| Oshkosh Corporation F4Q09 (Qtr End 09/30/09) Earnings Call Transcript Oshkosh Corporation (OSK)F4Q09 Earnings CallNovember 3, 2009 9:00 am ETComplete Story » seekingalpha.com |
Johnson Controls Doesn't Earn Mad Love Ockham Research submits: “…Tear open a car — not something I recommend — and you will find Johnson Controls all over the place. Seating, door panels, consoles, car battery, you know, Interstate…they’re going to send Johnson Controls soaring through the $30s now that we’re building cars again. JCI could be the biggest winner, not loser, in your portfolio.” — CNBC’s Mad Money 1/11/2010 CNBC’s Jim Cramer has been all over Ford Motor (F), specifically the preferred shares, as a way to play a rebound in the auto industry. Market share gains and strong leadership from CEO Alan Mullaly have the stock trading more than 350% higher than a year ago, so that ship has sailed in the eyes of many value oriented investors.Complete Story » seekingalpha.com |
Ford & Toyota: A Tale of Two Car Companies Richard Shaw (QVM Group) submits: It’s springtime and we’re thinking about maybe getting a new car. That and the recent problems at Toyota (TM), plus the strong sales at Ford (F), and the not too distant bankruptcy of GM and Chrysler, got us wondering how the car company stocks are doing — not that we are hot to own car company stocks (although we are hot to own a new car). Toyota and Ford were once locked in a fierce fight for the most widely purchased cars — between the Camry and the Taurus. Ford had major rollover safety problems a few years back, and now Toyota has major accelerator safety problems. Ford survived and so will Toyota, we believe. Toyota outclassed Ford in the luxury market (but this week some Lexus models had some safety problems too). Toyota beat Ford to the hybrid market and they have “first mover” kind of advantage, but Ford is putting out a good line of hybrids, and the Fusion is an award winning model.Complete Story » seekingalpha.com |
US Airways: Worth Taking a Flyer? Jim Van Meerten submits: US Airways Group, Inc., (LCC) through its subsidiaries, provides air transportation for passengers and cargo. It operates approximately 3,000 flights daily to 190 communities in the United States, Canada, Mexico, Europe, the Middle East, the Caribbean, and Central and South America. As of December 31, 2009, the company operated 349 mainline jets supported by its regional airline subsidiaries and affiliates operating as US Airways Express, which had approximately 236 regional jets and 60 turboprops. US Airways Group operates a hub-and-spoke network with hubs in Charlotte, Philadelphia, and Phoenix; and a focus city at Ronald Reagan Washington National Airport. The company was founded in 1981 and is headquartered in Tempe, Arizona.The airline is expanding into both Europe, South America and Asia. That makes this stock a risky business but with taking risks sometimes comes rewards. Let's look at the pros and cons and see if you think this stock belongs in your portfolio.Complete Story » seekingalpha.com |
Southwest’s Aggressive Move: An Economic Experiment Wall Street Cheat Sheet submits: By Joanna BromleySouthwest Airlines (LUV) announced this past Monday that it would acquire AirTran Airways (AAI) for $1.4 billion in cash and stock. The details of the deal: AirTran shareholders will receive at least $3.75 in cash and 0.321 shares of Southwest stock for each share of AirTran. On a per share basis, shareholders are looking at between $7.25 and $7.75, depending on the price movements of Southwest for a 20-day period near the completion of the merger. Southwest will adjust the amounts and ratios of stock and cash included in the deal depending on these stock movements. The bid is a 69% premium over AirTran’s previous Friday’s closing price.Complete Story » seekingalpha.com |