GM clearly benefited from the industry volumes being on the high side. We expect things to be on a brisk pace, but think Ford may be better positioned for the long term.
—Nick Lobaccaro
Based on the billion people in China, and the likely hitting of middle class status for hundreds of millions of people over the next several years, GM wants to be there early, establish a brand...
Ford is trading at eight times earnings while DaimlerChrysler is at 12 times earnings. We think Ford has a strong and stable management team while we’re seeing turmoil at DaimlerChrysler. And Ford is increasingly investing...
They will make up at least 70 percent of those losses by the end of the first quarter next year, unless there is another strike.
There’s a deep Chrysler team that helped the company — it wasn’t just him — but he’s very, very highly regarded, certainly considered among the top auto executives in the world. So it is a...
We think it (DaimlerChrysler) is a dead money stock for quite a while.
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