TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| Bullish Predictions for Aerospace & Defense ETFs ETF Database submits: While there are great concerns about the Obama administration’s views towards military spending, many external threats seem unlikely to dissipate in the coming decade, meaning that the aerospace & defense sector may be one of the most stable American industries. Since military goods are among the few products that are still made primarily on American soil, many are looking to this sector to help American industry survive the current downturn. Moreover, U.S. allies such as Japan are looking to upgrade their defenses, a trend from which U.S. defense companies could benefit. There are several reasons to be bullish on the aerospace & defense sector. Boeing (BA) still has years of backlog for its 787 Dreamliner (despite the numerous delays). United Technologies (UTX) has seen strong demand for its engines and aircraft business lines. Should the dollar continue to decline, these products will become more in demand and become more affordable to businesses in emerging markets across the globe.Complete Story » seekingalpha.com |
Earnings Preview: Continental Airlines theflyonthewall.com submits: Continental Airlines (CAL) is expected to report Q4 earnings Wednesday, January 20, with a conference call scheduled for Thursday, January 21 at 10:30 am ET. GuidanceAnalysts are looking for EPS of (10c) on revenue of $3.19B. The consensus range is very wide at (30c)-3c for EPS, and $3.14B-$3.33B for revenue, according to First Call. As recently as January 15, the stock was trading just under its 52-week high of $21.33. Technical indicators are bullish, as Continental has had a 75% run from $12 to $21 since early November. It’s currently trading above its 50 and 200 day moving averages. Complete Story » seekingalpha.com |
High Conviction: A Direct Play on Caribbean Tourism With 60% Margins Jack Dzierwa submits: Jack Dzierwa is global strategist and co-manager of the infrastructure-focused U.S. Global Investors Global MegaTrends Fund (MEGAX). The fund takes a “picks and shovels” approach to infrastructure investing by not only investing in particular projects but also in the tool, equipment, companies and people that are needed to build or service a project. The fund's $28.5 million in assets is invested across North America, Europe, Asia and other areas of growth around the globe. Jack, what's currently your highest conviction stock position in your fund?Complete Story » seekingalpha.com |
What's Riding on the Magna Decision? Streetwise Blog submits: By Andrew WillisMagna International’s (MGA) plan to get rid of a dual share structure get a workover from regulators on Wednesday, and analysts see a 30%-plus swing in the auto parts maker’s valuation riding on the hearing.Complete Story » seekingalpha.com |
Traders See Dollar Thrifty in Reverse optionMONSTER submits: By Chris McKhann Shares of Dollar Thrifty Automotive (DTG) hover near multi-year highs, but option traders aren't looking for much more upside. Complete Story » seekingalpha.com |