| AMETEK Inc. Q3 2009 Earnings Conference Call AMETEK Inc. (AME)Q3 2009 Earnings CallOctober 27, 2009 8:30 a.m. ET Complete Story » seekingalpha.com |
Ford CEO Mulally: Things Are Looking Up Greentech Media submits: By Ucilia WangWAYNE, Mich. -- Ford's (F) CEO Alan Mulally spoke to reporters from the company's Wayne, Mich., factory Friday and offered an upbeat outlook on the economy: "We are banging around the bottom right now. All the data says the economy is beginning to improve."Complete Story » seekingalpha.com |
Fourth Straight Week of Gains for Rail Freight Traffic Mark J. Perry submits: The Association of American Railroads reported that for the fourth consecutive week, freight traffic on U.S. railroads was up compared with the same period a year ago during the week ended March 20. Highlights include:1. U.S. railroads originated 287,639 carloads during the week, up 4.3 percent from the comparable week in 2009.Complete Story » seekingalpha.com |
O’Reilly Automotive Earnings Scorecard Zacks.com submits: O’Reilly Automotive, Inc. (ORLY) reported its first quarter earnings for 2010 on April 28, 2010. The company has beaten the Zacks Consensus Estimate by of 11 cents per share and its own guidance by 10 cents – 14 cents per share. The market reacted favorably, with share prices rising subsequent to the earnings release. Analysts were highly optimistic given the company’s impressive results and upgraded outlook as almost every one covering the stock had revised the estimates upward. Below we will cover the results of the recent earnings announcement, subsequent analyst estimate revisions and Zacks ratings for both short-term and the long-term outlook for the stock. First Quarter ReviewComplete Story » seekingalpha.com |
The Market Is Warming to Shipping Sector on Better Fundamentals Jeffrey Walkenhorst submits:Per our James Grant-Treasury Bonds are "Not Super Safe" post, we will soon follow-up with more on stocks versus bonds. (although we did subsequently relay research from Epoch Investment Partners that shows the "Ratio of equity free cash flow yields to bonds near 50 year highs"). Here, we briefly touch on the shipping sector.We continue to favor container shipping companies Seaspan (SSW) and Global Ship Lease (GSL) and recently added to our positions. In August, both companies posted results that again illustrate the inherent stability of their long-term oriented business models. For those interested, Seaspan presented at an investor conference Friday in NYC. The company's built-in growth and potential for dividend hikes are particularly compelling, in our view, and are under-appreciated by the Market.Complete Story » seekingalpha.com |