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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?


To: Frank Pembleton who wrote (16802)8/1/2002 5:47:05 PM
From: russet  Read Replies (1) | Respond to of 36161
 
You yanks were still buying lots of cars in July,...

http://biz.yahoo.com/rf/020801/autos_chart_1.html

Thursday August 1, 4:11 pm Eastern Time
Reuters Market News
U.S. light vehicle sales, market share for July

DETROIT, Aug 1 (Reuters) - The following chart represents
U.S. light vehicle sales totals, individual automaker results
and market share for the month of July. Percent changes are
based on the daily sales rate, and reflect 25 selling days this
month vs. 24 in the month last year, and 178 this year to date
vs. 178 last year to date.
The seasonally adjusted annual rate is calculated using
seasonal factors supplied by the U.S. Commerce Department.
INDUSTRY TOTALS
JULY 2002 JULY 2001 % CHG
Total Industry 1,522,535 1,351,359 +8.2%
Domestic Car 542,162 495,021 +5.1%
Domestic Truck 682,347 596,779 +9.8%
Import Car 197,761 176,406 +7.6%
Import Truck 100,265 83,153 +15.8%
Dom+Imp Car 739,923 671,427 +5.8%
Dom+Imp Truck 782,612 679,932 +10.5%
Dom Vehicles 1,224,509 1,091,800 +7.7%
Imp Vehicles 298,026 259,559 +10.2%
YR-TO-DATE PRV YEAR % CHG
Total Industry 9,955,319 10,062,127 -1.1%
Domestic Car 3,617,958 3,924,039 -7.8%
Domestic Truck 4,439,014 4,387,576 +1.2%
Import Car 1,269,478 1,170,899 +8.4%
Import Truck 628,869 579,613 +8.5%
Dom+Imp Car 4,887,436 5,094,938 -4.1%
Dom+Imp Truck 5,067,883 4,967,189 +2.0%
Dom Vehicles 8,056,972 8,311,615 -3.1%
Imp Vehicles 1,898,347 1,750,512 +8.4%
--------------------------------------------------------
INDIVIDUAL COMPANIES AND MARKET SHARE
Jul02 Market Yr-to-Date Market
Maker Volume % Chng Share Volume % Chng Share
=============================================================
GM* 459,400 +24.2 30.2 2,832,882 +1.7 28.5
Ford* 300,172 +0.7 19.7 1,995,307 -10.0 20.0
Chrysler* 185,602 -4.0 12.2 1,347,607 -3.4 13.5
Toyota 156,053 +4.6 10.2 1,034,406 +2.6 10.4
Honda 112,542 +7.1 7.4 707,245 +0.3 7.1
Nissan 62,281 +5.4 4.1 437,907 +7.3 4.4
Hyundai 36,744 +13.1 2.4 226,853 +15.8 2.3
Mitsubishi 33,393 +40.5 2.2 206,983 +16.2 2.1
Volkswagen 32,100 -3.7 2.1 202,119 -1.4 2.0
Mazda 26,066 +4.0 1.7 154,941 -6.1 1.6
BMW 21,955 +10.7 1.4 146,430 +15.9 1.5
Kia 23,061 +14.1 1.5 144,276 +19.2 1.4
Mercedes 14,937 -11.2 1.0 117,864 +1.3 1.2
Subaru 16,195 -3.5 1.1 101,751 -3.1 1.0
Volvo 10,091 -13.7 0.7 64,063 -16.8 0.6
Audi 7,168 -13.7 0.5 49,303 -3.8 0.5
Suzuki 5,411 +8.5 0.4 38,323 -1.5 0.4
Jaguar 5,131 +73.1 0.3 37,773 +63.4 0.4
Isuzu 4,134 -16.2 0.3 31,081 -43.3 0.3
Saab 3,756 +6.9 0.2 24,314 +20.9 0.2
Land Rover 4,057 +94.6 0.3 22,719 +63.0 0.2
Daewoo 0 -100.0 0.0 17,459 -49.3 0.2
Porsche 2,286 +3.3 0.2 13,713 -9.8 0.1
Others 0 None 0.0 0 None None
==============================================================
Total 1,522,535 +8.2 100.0 9,955,319 -1.1 100.0
-------------------------------------------------------------
NOTE: Seasonally adjusted annual rate (Millions):
July 2002 July 2001
Vehicles 18.09 Share 16.49 Share
Dom Car 6.54 36.2% 6.12 37.1%
Dom Truck 8.14 45.0% 7.32 44.4%
Imp Car 2.23 12.3% 2.05 12.4%
Imp Truck 1.18 6.5% 1.01 6.1%



To: Frank Pembleton who wrote (16802)8/1/2002 8:10:21 PM
From: waverider  Respond to of 36161
 
>>>BK in the American Utilities sector<<<

Who you be talkin' about Frank?

Did you see Edison today? EIX. What a slam.

wr



To: Frank Pembleton who wrote (16802)8/2/2002 1:54:53 AM
From: rails99  Read Replies (1) | Respond to of 36161
 
Thanks Frank: On PMs: Still got a bit of the explorers: Mostly CBD WTC SWG with secondary shares of GNG BGI ALS IMR MOY NGT CKG FPX IAU; plus third tier of DY and a smaller bite of Cadre. Seems like MFL and ELD are more trading shares lately. Want some more of the MFL. Kind of like RIC and GLG on certain days. I will definitely check the latest from Russ and thanks again for the information. As for CBD; I continue to apply some capital towards the endeavor.

Do you maintain a heavy allocation to the PMs? I believe it quite important that POG has held above US $290.00; more so than the fact it did slip below the 305.00 level. I will say I think it reasonable to limit the downside risk as the price falls towards the 290 spot.

Please be assured that I watch that PGO like a hawk. Should be OK as long as I suffer with a big gap down on it. Wish I could say that I just have some free shares, but the story is: Not yet. Had a chance to keep some free shares of PBR-A and TSO, but took all the profit out of the trades. Bailed out of the WMB before it got back to my entry point. TSO had some fair news lately, but I am not certain about the prospects as of yet. If anyone feels they have a chance they could let me know, Eh!

Regards;
Rails