It’s a moderate plus to their finances. Hertz has become kind of a noncore operation for them, a much less important outlet.

If there is a long strike, they’re both out of business. Delphi and GM, whether they like it or not, they’re in bed together. They need each other to survive.

I think it’s a little tougher for the Chrysler Group than they’re admitting.

I think they’re pretty smart to take the earnings hit now,

If it wasn’t GM in crisis mode and the whole feeding frenzy going on in the media, a small restatement like this wouldn’t get any attention.

That increase to me suggests that the three-way negotiations among the auto workers union, Delphi and GM are progressing.

I’m not sure how significant that is because these warped market shares were caused by the strike that is now over.

I think the squeeze is on.

Sales weakened as the month went along. I think we ‘ re heading for a September/October slump as the huge effects of the employee-discount sales wear off, and you get into the payback period.

Imports and transplants have eaten Detroit’s lunch and are beginning to nibble at its dinner as well.

People think highly of Henderson, but I’m sorry that Devine is leaving. He tells it like it is, and he’s a known quantity.

I don’t think there’s any sector- or stock-specific news that is moving these stocks today. The gains you’re seeing are a reaction to the steep drop these stocks have taken of late and the recovery...

They say they are not increasing their incentive spending, but I have a hard time believing that, especially with the zero-percent financing. Chrysler probably has a lot of problems with inventories, and it’s trying to...

It’s not bet-the-company, but it’s pretty darn important. Well, maybe it is bet-the-company.

The changes seem to reflect Bill Ford’s impatience with the turnaround in North America,

They’ve got to get these operations turned around. By 2007, I think that will begin to happen.

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.

No disrespect to Sammy, but we’ve made progress from day one when Lawrie took the job,

My guess the strike will reduce profits by well over a billion dollars.

It must have been a really strong close to the month. December wasn’t a big blowout for incentives, so there wasn’t a lot of payback in January and consumer confidence really took a jump.

I think there will be a strike, but a short one. But any Delphi strike would shut down GM totally in a matter of days.

It’s well-executed. It’s expensive, but they can afford it.

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...

In an environment where nobody’s earning raises, if they turn the company around, they get rewarded.

We’re off to a booming start and everybody’s going to be raising their sales forecasts for the year.

I think they will cut the dividend today. They should say something about the dividend one way or the other. Financially, GM shouldn’t be paying any dividends at all.

I think the losses at Ford and GM are at their maximum right now. If I’m right, and it becomes clear the losses are shrinking, the stocks may act a little better. But I’m not...

They’ve got a hell of a lot of resources to withstand a prolonged period of negative cash flow, … slim and none.

Sales were running down in the early part of the month. In the middle of the month, they launched heavy incentives, and had a very strong close.

Maybe some of their money managers think, like I do, that the stock is cheap because they aren’t going bankrupt. Morgan Stanley has a huge asset-management business, so it’s not like they’re betting the ranch...

I do not believe he [Pittman] had the mental capacity to tell right from wrong.

The improvements we are seeing are real. There are a lot of basic improvements being made that will accumulate in the third and fourth quarters.

With their sharp decline in market share, they have frankly got too much capacity, too many plants, too many people to be profitable in North America.

but it ain’t going to affect car sales soon.

It’s more likely that Toyota will overtake them in 2007 rather than 2006, but it’s inevitably going to happen fairly soon, either way.

My opinion is there’s still a lot of upside for Toyota, … They’re expanding capacity, still introducing models (in market segments) where they haven’t been. They’ve got a technological lead in (fuel efficient) hybrids. They’re...

We did not play great but the main thing is that we won,

Fundamentally speaking, GM has enough capacity to service one-third of the American vehicle business, but they only have about a quarter of it right now.

Ford would welcome the cash for liquidity purposes, to help provide for large unfunded pension liabilities and for research and development,

The deal is definitely a positive effect on GM,

They must have recognized the difficulty of growing internationally without a partner, and that having an international presence outside of North America was a lot more than they had acknowledged

Anybody who was surprised by GM cutting its dividend hasn’t been on this planet.

His departure is not going to make or break the company, but the cumulative loss of the top people from Chrysler is a significant drag, although it’s hard to quantify,

The fight between Delphi and the union is scaring people about a strike shutting down GM. There’s been a lot of piling on GM in the media, too.

The market has developed massively over the past five years; this is where the action is and where the growth is coming from.

GM is losing market share overall, but mostly because of its fleet sales. GM’s sales to actual retail customers were up a bit in February, so its total market share is down, but in the...

I think that’s highly unlikely, … I think they will probably negotiate an agreement with the union to reduce health care costs this year.

It was the sweetest moment in my career,

Truck-based models cost less for U.S. car markers to produce because they already have all the parts developed for their truck business. These truck-based SUVs have been the most profitable segment for Detroit in recent...

You buy these stocks when the world hates them.