| SPECULATIVE BUY | 0.000 | Charles Bobrinskoy | Anyone with a lot of debt who has to get refinanced has been hurt pretty bad. At the current stock price, they have a better environment with their unions and if they can make it, there is pretty good upside, but there is no floor that they could not go under. Bailout package does not help them that much. | 2008-10-07 | |
| DON'T BUY | 4.470 | Pat Naccarato | Has never owned an automaker and doesn't plan to in the future. It is a business model that has everything wrong. This one has been in the wrong vehicles and are now having to cut costs dramatically. Even so, they will still lose money. | 2008-09-10 | |
| SELL | 4.550 | Matthew McCall | General Motors (GM-N) and Ford (F-N) have been behind the curve for years. When everybody else is making hybrids, they are pumping out SUVs. Now they are turning around and pumping out hybrids. If gasoline prices drop, SUV prices are almost too good to turn down. Hybrids could be a short-term phenomenon in the US. | 2008-09-08 | |
| DON'T BUY | 6.030 | Robert Floyd | In terms of the North American automotive manufacturers, they are really facing a very steep hill right now. They have to continue to develop new models and their cost structure is very high. Their weakening balance sheets are a real problem. | 2008-07-23 | |
| DON'T BUY | 4.580 | Laura Wallace | Have real problems. Collapse in automobile sales has been truly amazing. This is the “falling knife”. | 2008-07-10 | |
| Comment | 4.420 | Benj Gallander | (Market Call Minute.) On his watch list. Could potentially go bankrupt or could be a 10 bagger. | 2008-07-04 | |
| SELL | 6.220 | Laura Wallace | North American car industry is in a very difficult position. Just announced a 15 year low in sales. Company seems to have enough cash. Can’t see a big upside. | 2008-06-18 | |
| SELL | 6.870 | Laura Wallace | (Market Call Minute.) N.A. auto manufacturers are going to have great issues going forward. Announced they weren’t going to make profitability in 09. | 2008-05-23 | |
| DON'T BUY | 6.390 | Norman Levine | Going into a recession is probably not the best time to buy a car company. If he had to own one, it would be General Motors (GM-N) because their product line is turning around. This one hasn't started turning around yet. The new CEO is doing an amazing job with resources and he has but it takes time. | 2008-02-11 | |
| DON'T BUY | 6.640 | Mike Lyons CA, CFA | Under certain statistical valuation parameters General Motors (GM-N) and Ford (F-N) always look very cheap but the balance sheets really scare him. Significant amount of debts. Also have pension and benefit obligations. When you couple that with having competition with very well capitalized and very competent companies it makes it a very tough environment for them. | 2008-01-31 | |
| DON'T BUY | 6.580 | Gordon Higgins, CA, MBA, CFA | You might as well go play the slots. One minute auto sales are up and then they are down. If they don't get the right model one year, sales could drop. They still have problems to work out. | 2008-01-25 | |
| DON'T BUY | 7.520 | Ben Stadelmann | North American automobile manufacturers are definitely a contrarian play. This one is on his radar. So far, the turnaround is at a pretty early stage. August sales were pretty scary. It would be a speculative play at even $6-$7. | 2007-09-07 | |
| DON'T BUY | 8.730 | Pat Naccarato | Auto companies have one of the worst business models around. Capital-intensive, cyclical and highly levered. | 2007-07-17 | |
| DON'T BUY | 8.500 | Norman Levine | Has been going sideways in a very volatile state. Until its future becomes clearer, he can’t see a huge upside. More of a trading stock. | 2007-05-30 | |
