Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

Ford (NYSE: F)

Long Ideas

Will Minivans Save Fiat-Chrysler?

Minivans are more of a contrarian investment than you might think because they are the perfect vehicle for use in the ride-sharing business. A Chrysler Pacifica or Dodge City Master Pro; particularly one equipped with a diesel, electric or hybrid engine, would be the perfect Uber car. It can seat several passengers, it is stylish and there is plenty of room for luggage for the airport run.

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Good StocksLong Ideas

Ford Gambles Big on Self-Driving Cars

Okay, so Ford is a great company that is making a lot of money, but is self-driving vehicle technology a wise investment? Maybe not, even some of Ford’s executives have serious doubts about its profitability.

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Opportunities

FedEx and the Murky Future of Delivery

My prediction is that both of the big delivery services are on shaky ground, because two of their major customers; Walmart and Amazon want to severe that relationship. The situation is made worse by Uber; a company that has demonstrated it can quickly build a widespread transportation network with limited resources.

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Long Ideas

Will Hyperloop and Electric Cars mean the End of the Line for Oil?

The oil industry will survive the coming of Hyperloop and electric cars; but it will look nothing like the one we have known. Instead it will be smaller and only a few companies in it will make money. Smart investors will stay out of oil for the foreseeable future, unless they are looking for something to short.

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Crazy StocksLong Ideas

Toyota’s Revenue Struggles

Investors would be well advised to stay away from Toyota; until it can get over its revenue struggles. My take is that Toyota could be setting up for a major fall in share price, because it cannot retain its revenue growth; despite the company’s size.

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Market InsanityOpportunities

Tesla is in the Filling Station Business

Tesla gets another potential source of income here ;because it can sell supercharging equipment to filling station operators. That means it can expand its network without building the stations. It can turn a loss leader into a potential source of revenue.

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Market Insanity

Should Avis Budget be Afraid of Uber?

For the first time; more business travelers listed ride-hailing apps such as Uber and Lyft than rental cars on their expense reports, accounting software firm Certify reported. Certify found that 43% of business travelers used networked transportation solutions; and only 40% rented a car in fourth quarter 2015, Bloomberg reported.

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