Author Archives: Jim Ellis

The Perry Announcement Strategy

Reportedly Texas Gov. Rick Perry will publicly say he’s running for President by the end of this week. The governor will speak at the Red State.com Gathering event in Charleston, SC this Saturday afternoon and is expected to reveal his future plans without formally announcing his candidacy. The choice of date and place for his “pre-announcement” accomplishes two key strategic objectives.

First, South Carolina will likely become a make-or-break state for the Perry presidential campaign. Considering that Iowa voters typically choose someone from the Midwest, it’s Rep. Michele Bachmann (R-MN-6) who is the current favorite to win the first-in-the nation caucus event. New Hampshire should belong to neighboring former Massachusetts Gov. Mitt Romney, just as it did in 2008. The Nevada Caucuses, now scheduled for Feb. 18, also should line up strongly for Mr. Romney, since he scored big there during the last nomination contest. Therefore, for Perry to capitalize in the south and become a legitimate first-tier candidate, South Carolina becomes the first state where victory for the Texas governor will be expected.

Second, though not participating in the Iowa Straw Poll event (because he is not yet an official candidate), also occurring Saturday, Gov. Perry’s Charleston statement will go a long way to upstage the event’s winner, presumably Ms. Bachmann. Setting the tone in South Carolina while simultaneously upstaging an opponent in Iowa puts Gov. Perry four-square on the national political board.

Not a bad opening salvo for this newcomer from the Lone Star State.
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Trio of Polls Show Romney, Perry at Top

Since July 20, three major national polls have been conducted and released, all recording basically the same results. Gallup (July 20-24; 1,088 self-identified Republicans and Republican-leaning Independents), the Pew Research Center (July 20-24; 980 self-identified Republicans and Republican-leaning Independents), and Rasmussen Reports (July 28; 1,000 likely GOP primary voters) each place Massachusetts former Gov. Mitt Romney in first place with 17, 21, and 22 percent, respectively, among the voters tested. But the bigger story continues to be how well Texas Gov. Rick Perry performs. In each of these surveys, the unannounced candidate places second, notching 15, 12, and 18 percent preference among those sampled in the three respective survey universes.

These polls, as well as most others, tell us two things. First, Romney is a weak front-runner since he fails to break 25 percent in any national poll. Second, the rise of Gov. Perry who, by all accounts will soon enter the race, again underscores the respondents’ desire to choose a person outside the sphere of current candidates, thus expressing disapproval with the GOP presidential field as a whole.

The Gallup poll, which includes former New York City Mayor Rudy Giuliani, clearly highlights the desire for additional choices because the individuals placing second, third, and fourth (Perry, ex-Vice-Presidential nominee Sarah Palin, and Giuliani) are all non-candidates. Rep. Michele Bachmann (R-MN-6) ties Giuliani for fourth with just 11 percent, but all other official candidates: Rep. Ron Paul (R-TX-14), ex-Gov. Tim Pawlenty (R-MN), retired businessman Herman Cain, former Sen. Rick Santorum (R-PA), recent US Ambassador to China Jon Huntsman, and former House Speaker Newt Gingrich, finish no better than in high single-digits.

The other tangential effect from Perry’s strong early performance is the weakening of Bachmann’s standing. The Pew study illustrates this point in two ways, through the use of several different and interesting questions.

First, the sampling universe was asked to name the candidate they have heard the most about during the recent time frame. By a margin of 23 to 13 percent, the respondents answered Bachmann. Romney scored the 13%. Perry, on the other hand, posted just 3 percent on this question. Such bodes well for the Texas governor because he is still placing second in the overall poll despite the at-large sample hearing little about him. Conversely, this measurement trends poorly for Bachmann because her support appears to be declining slightly even though she is by far and away the candidate attracting the most current attention.

Second, Perry already polls ahead of Bachmann, 16-14 percent, among the people who look favorably upon the Tea Party. This is quite a surprise since Bachmann is the House Tea Party Caucus chair and has been closely identified with the disparate individual groups since their inception. Perry, while certainly espousing the type of economic theories and policy positions with which the Tea Party leadership and members agree, is not nearly as identified with the movement as Bachmann. Yet, at least according to this Pew data, the governor is already passing her within the polling segment.

