The Trucker's View On The Economy
Old Dominion chief David Congdon on the trucking industry's struggles in the recession. forbes.com |
Selling Off Saab: Russia's Bad Rep Persists
Craig Pirrong submits: The unsavory reputation of Russian “investors” continues to impede their ability to make deals outside their own commercial cesspools (H/T MJ):The U.S. Government participated in stopping General Motors (MTLQQ.PK) from selling Saab to a Dutch automaker in December due to possible involvement in the deal by the Russian Mafia, a Swedish media outlet is reporting.Complete Story » seekingalpha.com |
Tidewater: Look Ahead to March 2010 Quarterly Results
Neil Carvin submits: This post describes our model of Tidewater's (NYSE: TDW) Income Statement for the fourth quarter of fiscal 2010, which will end on 31 March 2010. The purpose of the model is to establish a baseline for identifying surprises, positive or negative, in the quarterly results that the company will report. Estimates for each line of the Income Statement are derived from management's guidance, the company's historical financial results, and other publicly available data. We begin by reviewing background information about Tidewater and the business environment in which it is currently operating. Complete Story » seekingalpha.com |
Earnings Preview: Delta Air Lines
theflyonthewall.com submits: Delta Air Lines (DAL) is expected to report Q2 earnings on Monday, July 19 before the market open with a conference call scheduled for 10:00 am ET. GuidanceAnalysts are looking for EPS of 63c on revenue of $8.27B. The consensus range is 41c-77c for EPS, and $8.21B-$8.32B for revenue, according to First Call. On its Q1 earning report, Delta posted in-line EPS, but slightly missed revenue estimates. Investors will be looking for the company to beat on both the top and bottom line this quarter. Recent sentiment has been positive as traffic has been gradually increasing during the quarter. April traffic was down 2.2%, while May and June traffic showed increases of 2.7% and 4.2% respectively. Complete Story » seekingalpha.com |
A Disconnect in These Stocks Could Bring Nice Gain
StreetAuthority submits: By David StermanPriceline.com (PCLN) has picked up a cool $7 billion in value during the past three months on the heels of a stunning +81% gain in the shares. Don't feel bad for rivals Travelzoo (TZOO), Expedia (EXPE) and Orbitz Worldwide (OWW) -- they've risen anywhere from +15% to +40% as well.Complete Story » seekingalpha.com |