The sequential decline in GMAC’s income reflects the increase in their borrowing costs following the credit downgrades.

Investors are reacting to the Toyota figures. Although it shouldn’t be any great surprise. … We’ve been saying for a while that at the current pace, Toyota will surpass GM next year.

The deal is a move in the right direction, but no one thinks this is the end to their problems. The laundry list of the things that GM needs to do to fix itself is...

I think it’s more of a one-month blip than an indication that the truck trend is starting to reverse.

The last couple of days illustrate that there is a lot of work to do at this company and it’s debatable whether it’s actually doable outside bankruptcy court, … I don’t think it is.

This is a crucial time for GM. They need to get everyone talking because they are the ones that really have the most to lose with a strike.

What you’re getting now with the stock where it is trading, there is a lot of news-event volatility, you get people betting on the next move… they’re basically just trading on the momentum being generated...

The move to value pricing offered (price) declines that just weren’t great enough to attract buyers,

It’s really not a zero-sum game where one wins and one loses. It’s really everybody or nobody.

This is not a company you would buy for its fundamental attributes or its operational strengths.

I wouldn’t read too much into one month of data for any automaker. What I’m looking for more is the trend. And Toyota shows the continuation of a positive trend, albeit at a slower pace.

There is still a lot of work to do beyond the Ford agreement. The scale of restructuring in the industry is just enormous. It is going to take time, take some aggressive actions, and it...

Even though it is not completely Wagoner’s fault, you just have to shake things up.

If GM does file for a bankruptcy, he would be the one to take them into the Chapter 11 filing,

Under the value pricing system, on average, the sticker prices are down a couple hundred bucks. To be effective, value pricing has to be four times that, and incentives required to sell vehicles must be...

With Ford and GM’s dependence on trucks, and a lack of significant meaningful products on the sedan side, they will continue to struggle.

I think they kind of hit it at the right time with that sedan.

If there is a continued dip in US market share, board members will have to say enough is enough,

If you look at the total compensation package, it’s close to $125,000 to $130,000 per year. If you have UAW workers making $130,000 to assemble oil filters, it’s very difficult to turn a profit.

GM’s new products are just not getting the job done and the company is losing market share, … It’s really a combination of three things going on. There’s lower sales mixed with falling prices and...

It kind of makes you wonder. That’s his gig. That’s where he came from. You have a hard time believing he’s unaware of things like this, or didn’t know what was going on. It’s certainly...

This is a company and an industry that has a lot of bigger issues to deal with.

It’s a scary time. I sort of cringe when I see that 10%-move-in-a-day reaction, especially from the upside. I think this industry, from top to bottom, is in trouble. With the Big Three manufacturers in...

It’s like the GM and Ford locomotive has stopped, but all the cars behind it, all the way back to the caboose, are still moving, and it’s piling up like an accordion.

His motivation was to unlock that equity in GMAC. Rumor has it that it’s not going well.

But despite the pressure, I can’t think of anyone who would be better than him to do this job. The issues facing the company are so long in the making. They are just rising on...

We have today and tomorrow as the last trading sessions of the year. With the stock being down so far, you would be looking at a little bit of tax selling to harvest those capital...

That could really short circuit the cost benefits GM expects in the second half of the year.

I would have to believe at this point that bidders who are serious players, to the extent they’ve already done their due diligence, this is not a surprise. What it could do is tip the...

You really start to wonder whether anyone is going to buy a car at regular price anymore.

China is a growing market, an important market for them. But growth there is not enough to make up for the large losses in North America.

You’ve got three different parties here — GM, Delphi and the UAW — trying to figure out what GM’s obligation is, … GM could be on the hook for a lot of those UAW workers,...

GM today is in worse shape than Nissan was when Carlos took over. It’s just a much bigger company with a much bigger problem in a much worse situation.

At this point I still feel they’ll get something done that avoids a strike. But that said, it’s still a long way to go.

This is going to be a difficult year, probably worse than 2005.

If you look at the trailing four quarters, as bad as those numbers were, they were unsustainable. Unless the company was sitting on its hands and did nothing, they couldn’t remain that negative for very...

All of a sudden we are paying $3 at the pump and SUVs are falling out of fashion. Delphi feels that pinch just as much as General Motors.

This reverses the feeling investors had that a deal would get done by this summer.

Obviously, that doesn’t endear Delphi to the union.

The numbers are much worse than I thought they would be, especially given how Ford beat the estimates earlier this week.

It’s not saying much, because of how bad the first quarter was, but it’s a step in the right direction.

With them losing market share the way they have been, they are most certainly going to lose more, so this just will not be enough.

GM needs much larger concessions than this to have a material impact. The kind of cuts that GM needs are cuts that the union would simply not agree to. And GM needs to face that...

That’s scary — the fact that they are saying there is no reason to even negotiate now. If you were to take their statement at face value, that increases the likelihood of a strike considerably.

[Some analysts said that knowing earnings were dismal, GM had to take some sort of action.] Things like today are great it’s better than not being able to announce anything, … But I certainly don’t...

The quarter as a snapshot is certainly a move in the right direction. But that being said, it didn’t convince me of anything.

Whether longer term that actually makes a difference, I have questions about that.

This is a little bit of relief of one of (Ford’s) many problems.

It’s too soon to say that (GM turned the corner). There are certainly potholes still out there to negotiate.

Everybody has pretty much priced in the reality of a rate increase. [Activity] now is based on fundamentals of the companies and sectors, as opposed to the prospect of the Fed stepping in to raise...