FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS

Ford Fugly. Can You?

Halloween, 2019. “A horror story” you say? Kevin Burns, Juul CEO, comment reported by whistle-blower lawsuit citing “contaminated nicotine pods:” Burns; “Half our customers are drunk and vaping like mo-fos, Who the fuck’s going to notice the quality of our pods?” It’s a horror show when your company’s CEO attempts to make up for lost fruit-flavored revenues by purportedly shipping contaminated product. And referring to customers as addictive drunks? It’s all good bro.
O.K., so does Ford’s trunk load of troubles still seem so horrific? Let’s see. The share price hasn’t ceased dropping since the 31% EPS beat reported last Wednesday. Sedan sales dropped 29% in Q3. Don’t forget looming talks with the UAW. And then there’s this comment. “Moderate, strong, and stable.” Hum. That’s what Powell said yesterday as he cut rates for the third time.
“Moderate growth, a strong employment market, and stable inflation.” Hold-up. What’s the chatter about the holidays and retail sales and the health of the last leg standing–the U.S. consumer? “Stronger than last year.” And Q3’s GDP? 1.9%. Taken together, that’s not all bad, and neither is Ford. Let’s look at “Ford.Fugly. Can You?”

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EDITOR'S DESK, FUNDAMENTALS, GREEDY CREEP, INVESTING, STOCKS, TECHNICALS

Junk Squawk. Whatever. FORD. What’s Next.

SEPTEMBER 14, 2019. TV news. What’s not to love?
Who saw this? The feds rolled another dawn raid to net suspects. They followed that with a perp-walk, which led to a news cycle, about UAW leadership. Hum. Why? Both current United Auto Workers president Gary Jones, and past president Dennis Williams, among others, are suspects in an on-going federal probe concerning corruption. Wow. Flashy news no doubt, however the story behind that is more Ford’s concern–one concern.
GM’s now in contract talks with the UAW, and Ford’s up next. GM’s contract with the union ends tonight. Ford’s does not. And?
Ford’s a turnaround story. Labor is but part of that process. What else? California, D.C., China, and Moody’s. They’re at 7 World Trade Center. Did we leave any junk out? How about that Ford’s climbed 23.53%YTD, and 5.47% over the past twenty days? That’s a turnaround right?
Can we keep the dividend? “Junk Squawk. Whatever. FORD. What’s Next.”(Cover photo; Ford’s 2020 GT-500 Shelby Mustang. Cirrus Crisp.)

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CULTURE, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS

Ford. Fabulous Still? If It Runs On Gas, It’s Time Is Running Out.

AUGUST 2, 2019. Summer’s end always seems near when the calendar opens on August. Who doesn’t feel it? The pool splashes on, but not the same. Seasons’ change fills the air, and it fills the air for Ford.
It’s been 116 years since the T and 57 more since the Mustang. Every Ford from then to now has been pushed by gas. Gas is now sad. As the planet chokes the auto industry shambles for form–compact, sedan, gas, big, small, diesel, shared, hailed, hybrid, or EV. It’s the menu at McDonald’s.
Some say the Germans are in the lead, again, soon to be offering real choice. The Chevy Volt’s a joke, and the Toyota Prius isn’t. The Tesla galaxy’s in trouble. Musk’s on a leash, as is our Great Electric Hope.
America’s need is grand and we hate limits. Besides, where you gonna plug-in?
Ford’s trucked between the battery technology rock, and the environmental hard case. Meanwhile the company lives on big produces that rely on cheap gas. Now they’re livin’ on a big dividend promise as well. The vice is closing, socially, despite the price of gas and the shale revolution. If it runs on gas its’ time is running out. Ford. Fabulous Still? (Lead photo; Sunset over Detroit.)

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