John Casesa
John Casesa
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.
apart companies effect gm likely looks separate worth
It looks increasingly likely to us that GM will effect some kind of a transaction that will separate these two businesses. These two companies will be worth more apart than they are together.
factors likely outright per prevent remain several spending unit
Several factors should prevent an outright decline, as spending per unit will likely remain strong.
bonus car cash eventually gm happened host inventory likely losing maintain program sales strong
GM likely doesn't have enough inventory to maintain a strong sales pace. And inevitably, the employee-pricing program is losing its effectiveness, as eventually happened to zero-percent financing, hot-button bonus cash programs, talk-show host car giveaways and other promotions.
gm inventory likely maintain sales strong
GM likely doesn't have enough inventory to maintain a strong sales 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,
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.
auto businesses cars closed companies excess extra henry low offer people prices product rationally simply wayne
The auto companies have closed this excess capacity, are now making better product and simply don't have a lot of extra cars they can offer at low prices to this distribution channel. People like Henry Silverman or Wayne Huizenga will make those businesses more rationally structured.