mlvandyck....I haven't researched CNC or F very thoroughly, but will share my thoughts....CNC, it is very difficult to evaluate the business model of insurance companies....one must be able to ascertain whether there are any major problems with their underwriting of new policies and whether there will be any unplanned losses....a quick look at their profile on the Yahoo site shows they had a 330 Million dollar supposedly one time write-off recently, and that always spooks me....kinda like the cockroach theory: "If you see one, you KNOW there's lots more you don't see!"....I leave investing in insurance companies toguys like Warren Buffet, they have deeper pockets than I do.Ford....it is a good company that has been around and has value....However, it hasn't become clear yet how much liability they will have from this tire fiasco....additionally, a rising interest rate environment may not be the best timing to buy auto stocks....I think you may have time to wait on this one to see how it all shakes out....don't ever try to catch a falling knife in stocks, wait for the fall to clearly stop and the rise clearly begin....there's plenty of money to be made over the long haul.You are in the satelite business....which companies are great in that area?....how about the infrastructure companies like TWRS(wireless towers)?Hope you had a great week-end.
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