Anthony Posted August 4, 2017 Share Posted August 4, 2017 https://www.cnbc.com/2017/08/04/ford-gets-downgraded-on-rising-suv-competition-from-gm.html Nomura Instinet lowers its rating for Ford Motor to neutral from buy. The firm believes the automaker will lose sport utility vehicle sales to General Motors in the coming year. Ford shares have underperformed the market this year. Its shares declined 9.9 percent year to date compared with the S&P 500's 10.4 percent return through Thursday. More at link Quote Link to comment Share on other sites More sharing options...
jcartwright99 Posted August 4, 2017 Share Posted August 4, 2017 Should we have a new Explored in 2019 as a 2020 model? Expedition SHOULD be doing better than it is now. Ecosport and probably a new Edge? Seems like a lot of speculation to me. Quote Link to comment Share on other sites More sharing options...
snooter Posted August 4, 2017 Share Posted August 4, 2017 Stock price is a concern..but losing suv sales to of all brands GM i find somewhat surprising..granted GM suv's have made a huge improvement in interior quality in last year but beyond that i think there exterior styling leaves much to be desired..bottom line is ford stock is poor and needs to improve.. Quote Link to comment Share on other sites More sharing options...
rmc523 Posted August 4, 2017 Share Posted August 4, 2017 Should we have a new Explored in 2019 as a 2020 model? Expedition SHOULD be doing better than it is now. Ecosport and probably a new Edge? Seems like a lot of speculation to me. GM does have some nice new models just coming out or set to be out soon, but the article completely ignored the new Expy/Navi, the EcoSport, coming refresh for Edge, MKC, and MKX, and the F-150 refresh; so while Ford does have some aging models in the short term (Escape, and especially Explorer), it's not as if they're doing absolutely nothing. Quote Link to comment Share on other sites More sharing options...
jpd80 Posted August 4, 2017 Share Posted August 4, 2017 (edited) GM also has about 300,000 more vehicles in inventory than Ford so while it has newer Utilites, that effect might not filter through for a while as GM needs to sell down that inventory that's mostly stuffed into dealerships. In the meantime, Ford will cry all the way to the bank with F Series sales. 2017: New Explorer & Expedition 2018: Ranger 2019 Explorer, Bronco & Escape? Edited August 4, 2017 by jpd80 Quote Link to comment Share on other sites More sharing options...
tbone Posted August 4, 2017 Share Posted August 4, 2017 GM does have some nice new models just coming out or set to be out soon, but the article completely ignored the new Expy/Navi, the EcoSport, coming refresh for Edge, MKC, and MKX, and the F-150 refresh; so while Ford does have some aging models in the short term (Escape, and especially Explorer), it's not as if they're doing absolutely nothing. Yes, I saw that too about ignoring new models and refreshes. It was very light on details as to how they reached that conclusion. Quote Link to comment Share on other sites More sharing options...
SoonerLS Posted August 4, 2017 Share Posted August 4, 2017 Yes, I saw that too about ignoring new models and refreshes. It was very light on details as to how they reached that conclusion. Sounds like another ANALyst pulling numbers out of his...err, thin air... 2 Quote Link to comment Share on other sites More sharing options...
kyle Posted August 4, 2017 Share Posted August 4, 2017 I just read the clif notes and responses. The article says this year and coming year and Ford has nothing that is going to stir things up. Where Lincoln has a MkC Cadillac has their XT5 and an already super hot escalade going against an un known Naviagtor. The article is correct. The ecosport is not going to do much and is not here tomorrow. Same with Explorer, Bronco, etc. GM is not sitting around and has more stuff in the pipeline than Ford does. In another year when some of this stuff gets clearer they will change/can their mind. In the meantime their advice is don't run out and buy shares. Straightforward to me. 1 Quote Link to comment Share on other sites More sharing options...
rmc523 Posted August 4, 2017 Share Posted August 4, 2017 I just read the clif notes and responses. The article says this year and coming year and Ford has nothing that is going to stir things up. Where Lincoln has a MkC Cadillac has their XT5 and an already super hot escalade going against an un known Naviagtor. The article is correct. The ecosport is not going to do much and is not here tomorrow. Same with Explorer, Bronco, etc. GM is not sitting around and has more stuff in the pipeline than Ford does. In another year when some of this stuff gets clearer they will change/can their mind. In the meantime their advice is don't run out and buy shares. Straightforward to me. Expedition/Navigator are here in 3 months. And they're hardly "unknown." 1 Quote Link to comment Share on other sites More sharing options...
