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Author: BFatConservative One star, 50 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 18060  
Subject: Trucks Date: 2/1/2013 10:36 AM
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With the vision of what is to come from Ford in the Fseries market being set, (See http://autos.yahoo.com/blogs/motoramic/ford-atlas-concept-sn...) I think we might be seeing the start of a trend -

GM - "Sales of GM’s full-size pickups rose 32% to 50,230 units"

F - "America’s best-selling pickup, the Ford F-Series, begins 2013 with a 22 percent increase versus last January. With 46,841 pickups sold, F-Series marks its 18th consecutive month of monthly sales increases."

Don't get me wrong - this is a beautiful result for January. However, my gut tells me that Ford loyals that were thinking of getting a newer model in the next two years will defer to what I think is the most beautiful truck I have ever seen.

Just something to consider as I'm a long-term investor in Ford, and plan to be at-least until the next union renegotiation. If we see a significant dip in sales sometime this year, I think it is safe we can start blaming it on the beautiful Atlas.

MjH
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Author: TMFThump Big gold star, 5000 posts Old School Fool Ticker Guide Home Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 17387 of 18060
Subject: Re: Trucks Date: 2/1/2013 11:26 AM
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MjH,

I don't know that I'd focus on those GM truck sales just yet. This is the old model, and the incentive spend has really ramped up after the beating they took in November. I'm a little concerned that this is looking like the year that truck sales recover and ramp up, and Ford is going into it with a somewhat dated F-150. This should be interesting to watch unfold. I'm expecting that Ford may chart a little different course here, and ramp up their own incentives to protect market share. I don't like to see the margins take a hit when they've done such a disciplined job of emphasizing profits over market share. It's a delicate balance.

Doug

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