Recent Analysis

The Industry Loses a Mentor and Friend

The Industry Loses a Mentor and Friend

October 30, 2014 — Sadly, the automotive industry lost one of its shining lights this week when Joe Herman passed away early in the morning on Wednesday October 29. His career spanned more than 40 years, beginning with selling cars at Shrewsbury Volkswagen in New Jersey and ending on the other coast in Vancouver, WA…

Cadillac’s Plan – New Home & New Vehicles; Fewer Stores?

Cadillac’s Plan – New Home & New Vehicles; Fewer Stores?

October 29, 2014 — Dealers in the market for a Cadillac franchise may want to tread carefully. A month ago we wrote about what we believe will be a painful forecast for many of Cadillac’s 924 dealers. The brand has a new home in New York and as many as 10 new products coming in…...

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Activist Investor Targets CDK

October 28, 2014 — CDK’s share prices jump as Wall Street welcomes the news of a new investor in the dealership technology vendor. Only trading on NASDAQ just under a month following its spinoff from ADP, dealer technology provider CDK Global already is being targeted by an activist investment group seeking to discuss with management how to…...

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Buffett Bounce Over?

Whatever bounce the automotive retail stocks received from Berkshire Hathaway’s announcement 12 days ago that it was entering the car sales space disappeared quickly on Monday as several firms watched their shares plummet led by Lithia Motor’s drop of more than 20% — from more than $80 to under $64 in less than a day. Lithia’s…...

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Cox Automotive Invests in AutoMD

October 9, 2014 — Cox Automotive’s investment in AutoMD is continued indication that interest in the dealership service repair sector is growing and represents huge potential for vendors over the next 10 years. Cox Automotive and Federal-Mogul Motorparts announced last night they have made a minority investment in AutoMD, Inc., previously a wholly-owned subsidiary of U.S. Auto Parts Network,…...

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