Furthermore, Romney even exceeds Bachmann’s support level within the Tea Party sector, tying Perry at 16 percent. This is more astonishing than Perry’s performance, since Romney’s record includes enacting the now highly publicized Massachusetts state government health care system that came into being by virtue of his initiative while Governor. Along with Herman Cain posting 12 percent support from the Tea Party Republicans, the data tells us that no one candidate has a lock on this ideological segment of the GOP primary vote. It leads us to the conclusion that the campaign is wide open and will likely run through the maximum number of states before a Republican nominee is crowned next year.

During this late July period, the polling, as reflected in the Pew, Gallup, and Rasmussen studies that were all conducted during the same time segment, is clearly detecting several noticeable trends. First, while Romney places first in virtually every poll, it is never by much, suggesting that his path to the nomination is tenuous despite his present standing. Second, Bachmann is not in as strong a position across the board as she was during the early part of the month. Third, Gov. Perry is showing uncommon strength for a non-candidate with relatively low name ID. Therefore, it is reasonable to conclude that when Perry officially enters the race, the contest could conceivably winnow down, relatively quickly, to a two-person campaign between Perry and Romney. With neither having a defined early lead, we have further support for concluding that this race will not soon be settled.
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Q-Poll Out Sets Fla., Pa., Expectations

Quinnipiac University just returned the results of two new surveys in the critical presidential states of Florida and Pennsylvania.

The Sunshine State’s story (July 27-8/2; 1,417 FL registered voters; 510 self-identified GOP voters) is the interest in Texas Gov. Rick Perry. Included among the Republican field of presidential candidates, Perry, despite launching no campaign organization to date, soars to second place behind former Massachusetts Gov. Mitt Romney. The two are the only Republican primary candidates, according to this Q-Poll, to break double-digits.

The Florida primary results show Romney with 23 percent, followed by Perry’s 14 percent. Former vice-presidential nominee Sarah Palin and Rep. Ron Paul (R-TX-14) are next with 9 percent apiece. Retired businessman Herman Cain has 8 percent. Perhaps the biggest surprise, and possibly the biggest casualty should Perry enter the race as all pundits now expect, is Rep. Michele Bachmann (R-MN-6). According to this Florida GOP sample, Bachmann only posts 6 percent, less than half of Perry’s total and only a quarter of Romney’s. Relegated to single digits in an important state like Florida is not good news for the Tea Party Caucus chair, who has been performing very well in other state polls, particularly those among Iowa voters. The Q-Poll features a low sample (510 Republicans) for a state the size of Florida, even when considering that they are only testing supporters of one political party.

The Florida Republican primary is one of the most important in the GOP contest. Slated to be held just before Super Tuesday, 99 delegates will be apportioned among the candidates, third highest of any state. Only California (172 delegates) and Texas (152 delegates) have larger GOP delegations. The winner of the statewide vote is awarded 10 delegates. Eight more – three party delegates and five bonus votes – will also likely end up with the statewide victor. In all, 81 delegates, three per each of the state’s 27 congressional districts, are awarded to the candidate winning the specific CDs. In the general election, the Republicans must win Florida to have a legitimate chance of capturing the Presidency.

Romney and Perry are also tops among all the Republican candidates when paired with President Obama, too. In fact, Romney draws to a 44-44 percent tie with Mr. Obama. Perry is just five points behind the President, trailing 39-44 percent. The margin is greater when the other GOP contenders go one-on-one with Obama. Against Palin, the President’s advantage is 53-34 percent, his best showing against any top Republican contender. Bachmann does better than Palin but still trails Mr. Obama by double digits. In this match-up, Obama leads the Minnesota Congresswoman 50-38 percent.

The Pennsylvania numbers (July 25-31; 1,358 PA registered voters; 580 self-identified Republican voters) are much different. A relatively reliable Democratic state, Pennsylvania will play an important role in the 2012 presidential contest, but much more so for the Democrats than Republicans. The GOP can win the national election without carrying Pennsylvania, but Democrats cannot.

The surprising performer among the Keystone State voters is their former senator, Rick Santorum. The former PA officeholder spent three terms in the House and two in the Senate before falling badly in 2006 to now-Sen. Bob Casey, Jr., 41-59%. Though barely a blip nationally as a Republican presidential candidate, Santorum is showing resiliency in his home state. Among GOP primary contenders, Romney has the lead with 21%, followed by Santorum at 14%. Palin is next with 12%, Bachmann has 11%, and Perry is way off the pace, posting only 8%. In the Republican primary, Pennsylvania is allocated 72 delegates making it the sixth largest state for the GOP nomination.

