TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| Finding Opportunity in Buffett's Burlington Northern Buy Markos Kaminis (Wall St. Greek) submits: Remember a few weeks back when Burlington Northern Santa Fe (BNI) and Union Pacific (UNP) sank the transports and the Dow on warnings that the economy was not steaming ahead after all? BNI's stock derailed that day, but Warren Buffett, who owned a major stake in the company, demonstrated why he is the greatest investor of all-time. While the world was selling BNI like it was the plague, America's Grandpa was putting together a plan to buy the rest of the company's outstanding shares. Buffett Buys Burlington Northern OutrightComplete Story » seekingalpha.com |
Toyota's PR Problem Endemic Throughout Asia David Wolf submits: In an excellent piece of Wall Street Journal analysis on Toyota's (TM) mishandling of its quality recall, Jeff Kingston points out a host of problems that routinely turn otherwise outstanding Japanese companies into headlight-bedazzled deer in the face of crisis.We'd Rather Not Talk About ItComplete Story » seekingalpha.com |
GM Unlikely to Go Bankrupt Again Anytime Soon Jim Delaney submits: Growing up we all were encouraged, chided, supported and scolded. Every great once in a while we would be warned against something we would promptly see our parent do. This, we all quickly learned, went into the category of “do as I say, not as I do.” The last few quarters of earnings announcements have been similar in that companies are increasing the bottom line by decreasing costs, not increasing the top line. Has this produced earnings growth? Yes. Is it an end game strategy for the future? No.Complete Story » seekingalpha.com |
Rail Turnaround? Intermodal Traffic Approaching Pre-Recession Levels The Pragmatic Capitalist submits: Another strong set of numbers this week from the rail sector (via the AAR): “The Association of American Railroads today reported that rail traffic continues to reflect the sluggish economy with U.S. railroads originating 282,199 carloads for the week ending July 17, 2010, up 5.5% compared with the same week in 2009, but down 13.8% from pre-recession levels in 2008. In order to offer a complete picture of the progress in rail traffic, AAR reports 2010 weekly rail traffic with comparison weeks in both 2009 and 2008.Intermodal traffic totaled 227,661 trailers and containers, up 20.1% from the same week a year ago and down only 2.5% compared with 2008. Compared with the same week in 2009, container volume increased 22.1% and trailer volume rose 10%. Compared with the same week in 2008, container volume increased 5.6% and trailer volume dropped 32.5%.”Complete Story » seekingalpha.com |
Earnings Scorecard: AAR Corp. Zacks.com submits: Following the upbeat first quarter earnings release on September 15, the majority of analysts covering AAR Corporation (AIR) have raised their earnings estimates for both fiscal 2011 and 2012. First Quarter Summary AAR Corp. posted upbeat results for the first quarter of fiscal 2011 based on the huge leap in revenues from the Government and Defense Services attributable to the acquisition of Aviation Worldwide Services ("AWS") in April 2010.Complete Story » seekingalpha.com |