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<blockquote data-quote="Trickymissfit" data-source="post: 903231" data-attributes="member: 25383"><p>the warranty data was published about two weeks ago, and is for 2013 models. First saw it on MSN, and it later was published on the front page of the new paper. </p><p>I used to have access to Wards Auto News, but don't think they track warranty costs anymore as they have not published it in the last few years. They used to do it monthly (even though it's published weekly). Wards is a trade paper that is hard to get a subscription to. How I got one, I'm not sure but was delivered to me weekly at work.</p><p> </p><p>As for the tax credits, I was with you and your thoughts. But got the first hint of the other two from a financial advisor who was heavily invested in Ford Motor Company. It was later confirmed by a fellow I know who makes race car parts for Ford Racing. Now the exact numbers are all over the place, and I've heard everything from the $5.9 billion out to $31 billion in tax credits. Probably somewhere in the middle. </p><p> </p><p>One thing you learn from financial reports and the Big Three; is that there little to be learned. GM and Chrysler rarely release intricate financial data on their product lines. Ford is in the boat, and you might as well consider that data as private. Sitting in on product planning meetings you pick up bits and pieces in the hall way.</p><p>A stock holder's report is about as generic as it can get, and the board meetings are even more generic. Yet trust me a 12th floor meeting can often be a blood bath!! But on the otherhand we'll never be invited. Yet I've been in product planning meetings that ended with a fist fight!</p><p> </p><p>I worked for a company that did a ton of business with Ford, Chrysler, Mercedes, GM, Mitsubishi, Navistar, CAT, Cummins, Detroit diesel, TACOM, and several others. Surprisingly Ford and Mercedes are the big money winners these days. Twenty years ago it was Navistar, and then Ford moved into the top money spot. This was taken over by Mercedes Benz. GM was never a top money contender, and it didn't make a lot of sense. We are a 15.5% REIT company day in and day out. Could be a 22% company without too much effort, but probably no longer competitive. I remember when they hit the 18%+ mark and went into a panic mode! Things are that competitive. When you establish those numbers you find away to reduce sales cost to the end user. </p><p> </p><p>gary</p></blockquote><p></p>
[QUOTE="Trickymissfit, post: 903231, member: 25383"] the warranty data was published about two weeks ago, and is for 2013 models. First saw it on MSN, and it later was published on the front page of the new paper. I used to have access to Wards Auto News, but don't think they track warranty costs anymore as they have not published it in the last few years. They used to do it monthly (even though it's published weekly). Wards is a trade paper that is hard to get a subscription to. How I got one, I'm not sure but was delivered to me weekly at work. As for the tax credits, I was with you and your thoughts. But got the first hint of the other two from a financial advisor who was heavily invested in Ford Motor Company. It was later confirmed by a fellow I know who makes race car parts for Ford Racing. Now the exact numbers are all over the place, and I've heard everything from the $5.9 billion out to $31 billion in tax credits. Probably somewhere in the middle. One thing you learn from financial reports and the Big Three; is that there little to be learned. GM and Chrysler rarely release intricate financial data on their product lines. Ford is in the boat, and you might as well consider that data as private. Sitting in on product planning meetings you pick up bits and pieces in the hall way. A stock holder's report is about as generic as it can get, and the board meetings are even more generic. Yet trust me a 12th floor meeting can often be a blood bath!! But on the otherhand we'll never be invited. Yet I've been in product planning meetings that ended with a fist fight! I worked for a company that did a ton of business with Ford, Chrysler, Mercedes, GM, Mitsubishi, Navistar, CAT, Cummins, Detroit diesel, TACOM, and several others. Surprisingly Ford and Mercedes are the big money winners these days. Twenty years ago it was Navistar, and then Ford moved into the top money spot. This was taken over by Mercedes Benz. GM was never a top money contender, and it didn't make a lot of sense. We are a 15.5% REIT company day in and day out. Could be a 22% company without too much effort, but probably no longer competitive. I remember when they hit the 18%+ mark and went into a panic mode! Things are that competitive. When you establish those numbers you find away to reduce sales cost to the end user. gary [/QUOTE]
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