| DON'T BUY | 8.200 | Pat Naccarato | Lost money 7 quarters in a row. Have $30 billion in corporate debt with a market cap of about $15 billion. Downside would not be pretty if it doesn't work. | 2007-04-26 | |
| Comment | 8.090 | Brian Acker, CA | Unable to calculate a model price because they have huge negative equity of probably $8 billion. Doesn't short stocks as a rule. | 2007-04-12 | |
| DON'T BUY | 8.090 | John Zechner | Still not comfortable with the North American auto sector. Cost structure is still misaligned with the global industry. Auto industry is generally oversupplied on a global basis. | 2007-04-02 | |
| DON'T BUY | 8.080 | Brad Willock | This is a tricky stock for a retail investor. There is a possibility that Ford could be out of business someday and upside is very limited. | 2007-03-22 | |
| Comment | 8.650 | Norman Levine | Not a fan of the auto industry. The new CEO seems to be looking at things differently. If you're into high risk, this is probably a reasonable stock to own. | 2007-02-12 | |
| DON'T BUY | 8.730 | Jonathen Wellum, B. Comm, B. Sc | Would not invest in the North American type players of the auto industry. Will be very volatile and will trade on news. Virtually owned by employees because of the pension plans. Too difficult to figure out what is going to happen. Speculative. | 2007-02-09 | |
| Comment | 8.220 | John O'Connell, CFA | If you are shorting this, keep pretty tight stops on it. People don't have a lot of hope for this company to be turned around. Have a lot of cash as well as a lot of debt. Be careful. | 2007-01-25 | |
| DON'T BUY | 7.580 | David Cockfield | North American auto industry is really in serious difficulty. Foreign competition is too much for them. Doesn’t have a good line up of product. | 2006-12-27 | |
| WEAK BUY | 8.160 | John O'Connell, CFA | Having a lot of problems competing against Asian car manufacturers. Just announced plans to do and $18 million financing. Highly speculative. | 2006-11-27 | |
| DON'T BUY | 8.870 | James Cole, BA, CFA | Ford (F-N) and General Motors (GM-N) do not meet his criteria of being long-term growth companies, financially strong, gaining market share, generating substantial free cash flow and with long-term sustainable competitive advantages. | 2006-11-13 | |
| DON'T BUY | 9.090 | Benj Gallander | This is on his stock watch list. This is a company that could have a huge turnaround. Making major changes. Have a new CEO. If and when it turns around, you are looking at a $25 stock, but not out of the woods by any means. | 2006-09-14 | |
| DON'T BUY | 9.190 | Peter Brieger | It has had a dramatic, so would expect a pullback. The North American automakers still have a lot of work to do to become more competitive with others. If you have a 2/3 year view, hold onto your stock. | 2006-09-13 | |
| WEAK BUY | 8.390 | Norman Levine | If you are an investor with a high risk tolerance, the outlook is probably OK. He thinks you have seen the worst and the company is making a number of moves that will hopefully turn it around. | 2006-09-05 | |
| DON'T BUY | 8.370 | Brian Acker, CA | According to analysts’ expectations, there will be a loss of $.23 so far this year. There is a lot of confusion as to where their earnings are going to be. He has a model price of $4.30 which is in negative 48% differential. | 2006-08-31 | |
| DON'T BUY | 8.000 | John O'Connell, CFA | It has been speculated for many years that this company would be taken private but wouldn't count on this. They have some significant issues. | 2006-08-25 | |
| DON'T BUY | 7.330 | Brad Willock | Expect they will offer employees an opportunity to retire early. This will give them a chance to restructure and the more competitive. Bonds are acting better. High risk. | 2006-08-09 | |
| DON'T BUY | 6.960 | Brian Acker, CA | Sold his holdings as they now have negative earnings. His model price is now $3.59. A -45% differential. | 2006-08-02 | |
