- Fords business has arguably never been better.
- But Morgan Stanley analysts Adam Jonas thinks a massive restructuring is needed.
- Fords challenge is to tell a story that investors will buy into, as they have with Tesla and Uber.
Ford has beaten analysts earnings expectations every quarter of 2017 and is currently paying a whopping 5% total dividend yield. It also has almost $US40 billion in cash on hand.
You might not be able to accept that the carmaker is financially well-managed, but even them any obvious weaknesses (like South America) are currently being more than offset by the companys incredibly solid and highly profitable pickup-truck business in the US.
This doesnt look l…
Read the full article at: http://www.businessinsider.com/wall-street-underestimating-ford-business-2017-10