Kevin Tynan
Kevin Tynan
bit problems relief
This is a little bit of relief of one of (Ford's) many problems.
deal feeling investors
This reverses the feeling investors had that a deal would get done by this summer.
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.
couple four hundred incentives prices pricing required sell sticker value vehicles
Under the value pricing system, on average, the sticker prices are down a couple hundred bucks. To be effective, value pricing has to be four times that, and incentives required to sell vehicles must be removed.
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.
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.
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.
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.
Obviously, that doesn't endear Delphi to the union.
hit time
I think they kind of hit it at the right time with that sedan.
benefits circuit cost expects gm half second short
That could really short circuit the cost benefits GM expects in the second half of the year.