Ford: Textbook Cyclical – Why A Better Price Is Needed


  • Ford is a mature company that has historically traded between $10 and $20, given its cyclical nature.
  • It should be valued not just as a carmaker, but also a financial company through Ford Credit.
  • While the current dividend near 5% is nice, a buy case doesn’t exist unless it goes below $10, at which case, its balance sheet creates a margin of safety.

Ford brand logo

Vera Tikhonova

Ford Motor Company (NYSE:F) is one of those companies that’s always been around and likely always will be. If you learned from Peter Lynch’s writings and talks in the 80s and 90s, you will probably remember that he

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