TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| Stop-and-Start for Toyota Shares - Barron's Toyota has hit a roadblock, writes Barron's Leslie P. Norton. Though still the biggest-selling automaker in the world, Toyota Motor (TM) reported a 27% collapse in global sales last week. It's forecasting an operating loss of ¥250B ($2.5B) on net revenues of ¥9.4T for the year just ended, and will likely lose money again this year. Toyota is overhauling its U.S. operations as Chrysler and General Motors (GM) face possibly bankruptcy, but could face tough trading conditions for the new year. Its heavily indebted finance operation makes the stock look expensive on the basis of enterprise value to Ebitda (its ADRs are trading around $81). Its price/sales ratio isn't cheap either; currently trading at around one times sales, the stock's ratio has historically been between 0.4 and 1.6.Complete Story » seekingalpha.com |
How Rail Transport Offers Economic Opportunity Ryan Avent submits: Also in the Times Magazine, this piece on the future of high-speed rail in America by Jon Gertner. It’s frustrating in places — as someone who frequently uses and enjoys the excellent Amtrak service on the Northeast corridor I detest the “Amtrak is a joke” meme — but I actually think it does a pretty good job laying out the case for rail. In particular, I appreciate that it has CAHSR officials casting the expense of the rail system in opportunity cost terms. It’s not correct to think about the investment, “That’s a lot.” Rather, one should think about the net cost of the system relative to the net cost of alternatives. But this was my favorite part: If, on the other hand, the California train does succeed, it will likely spur economic development in the state as well as some less predictable social impacts. In France, Mellier pointed me to the small city of Reims, about 90 miles from Paris, which has effectively become a Parisian suburb since the opening of the Strasbourg line in 2007.Complete Story » seekingalpha.com |
LKQ Corporation Q2 2009 Earnings Call Transcript LKQ Corporation (LKQX)Q2 2009 Earnings CallJuly 30, 2009 Complete Story » seekingalpha.com |
United Technologies Corporation Q3 2009 (Qtr End 9/30/09) Earnings Call Transcript United Technologies Corporation (UTX)Q3 2009 Earnings CallOctober 20, 2009 8:30 am ETComplete Story » seekingalpha.com |
Thor Industries: First Quarter Earnings Quadrupled from 2008 Zacks.com submits: Thor Industries Inc. (THO) posted fiscal first quarter results on Monday. The company’s earnings more than quadrupled to $23.4 million, from last year's $5.1 million, driven by strong sales and management’s cost reduction initiatives. Earnings per share came in at 42 cents, compared to last year’s 9 cents and easily topped the Zacks Consensus Estimate by 27%, or 9 cents. Thor Industries is a leading manufacturer and seller of recreation vehicles (RVs) and small and mid-size buses, as well as related parts and accessories in the U.S. and Canada. The company offers its products under such brands as, Airstream, Breckenridge, CrossRoads, Champion, ElDorado, Damon and Four Winds.Complete Story » seekingalpha.com |