| Con-way Inc. Q3 2009 Earnings Conference Call Con-way Inc. (CNW)Q3 2009 Earnings CallNovember 4, 2009 08:30 a.m. ET Complete Story » seekingalpha.com |
Avis Budget Group, Inc. Q4 2009 Earnings Call Transcript Avis Budget Group, Inc. (CAR)Q4 2009 Earnings CallFebruary 18, 2010 9:00 am ETComplete Story » seekingalpha.com |
Landing Investment Opportunities in Airport Stocks Roger Nusbaum submits: You probably missed this because it has gotten so little attention, but apparently a volcano has been erupting in Iceland disrupting all manner of air traffic in and around Europe. Ok, no more sarcasm. For quite a while now I have been writing about things like toll roads and airports as infrastructure investments. Recently I concluded that toll roads are more like utilities than true industrial stocks as they are usually characterized, but are still a legitimate form of infrastructure investing.Complete Story » seekingalpha.com |
Why Ford Could Double in Three Years StreetAuthority submits: By David StermanIn many respects, the auto industry remains in a funk. Industry sales remain well below previous peaks, competition has never been more fierce, and the need to spend heavily to develop future technologies like electric cars are all creating profit headwinds. In that light, Ford Motor's (NYSE: F) just-announced second quarter pre-tax income of $2.1 billion is quite remarkable (see call transcript). It's hard to find another company that has made so many smart moves to escape the clutches of creditors and win back the hearts of consumers. We took a look at Ford back in early June. Shares have risen +15% since then, but the biggest gains lie ahead. That's because Ford is on the cusp of becoming an earnings powerhouse. And if you have a three-year time horizon for an investment, this is shaping up to be a two-bagger from current levels. Complete Story » seekingalpha.com |
Will Financials Be Joining the Party Anytime Soon? Alan Brochstein, CFA submits: I started off wanting to write about how Consumer Staples and Utilities have taken out their April (and YTD) highs, which suggests the most conservative investors are buying stocks again (a leading indicator for the market, as I mentioned four weeks ago when I discussed a move to 1229-1250 on the S&P 500 in the next few months): If cautious investors are afraid to buy stocks, how can we expect more aggressive ones to want to buy? In the last few weeks, equities have drawn investors. Specifically, look what's doing really well: Utilities, REITs, Consumer StaplesComplete Story » seekingalpha.com |