John Casesa Quotes on Business & Commerce (7 Quotes)

These disclosures don't look very good when investors are already skittish about what's going on in the automotive industry. You hate to discover a leak in your basement when you're trying to sell your house.

Today's reaction simply reflects the hope there's not going to be a strike that shuts down the industry.

GM historically has derived almost a third of its earnings from the European business. It didn't do that in this quarter.

There is enormous pressure for consolidation in the auto industry, ... There is way more supply than demand -- at least 40 extra plants around the world -- and that's the primary reason the returns in the business are crummy.

The North American operations are the driver of the results. Business is great this year, and the mix is very rich -- they're selling lots of trucks,

Capitalizing on growth in Asia through Daewoo is essential if GM is to achieve a profitable mix of businesses. They can't do it by just cutting costs in North America.

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.