In the general election match-ups, the President actually fares quite poorly, considering that Pennsylvania is a must-win state for him. He trails Romney 42-44 percent; leads Santorum only 45-43 percent; and bests Perry with an unimpressive 45-39 percent showing. Mr. Obama enjoys an eight-point lead over Bachmann, 47-39 percent.

The Obama job approval numbers are a clear barometer to gauge just how far the President has fallen before the Keystone State electorate. Today, only 43 percent of the PA respondents give Mr. Obama favorable reviews versus 54 percent who disapprove of how he executes the duties of his office. In June his positive to negative ratio was a better, but still uninspiring, 48:48 percent.
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Perry Grabs Lead in Virginia

Texas Gov. Rick Perry continues to perform well within the Republican presidential field even though he is not yet an official candidate. According to a new Public Policy Polling survey (July 21-24; 400 registered Virginia voters), Perry scores 20 percent among Virginia Republican voters. former Massachusetts Gov. Mitt Romney is second with 16 percent; Rep. Michele Bachmann (R-MN-6) places third at 15 percent. Ex-vice-presidential nominee Sarah Palin, like Perry an unannounced candidate, is next posting 13 percent. Retired businessman Herman Cain is the final candidate registering in double-digits. He claims 10 percent in the PPP Virginia poll.

Perry’s performance in this poll is rather stunning. The Texas governor places first but has the lowest name identification (62 percent) among all of the top-tier candidates, including Cain (64 percent). It’s extraordinary for the least-known candidate to command the top position and suggests that the Lone Star State governor has a very high national ceiling. This bodes very well for his future campaign effort.

The Old Dominion is a key state on the road to the GOP nomination because it uses a winner-take-all format, meaning the primary victor is awarded all 49 allocated delegates. Under 2012 Republican National Committee rules, 1,212 delegate votes are required to win the presidential nomination. Democrats no longer allow the winner-take-all model.
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The California Redistricting Quake is Coming

Assuming they formally adopt the latest version of the congressional redistricting map with few changes on Aug. 15, the new California Citizens Redistricting Commission will wreak havoc upon the Golden State’s congressional delegation. The state’s most senior and powerful members, other than House Minority Leader Nancy Pelosi (D-CA-8), didn’t receive particularly favorable treatment from the new map drawers and with such people as House Rules Committee Chairman David Dreier (R-CA-26), Energy and Commerce Committee Ranking Member Henry Waxman (D-CA-30), and Foreign Affairs Committee Ranking Member Howard Berman (D-CA-28) all facing more challenging political situations, substantial change is on the horizon.

Despite the state not receiving at least one new seat in reapportionment (CA didn’t gain a new district for the first time in history; in the 1990 census, for example, seven seats were added), the redistricting commission created five new open seats. Two other incumbent members, Reps. Lynn Woolsey (D-CA-6) and Bob Filner (D-CA-51) are retiring and running for another office, respectively, meaning a minimum of seven California congressional districts will be open in 2012.

Mr. Dreier has few options. His home is placed in new District 32. In this seat, 50 percent of the voting age population is Hispanic; 21 percent non-Hispanic White; 15 percent Asian; 4 percent African-American. Politically, 47.3 percent are registered Democrat versus just 28.3 percent Republican. President Obama scored 61 percent in the new 32nd; Governor Jerry Brown 57 percent. The other seat that contains a large portion of his current 26th district is new District 35. This option is actually even worse for Dreier. More than 65 percent of the resident voting age population is Hispanic; just 19 percent non-Hispanic White; 8 percent African-American, and 7 percent Asian. Here, 48.5 percent are Democrats compared to 28.5 percent who register Republican. Obama carried 62 percent of the new district’s votes; Brown 57 percent. Additionally, state Sen. Gloria McLeod (D), who already represents a large portion of the new 35th in the legislature, has announced that she will become a congressional candidate.

The only conceivable scenario that places Mr. Dreier in a winnable district is if Rep. Elton Gallegly (R-CA-24), currently paired with Rep. Buck McKeon (R-CA-25) in the new 25th CD, either retires or runs against his GOP colleague, thus leaving the new Ventura County based 26th district open. A large portion of Gallegly’s current constituency is in the new 26th, so spinning into this new district is an option for him. This seat shows a D-R registration breakdown of 41.2-35.4 percent, respectively. Obama posted 57 percent in the new 26th, but the Republican nominees for governor, US senator, and attorney general all carried the district. Without an incumbent running, Rep. Dreier could conceivably move to this seat and become competitive.

