TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| Can Shaw Save The Big Easy? The Halliburton of Louisiana, The Shaw Group, is building the heart of New Orleans' big-dollar flood defenses. forbes.com |
Buy Shippers with Upcoming Earnings Andy Wang submits: If you read my article describing the strategy for trading shipping stocks this week, you saw me declare a strategy in which I advised you to: 1. Buy shipping, 2. Sell just before earnings, 3. Wait for a pullback post-earnings to settle, then 4. Buy back in.This is a strategy to use when a sector is recovering from being oversold, but the overall market is depressed. With the Baltic soaring, ((BDI)) the shippers were finally entering favorable business conditions, but the market was clinging to a pattern of a repeated selloff on even moderately favorable earnings or news.Complete Story » seekingalpha.com |
Small Steps (and Money) to a Transport Overhaul Ryan Avent submits: Building America's Future is a kind of DreamWorks for the infrastructure set. It's an organization put together by Govs. Ed Rendell (D-PA) and Arnold Schwarzenegger (R-CA) and New York City Mayor Michael Bloomberg -- men strongly committed to the idea that infrastructure investment is of critical importance for a nation's economic health, and should enjoy bipartisan support. A timely mission, given the deteriorating state of the country's infrastructure and economy, and the new threats posed by rising energy costs and global climate change.Complete Story » seekingalpha.com |
Expeditors Speeds Towards Profits - Barron's Expeditors International (EXPD) is a prime candidate to benefit from a global economy recovery, writes Barron's Dimitra Defotis, and could easily climb another 20% on top of its July gains. Expeditors is a global leader in shipping logistics and provides additional services including inventory management, customs services and cargo insurance. Major customers include Cisco (CSCO), Wal-Mart (WMT), Toyota (TM) and a growing relationship with Nike (NKE).Complete Story » seekingalpha.com |
6 Data Points that Suggest Air Travel Looks Headed for Comeback Mark J. Perry submits: click to enlarge 1. AIRPORTS COUNCIL INTERNATIONAL -- World passenger traffic posted a positive growth rate in August for the first time since June 2008. Passenger demand finally registered a modest positive growth rate in August 2009 with the world airports reporting a 0.1 percent increase compared to August 2008. International passenger traffic declined slightly by 2 percent while domestic traffic increased dramatically by 3 percent in 2009.Complete Story » seekingalpha.com |