE PERFORMANCE during FORDs best year ever...........
1) I want to hear him say that he views the stock price as being VERY CHEAP and that he and other insiders are buying the stock. 2) Second, I want to hear him announce a DIV increase. 3) I want to hear him comment on China sales projections. 4) I want some clarity on the status of the funding of the pension fund . 5) I want to HEAR him instill confidence in shareholders by LEADING and not squirming. His distant concern for shareholders, IE not a WORD on the matter, has led to price erosion.
Does that work?
so do we shareholders as we bend over to grab our ankles for a leadership team that says NOTHING to shore up confidence in itself or it's stock.
Meanwhile the share prices oxidizes , the Unions got there slab of FAT combined with plant upgrades and new models......... and we still don't know how far off monetization of the pension plan is yet we are key players as shareholders are we not?
NOPE...guess not.... I guess we are just expected to pay for it all.
LOL! Kurtis, so emotional! Untwist a moment.....I view the T and CHTR (and DIS), drops from their highs to signal little to zero concern for cord cutting....I don't follow the others you mentioned. In otherwords, to DECODE this FOR YOU, even DIS is not showing a MASS EXIT for the doors on this topic. It appears to me to be some Hedgie-wedgie drummed up volatility but hey, that's my amateur opinion.
I do apologize for posting my view on this board , and upsetting you so, I hope you're feeling better through the Holidays. Get some rest.
How is it that DIS is effected by so called "cord cutting" while cable co's have stock prices near all time highs? LMAO! This sounds like some hedgies with 2015 wedgies trying to drive down the price so they can buy cheap but hey, we don;t have market manipulation in US markets, right? LMAO... again!
and those who MAKE IT as well as those who ENFORCE it.
Our tax code can;t be simplified because it has become a BOOK of FAVORS. Our TAX CODE has probably gotten more folks ELECTED to Congress than anyother single issue. You see both those who HATE the tax code as well as those who can twist the tax code to fit their business or in some other way prove benefit also vote their MONEY.
Our TAX CODE is SO BAD, the FBI and AGs office should be taking those who made it, to court for vilation of the RICO LAWS.
To add insult to injury, under the guise of announcing those who make more should pay more, our TAX CODE is a LAW that assures WE ARE NOT ALL EQUAL under the law.
It is time for serious change to our tax code and while we are at it, we need to address the BY DEFAULT power of law given to Gov't agencies etc. The EPA serves as one such GOV THUG Agency that has decided it has the authority to make laws/rules and interpret such in any fashion that suits their purpose, totally ignoring justice itself when it comes to our system.................the way it use to be.