
A Stunning Admission From Ford’s CEO and Big Jumps for Roku, Cisco and Zillow 2/15/23
CNBC's "Fast Money"
00:00
Is There a Cyclic Backlash?
Jeff Mills: We worry about Ford assuming that their prices will be flat this year which seems I can unbelievably aggressive assumption from an all-time high starting point. He says there's going to be cyclical pressure but even on the relative basis assuming everything stays steady and the prices do not come down we feel like Ford is essentially at disadvantage versus GM in terms of its cost structure as well as valuing it higher than GM. Jeff Mills: My guess is it's a difficult slog here going forward with other areas of the auto sector that are a little bit more profitable.
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