Kevin Tynan
Kevin Tynan
case consensus estimates hard number
The consensus number in this case is very hard to use as a barometer. The estimates were all over the place.
beat earlier estimates ford given numbers worse
The numbers are much worse than I thought they would be, especially given how Ford beat the estimates earlier this week.
In a nutshell: No, I don't think it's enough.
everybody game wins
It's really not a zero-sum game where one wins and one loses. It's really everybody or nobody.
certainly potholes soon turned
It's too soon to say that (GM turned the corner). There are certainly potholes still out there to negotiate.
blow eyes ground management steady
Is this another blow to management? I would say yes. But you can't say management was on very steady ground in the eyes of investors.
believing came certainly hard time unaware
It kind of makes you wonder. That's his gig. That's where he came from. You have a hard time believing he's unaware of things like this, or didn't know what was going on. It's certainly disconcerting, at best.
bankruptcy company couple days debatable illustrate last outside whether work
The last couple of days illustrate that there is a lot of work to do at this company and it's debatable whether it's actually doable outside bankruptcy court. I don't think it is.
bit capital gains harvest last looking losses offset selling stock tax today tomorrow trading
We have today and tomorrow as the last trading sessions of the year. With the stock being down so far, you would be looking at a little bit of tax selling to harvest those capital losses to offset gains in other areas.
continue dependence ford lack meaningful products
With Ford and GM's dependence on trucks, and a lack of significant meaningful products on the sedan side, they will continue to struggle.
aggressive agreement beyond ford industry scale work
There is still a lot of work to do beyond the Ford agreement. The scale of restructuring in the industry is just enormous. It is going to take time, take some aggressive actions, and it is going to be expensive.
shake though
Even though it is not completely Wagoner's fault, you just have to shake things up.
avoids point
At this point I still feel they'll get something done that avoids a strike. But that said, it's still a long way to go.
attributes buy company
This is not a company you would buy for its fundamental attributes or its operational strengths.