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- Wall Street Breakfast: Must-Know News [view article]
- Auto Industry Business Model Needs a Major Overhaul [view article]
- Options Trader: Thursday Outlook [view article]
- eBay is a Not Com - Cramer's Lightning Round (7/23/08) [view article]
- When Truckers Can't Afford Trucks, What Do They Buy? [view article]
- The US Auto Crisis [view article]
- Earnings Preview: Ford Motor Co. [view article]
- Ford's Financial Services Business About to Enter the Red [view article]
- This Week's Key Earnings Reports [view article]
- Global Battery Equity Index [view article]
- Ford and GM Living on Borrowed Time [view article]
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- Auto Industry Business Model Needs a Major Overhaul
- Options Trader: Thursday Outlook
- Wall Street Breakfast: Must-Know News
- When Truckers Can't Afford Trucks, What Do They Buy?
- Earnings Preview: Ford Motor Co.
- The US Auto Crisis
- Ford's Financial Services Business About to Enter the Red
- This Week's Key Earnings Reports
- More Indications Of A Steady Commercial RE Market [Housing Tracker]
- Tuesday Options Outlook: WB, F, AIG, DFS, EMC, INTC, VIX
- Full List of Articles »
The US Auto Crisis [view article]
I loved your comment on the 20mpg hybrid! Shear marketing genius. And why are so many cars being promoted by how much horsepower they have? Is it because they can't say anything about thier fuel economy? The auto companies would be well served to join the rest of here in reality. ReplyThe US Auto Crisis [view article]
Man, talk about hitting the nail on the head. I worked for GM for 22 years. The first day on the job an older GM engineer told me that GM was never in the forefront of anything, risk averse, always a follower. Let Ford and Chrysler perfect it and then copy them was the mantra. After 22 years, I found he was on the money time after time. In the assembly plant I worked, we had an automatic door installer that failed continuously and stopped production. After five years and many lost units, it was removed in favor of manual installation, the same amount of manpower it took to maintain it. I could name literally hundreds of fiascos that took YEARS to correct, some never corrected until another model was built. They ARE their own worst enemies, hidebound in their culture, history and perceived entitlement to buyers. ReplyThe US Auto Crisis [view article]
Lots of truth in this article. Had lots of big $$$ mechanical and electrical problems with my two Chrysler mini-vans, in spite of regular mainenance, but my 2004 Toyota Sienna was a JOKE: $3,000 in repairs before 70K miles. It came with Toyota's exclusive "if it broke down, you did it" attitude. Such arrogance, and misplaced public perception. ReplyThe US Auto Crisis [view article]
Finally! An analysis of the auto industry that doesn't extol the Japanese companies as the end-all, be-all. All of the auto companies have had quality problems and I commend the author for pointing that out. I do, however, disagree that the US makers haven't been giving the consumer what they want. After all, SUVs were in great demand and were high-margin products. Similarly, truck demand was spurred by the housing bubble when every Tom, Dick and Harry became a check-book builder. In addition, I wouldn't discount ethanol. Unlike electricity, it has been tried and proven on a large scale. Brazil runs a nation on it. It can be done here if the speculators can be kept at bay long enough for sorghum to replace corn. ReplyThis Week's Key Earnings Reports [view article]
Silly to list WB as more closely watched than BAC or POT... ReplyThis Week's Key Earnings Reports [view article]
My money is on BAC over Apple. Apple will have record earnings and its stock will fall 20%. BAC will lose only $5B, thats better than $5.5B expected, so a pop of 30% is in order! Welcome to Wallstreet. Home of the crooked! ReplyFord's Financial Services Business About to Enter the Red [view article]
Even if Kerkorian gets control of Ford, what the hell is he going to do with the debt. The whole company is owned by the banks, including the Blue Oval. He must need a big tax loss. ReplyFord's Financial Services Business About to Enter the Red [view article]
You have not mentioned another area where FMCC is going to lose a bundle. They have a huge lease portfolio full of trucks and SUV's coming off lease in the next two years. With the switch to cars, each vehicle can represent a $3-6000 loss at the wholesale auctions. Likely no insurance to cover. This is the stuff that can put them into bankruptcy. GM doesn't have anywhere near this problem, as they are not as heavy into leasing. Plus Cerebus (those brilliant auto guys) have 51% of that loss. I always find it amazing that the finance guys never ask the auto people about the underlying grief. Anybody in auto retail could tell you this is a bomb that is already exploding. ReplyFord's Financial Services Business About to Enter the Red [view article]
Ford has made huge cuts in employees, plants, medical, etc. etc.Down the road this is all going to pay off.
