Efraim Levy
Efraim Levy
biggest negative strike
If there is a strike at Delphi ... that would be the biggest negative that I can see for the year.
again backdrop believes crossover despite employment equity face favorable financing foreign gas high higher impact increased large lose low luxury margin market negatively prices relatively research result results rising sales second share standard utility vehicle vehicles
Despite a favorable backdrop of relatively high employment and low financing rates, U.S. automakers, in our opinion, will collectively lose market share to foreign manufacture again in 2006, particularly in the luxury vehicle category. Additionally, Standard & Poor's Equity Research believes the U.S. will face margin compression on two fronts, the first as a result of higher retiree and health-care costs. The second results from a combination of rising gas prices and increased sales of crossover utility vehicles which will negatively impact sales of higher margin large SUVs.
areas belts items review time
It's time for automakers to tighten their belts and look for areas of inefficiencies and redundancies. They need to review what discretionary items can be eliminated.
accounting coffin company final forward investors looking nail past rather
This is more of a final nail in the coffin of the company's past accounting practices. Investors are looking at the company going forward rather than past. They have been doing a lot of things right lately.
brand domestic excited foreign happy ownership people process products shop sure taking vehicles
It's the vehicles themselves. You have to have products that people are excited about buying. And you also have to make sure they're happy with the ownership process and they're not taking them to the shop more often for a domestic brand than you are for a foreign brand.
change company continue deals experience good greater liked likely news rather stay trouble
It's not good news to change someone of Devine's stature. I would have liked to see Devine stay on longer. I'd rather have someone with greater experience around as the company deals with the trouble it has and is likely to continue to have.
believe benefits bottom meet
We do not believe the restructuring will meet all of Ford's objectives, and we think that not all benefits will accrue to the bottom line.
believe benefits bottom meet objectives
We do not believe the restructuring will meet all of Ford's objectives and we think that not all benefits will accrue to the bottom line.