RichardJensen Posted August 5, 2017 Share Posted August 5, 2017 I would like to hear an analyst describe what it felt like the exact moment they realized their job was a huge fraud--that knowing a company's fundamentals was unnecessary, that ten seconds with a few different websites was sufficient to churn out another boilerplate report, and that all of this was in service of the creepy, shady people in sales. Quote Link to comment Share on other sites More sharing options...
papilgee4evaeva Posted August 5, 2017 Share Posted August 5, 2017 I would like to hear an analyst describe what it felt like the exact moment they realized their job was a huge fraud--that knowing a company's fundamentals was unnecessary, that ten seconds with a few different websites was sufficient to churn out another boilerplate report, and that all of this was in service of the creepy, shady people in sales. I would like to hear from them how much per hour it pays to be this fraudulent. Daddy needs a new pair of shoes. Quote Link to comment Share on other sites More sharing options...
02MustangGT Posted August 5, 2017 Share Posted August 5, 2017 Complaining about an analysts opinion on a message board. Priceless. Quote Link to comment Share on other sites More sharing options...
RichardJensen Posted August 5, 2017 Share Posted August 5, 2017 Complaining about an analysts opinion on a message board. Priceless. Using the word "Priceless" sarcastically on a message board. Priceless. Quote Link to comment Share on other sites More sharing options...
RichardJensen Posted August 5, 2017 Share Posted August 5, 2017 I would like to hear from them how much per hour it pays to be this fraudulent. Daddy needs a new pair of shoes. Not as much as they're making over on the sell-side. But you do get to self-importantly say, "Fnork Forbledorp, Wells Fargo. I was wondering if you could talk about..." several times a quarter. Quote Link to comment Share on other sites More sharing options...
02MustangGT Posted August 5, 2017 Share Posted August 5, 2017 (edited) Quoting the word "priceless" on a message board... Seriously. Do you think for one minute that these analysts care about what you think? Acting like your job as a message board analyst is more important. Get over yourself. It's an opinion. Your opinion is no better. Edited August 5, 2017 by 02MustangGT Quote Link to comment Share on other sites More sharing options...
RichardJensen Posted August 5, 2017 Share Posted August 5, 2017 Do you think for one minute that these analysts care about what you think? Nope. I sure don't. I'd just like to know how it feels to discover that your job is a giant fraud. 1 Quote Link to comment Share on other sites More sharing options...
jpd80 Posted August 5, 2017 Share Posted August 5, 2017 Nomura Instinet, your check is in the mail.. Mary Barra. Quote Link to comment Share on other sites More sharing options...
02MustangGT Posted August 5, 2017 Share Posted August 5, 2017 (edited) My job isn't. But this is one analysts opinion. I am fairly certain that at one point in your life you have been proven wrong. Are you now considered a fraud? Edited August 5, 2017 by 02MustangGT Quote Link to comment Share on other sites More sharing options...
RichardJensen Posted August 5, 2017 Share Posted August 5, 2017 My job isn't. But this is one analysts opinion. I am fairly certain that at one point in your life you have been proven wrong. Are you now considered a fraud? I'm not talking about the analyst being *wrong*. I'm talking about the sham that is investment bank analysis--at least what they release for public consumption. Quote Link to comment Share on other sites More sharing options...
rmc523 Posted August 5, 2017 Share Posted August 5, 2017 Complaining about an analysts opinion on a message board. Priceless. When his opinion ignores several key facts that would be found out just by looking at Ford's homepage - facts which refute his argument, at minimum to a large degree - then, yeah, he'll complain about it and point out such oversights. 1 Quote Link to comment Share on other sites More sharing options...
akirby Posted August 5, 2017 Share Posted August 5, 2017 Analysts get paid for their opinions so yes, they should be held to a much higher standard than the rest of us. Quote Link to comment Share on other sites More sharing options...
RichardJensen Posted August 5, 2017 Share Posted August 5, 2017 Analysts are like sports radio hosts. They are paid to provide entertainment, and you are well advised to avoid making decisions based on their 'takes'. Quote Link to comment Share on other sites More sharing options...
Anthony Posted August 5, 2017 Author Share Posted August 5, 2017 (edited) I'm in it for the long run. I'm currently down ~15% on 102 shares (I only initially bought enough to get the X plan). The dividends are great and they get reinvested and I'll continue to buy more while it is low. F is my only red spot in my portfolio, but I see that as a challenge. Edited August 5, 2017 by Anthony Quote Link to comment Share on other sites More sharing options...
MKX1960 Posted August 5, 2017 Share Posted August 5, 2017 GM does have some nice new models just coming out or set to be out soon, but the article completely ignored the new Expy/Navi, the EcoSport, coming refresh for Edge, MKC, and MKX, and the F-150 refresh; so while Ford does have some aging models in the short term (Escape, and especially Explorer), it's not as if they're doing absolutely nothing. While Ford has done a good job with Expedition and Navigator, I think they chose the wrong time to raise prices so drastically. With GM improving,the needle won't move much in Ford's favor. Quote Link to comment Share on other sites More sharing options...
Anthony Posted August 5, 2017 Author Share Posted August 5, 2017 PS: Aside from the analyst in this article, here are a number of other analyst recommendations: 1 Quote Link to comment Share on other sites More sharing options...
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