Kevin Tynan
Kevin Tynan
albeit data looking month positive shows slower toyota
I wouldn't read too much into one month of data for any automaker. What I'm looking for more is the trend. And Toyota shows the continuation of a positive trend, albeit at a slower pace.
indication starting trend truck
I think it's more of a one-month blip than an indication that the truck trend is starting to reverse.
benefits circuit cost expects gm half second short
That could really short circuit the cost benefits GM expects in the second half of the year.
deal direction dozen fix gm items itself laundry list move needs small thinks
The deal is a move in the right direction, but no one thinks this is the end to their problems. The laundry list of the things that GM needs to do to fix itself is about a dozen items long, and this deal was a small item on that list.
certainly lose losing market share
With them losing market share the way they have been, they are most certainly going to lose more, so this just will not be enough.
longer questions term whether
Whether longer term that actually makes a difference, I have questions about that.
bigger company gm problem shape today took worse
GM today is in worse shape than Nissan was when Carlos took over. It's just a much bigger company with a much bigger problem in a much worse situation.
company falling higher input job losing lower market mixed prices products sales three
GM's new products are just not getting the job done and the company is losing market share, ... It's really a combination of three things going on. There's lower sales mixed with falling prices and higher input costs.
agree cuts face facing gm larger material needs simply union
GM needs much larger concessions than this to have a material impact. The kind of cuts that GM needs are cuts that the union would simply not agree to. And GM needs to face that at some point, just like Delphi is facing it now.
equity motivation rumor unlock
His motivation was to unlock that equity in GMAC. Rumor has it that it's not going well.
anyone company created despite facing issues rising
But despite the pressure, I can't think of anyone who would be better than him to do this job. The issues facing the company are so long in the making. They are just rising on his watch, but they weren't created by him.
china growing growth large losses market north
China is a growing market, an important market for them. But growth there is not enough to make up for the large losses in North America.
basically betting momentum news next people stock trading
What you're getting now with the stock where it is trading, there is a lot of news-event volatility, you get people betting on the next move... they're basically just trading on the momentum being generated by the news.
continue dependence ford lack meaningful products
With Ford and GM's dependence on trucks, and a lack of significant meaningful products on the sedan side, they will continue to struggle.