| DON'T BUY | 6.280 | Brian Acker, CA | If a stock falls below a certain price in his quant model, it's a red sign that the asset on the balance sheet is questionable. It fit where to break up strongly through $6.75, that's where he would buy. That would signal a turnaround that the balance sheet is okay. | 2006-07-21 | |
| BUY | 6.740 | Brian Acker, CA | Likes this stock. He is down 31% on this one. Has a model price of $11.85, a 77% positive differential. | 2006-06-19 | |
| DON'T BUY | 7.160 | James Cole, BA, CFA | All investors should do themselves a favour and swear off ever owning an airline or auto company. You'll be much further ahead over the long term. | 2006-05-31 | |
| BUY | 7.060 | Brian Acker, CA | He has a model price of $13.24 which is an 85% positive differential. | 2006-05-10 | |
| SELL | 7.030 | Norman Levine | Wouldn't sleep well owning this one as it is in a very precarious position and continues to lose market share. | 2006-05-09 | |
| DON'T BUY | 6.780 | Gavin Graham | They don't make any money selling carers in the US. Their cost structure is so high that they lose $1500/2000 on each car. | 2006-05-03 | |
| DON'T BUY | 7.200 | Norman Levine | The auto sector is an extremely difficult sector to be in. Too risky for him. | 2006-04-27 | |
| WEAK BUY | 7.660 | Bob Stodgell | He has had a long standing history with Ford. He used to own stocks in this company. Predicts there is opportunity with GM or Ford. It should just be the speculative part of your portfolio, should not be your core portfolio. | 2006-03-02 | |
| DON'T BUY | 8.230 | David Baskin | Ford and GM both have enormous problems which may only be curable by going chapter 11. Basically, the legacy costs of their employment contracts, health benefits and pension plans, are overwhelming. | 2005-12-19 | |
| DON'T BUY | 7.820 | Michael Smedley | The motor companies are in a preiod of great difficulty. Could go lower. | 2005-11-10 | |
| DON'T BUY | 9.920 | Danny Tomka | Doesn't know what to make on the big auto companies. If unions roll back on some of their demands at General Motors (GM-N) you could see the same thing happening at this company. The industry is under siege. They're losing shares to the Japanese all the time. | 2005-08-24 | |
| DON'T BUY | 10.150 | Norman Levine | They can put a lot of incentives on to try and move the product, but they don't really have the produt that consumers want. Went to SUV's but as the bloom comes off the SUV market, they only have one car (Mustang) that is in demand. | 2005-08-15 | |
| BUY | 10.640 | Brian Acker, CA | His model price is $17 which is a 60% potential. Name is controversial, but still the fundamentals and earnings still hold up. | 2005-08-04 | |
| DON'T BUY | 11.370 | Ross Healy | Not sure how they will get rid of all their obligations. Currently they are trying to negotiate them with the unions, but the other choice is to go into Chapter 11. This would cause upheaval in the price of the bonds if you own them or the price of the stock. | 2005-06-16 | |
| DON'T BUY | 9.960 | Norman Levine | Has been a great stock to avoid for some time. Like GM (GM-N) has continued to lose market share to the imports. Costs have gone up dramatically. Credit rating has plummetted into junk status. May have reached bottom and if it stabilizes here, you might want to look at it for a trade. | 2005-06-06 | |
| DON'T BUY | 9.140 | Brian Acker, CA | Has a model price of $16.50. Earnings revisions have been coming down and he is a little leery about it. | 2005-04-28 | |
| TOP PICK | 14.800 | Brian Acker, CA | Auto companies still fit his quant model. Ford has been in their top 10 for over a year. Model price is $26. | 2004-12-24 | |
