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Examples
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"Johnson Control's quarter confirms that production in the June quarter was not as severely impacted as initially feared," Robert W. Baird analyst David Leiker said.
Johnson Controls Sees Faster Snap-Back in Auto Parts Jeff Bennett 2011
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Leiker expects Americans 'love affair with vehicles to rekindle a sales rate of around 15 million by 2014.
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These days Leiker is spending considerable time making the case that vehicle stocks offer the sort of buying opportunities that come along only once a decade.
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Leiker, 48, has made a career since out of digging into what's under the hood of vehicles, vehicle parts makers and the companies that assemble and sell them.
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What's going on, Leiker argues, is a variation on a common cyclical pattern.
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"People have short memories," Leiker says of the skittishness many investors feel today toward the vehicle industry.
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Leiker figures that could nearly double in a more boisterous market.
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We will hear next from David Leiker from Robert W. Baird.
unknown title 2011
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A decline in "higher revenue" defense business and "higher costs associated with the supply chain" affected the truck unit's results, David Leiker, an analyst at Robert W. Baird & Co. in
unknown title 2011
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Baird's David Leiker said the company's presentation showed that even during tough economic times, it's still one of the top companies in its industries.
unknown title 2011
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