TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| Airlines Pair Trade Hao Jin submits:The straight six-week market rally has been accompanied by a drop in the market's volatility. As you can see from the chart below, the Chicago Board Options Exchange's Volatility Index ((VIX)) has come down from its peak at 80 set on Oct 20, 2008, to the current level of 35. Though it is still much higher than the average 10-20 range, at least the market looks much more stable than before. click to enlargeComplete Story » seekingalpha.com |
Hummers in China? Tim Iacono submits: There is something that is just not right about the idea of GM's (GMGMQ.PK) beleaguered Hummer brand being bought by a Chinese company. Of course, it looks like thousands of American jobs will be saved in the process and the sale will help the giant U.S. automaker "reinvent" itself, but it seems like a big step backward for the fastest growing economy in the world.As longtime readers know, my blog had something of an obsession with the giant SUVs back at the peak of the housing boom as chronicled in the late-2005 Hummer Overfloweth and others have expressed even more extreme views about what the brand really represents.So, it's not surprising that many others are scratching their heads about the whole "Hummer goes to China" story and the sudden appearance on the world stage of Sichuan Tengzhong Heavy Industrial Machinery, the soon-to-be new owner.Complete Story » seekingalpha.com |
Fed's Sneak Preview of Cash-for-Clunkers Rule TheCarConnection.com submits: In an effort to meet its deadline for releasing the rules of the federal "Consumer Assistance to Recycle and Save" initiative (i.e. the official, clunky name of the cash-for-clunkers program), the government has released a 136-page PDF offering more detail than many will want about CARS. However, the document says very clearly at the top, "While we have taken steps to ensure the accuracy of this Internet version of the document, it is not the official version." Naturally the official version will be housed at the fed's thoroughly confusing, impenetrable, Federal Register website. (Last redesign: 1998.) Hopefully, someone will have the smarts to post it to the official CARS website, which is much easier on the eyes.As you might expect from a 136-page document, there's a lot of information here to digest. The good stuff -- as far as most of you are concerned -- is found in section IV, subsections D ("Determining Eligibility of Trade-In Vehicles and New Vehicles") and E ("Requirements for Qualifying Transactions"). Here's a quick rundown on vehicle eligibility, found on page 27:Complete Story » seekingalpha.com |
Audi Confirms Development of E-Tron All Electric Car TheCarConnection.com submits: The Volkswagen (VLKAY.PK) family is growing by leaps and bounds. Not only is Porsche planning to expand its lineup to include a "bottom-of-the-range" vehicle priced "significantly" below the Boxster, but also Audi has confirmed that it's moving the recently revealed e-tron EV concept into development.The news comes from Audi of America’s Johan de Nysschen, and it's somewhat of a surprise. When the Audi e-tron debuted in Frankfurt last month, the company had nothing to say about the concept's potential future in the Audi lineup. Frankly, it looked as if the closest the e-tron might come to production would be as a virtual model headlining the Vertical Run videogame on Sony's PlayStation Home. However, de Nysschen now expects to see working prototypes on the tracks within 24 months.Complete Story » seekingalpha.com |
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 |