“For the next year, year and a half I expect Ford to lose market share. It doesn't have many levers to pull. Its product pipeline is relatively dry and GM is being very aggressive.”
“Car buying is influenced by consumer confidence. And confidence varies month to month but on a trend basis, it is down a lot in the last year, year-and-a-half. And my own view, unless it bounces back and unless history is wrong, we're going to really struggle to get these buyers in next year because they're just not as confident about the future to make a big ticket purchase as they were six months or a year ago.”
“It's a very deep concern in the near term because there's no question it will be a deterrent to U.S. investors. He was highly respected by institutional investors in the United States.”
“In short, while the negative press will likely hold back the stock near-term, we don't think it will have a lasting impact, and in our view, Ford remains relatively attractive,”
“My guess is most people view this as a tire issue than a Ford Explorer issue. But there are a lot of good competitors to Ford Explorer out there on the market.”
“The North American operations are the driver of the results. Business is great this year, and the mix is very rich -- they're selling lots of trucks,”
