Toyota is definitely the pick of the brands, especially given their strength in the ute / 4wd markets.
Ford has a couple of the new Kuga's on display in the Queen Street mall, and they certainly look a nice vehicle. So maybe they cab reinvent themselves as the Falcon dies a slow death. The Focus and Festival seem popular enough.
The great thing about automotive retailing is that the AHEs and APEs can keep consolidating the industry for the next 30 years without reaching a natural limit!
PS...not holding AHE directly, but indirectly through APE's holding in AHE.
AHE Price at posting:
$4.06 Sentiment: LT Buy Disclosure: Not Held