TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| O Canada (Part II): There's Gold in Them Thar Hills - and Plains Joseph L. Shaefer submits: Amber Waves of Grain Canada is one of the largest agricultural producers and exporters in the world. Blessed with rich soil, excellent growing conditions, and abundant water, Canada is – per capita – the biggest exporter of agricultural largesse in the world.Complete Story » seekingalpha.com |
Five Foreign Airlines to Watch in 2010 David Hunkar submits: On December 29, 2009 The Wall Street Journal carried an article titled "Brazilian Airline TAM Banks on Growth From New Fliers” that discussed the growth potential of TAM (TAM) and the airline industry in Brazil. TAM SA, the leading Brazilian airline, expects the domestic market to grow by 12% next year due to the continued growth of the Brazilian economy. The airline is implementing an innovative solution to attract first time-fliers by partnering with banks where customers can put down a low down payment and buy a ticket. The balance of the ticket cost is to be paid in monthly installments at the bank. This strategy of convenient payment option for purchasing tickets was originally developed by TAM’s competitor GOL (GOL) four years ago. Since the majority of Brazilians still travel long distances by bus, TAM’s latest strategy may increase its market share and earnings in the coming years. Gol’s easy payment option has so far attracted some 1.8 million members.Complete Story » seekingalpha.com |
Dry-Bulk Shipping: Rough Waters Ahead Morningstar submits: By Adam Fleck Dry-bulk shipping stocks remain some of the most volatile names in our coverage universe, as evidenced below by Capital Link's dry-bulk equity index, a composite of 14 U.S.-listed shipping companies. The industry has underperformed the S&P 500 (gaining 52% from March 2009 lows compared with a 64% climb in the broader market), but we don't believe the names we cover are particularly cheap.Complete Story » seekingalpha.com |
Auto Recovery in Full Bloom Calafia Beach Pundit submits: U.S. auto sales have clearly bottomed, and are up 17% in the past 12 months (first chart). The shares of Ford Motor are up 650% since last year's low (second chart). Relative to their lows of late 2008, Taiwanese auto sales are up 256%, and Chinese auto production is up 150% (to cite just a few of the auto recovery stories). This is a big story with long legs. Sales fell to such low levels in 2008 that the normal ageing of the auto fleet practically demands a recovery. As the auto sector ramps up production, this will have spillover effects throughout the economy. If the past is any guide, auto sales and production are likely to be rising strongly for at least the next several years.Complete Story » seekingalpha.com |
Deutsche Lufthansa AG Q2 2010 Earnings Call Transcript Deutsche Lufthansa AG (DLAKY.PK)Q2 2010 Earnings CallJuly 29, 2010 1:00 PM ETComplete Story » seekingalpha.com |