Investing Club holding Ford Motor (F) capped off a transformational year by reporting mixed fourth-quarter results after the closing bell Thursday. Total revenue of $37.7 billion, up $1.7 billion year-over-year, missed analyst estimates of $41.23 billion. Adjusted EBIT (earnings before interest and taxes) for the quarter was $2.0 billion, a gain of $0.3 billion YoY, missing estimates of $2.808 billion. For the full year, Ford delivered $10 billion in adjusted EBIT at a margin of 7.3%, representing the company's strongest performance since 2016. Ford generated $2.3 billion of free cash flow on an adjusted basis in the quarter, missing estimates of $2.693 billion. And adjusted earnings-per-share of $0.26—down $0.08 YoY—missed estimates of $0.45, though we're not sure how accurate that comparison is and if it fully reflects the charges and special items the company announced on Jan. 18. Bottom line We are not letting a fourth-quarter miss and the roughly 4% slide in shares after hours shake us out of a terrific long-term story. CEO Jim Farley and his team have been exceptional in their ability to expand and maximize profits from their ICE (internal combustion engine) business, while investing heavily to ensure leadership in a BEV (battery electric vehicle) world. With the stock down more than 20% from our Jan. 18 sale and the outlook for 2022 remaining solid, we reiterate our 1 rating—meaning this is a stock we would buy right here. In a market that is still unsure about valuations, we continue to believe Ford scans as a "growth at a reasonable price" name trading at 10 times 2022 earnings and 2% dividend yield.