TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| Embraer Hits Turbulence The Brazilian aircraft maker gets slammed by hedging losses. forbes.com |
TALF Funding Harley Purchases, High-Interest Credit Cards Tom Lindmark submits:Missed this until this evening. It’s from the Saturday WSJ.It seems that TALF is providing financing for some securitizations that are a bit out on the curve. Lately they’ve been involved with a $500 million deal for Harley Davidson and a $709 million one for Alliance Data Systems. Now this isn’t to knock either Harley or Alliance but the underlying loans leave a bit to be desired.Complete Story » seekingalpha.com |
The Bull Case for Boeing Bullish Bankers submits: The week of June 26th was very bad to Boeing (BA). After continued reassurance from CEO Jim McNerney that the company’s much anticipated (and previously delayed) Dreamliner 787 would be delivered by the 23rd, Boeing once again came up short. To investors, this was simply one slip-up too many… and a company that cannot fulfill promises is a company worth selling. Making matters worse, the next day, the U.S. Department of Defense terminated the land warfare weapons program headed by BA’s Integrated Defense Systems unit worth an estimated $160 billion. Thinking that there was no possible way to add more grief onto shares of Boeing, Qantas Airways canceled orders for 15 Boeing 787 Dreamliners after being “disappointed” by Boeing’s management. Complete Story » seekingalpha.com |
The Hun's Top 12 Value Buys H.J. Huney submits:Over the past few months, I have made several successful calls and have earned an 80%+ return on my simulated portfolio; not to mention, my real life portfolio. Back in March, I began buying into quality REITs that could be had for bargain-basement prices. I have continued to research more companies in the REIT sector, most recently writing about DCT Industrial Trust (DCT) in late July. I recommended buying into Discover Financial Service (DFS) under $7 in late April; it now trades near the $14 mark. I even argued that microcap boat and yacht dealer MarineMax (HZO) could be a great buy under $3.50. HZO now trades over $7.50. Given the market’s run-up, however, my views have shifted a bit. Once we tipped over Dow 9000, I felt as if we were entering a “change of seasons” and that it was time to start shifting my portfolios a bit. Marine Max might’ve been attractive at $3.50 and Discover might’ve looked good at $7, but at the current prices, I believe risk exceeds reward potential, so they are not great buys any more. The market changes quickly and you have to stay ahead. Complete Story » seekingalpha.com |
General Maritime Corporation Q3 2009 Earnings Call Transcript General Maritime Corporation (GMR)Q3 2009 Earnings CallOctober 28, 2009 8:30 am ETComplete Story » seekingalpha.com |