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Showing content with the highest reputation on 09/10/2019 in all areas

  1. 5 points
    akirby

    August Sales?

    I'll just drop this here and spare the typing.
  2. 3 points
    rperez817

    Ford downgraded by Moodys

    Well said jpd80. Hackett's plan for fitness and addressing Ford's endemic operational problems will be a long process. There's just a lot to fix. The automotive industry downturn occurring now makes things harder. And the transformation of the industry to electric & autonomous vehicles and mobility services harder still. But I'm still optimistic that Hackett will pull it off. Despite the bond rating downgrade, I'm more confident now than when Hackett first became CEO that Ford will survive and maybe even thrive 10 years from now.
  3. 3 points
    jpd80

    Ford downgraded by Moodys

    To be expected until Ford turns a corner and ratings agencies see results. Hopefully, all of Hackett's behind the scenes work will start baring fruit next year. At $9.00, Ford stock might be undervalued especially if it jumps back to $18.00 next year or so on the back of some impressive turnarounds in losses abroad and new products in North America.
  4. 2 points
    akirby

    Ford downgraded by Moodys

    But that is maddening because a good analyst WOULD be able to look at the future investments and read between the lines and see where the company is headed. But instead they read GM press releases touting future things that never meet expectations and take them as gospel and proof that GM is in a better position than Ford which is ridiculous.
  5. 2 points
    akirby

    Ford downgraded by Moodys

    No it's not. He's not cutting R&D or product development. He's bringing out a whole bunch of new vehicles including BEVs and hybrids. Explorer and Aviator are the best they've ever been - Aviator by a large margin. He just shifted spending and resources. Wall Street is unimpressed because they have the attention span of a flea and they can't see (or don't care about) the long term picture. They only think short term which is why Ford shouldn't pay attention to them.
  6. 2 points
    Gurgeh

    Ford downgraded by Moodys

    This seems to be a case of Moody's following the market rather than leading it. Ford debt is currently priced in the market as non-investment grade (Wall Street remains confused and uncertain about Ford's future). But should it be? That is what the rating agencies should be looking at. The two other agencies, S&P and Fitch, still rate Ford debt two notches higher, as low investment grade. This should be, for now, enough for Ford debt to hold onto institutional investors. There are curious things about placing junk status to Ford debt. Yes, the company is undergoing a tough and costly transition they should have started a few years earlier. But there are early positive signs about the transition and the company is profitable with much more cash than debt. Maybe the oddest thing about the downgrade is that Moody's did it out of the blue without the usual months (or more) process of having it on watch or otherwise indicating that a downgrade is in the works unless there were certain kinds of improvements. And here I've been kicking myself that I missed another opportunity to pick up more Ford stock when it was briefly back in the mid 8s recently with dividends above 7%. Looks like that buying opportunity (or better) will be back again for a while.
  7. 2 points
    Dodge Journey is popular as government fleet vehicle too. GSA (federal government), state, and municipal. Journey is like the Ford Taurus of midsize crossovers in the U.S., other than Journey lives on and Taurus is dead. Both are outdated and uncompetitive for retail new car customers, but cheaper than similar models when bought used or in bulk by fleets.
  8. 2 points
    Wife's Aunt just bought a used one. Said it was the only thing she could afford.
  9. 1 point
    PBD

    Ordered 2020 Corsair

    stopped at dealer and order new Corsair Reserve. About 10 K more than my 2015 MKC. My guess is Late October.
  10. 1 point
    akirby

    August Sales?

    I lied. There is no other market that is as competitive nor as profitable as full sized pickups. Each of the 3 major players outsells the entire midsized truck segment. The number of models and options and the level of innovation over the last 70+ years simply cannot be matched by Tacoma or Ranger or Canyorado. Also, your fascination with percentages as a measure of success without regard to actual volume is becoming tiresome. If you sold 10 vehicles last year and 110 this year that's a 1000% increase. If I go from 100,000 to 110,000 that's only a 10% increase. But I sold 10,000 more vehicles and you only sold 100 more. On what planet does that make you more successful?
  11. 1 point
    jpd80

    August Sales?

    Of course, it is possible that Toyota succeeded in a segment that was almost gifted to it by GM and Ford it's easy to be the dominant marque when the two champs above step back for a decade.
  12. 1 point
    silvrsvt

    New Explorer ads

    if you watched Football yesterday-you saw these...very well done-its nice to see Ford's new ad agency coming up with new ideas vs the same ole same ole they've had for years.
  13. 1 point
    akirby

    August Sales?

