181 ordspråk av David Healy

David Healy

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These pills can be useful pills, but they don't match up to the hype we've had that they really cure the illness.

I still think it's unlikely, ... I think GM has the liquidity it needs. In addition to the cash, it has $50 billion in untapped borrowing.

My initial reaction was, 'What took them so long?' ... They had too many brands, too many fiefdoms, and they had to simplify it. Even after they phase out Oldsmobile, they'll have too many, but I don't see them making another move for the foreseeable future.

Barring something we don't see coming, like $2 gasoline or 10 percent interest rates, I don't see the slowdown coming anytime soon,

On paper, it could make GM more efficient, but what may work in terms of an engine may not work in terms of styling,

These are vehicles on the market mainly because of the insanity of regulators in states like California that are worried about emissions standards,

Obviously the market likes the Chrysler deal, ... But this doesn't have to cause a cascade of other mergers.

They were pretty much as expected in North America, ... Where they made gains was in better operating margins in Europe. Given that the market-share numbers in Europe are available and pretty unimpressive, it must be on the cost side.

We can wait to see what happens, but perhaps he's bitten off more than he can chew, ... They've used the value of Hughes effectively to benefit other shareholders. I don't think there's any consensus among analysts that GM is forgetting about shareholders and should be taken over by raiders.

I think that the sales drop is temporary, ... Explorer buyers, or some of the buyers, may be buying Ford's new small Escape SUVs or waiting until the new Explorer itself comes out after the first of the year.

I think the effect has already been felt on Ford's earnings because Ford and the other automakers book themselves in profits when they produce and ship the cars to the dealers,

With GM, I think overall you'll be looking at a 9 percent increase in October this year versus October last year in GM's light truck sales, and I think that their SUV sales will show an increase at least that big year over year, ... That's the good news.

The impression so far is that GM's portfolio is a little more impressive than the others,

The passenger cars are not inherently as profitable as big SUVs or big pickups, but they have to refurbish their car line, even if it doesn't get them back to historical profit margins,

Considering all the headwinds you had to deal with in the early part of the year, I think it turned out rather well,

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