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October 8, 2008Shippers Going Green Means Less Green For Carriers
Analysis of: Slimmer Packages Mean Slimmer Profits for Truckers | www.businessweek.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
The Green movement toward smaller and lighter packaging and products is hurting trucking companies as they try to recover from the economic downturn. The industry's chief economist is predicting that trucking company failures could exceed those from the last recession in 2000-2001.
October 6, 2008What Do The Car Folks Think About What's Happening In Today's Auto Market: Part 2
Analysis of: GM Shifts Into Overdrive On Small Cars | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
In July I published a GLG News analysis that attempted to detail opinions of auto dealer clients, associates on the manufacturing side of the business and several key lenders had regarding issues of mutual interest. Here is a followup on that analysis.
October 6, 2008What Do Car Dealers Think About What's Happening In Today's Auto Market: Part 2
Analysis of: Wall Street Crisis Helps Send U S Auto Sales To New Lows | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
In July I published a GLG News analysis detailing opinions auto dealer clients, friends on the manufacturing side of the business and several key lenders had regarding issues of mitual interest. Here is a follow-up on that analysis
October 6, 2008Why Was Ford Hit So Hard in September?
Analysis of: Hazardous Conditions For The Auto Industry | www.nytimes.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
In comparing Ford's results with its peers, one has to ask the question: "why were Ford's numbers so much worse?"
October 3, 2008If Con-way is Hurting, Everybody Must be Suffering
Analysis of: Con-way Slashes '08 Outlook as Economy "Battered." | www.reuters.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
Con-way announced a significant falloff in earnings expectations for the third quarter and the rest of 2009 because of what it called "a challenging business environment." Con-way perennially is one of the market leaders in per-share profitability. But it says the "battered" U.S. economy is causing...
October 3, 2008Cars Run On Money And Credit, Not Gas
Analysis of: U.S. Moves Ahead on Loans To Develop Fuel-Efficient Cars - $25 Billion | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
The current cash crunch for auto makers, dealers and OEMs is having a significant impact on vehicle shoppers, even those with good credit.
October 2, 2008Bill Heard Enterprises – “Closed”
Analysis of: Major GM Dealer Bill Heard Goes Out of Business | online.wsj.com
Author: Douglas Hall, Proprietor, RTF, LLC
As single brand dealership stores fail so does the OEM brand image. You can spin it anyway you like; Independent Dealer, poor management, bad financial risk but at the end of the day perception is reality.
October 1, 2008Oct. 1 Ushers in a New Era for West Coast Port Truckers
Analysis of: Ports ready to enforce clean-trucks plan | www.joc.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
The ports of Los Angeles and Long Beach are implementing the nation's stiffest commitment to clean the air in the port area by banning all pre-1989 trucks from the ports' grounds, effective Oct. 1. It is estimated the nation's first clean truck plan will cut truck pollution by 80 percent...
September 29, 2008September Vehicle Sales Will Be The Lowest Since 1993
Analysis of: Major GM Dealer Bill Heard Goes Out of Business | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
The credit crunch that is keeping consumers away from car dealerships in September will have a fallout that results in September vehicle sales at their lowest levels since 1993.
September 26, 2008Credit Tightening May Be The Last Straw For The Automotive Industry
Analysis of: Major GM Dealer Bill Heard Goes Out of Business | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
The same issues that drove the nations largest Chevrolet dealer group to close its doors this week may prove to be the last straw for auto buyers.
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