TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| Celadon Group, Inc. F3Q09 (Qtr End 03/31/09) Earnings Call Transcript Celadon Group, Inc. (CLDN)F3Q09 (Qtr End 03/31/09) Earnings Call TranscriptApril 28, 2009 10:00 am ETComplete Story » seekingalpha.com |
The Market Loves GM Bankruptcy Chad Brand submits: I kid, of course. The market is up 200 points Monday, not because [[GM]] is filing bankruptcy, but rather because investors seem to understand that the event itself is not at all catastrophic. After all, Chrysler is emerging from bankruptcy shortly and actually saw sales go up after they filed. It seems that most people, investors and car buyers alike, understand that Chapter 11 is a legal corporate process first and foremost and should be an afterthought to car buyers. Still, who would have thought the market would react quite so well initially? Two short points on GM. First, the stock is up 20% Monday to about 90 cents. It’s worthless, folks. Those who still grip their “efficient markets hypothesis” tightly can use this as a perfect case study against the theory.Complete Story » seekingalpha.com |
Avis Budget Group, Inc. Q2 2009 Earnings Call Transcript Avis Budget Group, Inc. (CAR)Q2 2009 Earnings CallAugust 5, 2009 9:00 am ETComplete Story » seekingalpha.com |
Why Are Shipping Stocks Ignored? Thomas MacLeod submits:It seems to us that for the last few months we have written a short article a week about shipping stocks. Each article has been largely ignored. Why should this week be any different? We are nothing if not bloody minded; so here we go again.Why make so much fuss about the shipping sector, after all its market cap is a mere $18bn (80% of that of FedEx)?Complete Story » seekingalpha.com |
Proof of an Economic Train Wreck? Total carloads and intermodal rail freight data are plotted in the two charts below as 4 week moving averages. The improvement we're seeing needs to be viewed in the context of a trending increases in freight that occurs throughout the year through to October. The data certainly lacks the characteristics of a V shaped rebound. At this stage L shaped looks like a better letter to describe the economic path.Complete Story » seekingalpha.com |