Tim Ghriskey
Tim Ghriskey
money move people situation time
Delphi is weighing on the whole automotive industry. More people want to move money out of that sector, and the situation is not going to get better any time soon.
ahead beginning companies despite investors solid warn
Companies are beginning to warn investors that despite this quarter's solid results, what comes ahead will not be so stellar,
beginning both companies demand higher hit katrina markets oil short slow stocks term
Companies are beginning to tell the markets they are going to take a hit from both Katrina and higher oil prices. Demand for stocks in the short term may slow down.
below earnings sales
The big thing is the second-quarter sales and earnings (forecast) being below expectations. It's not going to be greeted favourably in this environment.
estimates negative rate tax
Initially, the tax rate was a negative surprise. Estimates were at 26%.
business clearly deals ensure order pressure terms threat viability
Clearly Delphi is under pressure here, and their threat (of bankruptcy) is a real threat. Their first order of business is to try to renegotiate some of those (union) deals and terms to ensure the viability of the U.S. business.
below bit both businesses economic environment fall revenue slightly wall
GE's businesses are benefiting from the economic environment both domestically and internationally. But revenue did fall slightly below Wall Street's expectations, which is a bit of a disappointment.
below bit both businesses economic environment fall revenue slightly wall
GE's businesses are benefiting from the economic environment, both domestically and internationally. But revenue did fall slightly below Wall Street's expectations, which is a bit of a disappointment.
advantage definitely detroit rooting
I'm definitely rooting for Detroit just because of that. You want to have any advantage you can.
delivered means perfection
Its valuation means it's priced for perfection and perfection was not delivered this quarter.
heard loss tax
It's tax loss selling. I haven't heard of anything else.
benefit companies finally flow generate increase levels seeing taken trash
It's taken a while to generate the real increase in trash levels that these companies benefit from. That's what we're finally seeing flow through here.
drive guidance price seems stock upside
It's that upside guidance that really seems to drive the stock price in these situations.
against companies competing industry needs strengthen stronger
It will strengthen two companies that aren't particularly strong. The industry needs that consolidation to make them stronger against competing technologies.