| Buffett Shows Why He's 'The Wizard' Value Expectations submits: Question: Why Is Buffett The Wizard of Omaha? Answer: (NYSE:BNI) Analysis of Berkshire Hathaway's (NYSE:BRK.A) acquisition of Burlington Northern Santa Fe Corporation.Complete Story » seekingalpha.com |
Peak Cars, Or Just a Sales Trough? Chart of the Day Paul Kedrosky submits: While this comes from an admittedly polemical source -- Lester Brown at EPI -- the graph shows that for the first time new vehicles sold in the U.S. has fallen below scrappage in the same period. Yes, there are many reasons to believe this is transient, downturn-driven, and aided and abetted by government programs, but it's an intriguing anomaly. Complete Story » seekingalpha.com |
Rail Traffic Up in March: Another Sign of Economic Recovery Donald Marron submits:The Association of American Railroads publishes an excellent monthly compendium of economic data called Rail Time Indicators. I’ve been meaning to mention it for months. The latest edition reports another sign of economic recovery: March freight rail traffic recorded its first year-over-year gain in almost two years:Complete Story » seekingalpha.com |
Baldor Electric: Potentially a Great Addition to a Clean Energy Portfolio Tom Konrad (AltEnergyStocks) submits: One of the lesser-known provisions of the 2007 Energy Independence and Security Act [EISA] will be to require efficiency standards for the majority of industrial electric motors. This will be a boon for motor manufacturers when EISA comes into effect in December 2010: efficient motors require higher quality materials and manufacturing, and so can be sold for higher margins. A major beneficiary of this transition will be Baldor Electric (NYSE:BEZ). Baldor is the market leader for industrial electric motors in the United States. Almost two-thirds of Baldor's sales are electric motors (the balance comes from power transmissions, drives, and generators,) and Baldor claims to have more motor types that are in compliance with the EISA standards than any other company in the world.Complete Story » seekingalpha.com |
Southwest Airlines Takes Aim at Bigger Rivals With AirTran Deal Money Morning submits: By Don Miller In a deal that turns up the heat on its bigger rivals, Southwest Airlines Co. (NYSE: LUV) on Monday announced plans to buy discount carrier AirTran Holdings Inc. (NYSE: AAI) for $1.4 billion.Complete Story » seekingalpha.com |