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SVTPerformance's Chain of Restaurants
Road Side Pub
wallstreet hates Ford
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<blockquote data-quote="Mackie" data-source="post: 15968207" data-attributes="member: 4738"><p>At the Ford investor day in Sept. 2014 Ford announced it would have to idle DTP and later KC to retool for the aluminum F150.</p><p></p><p>The stock took an immediate hit.</p><p></p><p>F150 sales:</p><p></p><p>2011 : 585K</p><p>2012: 645K</p><p>2013: 763K</p><p>2014: 754K (the sky is falling)</p><p>2015: 780K</p><p>2016: 821K</p><p>2017: 896K</p><p>2018: On track for 950+K</p><p></p><p>An aluminum truck blindsided the competition. The 'risk' paid off BIG TIME. The patents for rivet and adhesive assembly and 5 years manufacturing experience cannot be duplicated. The F150 now commands the highest ATP of any truck and is the top selling pickup truck ALWAYS.</p><p></p><p>The 10 year chart clearly shows what is going on since 9/2014. With any momentum there is a 'crisis' to maintain the trend. The most recent crisis was Ford 'only' had a $1.1 billion quarter - $600 million hit due to a freak fire.</p><p></p><p>There will be a rotation in the market. It is not retail investors buying up AMZN at $1800/share. The 'growth' story on a future that never needs to get here and irrational exuberance based on hype will end.</p></blockquote><p></p>
[QUOTE="Mackie, post: 15968207, member: 4738"] At the Ford investor day in Sept. 2014 Ford announced it would have to idle DTP and later KC to retool for the aluminum F150. The stock took an immediate hit. F150 sales: 2011 : 585K 2012: 645K 2013: 763K 2014: 754K (the sky is falling) 2015: 780K 2016: 821K 2017: 896K 2018: On track for 950+K An aluminum truck blindsided the competition. The 'risk' paid off BIG TIME. The patents for rivet and adhesive assembly and 5 years manufacturing experience cannot be duplicated. The F150 now commands the highest ATP of any truck and is the top selling pickup truck ALWAYS. The 10 year chart clearly shows what is going on since 9/2014. With any momentum there is a 'crisis' to maintain the trend. The most recent crisis was Ford 'only' had a $1.1 billion quarter - $600 million hit due to a freak fire. There will be a rotation in the market. It is not retail investors buying up AMZN at $1800/share. The 'growth' story on a future that never needs to get here and irrational exuberance based on hype will end. [/QUOTE]
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