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G. David Felt

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Everything posted by G. David Felt

  1. G. David Felt
    Feel like they are hiding something. With that said, I am surprised that people are still buying the hunk of junk Sprinter vans. Talk about cheap interiors that easily break. Non reliable power trains and problematic suspensions. I see less and less on the roads around Washington. More Ford, GM and RAM vans. My brother in law who thought the diesels would be long life low maintenance, low cost just unloaded the last of his service vans replacing them with Ford and GM traditional vans which have proven to last better than the junk Sprinters.
  2. G. David Felt
    As stated above 77% of Commercial sales was in the Gov & commercial markets, up 36% for the month and yet Rental sales were down 11,000 autos or 54%. So this has me thinking fleet sales to private commercial companies and gov agencies.
  3. G. David Felt
    WOW, looked at multiple financial web sites and even others are mentioning that they would like to know the actual break out of commercial sales details but that GM is only reporting a percentage. Weird.
  4. G. David Felt
    Thank you, did not know if you had any other info than that. Will see if I can find anything. Appreciate all you do Bill.
  5. G. David Felt
    Leaf is understandable, Nissan is extending all current lease owners till version 2.0 is out so they can roll over to the newer one and are giving away just about existing leases on leaf 1.0 to keep it going as they have had a defection of people to the BOLT.
  6. G. David Felt
    Painfull for mostly everyone. Clearly the auto market is turning down and I bet will be soft for the rest of this year and into next year if not soft till 2019 as things cool off. They have been on a rip roaring pace for a number of years.
  7. G. David Felt
    We'll this better not be a surprise to anyone. RAM is carrying the company and the Jeep GC. everything else is down big time. The jeep product line does surprise me. Dodge Challenger, Viper are surprising to see.
  8. G. David Felt
    Sales are exactly where I expected them as SUV/CUV and trucks sales are pretty much up, car sales down. My surprise is GMC. What is going on there as over all sales are sucky. Plus the graph does not show this so if GM is selling commercial products,what are they or is this saying commercial sales are to car rental? @William Maley Can you expand on the commercial comment more please. Thank you
  9. G. David Felt
    Nice, solid numbers as expected. Seem Audi has hit it just right in having the product consumers want. But I honestly do not remember what their marketing tag is now so that does surprise me.
  10. G. David Felt
    I can understand these numbers, the CX-5 has hit the sweet spot even though I myself am not impressed especially with the CX-9 but they seem to excite buyers. Mazda needs to bring back their ZOOM ZOOM marketing ad as that was better than their current marketing spin.
  11. G. David Felt
    I am really surprised to see such a sales gain. Seems Diesel Gate is helping them more than hurting them. Weird
  12. G. David Felt
    Thank you, I see on Nasdaq that they are stating US sales down 5.1% and total global sales down 5.4% so I guess Europe's recession is hurting more than expected maybe? Look forward to seeing specifics.
  13. G. David Felt
    OK @William Maley Is there any bigger or clearer picture, I cannot read anything even when I zoom in. I can only see 1st, 3rd and last numbers are negative but cannot tell what those numbers represent?
  14. G. David Felt
    WOW, if not for Toyota CUV/SUV and truck sales, Toyota would also be pretty ugly as this is a clear picture of the auto sales are cooling. Lexus is not surprising other than how big a drop those numbers are for such a polarizing Predator body style. Positive sales growth, but I can see this cooling off more and the percent going negative.
  15. G. David Felt
    Saw my first new Nissan Cummins truck, WOW, UGLY! Overall as I expected for this product line, CUV/SUV and truck sales are saving a product line of declining car sales.
  16. G. David Felt
    If it was not for the HR-V and their pickup truck, Honda would have a sucky sales month. Suprised by how much of a drop their other CUVs did. Pilot and CR-V are big drops.
