First, let me start by saying that Ford had absolutely no comment on this report, it's just one guy's opinion. I can just see all of you with Ford stock freaking out that you're going to lose it before it can appreciate again.
Brian Johnson of Sanford Bernstein & Co. said in a memo to investors that Ford Motor Company should sell off PAG (the group that includes Aston Martin and Land Rover) and use profits from that and its sale of Hertz to buy back stock shares and become a family-owned business again. Evidently, he believes that this restructuring would solve Ford's financial issues.
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