24 ordspråk av Efraim Levy

Efraim Levy

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There are not so many people that can actually qualify for zero-percent financing. But the incentives get them into the dealership, where they might get something else.

It's not good news to change someone of Devine's stature. I would have liked to see Devine stay on longer. I'd rather have someone with greater experience around as the company deals with the trouble it has and is likely to continue to have.

By increasing in-region development and procurement, these companies can better adapt to US tastes and preferences while insulating themselves from currency fluctuations.

There is always room for more. There are always challenges in terms of executing on plan and the competition doesn't stand still. They have to start somewhere and this is their base.

We think (Ford) plans to be more aggressive with design and technology in its vehicles, to be faster in the refreshing of its vehicle lineup and to make added cost cuts that will help improve financial performance over the rest of the decade. However, we do not believe the restructuring will meet all of Ford's objectives and we think that not all benefits will accrue to the bottom line.

We do not believe the restructuring will meet all of Ford's objectives and we think that not all benefits will accrue to the bottom line.

We do not believe the restructuring will meet all of Ford's objectives, and we think that not all benefits will accrue to the bottom line.

It's the vehicles themselves. You have to have products that people are excited about buying. And you also have to make sure they're happy with the ownership process and they're not taking them to the shop more often for a domestic brand than you are for a foreign brand.

If there is a strike at Delphi ... that would be the biggest negative that I can see for the year.

We think the potential for a strike is low, especially for a really damaging one that goes beyond a day or two and stops production.

Unfortunately, critical issues such as hourly worker pay concessions have yet to be resolved.

There is likely a greater concern about further bankruptcies in the industry. The more common bankruptcies at auto suppliers become, the increased perception that one of the automakers might go that route.

There is likely a greater concern about further bankruptcies in the industry.

Despite a favorable backdrop of relatively high employment and low financing rates, U.S. automakers, in our opinion, will collectively lose market share to foreign manufacture again in 2006, particularly in the luxury vehicle category. Additionally, Standard & Poor's Equity Research believes the U.S. will face margin compression on two fronts, the first as a result of higher retiree and health-care costs. The second results from a combination of rising gas prices and increased sales of crossover utility vehicles which will negatively impact sales of higher margin large SUVs.

Management is typically an optimistic group. That's definitely one of the concerns I'm looking at right now.

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