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rffrydr
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rffrydr
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 Posted: Sun Nov 01, 2009 9:07 am Post subject: |
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YTD component returns not to be sneezed at:
http://finance.yahoo.com/q/hl?s=FSAVX
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rffrydr
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rffrydr
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| Posted: Fri Sep 11, 2009 11:15 am Post subject: |
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JCI and Fidelity mutual fund FSAVX focuses on auto suppliers.
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rffrydr
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| Posted: Sat Sep 05, 2009 11:49 am Post subject: |
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Hard to find a better performer out of the hole than that old clunker Ford debt:
http://www.bloomberg.com/apps/news?pid=20601087&sid=aReK783UMYp4
Looking back over the cycle we just might be looking at autos over china--certainly the DRYs. Who'd a thunk it 
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rffrydr
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rffrydr
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rffrydr
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Joined: 30 Oct 2005
Posts: 16932
Location: Sunny California
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rffrydr
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Location: Sunny California
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rffrydr
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| Posted: Fri Apr 24, 2009 9:42 am Post subject: |
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Ford will get a "bankruptcy for free." Look for most gains vis-a-vis GM/Chrysler (Delphi Visteon) restructure to accrue to Ford. Already got on the bond restructuring wagon.
UK's "cash for clunkers" should help them disproportionately. The debt trusts cannot be tendered....good buys now, better on pullbacks after strong rally.
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HenryTo
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| Posted: Fri Apr 24, 2009 8:21 am Post subject: |
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Morningstar's first impressions on Ford's 1Q earnings:
http://quicktake.morningstar.com/stocknet/san.aspx?id=288422
| Quote: | | Ford Motor Company F reported first-quarter results Friday that were better than the Street's expectations, which is what we were expecting. The automotive business lost $1.9 billion on a pretax basis, with only South America reporting a profit. Revenue declined about $13.5 billion (38.9%) on a comparable basis. Management still says Ford does not expect to need government loans, but we are not yet convinced the automaker is out of trouble. Still, we are encouraged to see that automotive structural costs declined by $1.9 billion in the quarter and that management expects to reduce these costs by more than the $4 billion goal previously in place for 2009. We also are encouraged by the improvement in Ford's gross cash depletion. Adjusting for the $10.1 billion draw on the line of credit in the first quarter, we calculate that Ford's gross cash declined by $2.2 billion, which is much better than third- and fourth-quarter 2008 declines of $7.7 billion and $5.5 billion, respectively. If Ford does not run out of cash before industry volume improves, it will probably be well positioned for strong profits in a few years. We are still concerned, however, that Ford's cash burn will accelerate later this year once production increases for new product launches in the second and third quarters. |
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rffrydr
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| Posted: Tue Dec 02, 2008 2:45 pm Post subject: |
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Ford sees 14.5 annual rate in '11 which could be setting up some severe upward GDP numbers--if we get there.
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HenryTo
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HenryTo
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