Kevin Tynan
Kevin Tynan
chain might needs relationship supply weak
The supply chain is so weak right now that it can't go on this way. That relationship needs to change, but it might be too late.
deal direction dozen fix gm items itself laundry list move needs small thinks
The deal is a move in the right direction, but no one thinks this is the end to their problems. The laundry list of the things that GM needs to do to fix itself is about a dozen items long, and this deal was a small item on that list.
agree cuts face facing gm larger material needs simply union
GM needs much larger concessions than this to have a material impact. The kind of cuts that GM needs are cuts that the union would simply not agree to. And GM needs to face that at some point, just like Delphi is facing it now.
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.
borrowing costs credit decline following income increase reflects
The sequential decline in GMAC's income reflects the increase in their borrowing costs following the credit downgrades.
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.
certainly convince move quarter snapshot
The quarter as a snapshot is certainly a move in the right direction. But that being said, it didn't convince me of anything.
basically betting momentum news next people stock trading
What you're getting now with the stock where it is trading, there is a lot of news-event volatility, you get people betting on the next move... they're basically just trading on the momentum being generated by the news.
anyone company created despite facing issues rising
But despite the pressure, I can't think of anyone who would be better than him to do this job. The issues facing the company are so long in the making. They are just rising on his watch, but they weren't created by him.
balance believe due extent leverage point serious tip
I would have to believe at this point that bidders who are serious players, to the extent they've already done their due diligence, this is not a surprise. What it could do is tip the balance more to the buyer, give them a little more leverage on the price.
Obviously, that doesn't endear Delphi to the union.
china growing growth large losses market north
China is a growing market, an important market for them. But growth there is not enough to make up for the large losses in North America.