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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for
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Latest
Valuentum Commentary
Jul 24, 2014
Ford Surprises to the Upside; GM Distracted By Recalls
Let’s take a look at the divergent performance of Ford and GM. Jul 9, 2014
Ford’s China Sales Continue to Impress
Though Ford’s market share in China trails that of peers, the automaker’s formula in the country is working. We expect Ford to be the biggest upside surprise in China in coming years. Jun 22, 2014
Valuentum Economic Castle™ Rating Update
Members should expect the initial Economic Castle™ ratings. Apr 9, 2014
Ford’s Opportunity in China
Ford continues to execute nicely in China. Jan 28, 2014
Ford’s Pension Under-fundedness Under Control; Magnitude of Stock Price Multiple Discount Unwarranted Even After Considering Operational (cyclicality) and Financial (Ford Motor Credit) Risks
Ford has been a solid performer in the portfolio of the Best Ideas Newsletter. Though 2014 may not be its best year, we think the best times at the company are still ahead of it. A sub-10 trailing earnings multiple is too harsh, even after considering operational (cyclicality) and financial (Ford Motor Credit) risks. Jan 5, 2014
Throw December Auto Sales Numbers Away; December Ice Storms and a Late Thanksgiving Holiday to Blame
We’re not reading too much into December auto sales numbers, which weren’t as strong as expected. 2013 was a fantastic year for the automakers, and we think 2014 will be even better. Dec 18, 2013
FedEx, Ford and Facebook Topping News
FedEx’s fiscal second-quarter fails to impress, Ford resets investor expectations, and Facebook rolls out video advertisements. Dec 4, 2013
Ford Shines Bright in November; Potential Channel Stuffing By GM; Toyota Suggests Industry Sales at Fastest Pace Since 2007; Nissan Sets November Record; Honda’s Second-Best November Performance
Best Ideas portfolio holding Ford continues to shine, as Toyota reveals industry sales in November were the best since 2007. Nissan put up its best November sales in history, and Honda, its second best. GM’s channel stuffing could lead to increased promotional activity going forward, however. Oct 3, 2013
Ford Once Again Leads the Pack with September Sales
In a down month, Ford posts positive vehicle unit sales. Sep 5, 2013
US Auto Market Shows Resolve in August; Ford Remains Our Best Idea; C-Max Outselling Tesla’s Model S
The SAAR crosses the 16 million unit mark in August as the auto industry proves American consumers are buying something: cars. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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