Another interesting story is the backdrop surrounding Waxman (D-CA-30) and Berman (D-CA-28). Back in the 70’s, when both men were in the California Assembly, the two joined forces to elect other Los Angeles area Democrats to various offices. Their political partnership was tabbed the “Waxman-Berman Machine” and utilized state-of-the-art fundraising and political communication tactics, as directed by Berman’s brother Michael, to dominate the mega-county’s political landscape.

Now, decades later with both reaching 70 years of age, Waxman and Berman find themselves in challenging re-election situations. The Waxman pairing with newly elected Rep. Janice Hahn (D-CA-36) came about as a result of a new LA County Democratic political power base, the rapidly growing Hispanic community, flexing its muscle.

The original commission map paired Hispanic Reps. Xavier Becerra (D-CA-31) and Lucille Roybal-Allard (D-CA-34) into one district. Waxman had a winnable district to himself and Berman was paired with Rep. Brad Sherman (D-CA-27) because the huge Hispanic growth in western LA County led to the creation of a new Hispanic seat made mostly from the former’s current 28th CD. The Berman-Sherman match-up is already being termed a “shoot-out” because the intra-party campaign will become a political brawl.

After completing the public comment and lobbying phase of the process, the commission released the latest version of the congressional map. Under its confines, both Becerra and Roybal-Allard now get a safe Democratic seat and Hahn, the daughter of the late Kenneth Hahn who dominated LA County local politics during his tenure as chairman of the County Board of Supervisors and herself a longtime veteran of the LA City Council, is placed in a heavily minority district (new District 44). The bulk of her current district, the seat she just won in a special election last month, which includes the Palos Verdes Peninsula and the beach cities of Manhattan Beach, Redondo Beach, and El Segundo, now goes to Waxman. This will force Hahn to challenge Waxman in the Democratic primary if she wants to continue her new congressional career. It further means that Waxman will have to run a serious campaign for the first time since his original election to the House back in 1974.

But, that is not all. Though heavily Democratic, the new Waxman-Hahn district (#33) can conceivably vote for a Republican. In the very close 2010 attorney general’s race, a campaign decided in the Democratic nominee’s favor by less than one percentage point statewide, the GOP candidate actually carried the new 33rd by two points. Though a Republican victory here is unlikely at the congressional level, it is possible that Waxman, should he fend off Hahn’s challenge, could see general election competition, too.

In a 53-district state that featured only one incumbent defeat during the entire last decade, the new California map will feature serious primary and/or general election competition in at least 20 districts in 2012. Quite a change is coming.
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Senate Primary Challenges Getting Serious

Two states where veteran Senators are virtually assured of facing serious GOP primary challengers are Indiana and Utah, and news was made in both places over the weekend. Both incumbent sentaors Richard Lugar (IN) and Orrin Hatch (UT) were elected in 1976 and are each seeking a seventh six-year term.

The Lugar camp just released its own internal survey of the Indiana Republican electorate, in response to the Club for Growth’s late July poll that posted challenger Richard Mourdock, Indiana’s state treasurer, to a 34-32 percent lead. Lugar’s own data gives him a double-digit lead, but the 45-31 percent spread still suggests trouble for the long time incumbent. Failure to exceed 50 percent amongst one’s own political base is a warning sign for any office holder. Lugar’s American Viewpoint poll was taken during the same time as the Club for Growth survey, but was only now released publicly.

In Utah, Rep. Jason Chaffetz (R-UT-3), long talked about as a challenger to Sen. Hatch, said this weekend that he was moving from “maybe” to “probably” in terms of making the challenge. He says he will finally decide after Labor Day. Both Hatch and Chaffetz must first obtain at least 40 percent of the Utah Republican Convention’s nominating ballots just to secure one of the two primary ballot positions. If a candidate reaches 60 percent of the convention vote, such person is officially nominated and there is no primary election. It is unlikely that either Hatch or Chaffetz can reach the nominating plateau. Hatch will have a huge resource advantage for the June primary — the Senator possesses $3.43 million in his campaign account compared to Chaffetz’s $227,145.
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For further detailed insights, to sign up for my daily email updates, or to sign up to track specific issues or industries, please contact me at PRIsm@performanceandresults.com.

