TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| Stalled UPS: 2009 Dividend Boost Not Likely Low Sweat Investing submits:“What Can Brown Do For You?” Aside from maybe giving the slogan a rest, how about an increase when they announce their Q4 dividend in the next couple of weeks?Complete Story » seekingalpha.com |
Textron Inc. Q4 2009 Earnings Call Transcript 185141Textron Inc (TXT)Q4 2009 Earnings CallComplete Story » seekingalpha.com |
China's High Speed Rail Plans Dwarf American Initiatives Ravi Nagarajan submits:It is so fashionable these days to read stories about a rising China and declining America that any contrarian feels almost provoked to offer a rebuttal. However, it is increasingly difficult to do so at a time when the Chinese are taking on initiatives to improve infrastructure that make American efforts seem trivial in comparison. China’s plans for high speed rail offer the type of astounding numbers that only reinforce common beliefs regarding China’s rise. 30,000 km of New Railway Over Five YearsComplete Story » seekingalpha.com |
Weekly Rail Report Makes It Clear, This is Not 2009 All Over Again Robert Loftus submits:I've commented on the numbers shown in the weekly rail report before and it's because the numbers in that report give an unbiased picture of the state of American commerce. Companies don't dump tons of materials onto rail cars and ship those materials about unless they have a very good reason, so when we see significant YOY increases in certain categories of the report, it means that the economy really is picking up steam, no matter what the cable news pundits say. The most recent report: Week 25: numbers for the week ending June 26th, 2010. indicates significant increases in rail traffic in several shipping container categories. The notion that US metals producers may see a significant increase in their business as a result of loss of Chinese competitiveness in aluminum and steel production finds support in lines 3. 15 and 16 respectively, which indicates that YOY increases in shipping volumes may be observed in Metallic Ores: up 172.2% YOY; Furnace Coke: up 36.9% YOY; and Metals and Products: up 75.4% YOY. The survey of Canadian railways indicates similar increases in Canadian markets. It is encouraging to note that Metals and Products manufacturing appears to be growing in the US-as it means that recent increases in Chinese labor and utility costs may have made it economically unfeasible to manufacture materials in the US, then ship those materials to China to be manufactured into finished goods, then ship those finished goods back to the US for distribution and sale. Complete Story » seekingalpha.com |
Is the 787 Boeing's Albatross? Bruce Krasting submits:In my year-end forecasts for 2010 I predicted:Boeing will finish a few Dreamliners but they will face many delays and problems.Complete Story » seekingalpha.com |