John Casesa
John Casesa
calls care gm health including
GM has many calls on its cash, including pensions, retiree health care and Fiat's put option,
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.
company continues earnings four likelihood lose maybe next production reduce replace settled strike three
If the strike continues through the end of October, the company will lose units of production that it can't replace in this quarter, and that will reduce the earnings outlook. The likelihood is that this strike will be settled soon, in the next three to four days, maybe in week.
auto business demand enormous extra plants pressure primary reason returns supply
There is enormous pressure for consolidation in the auto industry, ... There is way more supply than demand -- at least 40 extra plants around the world -- and that's the primary reason the returns in the business are crummy.
conditions enormous faced ford gm peer pick pressure
There is enormous peer pressure because Ford faced essentially the same conditions as GM does now back in the '80s, ... pick up the pace.
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.
ford hold lasting likely negative press relatively remains stock
In short, while the negative press will likely hold back the stock near-term, we don't think it will have a lasting impact, and in our view, Ford remains relatively attractive,
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.
break ford pack potential
If Ford makes Volvo work, it has the potential to break out of the pack of second-tier automakers,
cost management problem revenue solve
The UAW doesn't want to solve GM's cost problem if management can't solve its revenue problem,
cuts falling high inventory massive price production reflect sales shift tactics vehicle
The massive cuts reflect high inventory levels, falling new vehicle sales and a shift in automaker tactics from price cuts to production cuts,
gives highest japanese lowest market offer quality residual therefore vehicles
The Japanese make the highest quality vehicles on the market and that gives them the highest residual value, and therefore allows them to offer the lowest monthly lease rates.
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.