hoffman23

What Could Fiat Be Thinking?

The answer is SUPERSIZED EGO !!!! See Kerokian. And don't forget Ghosn. It has taken him many years and, even with all great resources, still could go down in a NY minute.

Time to Look at Auto Stocks?

Don't be so quick to jump on the Ford bandwagon. Take a look at the Ford Credit lease portfolio. Lots of markdowns there that are not reaching to anyone's ears. So far, they have been lucky, not smart. Sometimes that works, sometimes not. It's your dice, not mine.

Time to Look at Auto Stocks?

As a veteran of the auto industry and as an investor, the only logic one could attribute to investing in auto stocks is that YOU CAN'T LOSE MORE THAN YOUR INVESTMENT !!!!! This industry is in freefall and NO ONE knows the answer. If they think they do, have I got a bridge in Brooklyn to sell you. Try CD's until this settles out. There will be plenty of time to buy in when the dust settles.

Automaker Rebadging Revisited

The premise is soooooo stupid !!! Haven't you heard of the "Internet"? Every car website shows badge engineering within a company and badge engineering between companies ( see Matrix and Vibe). Have your people run out of ideas? Subaru is a Northeast US brand. It has little traction in the marketplace other than quirky 4x4's. At GM, it is a process getting the buyers back. Probably slower than desired, but check the Malibu's sales. They selling everything they can produce.

General Motors: General Malaise

When does this stupidity end? GM has a very bright future. First look at the overseas business. It's booming!!!! Next, look at how quickly this company is reacting to the current dramatic change in the market. As a veteran of 30 years in this industry, GM used to take YEARS to react. Now they can change within weeks. And PLEASE stop lumping GM and Ford together. The situations are completely different. FORD has put up the entire company including the Blue Oval as collateral on its loans!!!! GM will survive and eventually prosper. Ford and Chrysler are quite a different story. Why don't you write about Toyota and their
Tundra-Texas factory fiasco. How about how much the Europeans are losing money on their American sales due to the crappy dollar? If you went out into the marketplace and compared the quality of the various vehicles, you would have a very different tune. Try the Peter Lynch theory of actually getting out of the ivory tower and going among the masses. It will open your eyes!!!