John Casesa Likely Quotations

In short, while the negative press will likely hold back the stock near-term, we don't think it will have a lasting impact, and in our view, Ford remains relatively attractive,

It looks increasingly likely to us that GM will effect some kind of a transaction that will separate these two businesses. These two companies will be worth more apart than they are together.

GM likely doesn't have enough inventory to maintain a strong sales pace. And inevitably, the employee-pricing program is losing its effectiveness, as eventually happened to zero-percent financing, hot-button bonus cash programs, talk-show host car giveaways and other promotions.

GM likely doesn't have enough inventory to maintain a strong sales pace.

Several factors should prevent an outright decline, as spending per unit will likely remain strong.

We expect the truck mix to gradually improve through the remainder of the year, but fleet sales will likely recover, offsetting some of the mix benefits.