TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| Wright Express Corporation Q3 2009 Earnings Conference Call Wright Express Corporation (WXS)Q3 2009 Earnings CallOctober 28, 2009 10:00 a.m. ETComplete Story » seekingalpha.com |
United Parcel Service, Inc. Q4 2009 Earnings Call Transcript United Parcel Service, Inc. (UPS)Q4 2009 Earnings CallFebruary 2, 2010 8:30 am ETComplete Story » seekingalpha.com |
Shipping the Recovery? Jim Delaney submits: As Google (GOOG) kicks the concept of a trade war up a notch to the cyber level, there is another battle going on right here on the ground. Not the skirmishes erupting in the press between the U.S. and China over the value of the Yuan but a full on battle between those who are trying to ship things and the logistics of a shipping industry that took boats out of service in order to preserve whatever margins were left after the credit crisis induced recession drained the profitability pool on ocean traffic. Today’s ship problem, as with most problems these days, is a bi-product of the U.S. consumer’s desire to buy products which itself was a bi-product of over-inflated housing prices brought on by the availability of cheap leverage.Complete Story » seekingalpha.com |
Rockwell Collins Inc. F3Q10 (Qtr End 05/30/10) Earnings Call Transcript Rockwell Collins Inc. (COL)F3Q10 (Qtr End 05/30/10) Earnings CallJuly 16, 2010 09:00 am ETComplete Story » seekingalpha.com |
NetJets Mired in Controversy Over Possible Brand Erosion Ravi Nagarajan submits:The worst sort of business is one that grows rapidly, requires significant capital to engender the growth, and then earns little or no money. Think airlines. Here a durable competitive advantage has proven elusive ever since the days of the Wright Brothers. Indeed, if a farsighted capitalist had been present at Kitty Hawk, he would have done his successors a huge favor by shooting Orville down.– Warren Buffett, 2007 Letter to Berkshire Hathaway Shareholders (pdf)Complete Story » seekingalpha.com |