BeenBambied

Ford is going to be long term power house through 2025

做多
NYSE:F   福特汽车公司
Ford has a couple of things going for it right now

-Production platforms will be at max 5 in the coming year or two, representing substantial margin improvements
-Consumers are less price sensitive to gas prices than in years past: strong consumer, business macros will power Ford into the new Hybrid cycle beginning in 2020
-Ford's strategic transition to focus more on trucks/utilities than costly consumer demand shifts. By 2020, 86% of Ford's North America Sales will come from trucks/utilities. Ford is by far untouchable in this market, and has done a great job building this niche brand over the years

Improved Margins, less drastic and costly consumer demand changes due to niche focus, Brand Powerhouse.
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