TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| Reality Checks In at Boeing Zacks.com submits: April 10, 2009 was not a “Good Friday” for The Boeing Company (BA), as it culminated a spate of bad news! First, the Company announced that its net orders for the first quarter of ’09 totaled a negative 4 shipsets, as previous orders for 32 787s had been cancelled, which more than offset the 28 orders it had received for other models.Complete Story » seekingalpha.com |
MarineMax: Boating Liquidation Sale of a Lifetime? H.J. Huney submits:The odd thing about investing is that it is often a counter-intuitive pursuit. You may realize that a certain company has favorable prospects moving forward, but if the market has already priced these expectations into the price of a security, are you really getting a good value? Oftentimes, the answer is “no.” Buying into a company with horrifying bleak near-term prospects might seem suicidal but if the price is right, then why not?Over the past few months, I have written extensively about seeking out bargains amongst Real Estate Investment Trusts (REITs). I have found quality companies that I believe can be had at huge discounts such as Brandywine (BDN), Lexington (LXP), and Winthrop (FUR). I have also found REITs that appeared to be priced well under liquidation value such as Colonial (CLP) under $4. These bargains have become available because of widespread fears about commercial real estate. Yet, these stocks are often priced with massive cushions built in so that even with massive declines in property values and high vacancy rates, you’d still be getting a deal.Complete Story » seekingalpha.com |
What Are Diesel Inventories Telling Us? Andrew Horowitz submits: API put out their Oil, Gas and Distillates information yesterday evening and I wanted to take a look at the numbers as well as the latest diesel inventory data. The reason we look at diesel is to see what is occurring in the commercial transportation area. In other words; are we seeing any traffic and movement that would signal that deliveries of orders are beginning to increase. Below is the chart that shows the past two years and the percent change (increase) in inventories. Once again we are seeing that oil is moving up in price even as inventories are growing to record levels. Obviously that does not make much sense.Complete Story » seekingalpha.com |
GM Begins Saturn's Death Spiral TheCarConnection.com submits: By Richard ReadAnd now comes the unpleasantness: in the aftermath of its failed sale of Saturn to Roger Penske, General Motors has begun winding down the Saturn network. The brand will close for good just over a year from now.Complete Story » seekingalpha.com |
The Greenbrier Companies, Inc. F4Q09 (Qtr End 10/25/09) Earnings Call Transcript The Greenbrier Companies, Inc. (GBX)F4Q09 Earnings CallNovember 12, 2009 11:00 am ETComplete Story » seekingalpha.com |