Tuesday, May 1, 2012

Grade The Analysts: Jessica Caldwell Scores A SAAR Bulls Eye And Wins

Our analysts did a stellar job this month. The panel of 15 analysts polled by Bloomberg came very close to the final results. Our perennial winner, Jessica Caldwell of Edmunds, came even closer and takes a very well deserved top spot.

Rank Analyst  GM Ford  Chrysler  SAAR SAAR Diff OEM Diff Overall
1 Jessica Caldwell (Edmunds.com) -7.3% -6.5% 19.0% 14.4 0.0% 3.2% 3.2%
2 Jesse Toprak (TrueCar.com) -10.0% -3.9% 18.0% 14.6 1.4% 5.1% 6.5%
3 Peter Nesvold (Jefferies) -8.7% -5.2% 16.0% 14.1 2.1% 4.9% 7.0%
4 John Sousanis (Ward's) -6.3% -6.7% 14.0% 14.4 0.0% 9.4% 9.4%
5 Emmanuel Rosner (CLSA) -6.8% -3.0% 13.0% 14.4 0.0% 10.2% 10.2%
6 Rod Lache (Deutsche Bank) -6.0% -12.0% 16.0% 14.2 1.4% 13.0% 14.4%
7 Chris Ceraso (Credit Suisse) -12.0% 0.4% 15.0% 14.3 0.7% 14.4% 15.1%
8 Alec Gutierrez (Kelley Blue Book) -15.0% -5.4% 14.0% 14.0 2.8% 13.4% 16.2%
9 Patrick Archambault (Goldman) -7.1% -6.8% NA 14.2 1.4% 102.7% 104.1%
10 Joseph Spak (RBC) -11.0% -5.5% NA 14.2 1.4% 103.5% 104.9%
11 Brian Johnson (Barclays Capital) -8.8% -8.4% NA 14.2 1.4% 104.2% 105.6%
12 Adam Jonas (Morgan Stanley) NA NA NA 14.4 0.0% 300.0% 300.0%
13 Alan Baum (Baum & Associates) NA NA NA 14.5 0.7% 300.0% 300.7%
14 George Magliano (IHS Automotive) NA NA NA 14.2 1.4% 300.0% 301.4%
15 Jeff Schuster (LMC Automotive) NA NA NA 13.8 4.2% 300.0% 304.2%
Average -9.0% -5.7% 16.0% 14.3
Actual -8.0% -5.0% 20.0% 14.4

Caldwell nailed the SAAR of 14.4 million and came within 3.2 percent of the Detroit three. Caldwell is followed by Jesse Toprak of TrueCar, with Peter Nesvold of Jefferies in a close third.

Each month, TTAC grades the sales predictions made by analysts polled by Bloomberg.



from The Truth About Cars http://www.thetruthaboutcars.com




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