| TRW Automotive Holdings Corp. Q3 2009 Earnings Call Transcript TRW Automotive Holdings Corp. (TRW)Q3 2009 Earnings CallNovember 4, 2009 8:30 am ETComplete Story » seekingalpha.com |
Rail Traffic Continues to Trend Higher The Pragmatic Capitalist submits: The latest data on rail traffic continues to show an upward trajectory though recovery is still showing signs of being weak. The AAR reports that US railroads originated 268K carloads up 1.4% versus 2009 and off 14.7% from 2008. Intermodal traffic rose 5.1% from 2008 and declined 10.7% from 2008. Breadth continued to improve as 14 of the 19 commodity groups are now reporting year over year gains. Metals, nonmetallic minerals, farm products and motor vehicles all reported double digit gains.Complete Story » seekingalpha.com |
Self-Diagnosing the End of the Great Recession Jim Delaney submits: Within the National Bureau of Economic Research there is a committee which dates the beginnings and endings of recessions. Their most recent statement was inconclusive as to whether the Great Recession actually ended as the cluster conciliated, “Although most indicators have turned up, the committee decided that the determination of the trough date on the basis of current data would be premature.” That determination, or lack thereof, brings to mind the adage, “If you want something done right you have to do it yourself,” and that is what seems to be happening as a number of folks in business and academia develop indicators of their own to infer whether economic activity is on the wax or the wan.Complete Story » seekingalpha.com |
Ambassadors Group, Inc Q2 2010 Earnings Call Transcript Ambassadors Group, Inc (EPAX)Q2 2010 Earnings CallJuly 22, 2010 12:00 am ETComplete Story » seekingalpha.com |
AirTran Acquisition Offers Glimpse of a New Southwest Jeffrey Breen submits:Southwest's (LUV) acquisition of AirTran (AAI) sets the carrier's course for the next decade. With a stroke of the pen, Southwest has simultaneously undertaken three new challenges: 1. Operate a multi-aircraft fleet. In addition to its 52 737-700s, AirTran brings 86 717-200s—and two-class configurations—to Southwest's all-737 fleet. All indications are that Southwest fully intends to keep the smaller 717s, and, moreover, that some smaller AirTran markets would not be viable without the flexibility afforded by the smaller aircraft. But make no mistake: adding a second aircraft to a fleet is no small matter. Maintenance, aircraft and crew scheduling, and revenue management procedures and systems are all in for upheaval. And there's no "differences course" for pilots seeking to transition between aircraft; they must add on a new type rating. Southwest wouldn't even consider taking on these hurdles if it weren't serious about retaining the bulk of AirTran's service footprint.Complete Story » seekingalpha.com |