David Tsao

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    • Raw Data Report: Harley Davidson, BMW, Daimler
      With respect to HOG, can you break down by geographic region? I'm just curious to see if HOG saw strength/weakness when compared to regions experiencing the the most pains with respect to subprime mortgages/foreclosures...
      Aug 25 10:03 am |Rating: 0 0 |Link to Comment |View article
    • Harley's Beat: Was High Crude the Buffer?
      ronh,

      although Europe's auto business is showing weakness, moto's are a way of life over there. Have you ever hit any of the cities in Italy? People willing to shell out premiums for a Harley, will distinguish themselves from the Piaggio loving public over there. The same goes for India, where it's all about dinky Hero Honda bikes. I asked a fellow coworker when I was there last year if he would ride a Harley around the streets of Mumbai... "fantastic" is the word he used. Affording one is a different story, but in time things should look good for Harley in emerging markets.

      There is a good story the Chicago Tribune ran about Hog's versus Royal Enfields in India. An interesting read.

      www.chicagotribune.com...
      Jul 19 01:30 am |Rating: 0 0 |Link to Comment |View article
    • Harley's Beat: Was High Crude the Buffer?
      I would tend to agree with Mallarde, but still picked up HOG a few weeks ago. Harley's aren't about function, they're about image and style. Higher gas prices, makes looking good and feeling good more costly.

      I still bought HOG because they will turn around when the economy turns around. It's not often you can buy a classic piece of Americana at this price.
      Jul 19 01:21 am |Rating: 0 0 |Link to Comment |View article

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