| DON'T BUY | 14.210 | David Driscoll | Not big believers in the auto companies as most of their profits come from the finance arm rather than car manufacturing. Would rather play the auto parts such as Uni-Select in this sector. | 2004-12-08 | |
| DON'T BUY | 14.140 | Ross Healy | Very nervous about auto stocks. In an extended cycle on auto sales and have had a double 8 year cycle. When the correction comes, it's going to be a real doozy. | 2004-12-01 | |
| DON'T BUY | 14.140 | Ross Healy | Very nervous about auto stocks. In an extended cycle on auto sales and have had a double 8 year cycle. When the correction comes, it's going to be a real doozy. | 2004-12-01 | |
| BUY | 14.140 | Brian Acker, CA | Love this company. | 2004-11-30 | |
| BUY | 12.850 | Brian Acker, CA | Still likes this sector. Dirt cheap. If there is any sense of bottoming by the US$, this should do very well. | 2004-10-26 | |
| DON'T BUY | 14.130 | Larry Berman CFA, CMT, CTA | Not enamoured with this sector. | 2004-09-20 | |
| DON'T BUY | 14.150 | David Baskin | Would rather own a bank. Not making any money on cars and expect this will be even more so as people move away from SUVs. | 2004-08-17 | |
| TOP PICK | 14.230 | Brian Acker, CA | A bank that produces cars. Model price is $23.50. | 2004-08-11 | |
| BUY | 14.720 | Brian Acker, CA | Top holdings in his fund are Ford and General Motors. They're just huge banks that manufacture cars. Good dividends. | 2004-07-30 | |
| WEAK BUY | 14.670 | Paul Harris, CFA | Makes no money on cars, but makes it on Ford credit. Doing a pretty good job of restructuring. | 2004-07-23 | |
| BUY | 15.500 | Brian Acker, CA | Like GM in the top 10% of thir choices. Reported numbers last week that blew the doors off. Earnings estimates have been going up appreciably. | 2004-04-28 | |
| PAST TOP PICK | 13.340 | Brian Acker, CA | (A top pick Jan 30/04. Down 10%.) This is a play on the consumer. Huge earnings increase over the last two quarters. | 2004-04-16 | |
| DON'T BUY | 21.030 | Paul Harris, CFA | Not a fan of the car industry. They actually don't make any money in cars. They make it on the finance side. A difficult business. | 2004-03-26 | |
| BUY | 13.880 | John Zechner | Seems to be picking up a little market share in the US market. Still having trouble against the foreign competition. Auto sales are slower but should ramp-up in the 2nd half of the year. | 2004-03-03 | |
| DON'T BUY | 14.450 | Matt Barasch | Not a fan of North American auto manufacturers. A lot of pension concerns. | 2004-02-19 | |
| DON'T BUY | 14.140 | Brad Willock | Dont own the stock, would never own the stock. Losing market share every year. | 2004-02-10 | |
| TOP PICK | 14.540 | Brian Acker, CA | Car companies are really banks in disguise and they like banks a lot. A little more risky than GM. A great entry point. | 2004-01-30 | |
| DON'T BUY | 16.990 | David Baskin | Dividend of 2.35%. As healthcare expense and pension problems. Racial of retired workers to active ones is 2.1/1. Expect sales will not continue as strong. | 2004-01-07 | |
| DON'T BUY | 12.020 | Stephane Rochon | Negative on the long-term outlook for North American auto manufacturers. Prefers GM over Ford. Extremely large debt. | 2003-10-27 | |
| DON'T BUY | 11.260 | Ben Stadelmann | Not too keen on the US carmakers. Pension problems are major. Asian carmakers are in better shape. | 2003-09-24 | |
| DON'T BUY | 11.940 | Brad Willock | Doesn't make good returns on invested capital. They don't have great cash flow. Fairly risky. Would prefer to own auto parts makers. | 2003-09-03 | |
| VAGUE | 12.310 | Benj Gallander | On the watch list. Management has been making some good changes. Huge debt load. Large pension liability. | 2003-09-02 | |
| DON'T BUY | 10.520 | David Taylor, MBA, CFA | Auto inventories are high.A lot of competition.Balance sheet is weak. | 2003-08-05 | |
