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.
auto beginning cost economy hit increase industry inevitable large money slow ticket
I think the auto industry and the economy at large are inseparable. An increase in the cost of money is going to slow down big ticket purchases, and it's inevitable that is going to hit auto sales. I think that's what we're beginning to see in May.
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.
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.