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Letter "R" » Robert Barry Quotes
«We doubt a buyer gets in front of risk that a strike cripples GM North America. UAW negotiations tend to go down to the wire -- now March 31 -- so a GMAC sale is harder to envision before sometime in the second quarter.»
«We doubt a buyer gets in front of risk that a strike cripples GM North America. UAW negotiations tend to go down to the wire _ now March 31 _ so a GMAC sale is harder to envision before sometime in the second quarter.»
«The bottom line is we see little to no earnings growth in '06. Indeed, flat earnings may end up being a notable accomplishment, given the stresses the auto sector is facing.»
«This is consistent with growing press speculation that potential buyers are scarce.»
«A bank also seems absent from lists of possible buyers, which makes an investment-grade rating harder to achieve and lessens the need for a sale.»
«Another deal with Delphi is likely forthcoming, but probably not before Mar. 30, posing risk of Delphi motions (to nullify contracts) and starting the union contract cancellation process.»
«We think one of the primary factors weighing on the company's equity has been concern about the Chapter 11 filing. We think the new bank line makes an imminent filing very unlikely.»
«Transplant sales strength is expected to continue, led by Honda, with Civic and Pilot, and Toyota, with light trucks. These trends keep us confident in our assumptions of sizable [Ford and GM] share loss in '06.»
«These trends keep us confident in our assumptions of sizable Ford and GM share loss in 2006.»
«Investors are anxious to measure demand for GM's new SUVs, but we think too few will have infiltrated the market to draw any meaningful conclusions before April.»