| Union Pacific Q3 2009 Earnings Conference Call Union Pacific Corporation. (UNP)Q3 2009 Earnings CallOctober 22, 2009 10:00 a.m. ET Complete Story » seekingalpha.com |
Catalyst-Driven Investing: Beating Mr. Market with KSP Shares Dan Plettner submits:Markets react. The market’s spoils go to those who anticipate. Seeking Alpha published my piece on K-Sea Transportation (KSP) on January 3rd. I had observed insider purchases, a short term breakout, and unfounded “expert” fear of debt covenant issues in taking a long position in the shares. I critiqued analysts’ perceptions as well as alternate possible explanations for the short term breakout I had observed. I speculated on a catalyst. Portfolio managers who shared my perception may have in theory purchased at the $11.81 open on January 4th.Complete Story » seekingalpha.com |
Hedge Fund Balyasny Asset Management Invests in Baltic Trading Market Folly submits: Dmitry Balyasny's hedge fund firm Balyasny Asset Management has filed a 13G with the SEC in regards to shares of Baltic Trading (BALT). In the filing, they disclose a 5.52% ownership stake in the company with 925,000 shares. This is a brand new position for them and it appears as though they received shares in the initial public offering (IPO) on March 11th, 2010.Balyasny Asset Management, nicknamed BAM, was founded by Dmitry Balyasny in 2001. It has over 100 employees with the main office in Chicago and other offices in Greenwich, Hong Kong, London, Mumbai, and New York. Their investment process involves fundamental research by sector as well as dynamic capital allocation. They place a heavy weighting on experience and organize their teams so that they can concentrate on any given idea.Complete Story » seekingalpha.com |
International Speedway Corporation Q2 2010 Earnings Call Transcript International Speedway Corporation (ISCA)Q2 2010 Earnings Call TranscriptJuly 8, 2010 9:00 am ETComplete Story » seekingalpha.com |
Weekly Intermodal Rail Volume Sets 2010 Record Mark J. Perry submits: WASHINGTON, D.C. – Aug. 26, 2010 – "The Association of American Railroads (AAR) today reported rail intermodal volume on U.S. railroads for the week ending Aug. 21, 2010 set a new 2010 record for the second consecutive week, with 236,404 total trailers and containers (see top chart), up 22.4 percent from the same week in 2009 (see bottom chart), and up 2.6 percent compared with 2008. Weekly container volume, a subset of intermodal, was the highest on record, also for the second consecutive week, up 24.2 percent compared with the same week in 2009, and up 11.5 percent with the same week in 2008. Trailer volume, the other subset of intermodal, rose 12.4 percent last week compared with the same week in 2009, but fell 30.5 percent compared with 2008. Carload traffic continued moderate weekly gains, with U.S. railroads originating 296,634 carloads for the week (see top chart), up 6.2 percent compared with the same week in 2009 (see top chart), but down 11 percent from the same week in 2008.Complete Story » seekingalpha.com |