How Ford Becomes a $84 Stock | Summary and Q&A

September 21, 2023
Let's Talk Money! with Joseph Hogue, CFA
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How Ford Becomes a $84 Stock


Despite struggling in recent decades, Ford's stock could experience a significant increase in revenue and reduced costs due to its transition to electric vehicles, potentially leading to a return of 600%.

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Key Insights

  • 🥺 The UAW strike and potential wage hikes may impact Ford's profitability in the short term but could lead to greater pay parity and favorability for Tesla.
  • 💪 The F-150 Lightning's strong brand reputation and market dominance could drive significant revenue growth for Ford as it transitions to EVs.
  • ⚖️ Ford's production scale and shift to non-union labor in the EV market may result in increased profitability and cost reduction.


shares of Ford are struggling against a union strike and have basically gone nowhere for 40 years but the next five years could see a massive run in revenue and lower costs pushing the stock to between 50 to 84 a share that would be a return of 600 percent hey bowtie Nation Joseph ahog here thank you for joining us for a very special evaluation vid... Read More

Questions & Answers

Q: Why have Ford's shares remained stagnant for the past 40 years?

Ford's stock has struggled due to various factors, including short-lived positive news and production bounces, but the recent UAW strike and labor market tightness have further impacted its growth potential.

Q: How does Tesla's labor cost advantage compare to Ford's?

Tesla pays significantly less in wages and benefits for its non-union labor compared to Ford and other major automakers, giving it a cost advantage.

Q: Can Ford's shift to electric vehicles boost its profitability?

Yes, the transition to EVs, especially with the popular F-150 Lightning, could lead to lower production costs and increased profitability for Ford.

Q: What are the challenges Ford faces in its shift to electric vehicles?

Ford needs to address issues such as battery problems, storage limitations, and the need for price adjustments to make the electric F-150 more appealing to truck owners.

Summary & Key Takeaways

  • Ford's stock has remained stagnant for 40 years, but a potential strike resolution and the shift to electric vehicles could drive strong returns.

  • The United Auto Workers (UAW) strike may result in pay hikes of 20 to 30%, putting Tesla at a disadvantage in terms of labor costs.

  • Ford's transition to EVs, particularly the F-150 Lightning, could lead to increased profitability and market dominance.

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