RDS Reply
Ford's Financial Services Business About to Enter the Red [view article]
The Ford shorts have stabilized at about 380K or 6 to 8 times daily volume; a highly bullish technical indicator. Now, the pros are covering. Ford has enough cash to cover any loss for the forseeable future for quite a few years.Parker Reply
Wendling
Ford's Financial Services Business About to Enter the Red [view article]
Kirkorian knows the value of the company and so does the specialist who runs the issue. The specialist is manipulating the issues price in order to accumulate massive quantities of stock for his own personal accounts before moving the stocks price higher. For more information on how this is allowed click on my site and read the articles about specialist manipulation and also my predictions as to where I feel Ford will go in the future.Thank you
Richard Reply
This Week's Key Earnings Reports [view article]
Ummmm, Bank of America, anyone? Hello? It's hard to believe BAC won't be as closely watched as WB or AAPL. ReplyTiedeman
Ford's Financial Services Business About to Enter the Red [view article]
Kirkorian paid $8.50? Where is the value? ReplyTiedeman
Ford and GM Living on Borrowed Time [view article]
Ford is waking up. It is about time!Ford Motor Co., in reaction to growing demand for fuel-efficient vehicles on its home turf, is reportedly looking at retooling some of its U.S. plants to build compact passenger cars it has already been producing and selling in Europe.
The moves could be announced this Thursday as part of Ford's second-quarter report, according to a story in the online edition of the Wall Street Journal on Saturday.
The broader U.S. auto industry has been slammed by rising gas prices and the persistent housing slump, and domestic automakers have been shuffling to more align capacity with demand by slashing truck production and ramping up assembly lines on the car side.
Toyota Motor Corp. (TM:89.29, -0.76, -0.8%) earlier this month made a similar move by announcing that it will build its popular Prius hybrid at a Mississippi plant that is currently under construction instead of the SUV it had originally planned to produce there. See full story.
Detroit rival General Motors Corp. (GM:13.18, +0.33, +2.6%) has also been shaking up its production plans but it has yet to announce concrete plans to bring some of the more well-received cars it makes overseas to U.S. factories.
There has been talk of selling the subcompact Chevy Beat concept, designed and to be built in South Korea, to the U.S., but GM recently threw water on the notion that it would be making it to U.S. shores any time soon, saying the car isn't engineered for the North America market.
GM does import the compact Saturn Astra into the U.S. from Europe, but the automaker loses money on each sale because of the weak dollar, analysts say. Ford can avoid taking that hit and can also offer more attractive price tags by building its European models on U.S. soil.
Ford CEO Alan Mulally pushed the plan but was met with resistance from others in the company, the Journal reported, citing people familiar with the situation. The opponents questioned whether Ford could meet the 18-month timetable, leading to another failed effort to sell European models in the U.S.
Ford will hand in its second-quarter results next week, with analysts polled by FactSet Research looking for a loss, on average, of 23 cents a share. See full story.
Shawn Langlois is a reporter for MarketWatch, and the editor of its community message boards.
Reply
Tiedeman
Tuesday Options Outlook: WB, F, AIG, DFS, EMC, INTC, VIX [view article]
AIG is looking inexspensive. Reply