John Casesa
John Casesa
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.
ford gm race
Ford and GM are now in a race to shrink.
explorer ford good guess issue people tire view
My guess is most people view this as a tire issue than a Ford Explorer issue. But there are a lot of good competitors to Ford Explorer out there on the market.
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.
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,
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,
analysis based believe hearing outcome quickly recall stock storm
We believe that the Firestone recall is a storm that will intensify with the upcoming congressional hearing and then quickly pass. Based on our analysis of the outcome of other high-profile, controversial recalls, the stock should make a recovery.
airlines companies difficult environment expect industries involved radical undergone volatile
Like steel, textiles, airlines and other American industries that have undergone radical restructurings, ... we expect an increasingly volatile and difficult environment for the companies involved and for their shareholders.
justify number tangible tough
which is a tough number to justify without tangible results.
america clear fourth north outlook price quarter results
The outlook for the fourth quarter is not so hot. It is very clear that results in North America will be compressed by all this price cutting.
adopt aggressive gm greater management pressure turnaround
The pressure on GM management is greater than ever ... to adopt a more aggressive turnaround strategy.
hope reaction reflects simply strike
Today's reaction simply reflects the hope there's not going to be a strike that shuts down the industry.
concern deep deterrent highly investors near question respected term united
It's a very deep concern in the near term because there's no question it will be a deterrent to U.S. investors. He was highly respected by institutional investors in the United States.