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Author: TMFBreakerTAllan Big gold star, 5000 posts Old School Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 18256  
Subject: Re: "Way Forward" falling behind? Date: 2/16/2007 8:56 PM
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GeezerRob, evidently after enjoying a Friday afternoon Happy Hour stop before strapping on his snowshoes actually said:

Ya know....I might buy a few kiloshares of F depending on February performance....

...just as a medium term opportunity anyway. ;)

Whoah. Nellie.

Okay - I cannot make my mind up. I think Ford needs to get a little bit smaller in market share before it can grow. In other words - Ford will need to shrivel a bit more than now in order to justify a purchase based on growth.

Also, if Chrysler is spun off or sold off - it changes the market share dynamic and expectations. I can't believe that the market is so high on the spinoff - can Daimler really be that good?

So, back to whether to buy - I would hope that Rob is saying he would buy if February numbers are way down, but the new stuff is strong. That would disappoint the market in terms of comps, but would show the way forward is working and would provide a better opportunity to buy in.

And finally, if you really must buy why not make the foray into the option world and look at
the Jan 09 options or better yet April 08.

T. Allan

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