Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

NYSE:F

Ford Motor (F)

14.04
-0.02 (0.14%)
as of Jun 18, 2026, 11:23:17 pm Market Open.
101 watching
0
BUY ON WEAKNESS
One of the best performing large caps currently. Significant push into EV, and demand for autos is strong. Relatively inexpensive for the growth opportunities it has. Pulled away from the 50-day MA, and could certainly fall to the $16-17 level. Probably will do well over the next few months.
premiumPremium content

It's a Monthly Gems opinion which is available only for Stockchase Premium

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

The street rewarded Ford by pumping shares from $15.51 to $17.08 over the last three trading sessions of October. Ford's report saw shares take a hard left turn, leaving GM stuck in the slow lane, while Ford hit the rubber in the express lane. More road lies ahead. Like GM, Ford is investing heavily in EV's. Ford cited annual demand for its electric Mustang Mach-E SUV to stand at 200,000 and targets around 2025 for its factories to pump out more than one million battery-powered EV's annually. Despite the chip shortage, Ford expects around 10% growth in 2021. Since Ford's reports, GM remains stuck in traffic with a flat stock, while Ford has taken a hard right turn into the express lane that should continue into early November. Suddenly, Ford has pulled ahead of GM in the EV race.

BUY
The CEO is on a mission to electrify his fleet, starting with the F150. He owns a large position in Ford; he believes in it that much.
WEAK BUY
Rivian's e-truck (via a new SPAC) to compete with the e-F150 Rivian will be a player in the EV space, but this competition isn't a new story. You're okay with Ford. The stock may want to break out.
BUY
Rivian's e-truck (via a new SPAC) to compete with the e-F150 The F150 is the most popular truck, and no question there'll be competition. But Ford's valuation is absurdly cheap, south of 10x, while Rivian's valuation is too high.
DON'T BUY
He looks for asset light companies, those that don't have to spend lots of money to generate money. The fact that they've spent $11B on EVs seems exciting, but not to him. These types of businesses consume capital. ROIC is sporadic. Steer far away.
BUY
They're closing two plants in India with a $1.7 billion write-off. Shares went down on the news instead of up, because they've lost $2 billion in the last 5 years. India is the last part of the world where Ford is losing money. This means their 2022 numbers should increase. The street didn't get it.
BUY
Ford announces production cuts due to ongoing semiconductor shortage How often do we need to hear the news of a chip shortage hitting profitable, well-run companies? The valuation is great and so is their positioning. Car demand won't go away. Investors need to be patient. This is an amazing opportunity.
BUY
Production delays due to ongoing shortage of semiconductors Probably this is a delay in car consumption, in gratification. Turning to the used car market is fraught, because those cars are aging. The Ford Lyriq in early 2022 will be important to Ford.
DON'T BUY
F vs. GM In the end, it's how well a product line is accepted and profits. GM has much higher margins on products than Ford. Everyone knows the F-150, but in total truck sales, GM sells more. Electrification will be very profitable for GM. Chip shortage, extended warranty costs, and supply chain issues are providing a good stock entry point. Ford is a great company and well-positioned, but in a peer group analysis, you want #1 in the industry.
BUY
It trades below $14, down from its peak. Today's inflation data shows that used car prices are peaking which may be caused by more demand for new cars. Ford's biggest problem is that can't boost production because of the semiconductor shortage, but he thinks that is slowly fading. So, Ford is cheap now. A buy.
BUY
It's trading around 8x earnings amid the chip shortage. Cars now are being snapped up at full price, no discount. Ford boasts a rapidly improving balance sheet while CEO Farley is turning around the company.
COMMENT
They report Wednesday. The semis shortages has hurt car companies, including Ford. He may not expect this quarter to be good, but 2022 could be.
BUY

Likes it, but prefers GM at this stage, as it's moved into the electric space faster. Performing quite well, products are improving. 16-17x earnings, with growth expected to pick up dramatically. Undervalued.

DON'T BUY

Trouble with the traditional car businesses is that they have traditional combustion business competing with EVs. Difficult to transition, and hard to be both kinds of company. Will create more volatility in the long run. He's not saying run out and buy Tesla, but at least it knows exactly what it wants to be. EVs also rely on government funding.

Showing 76 to 90 of 525 entries