John Casesa
John Casesa
exactly finding gm people rule sure
They just want to make sure that people don't rule GM out. But the probability of finding exactly what they want is probably pretty slim.
filing gm happen point rather results sooner
GM and the UAW will collide at some point as the company's results worsen, ... The Delphi filing suggests that it will happen sooner rather than later.
decrease driven driving earnings fell fleet gm impact improvement increase late light lower mix negative north performance pricing remains results richer truck trucks
These results are reminiscent of Ford's late 1990's performance -- driving earnings improvement with a richer truck mix, ... GM remains market-share driven and its North American pricing fell 1.0 percent. Fortunately, it was able to increase its mix of light trucks and decrease its fleet sales, offsetting partially the negative impact of lower prices.
ford gm race
Ford and GM are now in a race to shrink.
beginning boost ford gm incentives november programs seems slow
It seems that November got off to an excruciatingly slow start, with new incentives programs from Ford and GM just now beginning to boost showroom traffic.
competition fast gm
GM is going in the right direction, but it is not getting better as fast as the competition is getting better.
calls care gm health including
GM has many calls on its cash, including pensions, retiree health care and Fiat's put option,
desire full gm large launching size snap
If consumers' desire for large SUVs does not snap back, GM will be launching its new full size SUVs into an unwelcoming market.
anywhere effect gm lost percent quarter represents ripple sales second supplies
The ripple effect on GM supplies is profound. GM represents anywhere between 15 and 20 percent of the sales of most big supplies, so these are lost sales and lost profits. And you'll see it in their second quarter results.
gm inventory likely maintain sales strong
GM likely doesn't have enough inventory to maintain a strong sales pace.
bonus car cash eventually gm happened host inventory likely losing maintain program sales strong
GM likely doesn't have enough inventory to maintain a strong sales pace. And inevitably, the employee-pricing program is losing its effectiveness, as eventually happened to zero-percent financing, hot-button bonus cash programs, talk-show host car giveaways and other promotions.
dry expect ford gm half lose market next pipeline product relatively year
For the next year, year and a half I expect Ford to lose market share. It doesn't have many levers to pull. Its product pipeline is relatively dry and GM is being very aggressive.
change gm heightens hiring inside major signals strategy
Lutz's hiring signals the possibility of a renaissance at GM and heightens our sensitivity to the possibility of more constructive change, ... This is a major change in strategy for GM, which has historically relied heavily on inside promotions.
apart companies effect gm likely looks separate worth
It looks increasingly likely to us that GM will effect some kind of a transaction that will separate these two businesses. These two companies will be worth more apart than they are together.