Thread: New Picks
View Single Post
  #11 (permalink)  
Old 10-05-2007, 11:18 AM
Fish2006's Avatar
Fish2006 Fish2006 is offline
Administrator
 
Join Date: Feb 2007
Location: Chicago
Posts: 255
Default

Quote:
Originally Posted by Daws1089 View Post
i dont know the car industry very well, but i don't think ford is a good buy now. Seems like toyota and honda really got things figured out and those are the ones to own. If ford got bought out buy a bigger firm, you would most likely either be offerred stock in the new company for an equal amount of money you had in ford, OR you could get get tax free cash for your stock. It depends on the situation. Basically, there is probably a better buy out there, i just dont know enough about the industry to tell you what.
Exactly. Not sure who buys F, since commercial paper does not want to touch anything that risky, unless they are getting 13% or better interest (i.e. the buyouts of late are much harder to do since the subprime meltdown). Witness the recent Chrysler deal barely getting done - even at elevated rates.

If someone comes in to buy F or GM - someone is going to have to pony up about 10B in cash to do it, and in the course of doing so, will buy a broken company with a ton of big liabilities in the form of union contracts and nothing much more than some decent (arguably) brands in return. Personally, I think F and GM need to get to about 1/2 of their current values before they become viable takout targets.
__________________
可你住在有趣的时代 - May you live in interesting times.

Visit wagertracker and participate in free contests and track your picks.
Reply With Quote