TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| Airlines Ready for Takeoff, Bulls Think optionMONSTER submits: By David RussellThe bulls are piling into airlines such as United (UAUA) and Continental (CAL), betting on an improved outlook for one of the most treacherous industries in the market.Complete Story » seekingalpha.com |
Fascinating Shipping Trends Have Surfaced BlindReason submits: Exporters are having a difficult time securing shipping from U.S. ports. I find interesting the "stickiness" in the ability of shipping companies to adapt.Complete Story » seekingalpha.com |
Moody’s Sees Little Impact on U.S. Airline Credit Ratings From United-Continental Merger Research Recap submits: The proposed combination could help the credit profile of UAL Corporation (UAUA) and Continental Airlines (CAL), but would have little impact either way on other major US carriers: “We think a merger could be a plus for these companies’ credit profiles, but only if it is done on a stock-for-stock basis, the unions are amenable to a combination, and significant synergies are achieved.”Complete Story » seekingalpha.com |
So What if GM Made a Big Quarterly Profit? Ryan Avent submits: Commenter JRoth says (among other things) that I blew it on the issue of saving the automakers: To my non-surprise, he’s written nothing. Back in the winter of ‘08-’09, he couldn’t say enough about the need to destroy GM: they would never be profitable again, it was a waste of money to save them, and they were an inherently wicked company. Three pages of GM-related posts come up on the site search, virtually all from that timeframe, and not a single one in the last year.Complete Story » seekingalpha.com |
General Motors IPO: Auto Suppliers Cash In Michael Filighera submits:Moving the Market In light of General Motors' (GM) November 18th initial public offering, which was anticipated to be one of the largest in US history, we examined the performance of automakers and their suppliers from the start of the "Cash-for-Clunkers" program in July 2009, through November 17th. When the NHTSA started the "Cash-for-Clunkers" program on July 24, 2009, more than $2 billion was allocated. As a result, about 675,000 cars were sold with slightly less than half of them being domestically manufactured (49 percent). These sales clearly boosted the performance of the Big Three domestic automakers: General Motors, Chrysler, and Ford (F).Complete Story » seekingalpha.com |