Ockham Research Staff @ January 29, 2009 # No Comment Yet
Ford reported simply awful quarterly results, but the company reiterated its stance on not taking the government funding, at least not now. So, as bad as Ford’s results were, it is a breath of fresh air that any company is not facing the government with palms up in the air.
More on: Ford’s Silver Lining
Ockham Research Staff @ January 9, 2009 # No Comment Yet
Interestingly, the NASDAQ OMX Group has created a new index to track the performance of companies that have received more than $1 billion in bailout money. This is an interesting idea on many fronts and it was only a matter of time before someone decided to track the massive intervention into the financial markets.
More on: Oh Good GRIef
Ockham Research Staff @ December 30, 2008 # 3 Comments
Chrysler just published an advertisement stating, “Thank you, America, for investing in Chrysler”. This is just a perfect example of why Chysler has failed, and will fail in the future.
More on: A Perfect Example of Why Chrysler Will Fail
Ockham Research Staff @ December 10, 2008 # No Comment Yet
The automotive bailout is nearing a vote on Capitol Hill and with it we thought it a good time to remind our readers of some of the lingering issues associated with the plan. What will this short term $15 billion infusion actually accomplish?
More on: Vote on Auto Bailout Sure to Spark Debate
Ockham Research Staff @ November 20, 2008 # One Comment
The big 3 automakers are in Washington begging for more government funding. But everyone agrees, including Chrysler’s Bob Nardelli, there must be a major shift in the industry in order to get it back on track.
More on: Nardelli Under the Microscope, Again
Ockham Research Staff @ November 12, 2008 # 2 Comments
Detroit is salivating at the opportunity for more funding from their friends on capitol hill. At the same time, there are some resounding voices out there demanding that the big auto companies be left to die. Either way, it’s not looking good for anyone involved, from the taxpayers to the UAW. We look at Ford, General Motors, and incorporate some great historical musings by Thomas Friedman on the last automotive bailout.
More on: GM, Ford… Who’s Next?
Ockham Research Staff @ November 4, 2008 # No Comment Yet
As evidence is mounting that the auto industry is stalling, it is logical to assume that auto parts retailers will stand to benefit from this trend. While we believe that this trend is legitimate, we think that AutoZone is not the best value in the segment. Please read on to see where to better take advantage of this trend.
More on: Auto Sales Plunging: Will AutoZone Benefit?
Ockham Research Staff @ July 30, 2008 # 2 Comments
After falling 30% from their 52 week high, the ADRs of Toyota Motor have reached a compelling valuation. Toyota is on the cusp of surpassing GM as the world’s largest automaker and is much better positioned to rebound when economic conditions improve in the U.S. Furthermore, Toyota’s product mix is much better diversified to compete in a high-cost-gasoline enviromnent.
More on: Kicking the Tires of Toyota Motor
admin @ April 8, 2008 # No Comment Yet
The Wall Street Journal reports that the Big Three American auto-makers ( GM, F, DAI) are looking to export their vehicles as a way to ease tension from sluggish domestic sales. For decades, the U.S. auto industry has been hampered by high labor costs and stiff competition from foreign […]
More on: Can Detriot Capitalize on a Weakened Dollar?