11 ordspråk av Jonathan Steinmetz
Jonathan Steinmetz
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The duration of this gas spike matters.
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An argument could be made for outright elimination of the dividend, though we view that as unlikely.
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It is as if GM and Ford both walked outside on a rainy day -- Ford somehow came back with a suntan, while GM walked back inside soaked.
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Cost-reduction targets sound good on paper but achieving many of them will require UAW cooperation.
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In North American automotive, it is as if GM and Ford both walked outside on a rainy day -- Ford somehow came back with a suntan, while GM walked back inside soaked.
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It is as if GM and Ford both walked outside on a rainy day, Ford somehow came back with a suntan, while GM walked back inside soaked.
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Today's moves set the stage for a more significant discussion with the UAW regarding cost savings, but have very minimal near-term cash flow impact.
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Today's moves set the stage for a more significant discussion with the UAW regarding cost savings but have very minimal near-term cash flow impact.
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We have long maintained that the parties are very likely to come up with a deal that avoids a long, debilitating strike at Delphi, which could lead to a Chapter 11 filing by GM.
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We are pleased to see results improve, but our enthusiasm is tempered by several factors.
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Ford needs to show greater cost reduction going forward as the revenue side gets more competitive.
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