    It's been in production for a long time with many dedicated repeat buyers. Ranger lost some momentum there, and they're not yet offering a full range of Ranger products. This is about the best you'll see until the next gen, and Ford is ok with that which is why MAP is only on one shift. I would expect the next gen to be in the 10-15K range initially and build up over time to challenge Tacoma. But not overnight.
  14. 1 point
    Kev-Mo

    August Sales?

    Ranger climbing - but no conquest sales vs the Tacoma.. Can't think off the top of my head of a vehicle that faces well designed competition and dominates its class like the Tacoma does. Wow - whatever the secret is, Toyota has it.
  15. 1 point
  16. 1 point
    rmc523

    August Sales?

    For those who like pretty colors:
  17. 1 point
    blwnsmoke

    2020 Aviator Start Stop :-(

    There will be a way to turn it off, I am 100% confident. It is just a matter of finding it. All it requires is changing a "1" to a "0" in a particular line of code. Voiding warranty? Lol, never... it is no different than putting it in Excite mode.. or hitting the off button upon startup every time. It does not do anything else and there is no way anyone could or would avoid your warranty on something the vehicle already does. No I am not affiliated with Forscan but have used it many times.
  18. 1 point
    It is at the end of its life, but more likely the result of losing the V6 was not enough people were buying it. Journey at this stage is pretty much the cheapest CUV of this size you can buy. Most likely people are not buying these to get all the options (because even optioned out, this thing is way outclassed by pretty much everything out there), but for basic transportation for a family that needs something a bit bigger. ...and since it is so cheap, I'm sure they are also trying not to compete internally with the Durango and Jeeps (since most are shared dealerships). This is a value buy whereas the Jeeps and Durango are seen as a bit more aspirational.
  19. 1 point
    Assimilator

    2020 Aviator Start Stop :-(

    I just got a 2019 Nautilus with Start/Stop and at first I thought I would hate it, but now I've grown to love it. This is my first Lincoln with the tech, but not my first Ford. The system works much better than others I've used before on Fords and I've never turned it off. The system operates almost imperceptibly, but the biggest difference is that the engine starts anytime you just twitch your foot on the brake pedal, so the engine starts well before you've even released the pedal. That's different from the 2018 Ford systems which only start after fully releasing the brake. The starter is extremely quick and it feels absolutely smooth, I don't feel like I'm harming anything. I really would not consider this a problem at all, and fuel savings is noticeable for me. On my 2018 MKX I was only getting around 19MPG, now I'm getting nearly 22MPG (the new AWD system and 8-Speed also has something to do with that). If you want to eliminate the Start Stop, in the Nautilus it turns off if you're driving in "Sport" mode. I assume the same for Aviator with "Excite". But the Aviator lacks a fixed button I believe, unlike the Nautilus. And to my knowledge, all Fords at this point have Start/Stop standard which can't be permanently defeated...easily anyway. But go Hybrid if you want to avoid it altogether. But I can't emphasize enough how much of a non-issue this really has become with better engineering.
  20. 1 point
    02MustangGT

    2020 Ram EcoDiesel sneak peek

    24mpg at 75mph? Psshh, I bet @akirby can manage 30mpg in his 3.5EB at 75mph. All kidding aside, I’m sure the 2.7EB could come close to 24mpg at a 75mph cruise, provide similar capabilities (towing, etc), and is likely more cost effective to maintain.
  21. 1 point
    Simple - he works for Sintercast.
  22. 1 point
  23. 1 point
    Richard Jensen is writing and publishing books. He's got a couple out on Amazon.
  24. 1 point
    jniffen

    Ordered 2020 Corsair

    Hope it arrives sooner that you though and it give you many carefree miles. Eyes are getting old, I thought it caption read "Ordered a 2020 Corvair'. 😄 <-- laughing at my mistake, not the car you've purchased. I try to keep mine for 7-10 years before trading, otherwise I'd be tempted for a new Lincoln.
  25. 0 points
    rperez817

    August Sales?

    The pickup truck market overall and full size pickups in particular in the U.S. are super profitable, sure. But levels of competitiveness and innovation in the pickup truck segment lag behind passenger cars and crossovers. Both can be explained by the market distortions caused by 25% tariff on imported pickup trucks.
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