TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| TBS International Limited Q4 2008 Earnings Call Transcript TBS International Limited (TBSI)Q4 2008 Earnings Call Complete Story » seekingalpha.com |
The Baltic Dry Index vs. the Baltic Dirty Tanker Index: Which Is a Better Indicator? Stephen Rosenman submits:One shipping index is on fire. Another is being pummeled. Can both trends continue in the same universe? The Dow Jones Transportation Index has been on a tear. Yet two of its crucial components tell very different stories. The Baltic Dry Index ((BDI)) has more than quadrupled from its November lows. Genco shipping (GNK) and Eagle Bulk (EGLE) have participated in this rebound, climbing 166% and 100% respectively over a six month period. If you had waded into those waters, six months ago you would have been amply rewarded.Complete Story » seekingalpha.com |
Modeling Boeing's Share Price Ivan Kitov submits:We continue modelling share prices of companies from the S&P 500 list. At Seeking Alpha, we have already presented models for the following companies: [[IBM]], [[DOV]], [[PG]], [[DD]], [[APD]], [[CVX]], [[DVN]], [[HAL]], [[MSFT]], [[COP]], and [[XOM]]. Here we model Boeing's (BA) share price. Our pricing model is simple. We assume the presence of a linear link between a share price and the difference between various components of CPI. The intuition behind the model is simple; a higher pricing power for a given subcategory of goods and services, and thus related companies, is expressed in a faster increase in corresponding stock prices. In the first approximation, the deviation between relevant price indices is proportional to the ratio of the pricing powers. The presence of sustainable (linear or nonlinear) trends in the differences, as found in (Kitov, Kitov, 2008; Kitov, Kitov, 2009ab) allows predicting the evolution of the differences, and thus the deviation between prices for corresponding goods and services. The share prices have to follow upwards. Complete Story » seekingalpha.com |
Continental and UAL: An Airline Pair Trade Sean Hannon submits: Long ago, I was taught that everything has value at a certain price. If you perform enough due diligence and think creatively, you can construct a trade where the upside is reasonable and the risk contained. Following such advice, I have invested in some odd companies over the years. When others were buying hot technology stocks, I was looking at tobacco and chicken producers. Such an approach has yielded some interesting discussions with clients, but positive gains have justified the approach.Complete Story » seekingalpha.com |
Trinity Industries Inc. Q3 2009 Earnings Call Transcript Trinity Industries Inc. (TRN)Q3 2009 Earnings Call TranscriptOctober 29, 2009 11:00 am ETComplete Story » seekingalpha.com |