Weekend House Happenings

Much House political action occurred over the weekend while the debt-limit debate was grabbing so much attention. The release of the amended California redistricting map clarifies several Golden State political situations, assuming these new congressional boundaries are officially adopted Aug. 15 (we will have a full analysis of the substantial changes in the California map as part of tomorrow’s Redistricting Report). We also witnessed developments in Texas, North Carolina, and Hawaii.

Now that the California map is becoming more entrenched, Rep. Jerry McNerney (D-CA-11) announced that he will seek re-election in the new 9th district, formerly referred to as the San Joaquin Valley district. While he represents some of this district today, his political base is on the Bay Area side of his current region. This territory now finds itself in Rep. Pete Stark’s (D-CA-13) new 15th district. Thus, McNerney could either primary Stark in a district more familiar to him, or be the sole incumbent in the San Joaquin Valley seat. He chose the latter. President Obama broke 57 percent in this district, so the general election outcome will clearly favor the Democrats. Mr. McNerney is vulnerable in the Democratic primary, thus making his re-nomination less than certain.

In the previous map, Reps. Xavier Becerra (D-CA-31) and Lucille Roybal-Allard (D-CA-34) were paired with no adjacent escape district. That has now changed, as the map amendments give both their own districts. Becerra is placed in the new 34th; Roybal-Allard in the new 40th. Newly elected Rep. Janice Hahn (D-CA-36) now finds herself as the odd-member-out. Hahn has only bad choices in that she will almost assuredly find herself pitted against another incumbent. The most logical move for her is to run in new District 44, but that seat is only 10 percent Anglo and she will likely have to face Rep. Laura Richardson (D-CA-37) who is moving over from the Long Beach Port district (now the 47th).

Texas, the big winner in reapportionment by gaining four seats, also saw some congressional action over this past weekend. Former railroad commissioner Michael Williams (R), who left his position to run for the Senate, may make yet another course change. Originally abandoning his Senate bid to run for the new Parker/Tarrant Counties 33rd district, he now says he may move a bit to the south and run in new District 25. Former Secretary of State Roger Williams also dropped out of the Senate race and into House District 33 and his campaign war chest is robust. Michael Williams, should he make this second move, would find himself challenging area state legislators for the congressional nomination. It will be a safe Republican seat in the general election.

Turning to the Beaumont area, former Rep. Nick Lampson (D-TX-9 & 22) originally said he was thinking of launching a comeback in the new District 14, being vacated by Rep. Ron Paul (R), because there is a large amount of overlap between this seat and the one he formerly represented from 1997-2005. He then went on to clarify that he is also thinking about new District 36, which is not a direct overlay, but resembles a horseshoe that travels around his previous district. Republicans have a plurality of support in both seats.

In North Carolina, responding to the new redistricting plan that made Rep. Heath Shuler’s (D-NC-11) seat the most Republican in the state, the congressman made it clear over the weekend that he will run for re-election. Speculation was rampant that Shuler could become the athletic director at his alma mater, the University of Tennessee, particularly after he received such a politically unfavorable congressional district. Rep. Shuler’s press secretary released a statement saying the congressman never wanted, nor was ever approached about, the AD slot at the University and he is unequivocal in his desire to run for Congress next year. The statement did not say he would run in new District 11, however. There has been further speculation that he could challenge Rep. Patrick McHenry (R-NC-10) because much of Shuler’s Asheville Democratic base now resides in the 10th district. Ironically, McHenry’s district is slightly more Democratic than Shuler’s. In either place, Mr. Shuler faces a very difficult re-election campaign.

Finally, former Rep. Charles Djou (R-HI-1) made a statement over the weekend that he will likely run for his old seat in 2012 regardless of Rep. Colleen Hanabusa’s (D-HI-1) intentions. The freshman congresswoman is still a potential Senate candidate but is more likely to seek re-election. After his defeat in 2010, Djou said he would never run for another political office. He is also mentioned as a potential Senate candidate if former Gov. Linda Lingle (R) does not run.
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For further detailed insights, to sign up for my daily email updates, or to sign up to track specific issues or industries, please contact me at PRIsm@performanceandresults.com.