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Ford's "Good Problem" Is Still a Problem

Ford's chief operating officer, Mark Fields, poses with a Fusion sedan outside of Ford's factory in Flat Rock, Michigan. Booming demand for the Fusion led the company to open a second assembly line for the hot sedan at the Flat Rock facility in August. Photo credit: Ford Motor Co.

As "problems" in the auto industry go, Ford's  (NYSE: F  ) challenge here in North America is a good problem to have. That challenge is this: The Blue Oval's factories in the U.S., Canada, and Mexico are extremely busy -- so busy that nearly half of them are already running around the clock.

As Motley Fool contributor John Rosevear explains in this video, that's a great situation for Ford, one that has already led to huge profits in its home region. But with demand for new vehicles in the U.S. (and Ford's latest products) continuing to grow, it's also a problem -- one that could present an expensive conundrum for Ford before long.

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