  17. G. David Felt
    Have to say the more I look at this, I can see some having issues with the big ricer racing wing, but overall I like what Jaguar has done with stepping up to have a competitive street legal race car. Yea not a fan of the coup look, but I understand it from an aerodynamic standpoint. Really liking it in their royal blue:
  18. G. David Felt
    Call it R&D or Capital Investment, same thing, investing in the company for products. GM has a far more diverse auto / truck portfolio than Daimler. Daimler choose to do cars, few SUV's/CUV's, commercial trucks and buses. Based on the numbers, both are investing heavily in their chooses product lines. You can move the goal line all you want and try to play with the grey fiscal numbers on how they are investing but the honest truth is they are only doing a fraction of what you think they are doing. We all agree, MB has more luxury products than Cadillac, but GM has a far more diverse product line of residential trucks and low/middle end cars and cuv's. Where is MB pickup trucks, they are screwed as they can only build and sell heavily discounted 100K+ luxury cars. They clearly cannot seem to figure out how to build a real truck for home owners in a large diverse selection of Standard cab, king cab, crew cab with a diverse engine set and options. Clearly MB is not a complete auto company since they have no trucks.
  19. G. David Felt
    Based on this GM Consolidated Financial Statement report, GM's final numbers in 2016 was $9.4 Billion spent on Capital Investment AKA R&D worldwide with $6.127 Billion of it spent in the US. http://www.gm.com/content/dam/gm/en_us/english/Group4/InvestorsPDFDocuments/10-K.pdf
  20. G. David Felt
    So here is the most recent report I could find on Daimler.com web site for R&D details. This is from 2011 to 2015. @balthazar @smk4565 Daimler R&D budget amount as you state SMK is NOT for just the auto's being the cars and suv/cuv's. But is the cars, trucks, vans, buses. http://ar2015.daimler.com/management-report/sustainability/research-and-development- Just found their 2016 report http://annualreport2016.daimler.com/management-report/sustainability-and-integrity/research-and-development So in this case, cars / cuv's / suv's for 2016 only got 5.6 Billion of the 7.5 Billion in R&D as the rest went to trucks, buses. So in taking this into account, 74.6% of the over all R&D budget went to the cars/cuvs/suvs. So if they are truly budgeting 8.8 billion for Daimler R&D and pretty much 75% goes to the auto line, we are really only looking at 6.6 Billions dollars being spent for the year. $6.6 Billion divided by 365 = $18,082,191.78 per day $18,082,191.78 divided by 24 hrs = $753,424.66 per hour. GM May 2017 Shareholder Engagement is very interesting: http://www.gm.com/content/dam/gm/events/docs/5257024-671022-Presentation I find nothing that says R&D but I do find Capital Expenditure of 9.4 billion. Anyone know for sure what GM 2017 R&D is slated to be? 8.1 billion for 2016 would put their R&D ahead of Daimler.
  21. G. David Felt
    @smk4565 Based on your info, MB spends less on R&D than GM based on their actual reporting info as they spent 8.1 Billion in 2016, 7.5 Billion in 2015, 7.4 Billion in 2014 and 7.2 Billion in 2013.
  22. G. David Felt
    Correcting your Math, $8,800,000,000 / 770 days = $11,428,571.43 per day for the 2 year R&D budget. $11,428,571.43 / 24hrs = $476,190.48 per hour. $476,190.48 / 60 min = $7,936.51 per min. Funny Math = lie Actual Math = Truth. Daimler does not spend over $1 million per hour on R&D.
  23. G. David Felt
    Ugh, nothing 4 banger did I ever fit in except the Chevy Luv Series 5 pickup truck. Isuzu 4banger with 4 on the floor. That is it for me.
  24. G. David Felt
    Anyone who did not see this coming is a fool. I expect MB to do the same thing. Time to cut the loses on all the pis poor selling variants.
  25. G. David Felt
    Thinking on this more, I believe VW could Trump Daimler and BMW in hybrids and EV's.
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