๐๐๐ฎ ๐ฎ๐ค๐ช ๐จ๐๐ค๐ช๐ก๐ ๐๐ค๐ฃ๐จ๐๐๐๐ง ๐๐ค๐ง๐ ๐๐ฃ๐จ๐ฉ๐๐๐ ๐ค๐ ๐๐๐จ๐ก๐
Firstly $F (Ford Motor Co) is now our second largest investment position in our Portfolio
โ Ford's forward PE ratio is only 10.9 vs $TSLA (Tesla Motors, Inc.) of 167.61, so in a sense its price it's around 15 times cheaper relatively. This also represents a discount compared to its industry's average Forward P/E of 16.39.
โ The company is expected to report EPS of $0.09, up 139.13% from the prior-year quarter.
โ Jim Farley, Ford's new CEO has targeted plans:
๐ฅAllocating more capital, resources and talent to its strongest businesses and vehicle franchises.
๐ฅExpanding its robust commercial vehicle business with a "suite" of software services
๐ฅOffering "compelling, uniquely Ford" electric vehicles "at scale around the world," including the Transit commercial van, the flagship F-Series truck franchise, Mustang, SUVs and the Lincoln brand.
๐ฅAdding more affordable vehicles
๐ฅnew businesses based on the self-driving vehicle platform of Argo AI
There are some risks with Ford though, namely:
๐ดFord faces a global semiconductor supply shortage due to chip manufactures hit by COVID.
๐ดThe company also faces the loss of SK Innovation as its battery supplier for the F-150 EV, still supplier for 4 years to come.
Also read this: www-cnbc-com.cdn.ampproject.org/c/s/www.cnbc.com/amp/2021/03/12/tesla-is-using-customers-to-test-av-tech-on-public-roads-ntsb.html... Show More
Comparing a 100 year old ICE company with a disruptive EV company is risible. Ford is hundreds of millions of dollars in debt and is running at a loss of billions annually. In three or four years they will be close to bankrupt. A government bailout will likely follow, but Ford will continue to believe... Show More
Tesla is definitely over-priced at the moment, but market correction will come and the bubble will burst. Then I'll invest in it, ready for the next bubble. Ford seems like a good investment too.... Show More
