TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| AutoNation, Inc. Q1 2009 Earnings Call Transcript AutoNation, Inc. (AN)Q1 2009 Earnings CallApril 23, 2009 11:00 am ETComplete Story » seekingalpha.com |
OceanFreight: Risky, But Deserving of Consideration Ryan Vanzo submits:Recently, I have been looking to add some small positions in stocks that would excel during an economic recovery. Unfortunately, after a quick search of these types of stocks, it's easy to see that their valuations have risen through the roof as of late, with not much changing on the fundamental side.From shipping to commodities to business services, it's becoming much harder to find value, especially with the recent market rally. Fortunately, I think I've found a company, who although extremely risky, might be able to find a place in the 'speculation' section of many investors portfolios.Complete Story » seekingalpha.com |
Expect Smooth Sailing for DryShips The Aft Deck submits:As regular readers would know, DryShips (DRYS) has been one of my favorites for some time, as both myself and Paul have published a number of research articles on this one including a report on how DRYS was trading well behind the Baltic Index. DRYS and GE marked our financial services divisions' first "house trades" over the last few months and Buzz Inc has good sized positions in both. DryShips Inc reported better than expected quarterly earnings, helped by the recent rise in spot charter rates that the Baltic Index indicated 2 months ago. DryShips also seen an increased contribution from its offshore drilling segment.Complete Story » seekingalpha.com |
New 2009 High for Intermodal Rail Traffic Despite an 11% decline versus last year, we continue to see some signs of life in the weekly and monthly total rail traffic. Intermodal traffic reached its highly weekly volume for 2009, while carloads remained depressed and reported a year over year decline of 17.2%.Signs of stability are certainly apparent and the recent uptick could prove to be a trend in rail data as comparisons become very easy when compared to Q4 of last year. All in all, this is a relatively good sign for the economy going forward despite the marginal short-term gains.Complete Story » seekingalpha.com |
Looking Ahead at November Auto Sales Wall Street Strategies submits:The market is scheduled to get the November monthly auto sales figures Tuesday during the trading day, and the expectations are for a better month than October.During the last month, Ford (F) and General Motors saw higher sales year over year, while Toyota (TM) and Honda (HMC) saw their sales flat compared to October of 2008. The weak spot continued to be Chrysler, which saw sales decline more than 30%.Complete Story » seekingalpha.com |