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GLG News by Heavy Duty Truck Components Manufacturing Experts

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates 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.

Truck Order Predictions Pretty Well Laid Out Through 2010

November 19, 2009

Truck orders indicate pre-2010 surge | www.etrucker.com

In the midst of the optimism with the recent surge in truck orders, reality is setting back in that 2010 truck orders will be slow due to the mew emissions rules - again! We have written several articles over the last 6-months about the slow truck sales marketplace leading into the current prebuy. So here’s a look ahead....

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.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates 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.

Integrated Fuel Technologies Non-Urea SCR Option Hits A Speed-Bump

November 16, 2009

Cover Story: Pipe Schemes | www.seattleweekly.com

One of the two non-urea Selective Catalyst Reduction (SCR) developers as noted in GLG articles has legal problems prompting potential major users to steer clear for now. The referenced article by Laura Onstot for the Seattle Weekly is an interesting read including alleged money, fraud, religion, mistresses and other sorted issues - but more about business issues than the technology.

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.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates 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.

JB Hunt Intermodal Will Do Well For A Couple of BIG Reasons

November 11, 2009

J B Hunt (JBHT) Gets S&P 4 Star Buy Rating But Showing Bearish Technicals | www.marketintelligencecenter.com

After 20-years, Intermodal as pioneered by JB Hunt and United Parcel Service is even more of a bright spot. I share our colleague Mr. Williams’ optimism regarding Intermodal - and that for JB Hunt’s continued success therein. There are idiosyncrasies in the numbers discussed that offers an opportunity for a different look.

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.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates 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.

Class 8 Truck Prebuy Is Coming To An End - 2010 Skepticism Here!

November 6, 2009

Class 8 Orders See Sharp Rise From September | www.truckinginfo.com

FTR Associates President Eric Starks shows North America Class 8 October order numbers at 21,792 trucks. This is a rate more triple than we were seeing February through July of this year - ranging 6,000-8,000 per month and double the August and September numbers. My friend Eric knows the numbers better than most, so we’ll offer some customer comments as to why.

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.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates 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.

Transports Telling Different Story Than 3.6% GDP Blip!

November 2, 2009

Why the Lagging Transports Are Worrying | www.minyanville.com

Some stock technicians who compare numbers from the past to today are throwing more red flags regarding the recent quarters’ very positive numbers because the transports are not showing it. Transports are a good leading indicator in real time when real tonnage grows or shrinks. Shipper planning leads that of course led by true economic activity. History tells us a number of things.

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