| Is Jeff Matthews' Call for a Growth Surprise Mistaken or Early? Cam Hui submits: The mark of a good fundamental analyst is the ability to dig and look for data points that the rest of the market hasn’t really focused on. So it is with great interest that Jeff Matthews, who often has good fundamental insights, indicated that the economy may be improving or poised to improve because of extremely low inventory levels that he is seeing on a bottom-up basis. In addition, FedEx (FDX) had reported improving volumes back in September, another sign of economic improvement.Matthews concluded that this argues for buying transportation stocks and went on to speculate that this was one of the reasons why Buffett wanted to buy Burlington Northern (BNI):Complete Story » seekingalpha.com |
Assessing the Value of A.P. Moller-Maersk Arjun Rudra submits:This post attempts to apply the measures discussed in the post “Valuing a container shipping company” to A.P. Moller – Maersk (AMKAF.PK).A.P. Moller-Maersk is the largest group of companies in Denmark. It’s engaged in container and tanker shipping, operation of container terminals, shipyards and manufacturing, oil exploration and offshore activities, and the retail trade. Maersk is the global leader in container shipping and accounts for approximately 15% of the container tonnage movements worldwide (B Times).Complete Story » seekingalpha.com |
The Western Union Company Q1 2010 Earnings Call Transcript The Western Union Company (WU)Q1 2010 Earnings CallApril 27, 2010 08:30 am ETComplete Story » seekingalpha.com |
YRC Worldwide Q2 2010 Earnings Call Transcript YRC Worldwide (YRCW)Q2 2010 Earnings CallAugust 03, 2010 9:30 am ETComplete Story » seekingalpha.com |
Ryder System: Ample Strength to Ride in the Right Direction Zacks.com submits: Ryder System, Inc.(R) one of the leading transportation and supply chain management companies in the U.S., released its third quarter earnings before the market opened. The company reported earnings of 76 cents per share from continuing operations, which beat the Zacks Consensus Estimate by 11 cents and were 25 cents or 49% above the year-ago quarter. Rise in earnings was mainly driven by the company's Fleet Management Solutions (FMS) division. Furthermore, a lower-than-anticipated tax rate in the third quarter helped EPS to show an improved performance of 4 cents, which were partially offset by higher maintenance costs of aging fleets and customer fleet reductions.Complete Story » seekingalpha.com |