The article makes some good points. but the author's stance on Ford EVs is puzzling. Itis not like Ford is headlong into EVs in isolation. VW, Toyota, Tesla, GM are all moving electric. Ford'scompetition has claimed they will be 100% electric within 10 years. Tesla is already. I don't think they are all making a mistake. $F
ROTFLMAO, Fraud St and cronies unregulated manipulation stock markets fell last week and more for valid reasons. Rest assured we ain't seen nothing yet 🐻❤🤑😈✔ $F$SYF$TSLA$AAPL$AMZN and more... enjoy the Armageddon Depression.
Chief Executive Officer #JimFarley wants to wall off #Ford’s electric operations from its internal combustion engine business and has even considered spinning off one or the other, people familiar with the effort said. A spinoff could generate the kind of earnings multiples that have given #Tesla a market value approaching $1 trillion.
But splitting the company, which Ford says it isn’t planning, may prove too difficult, so Farley instead may simply separate the EV business internally as its own unit as part of a broad reorganization that seeks to give Ford an edge in the electric age. $F$TSLA
#Tesla's days are numbered. Other EV companies will destroy them... e.g. #Ford with there trucks alone!! Wait till #Honda and #Toyota come out. $TSLA $F
I'm thinking they want to liquidate their $RIVN stock to finance the need to completely retool for EVs. #Ford$F can't easily finance that activity from retail profits anymore, since the ICE lineups will not see good profits. They'll see plenty of losses, though.
Ford's longtime bread and butter lineup of ICE F150's is having the rug pulled out from under it....every Lightning Ford sells is just one less ICE F150 that they could have sold.
Don't get me wrong....that's a good thing, IMO. But I think F150 sales are going to take a massive Mike Tyson-sized right hook to the jaw.
I expect that writing off their ICE product lines, in conjunction with the loss of their ICE lineups, will limit their EV capacity expansion and probably will break this company unless they get a massive cash injection from the Feds.
Current Report: Ford Motor
I agree with your analysis. $F is a great stock for the savvy dividend investor.
Consumer Confidence Fuels Economic Optimism
Consumer Confidence Fuels Economic Optimism - $F $GM $TSLA $TGT $WMT Full Article
Ford Soundly Beats Earnings Estimates But Shares Decline Anyway, Why?
The article makes some good points. but the author's stance on Ford EVs is puzzling. Itis not like Ford is headlong into EVs in isolation. VW, Toyota, Tesla, GM are all moving electric. Ford'scompetition has claimed they will be 100% electric within 10 years. Tesla is already. I don't think they are all making a mistake. $F
"Nasty Squeeze" On Deck: Last Week's Shorting By Hedge Funds Was "The Second Largest Ever"
ROTFLMAO, Fraud St and cronies unregulated manipulation stock markets fell last week and more for valid reasons. Rest assured we ain't seen nothing yet 🐻❤🤑😈✔ $F $SYF $TSLA $AAPL $AMZN and more... enjoy the Armageddon Depression.
Ford Motor's Stock Heads South: Here's Where To Watch For A Reversal
Rest assured #Ford has dramatically further to fall! $F 🐻
Ford Reportedly Plans To Separate Its EV Business: Here's Why
What would this mean for #Ford stock holders? $F
Ford Reportedly Plans To Separate Its EV Business: Here's Why
Chief Executive Officer #JimFarley wants to wall off #Ford’s electric operations from its internal combustion engine business and has even considered spinning off one or the other, people familiar with the effort said. A spinoff could generate the kind of earnings multiples that have given #Tesla a market value approaching $1 trillion.
But splitting the company, which Ford says it isn’t planning, may prove too difficult, so Farley instead may simply separate the EV business internally as its own unit as part of a broad reorganization that seeks to give Ford an edge in the electric age. $F $TSLA
Is Ford Stock Overvalued Or Undervalued?
I think $F is overvalued compared to three months ago, but undervalued compared to three years from now!
Why This Analyst Thinks Tesla Is A $2,500 Stock, And When It May Reach That Price Target
#Tesla's days are numbered. Other EV companies will destroy them... e.g. #Ford with there trucks alone!! Wait till #Honda and #Toyota come out.
$TSLA $F
Why Is Ford Terminating Its Joint EV Development Plan With Rivian?
I'm thinking they want to liquidate their $RIVN stock to finance the need to completely retool for EVs. #Ford $F can't easily finance that activity from retail profits anymore, since the ICE lineups will not see good profits. They'll see plenty of losses, though.
Ford's longtime bread and butter lineup of ICE F150's is having the rug pulled out from under it....every Lightning Ford sells is just one less ICE F150 that they could have sold.
Don't get me wrong....that's a good thing, IMO. But I think F150 sales are going to take a massive Mike Tyson-sized right hook to the jaw.
I expect that writing off their ICE product lines, in conjunction with the loss of their ICE lineups, will limit their EV capacity expansion and probably will break this company unless they get a massive cash injection from the Feds.
DISCLAIMER: TSLA and EV bull. GM/Ford bear.