John Casesa
John Casesa
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.
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.
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.
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,
conditions difficult earnings expect growth improvement market mix overwhelm solid
We expect this mix improvement to overwhelm difficult market conditions for the foreseeable future, and therefore, we now expect solid earnings growth in 2002,
expect fleet gradually improve likely mix sales truck
We expect the truck mix to gradually improve through the remainder of the year, but fleet sales will likely recover, offsetting some of the mix benefits.
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.
basement discover good hate investors leak sell trying
These disclosures don't look very good when investors are already skittish about what's going on in the automotive industry. You hate to discover a leak in your basement when you're trying to sell your house.
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.
auto continue european operations
Even excluding the charge, European auto operations continue to be a big drag.
bought car everybody growth needs though
Even though the U.S. economy's pretty healthy, there's not much growth in demand. Everybody who needs a car has already bought one.