John Casesa
John Casesa
adopt aggressive gm greater management pressure turnaround
The pressure on GM management is greater than ever ... to adopt a more aggressive turnaround strategy.
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.
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.
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.
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.
business driver great lots mix north operations rich selling
The North American operations are the driver of the results. Business is great this year, and the mix is very rich -- they're selling lots of trucks,
best car costs example far gm less money quality user
It's an example of the best GM can do. The car costs less money to make than the old one. It's faster, handles better, has far better quality and is much more user friendly.
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.