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Posted by
Two Blokes Jul 13 -
Filed in
Stock
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4 views
I reiterate my buy rating on Ford, citing its 25% total return in 2025 and outperformance versus the S&P 500. Despite tariff headwinds and suspended guidance, Ford beat Q1 earnings estimates, posted strong truck sales, and maintains a robust $27B cash position. Valuation remains compelling: Ford trades below intrinsic value, offers a 5%+ yield, and shows strong free cash flow despite analyst skepticism.
