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GLG News by Automotive OEMs Experts

Jack Sayer, Managing Partner

Jack SayerManaging PartnerSayer Partners LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Japanese Carmakers Had Better Watch Out; South Korea Is Charging Ahead

November 17, 2009

Honda Targets Return To Pre-Crisis Profitability | online.wsj.com

Anybody who dismisses Hyundai and Kia's recent success as a "Cash For Clunkers" aberration is in for a rude surprise in 2010.

John Schulz, Independent Analyst - Contributing Editor

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

"Cadillac" of Trucking Terminals to be Closed by YRCW

November 17, 2009

YRC Closes Big Richfield, Ohio, Terminal | www.tdu.org

 Financially troubled YRC Worldwide is closing its 202-door Richfield, Ohio, breakbulk terminal, one of the largest in its system. The move is part of YRCW's downsizing, and affects about 1,000 Teamsters at three Ohio terminals. About 400 of those 1,000 Teamsters already are laid off.

Jack Sayer, Managing Partner

Jack SayerManaging PartnerSayer Partners LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Does Anyone Really Expect G.M. And Chrysler To Repay Billions In Loans?

November 15, 2009

After Bankruptcy, G.M. Struggles to Shed a Legendary Bureaucracy | www.nytimes.com

Top executives at General Motors and Chrysler have gone out of their way in the past week to say their once-bankrupt companies are positioning themselves to pay back the billions of dollars loaned to them by the federal government. Experts, however, say that billions of dollars are likely to be lost on the automotive bailout.

John Schulz, Independent Analyst - Contributing Editor

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Flavor of the Month is Railroads, But Freight Eventually Will Move Back to Truck

November 12, 2009

Trucking 101--This Analyst is Half Right | www.forexyard.com

How solid is the case for intermodal rail? Is it merely the flavor of the month, or can be be an honest-to-goodness, legitimate alternative to all-truck movements of surface freight? Analysts are touting intermodal rail, but how important and encompassing can rail transport be to U.S. shippers?

John Schulz, Independent Analyst - Contributing Editor

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Is the Web Going to Save These Two Freight Behemoths?

November 11, 2009

For FedEx, Holidays May Bring an Upturn | online.wsj.com

FedEx Corp. is predicting an 8 percent rise in its "busiest day shipments" on Dec. 14, compared with last year's busiest day total. FedEx expects to ship more than 13 million packages on that day. Arch-rival UPS, which is about 35 percent larger than FedEx, says it will issue its own, separate "busiest day shipments" forecast next year, after eschewing such forecasts last year.

Jack Sayer, Managing Partner

Jack SayerManaging PartnerSayer Partners LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Auto Sector Looking Better; What Are The New Drivers?

November 10, 2009

Toyota Posts Profit; Outlook Brightens | online.wsj.com

The auto sector gained 1.9% last week based on strong earning results from Ford and Toyota as well as bullish October sales numbers and the release of Chrysler/Fiat's plan to turn business around at the struggling automaker.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Magna Will Find Better Targets for Their Attention and Their Cash

November 6, 2009

Magna Ends Hunt for Automaker, Eyes Suppliers | www.autonews.com

Magna may have risked alienating certain customers, especially in regards to component technology development, if they had succeeded with the Opel partial purchase.Magna is developing good partnerships in the growth segments of electronic, software, sensor, battery, and power management, so a growing interest in shopping for those suppliers that can be added to Magna's electronics or eletrical component product portfolio makes very good sense.

Jack Sayer, Managing Partner

Jack SayerManaging PartnerSayer Partners LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

GMAC Has Profitable Auto Operations In Q3; Floorplan Loans Crucial Going Forward

November 6, 2009

GMAC Loss Slims On Revenue Jump | online.wsj.com

After several quarters of losses, GMAC's automotive finance and dealer-related insurance businesses were profitable in the third quarter.

Jack Sayer, Managing Partner

Jack SayerManaging PartnerSayer Partners LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Auto Sales Getting Closer To The "New Normal?"

November 4, 2009

Ford, GM U.S. Sales Rose in October, Chrysler's Fell 30% | online.wsj.com

With the exception of Chrysler, most major automakers saw improved U.S. sales in October. Hopefully, these results suggest the beginning of a return to what most analysts predict will be a "new normal" SAAR of 13 million vehicles.

John Schulz, Independent Analyst - Contributing Editor

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Big-Foot YRC Drops the Other Shoe on Shareholders

November 3, 2009

YRC is Seeking Big Concession by Shareholders | www.google.com

Embattled trucking giant YRC Worldwide is asking its shareholders to give up 95 percent ownership in the trucking company to lenders in what it calls a "final step" in its recovery plan. One analyst called the deal a "train wreck hitting the school bus full of kids and nuns" for shareholders, who caused a massive selloff in the stock in one day of more than 60 percent to $1.32 a share.

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