TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| Hub Group Inc. Q3 2009 Earnings Call Transcript Hub Group Inc. (HUBG)Q3 2009 Earnings CallOctober 21, 2009 5:00 pm ETComplete Story » seekingalpha.com |
Vehicle Electrification: An Emotionally Charged Topic John Petersen submits:Writing an investment blog on hype-riddled sectors like vehicle electrification and energy storage is tough because the topic is emotionally charged and expectations are often based on political promises, issue advocacy, press releases and mainstream media stories that never tell the complete truth. As a result I spend a huge amount of time debunking popular mythology that's 180 degrees out of sync with business realities and responding to commenters who refuse to believe cars with plugs will be:Five to six times less efficient than HEVs when it comes to reducing national gasoline consumption;Nine to twelve times less efficient than HEVs when it comes to reducing national CO2 emissions;Subject to short-term supply constraints because of their reliance on scarce raw materials;Experimental concepts that require years of testing before they're ready for prime time;Beyond the price range of all but the most affluent consumers; andWholly unacceptable to consumers that expect a three to five year payback on the cost premium.The risk and the opportunity for investors is that distorted perceptions of commercialization timelines have led to unreasonably high expectations for lithium-ion battery developers that may experience huge revenue growth in the second half of the decade and unreasonably low expectations for lead-acid battery manufacturers that are certain to experience huge revenue growth over the next five years. As the revenue impact of current automotive production decisions becomes more clear and the wide gulf between expectations and reality narrows, I believe that the equities of objectively cheap lead-acid battery manufacturers will surge while the equities of objectively expensive lithium-ion battery developers underperform.Complete Story » seekingalpha.com |
Seaspan Corporation Q4 2009 Earnings Call Transcript Seaspan Corporation (SSW)Q4 2009 Earnings CallMarch 16, 2010 8:30 am ETComplete Story » seekingalpha.com |
Notes on the AgBank IPO, Car Ownership and Real Estate in China Patrick Chovanec submits:Yesterday, I was interviewed on CCTV News about Agricultural Bank of China (AgBank)’s upcoming share offering, which is shaping up to set a new record as the world’s largest IPO. You can watch the clip here. I also wrote a column on the subject about a week ago for Motley Fool, which you can check out here. Last week, I visited Jilin province (in China’s northeastern Rust Belt) with a delegation from the American Chamber of Commerce in China (Amcham-China). I promised I would share some of my impressions.Complete Story » seekingalpha.com |
Intermodal Rail Volume Hits 2010 High The Pragmatic Capitalist submits: The discrepancy between rail traffic and many other leading indicators continued this week as rail volumes continue to log healthy figures. There is a very real tug-of-war going on between certain parts of the economy at present. Rail traffic was slow to recover from the recession – one has to wonder if it isn’t lagging again. Via the AAR:The Association of American Railroads (AAR) today reported rail intermodal volume on U.S. railroads for the week ending Aug. 14, 2010 was the highest of 2010, with 233,767 total trailers and containers, up 20.8 percent from the same week in 2009, but down 1.4 percent compared with 2008. Weekly container volume, a subset of intermodal, was the highest on record up 22.4 percent compared with the same week in 2009, and up 6.4 percent with the same week in 2008. Trailer volume, the other subset of intermodal, rose 12.3 percent last week compared with the same week in 2009, but fell 31 percent compared with 2008.In order to offer a complete picture of the progress in rail traffic, AAR reports 2010 weekly rail traffic with comparison weeks in both 2009 and 2008.Complete Story » seekingalpha.com |