| DON'T BUY | 11.350 | Jonathen Wellum, B. Comm, B. Sc | Not in a pretty situation. A lot of financial pressure on their balance sheet. Big pension liabilities and issues. | 2003-06-24 | |
| DON'T BUY | 9.560 | Brad Willock | Not a fan of the auto sector. Has a lot of pensioners and so pension plan can be a major issue. | 2003-05-23 | |
| WAIT | 10.500 | Benj Gallander | On their watch list. Making dramatic changes in their operation which could lead to a big turn around. Would like to see a little more happening befor investing in it. Big debt load. | 2003-04-24 | |
| DON'T BUY | 10.320 | Brad Willock | Has a lot of debt and a poor market position. Has huge issues with regards to their pension plans. | 2003-04-22 | |
| DON'T BUY | 7.630 | Mark Jackson, CFA | Expects lower auto sales as well as loss of market share to foreign cars. | 2003-03-25 | |
| DON'T BUY | 9.580 | Jeff Morrison | Good growth prospects. Tremendous asset base. | 2002-12-27 | |
| DON'T BUY | 9.850 | Brian Acker, CA | Needs to see some earnings. | 2002-12-12 | |
| DON'T BUY | 8.260 | David Baskin | Have sold their product forward, so future sales will be slower. | 2002-10-17 | |
| DON'T BUY | 7.750 | Benj Gallander | Had a lot of potential, but doubt if car sales will continue as strong. | 2002-10-08 | |
| DON'T BUY | 8.500 | Brad Willock | Have to face unmet health care and pension liabilities. High debt level. Big competition. | 2002-10-07 | |
| DON'T BUY | 9.900 | Joe Connolly | Expects they are going into a very aggressive market strategy. There has been a boom in the auto sector and not sure if it can continue. | 2002-10-01 | |
| DON'T BUY | 9.800 | Gavin Graham | Have to get costs down. Not sure auto sales can increase. | 2002-09-30 | |
| WEAK BUY | 9.870 | John Zechner | Auto sales are still good. Prefers auto parts manufacturers. | 2002-09-19 | |
| DON'T BUY | 11.160 | Brian Acker, CA | Earnings are way down. | 2002-09-11 | |
| DON'T BUY | 12.560 | Brian Acker, CA | A little too expensive. Prefers at $10.50. | 2002-07-25 | |
| DON'T BUY | 15.340 | David Baskin | Ongoing problems with product lines and tire litigation. | 2002-04-12 | |
| DON'T BUY | 15.340 | Brian Acker, CA | FMV =$5/6. | 2002-04-12 | |
| DON'T BUY | 15.600 | Noah Blackstein, B.A., CFA | Not a fan. Prefers GM. | 2002-04-10 | |
| DON'T BUY | 15.400 | David Burrows | Losing market share. Not a fan of the auto sector at this time. | 2002-04-03 | |
| DON'T BUY | 15.730 | Steven Wippersteg | Restructuring will take 1/1.5 years to be fully implemented. Not making any money. | 2002-04-01 | |
| TOP PICK | 16.910 | John McColl | A contrarian buy. Can't see it dropping much more. Quality controls being updated. Good dividend. Very cheap. | 2002-03-07 | |
| BUY | 15.640 | Glenn Paradis, BA, CFA | Has some riskes re new management and lawsuits, but at a good price for a long term hold. | 2002-03-01 | |
| DON'T BUY | 15.300 | Steven Wippersteg | Balance sheet is in bad shape. Dividend was reduced. Restructuring now. | 2002-02-27 | |
| WAIT | 14.700 | Brian Acker, CA | Could drop further. Waiting for a bottom. | 2002-02-14 | |
| BUY | 14.040 | Ray Steele | A safe investment now. Auto demand sems to be holding up. Prfers GM over Ford. | 2002-02-05 | |
| DON'T BUY | 14.500 | David Baskin | A good balance sheet. Litigation problems and bad mix of products makes it a poor stock for a while. | 2002-01-18 | |
| DON'T BUY | 16.560 | Jeff Morrison | Into difficult restructuring. Prefers Honda and then GM. | 2002-01-08 | |
| BUY on WEAKNESS | 15.000 | Bob Stodgell | In the midst of tax loss selling and restructuring. A good company. | 2001-12-17 | |
| DON'T BUY | 11.450 | David Baskin | Not a fan of the auto industry at this time. Ford also has other problems. | 2001-12-02 | |
Experts that have talked about Ford Motor
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