All GLG News Analyses Filed Under: Automotive
Posted June 2, 2008A Few Suggestions For Auto Lenders In This Challenging Market
Analysis of: Ford Motor Gets Sideswiped As Credit Unit's Outlook Dims | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
With auto makers struggling in what could be the worst sales year in a decade, they are facing another challenge: Auto lenders that are getting out of the market. Here are my thoughts on the subject.
Posted May 29, 2008Ford's "Surprising" Announcement, Not Really A Surprise
Analysis of: Ford To Cut 2,000 Salaried Jobs | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
Ford's announcement of not being able to meet its profitability goals really amounts to the company admitting they thought they could continue to follow the same path they did in the 1990s in the face of rising energy prices and dropping truck sales.
Posted May 27, 2008Toyota Marginalizes GM's Volt By Announcing Plans To Ramp Up Nickel Metal Hydride Battery Capacity
Analysis of: Toyota, Matsushita to Build Hybrid-Battery Plants, Nikkei Says | www.bloomberg.com
Author: Jack Lifton, Managing Director Jack Lifton, LLC
Toyota is 1. Increasing the production capacity of its existing original joint venture plant with Matsushita (Panasonic) to make nickel metal hydride, NiMH, batteries for hybrid vehicles, 2. Building an additional new nickel metal hydride battery plant with Matsushita, which, when combined with...
Posted May 27, 2008Memo To Ford: Don't Sell Mercury Or Volvo
Analysis of: Ford's Dimmer Outlook For 2009 Makes Kerkorian's Bid Attractive | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
With Ford's share price falling, Kerkorian's offer is looking better to current Ford stock holders. Kerkorian's team has already said that they have no interest in keeping Mercury and Volvo. However, selling off the two brands may not make much sense.
Posted May 27, 2008
Another 6.1 Litre Guzzler-Nostalgia And The Anatomy Of A Failing Auto Strategy
Analysis of: New Dodge Challenger about ready for launch | en.autos.sympatico.msn.ca
Author: GLG Member Program Contributor
Analysis of: New Dodge Challenger about ready for launch | en.autos.sympatico.msn.ca
Author: GLG Member Program Contributor
SRT8 is 3 Years too late and comming to our hoods next spring, our North American Auto Industry has certifiabely lost its remaining grains of imagination. Going back to the 70s for an answer, we have now got a 6.1 litre Hemi to ease you pain. This one is Canadian. North American Auto industry...
Posted May 27, 2008As Ford Stock Drops, Does Kerkorian Have Second Thoughts On His Offer?
Analysis of: Scrapped Profit Goal Sinks Ford Shares | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
If billionaire investor Kirk Kerkorian didn't have enough takers on his offer to buy 20 million shares of Ford Motor Co. stock at $8.50 apiece, he might face a stampede now.
Posted May 23, 2008
The concept of Public Transport is Alien in the US
Analysis of: Car Makers' Boom Years Now Look Like a Bubble | online.wsj.com
Author: GLG Member Program Contributor
Analysis of: Car Makers' Boom Years Now Look Like a Bubble | online.wsj.com
Author: GLG Member Program Contributor
The ultra powerful Car Lobby get the consumers access to cheap and inefficient cars and still enjoys great subsidies from the US government. It's part of the American Dream to own a house and a car, but since the car is an immediate necessity (Commuting & Lack of good Public transport) it's almost...
Posted May 23, 2008GM's Competence in Understanding Battery Technology Must Be Seriously Questioned Over Its Choice Of Functionally and Technologically Bankrupt Cobasys To Test The Lithium Batteries For The Volt.
Analysis of: Cobasys' owners push for sale of battery maker | www.mlive.com
Author: Jack Lifton, Managing Director Jack Lifton, LLC
GM doesn't seem to understand battery technologies at all. Toyota's supplier of nickel metal hydride batteries has so far delivered more than 1 1/2 million of them for the Toyota hybrid fleet. Cobasys a joint venture between Chevron and Ovonic Materials-a spinoff of Energy Conversion Devices, which...
Posted May 22, 2008
The North American Automotive Industry Is Not a Dot.com Bubble; There is a Growth Strategy
Analysis of: Car Makers' Boom Years Now Look Like a Bubble | online.wsj.com
Author: Mark Fendley, Continuous Improvement Manager BMW Manufacturing Co., LLC
The North American Automotive Industry Is Not a Dot.com Bubble; There is a Growth Strategy
Analysis of: Car Makers' Boom Years Now Look Like a Bubble | online.wsj.com
Author: Mark Fendley, Continuous Improvement Manager BMW Manufacturing Co., LLC
Autmotive OEM's have saturated the US market, and now must ride out the economic downturn. The astute OEM's are right-sizing for the US market,and the wisest among them are using US capacity to support the explosive growth of sales in China, Russia, India, and Brasil. What should emerge are more...
Posted May 22, 2008While The U.S. Car Business Is Struggling, Russia Is Booming
Analysis of: Car Makers' Boom Years Now Look Like a Bubble | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
While the Detroit Three struggle to stay afloat in the middle of the worst auto sales year in a decade, emerging markets such as China and Russia are booming. So much so that while Ford is closing plants in the U.S., it is building them in Russia. They are not alone.
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Source Article | Expert Analyses
Retailers Get a Brief Lift on Black Friday as Shoppers Look for Blockbuster Sales
www.nytimes.com
McDonald's to Raise Burger's Price
online.wsj.com
Wine and Liquor Keep Flowing Despite Sour Economy
www.usnews.com
Online Retailers Dangle Free Shipping, Discounts
online.wsj.com
Report: GM Is Considering Selling SAAB, Pontiac, Saturn Brands
blogs.wsj.com
Restaurant menu pricing plays
December 3, 2008
What Does Black Friday Tell Us This Year?
December 3, 2008
Not so fast...this time the recession may impact high end adult beverages.
December 1, 2008
Is Pontiac Going To Join Oldsmobile In GM's Scrapyard?
December 1, 2008
Zale Disappoints Again, Again, and Again!
November 27, 2008

