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This was tough month for the panel of analysts polled by Bloomberg: Analysts who previously monopolized the top ranks of the list blew this one. February was won by three bankers: Peter Nesvold in first, followed by Brian Johnson, and Patrick Archambault. | Top Ranked Analysts, February 2013 | | Rank | Analyst | GM | Ford | Chrysler | SAAR | SAAR Diff | OEM Diff | Overall | | 1 | Peter Nesvold (Jefferies) | 5.0% | 9.4% | 5.9% | 15.3 | 0.52% | 4.03% | 4.54% | | 2 | Brian Johnson (Barclays) | 4.0% | 9.2% | 3.2% | 15.3 | 0.52% | 4.21% | 4.73% | | 3 | Patrick Archambault (Goldman) | 6.3% | 7.6% | 2.3% | 15.3 | 0.52% | 4.41% | 4.93% | | 4 | Alec Gutierrez (Kelley Blue Book) | 4.2% | 7.5% | 4.1% | 15.3 | 0.52% | 4.81% | 5.33% | | 5 | Rod Lache (Deutsche Bank) | 5.0% | 6.4% | 4.3% | 15.3 | 0.52% | 5.28% | 5.80% | | 6 | Joseph Spak (RBC) | 5.3% | 9.7% | 0.2% | 15.3 | 0.52% | 6.16% | 6.67% | | 7 | John Sousanis (Wards) | 6.0% | 11.0% | 8.0% | 15.4 | 0.13% | 6.73% | 6.86% | | 8 | Emmanuel Rosner (CLSA) | 2.7% | 12.0% | 4.9% | 15.4 | 0.13% | 7.93% | 8.06% | | 9 | Chris Ceraso (Credit Suisse) | 5.1% | 7.2% | -1.1% | 15.2 | 1.17% | 9.41% | 10.58% | | 10 | Jesse Toprak (TrueCar.com) | 5.6% | 12.0% | 9.1% | 15.7 | 2.08% | 9.23% | 11.31% | | 11 | Jessica Caldwell (Edmunds.com) | 4.6% | 16.0% | 7.6% | 15.5 | 0.78% | 12.73% | 13.51% | | 12 | George Magliano (IHS) | NA | NA | NA | 15.3 | 0.52% | 300.00% | 300.52% | | 13 | Alan Baum (Baum & Associates) | NA | NA | NA | 15.3 | 0.52% | 300.00% | 300.52% | | 14 | Ryan Brinkman (JPMorgan) | NA | NA | NA | 15.2 | 1.17% | 300.00% | 301.17% | | 15 | Jeff Schuster (LMC Automotive) | NA | NA | NA | 15.2 | 1.17% | 300.00% | 301.17% | | Average | 4.9% | 9.8% | 4.4% | 15.3 | 0.52% | 3.03% | 3.54% | | Actual | 7.2% | 9.3% | 4.1% | 15.4 | | | | The specialists of TrueCar and Edmunds find themselves at the bottom of the list of bona-fide guessers. What were you thinking, Jesse, a 15.7 SAAR? Jessica, Jessica: Too low for GM, way too high for Ford and Chrysler. Better luck next time.
from The Truth About Cars http://www.thetruthaboutcars.com |
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