Ford

Magic Markets Ep186: Is the automotive sector a good investment?

2024-07-31T22:10:56+02:00

Listen to the show here: Description: The automotive sector is part of our daily lives, but does that mean it should be in our portfolios? Should the car in your garage drive an investment decision with your money? To answer the question, we delved into recent performance of big names like Ford, General Motors, Toyota and BMW. Generally, they have underperformed the market index. In this podcast, we explain why. This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor. Full transcript: The Finance Ghost: Welcome to episode 186 of Magic [...]

Magic Markets Ep186: Is the automotive sector a good investment?2024-07-31T22:10:56+02:00

Recap: Ford

2023-12-07T02:05:39+02:00

Ford was one of the first companies that we covered in Magic Markets Premium. The automotive stalwart has a proud history, but the transition to electric vehicles is causing all kinds of headaches in the sector. Once you add in labour action and substantial related cost pressures, things haven’t been great for the blue oval. Still, it’s good to see that elements of the strategy are paying off despite the pressures. After years of poor performance before the pandemic, the product range seems to be in the right place. At some point, will their luck change?

Recap: Ford2023-12-07T02:05:39+02:00

Recap: Monster, Intuit and Ford

2022-05-04T21:13:27+02:00

Use the podcast player below to listen to our recap on Monster, Intuit and Ford, which accompanies the detailed write-up below: (Date of report: 30 March 2022) Feedback loops are so important. In any successful trading or investing strategy, you need to form a view, execute based on that view and then assess whether you made the right decision. There's always something important to learn. This is our first review report. We will be looking back at Monster, Intuit and Ford, all of which were originally published in November 2021. With a few months of market moves to look back on, [...]

Recap: Monster, Intuit and Ford2022-05-04T21:13:27+02:00

Magic Markets Ep57: Our 2021 Winners and Losers

2021-12-23T11:36:15+02:00

The final show of the year is always an opportunity to reflect on what did and didn't work in our portfolios. At Magic Markets, we value transparency and we focus on creating a shared learning environment, which means we highlight our mistakes instead of hiding them. Of course, there were also some great outcomes this year, including some stocks that looked dicey at times. In Episode 57 of Magic Markets, we invite you to learn with us as we discuss some of our best and worst positions during the year. This is our last show for the year and we look [...]

Magic Markets Ep57: Our 2021 Winners and Losers2021-12-23T11:36:15+02:00

Magic Markets Ep56: Themes from our Deep Dives

2021-12-16T14:48:58+02:00

With eight Magic Markets Premium shows behind us and a ninth dropping this week, we took the opportunity to reflect on the themes coming through from these deep dives. In Episode 56, we discussed some of our key learnings on each of the companies we have covered. We have done detailed research on Nike, US banks, Microsoft, Etsy, Monster, Intuit, Ford, Visa and now Disney as well. The detailed reports and podcasts are available to Magic Markets subscribers for R99/month. Go to https://magic-markets.com/subscribe/ to gain access to the full library and a new deep dive on a global stock each week.

Magic Markets Ep56: Themes from our Deep Dives2021-12-16T14:48:58+02:00

PREMIUM: Ford – the EV dark horse

2022-06-21T19:24:53+02:00

Use the podcast player below to listen to our discussion on Ford and its Q3’21 result, which accompanies the detailed write-up below: (Date of report: 1 December 2021) "And we'll have fun fun fun 'til her Daddy takes the T-bird away" sang The Beach Boys in 1964. For classic car enthusiasts, the 60s represented a wonderful time in the world of motoring. Ford was right in the thick of that culture, with models like the Thunderbird and Mustang. At Le Mans, the GT40 racecars were making history by beating Ferrari. That was then and this is now. The motoring industry is [...]

PREMIUM: Ford – the EV dark horse2022-06-21T19:24:53+02:00
Go to Top