| The Larger Energy Implications of Hydrogen Autos By Richard T. StuebiAlthough much of the ink these days about innovative vehicles relates to plug-in hybrids, work continues to explore the potential for hydrogen-based fuel cells to play a key role in the transportation sector -- particularly in light of the recent decision by Congress to reauthorize funding for hydrogen autos.Complete Story » seekingalpha.com |
Proof of an Economic Train Wreck? Total carloads and intermodal rail freight data are plotted in the two charts below as 4 week moving averages. The improvement we're seeing needs to be viewed in the context of a trending increases in freight that occurs throughout the year through to October. The data certainly lacks the characteristics of a V shaped rebound. At this stage L shaped looks like a better letter to describe the economic path.Complete Story » seekingalpha.com |
Is Dana Holding Driving to a Top? optionMONSTER submits: By David RussellDana Holding (DAN) is showing signs of a top, and the call sellers are pouncing.Complete Story » seekingalpha.com |
PACCAR Earnings Estimate Scorecard Zacks.com submits: PACCAR Inc. (PCAR) reported its first quarter earnings for 2010 on April 20, 2010, outperforming the Zacks Consensus Estimate by 4 cents per share. The market reacted positively, with share prices rising in the subsequent days. Analysts were optimistic given the company’s impressive results and better outlook, as more than half of the analysts covering the stock revised their estimates upward. Below we will cover the results of the recent earnings announcement, subsequent analyst estimate revisions and Zacks ratings for both short-term and the long-term outlook for the stock.Complete Story » seekingalpha.com |
Safe Bulkers, Inc.: Risk/Reward Disproportionate? Zach Mansell submits:Safebulk Shippers (SB) is a relatively new play in the drybulk shipping game. Currently, Safebulk operates 15 vessels and will be receiving delivery of seven more at different intervals between now and 2013.The drybulk industry has been terribly volatile during the course of the recession with rates dropping substantially from their highs in 2008 and recovering quite a bit in 2009. Since then rates have come down a bit again and I believe that a play can still be made on the recovery of the industry. Safebulk Shippers has net income of $24.4M for the six months ending June 2010. This is significantly down from rates in the corresponding 2009 period. This is due to a decline in shipping rates, but is also due to company receiving a large amount of money throughout the year 2009 for early redelivery fees that they were able to collect.Complete Story » seekingalpha.com |