181 ordspråk av David Healy
David Healy
I think they're pretty smart to take the earnings hit now,
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I was expecting an announcement on the dividend today, so I was surprised that we didn't hear anything about it. They ought to cut it for tactical reasons, even though they can continue to pay it since they have enough liquidity. The addition of York on the board may still result in that.
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I was expecting an extremely ugly quarter but this was a great deal uglier than I'd thought.
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I would be surprised if they show a third quarter that's better than my numbers, and I'd be interested in finding out why.
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I would not imagine there is any danger of any of our players freezing. They play at play at a good level and are solid players.
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I would say that's the best-ever result we've had,
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I'm not sure how significant that is because these warped market shares were caused by the strike that is now over.
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If I wanted to sleep at night I'd own GM, but I think Ford has a higher percentage chance of bouncing back.
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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.
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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.
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If you're talking three plants in a short period, it sounds like it's a pretty healthy number.
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Imports and transplants are again the big winners in 2005, and will close out the year with about 40.5 percent of the market, up from 38.8 percent in 2004.
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Imports and transplants have eaten Detroit's lunch and are beginning to nibble at its dinner as well.
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In an environment where nobody's earning raises, if they turn the company around, they get rewarded.
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In the light of the fact that GM burned through $7bn in cash last year, it was clear additional urgent action was required.
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