TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| Union Pacific Corp., Q1 2009 Earnings Call Transcript Union Pacific Corp. (UNP)Q1 2009 Earnings CallApril 23, 2009 8:45 am ETComplete Story » seekingalpha.com |
Auto Suppliers: Up on Fundamentals, Bailout Hopes, or Both? Brendan Wagner submits:Auto supplier stocks have been on a TEAR recently - up about 325% since the March 6th low, versus a 39% gain for the S&P500. Leading the way up has been Tenneco Inc. (TEN), up over 1,000% since trading under $1. Also up huge is Lear Corp (LEA), although the recovery in the two share prices are for different reasons. Tenneco is still off 51% from its twelve month high, while Lear is still down 92%. In Tenneco's most recent conference call, you'll find that management and employees have fought back hard against the massive decline in auto sales.Complete Story » seekingalpha.com |
Tata Motors: Value in India's Emerging Markets Tata Motors (TTM) is an Indian car manufacturer who recently came out with Nano Car that cost less than $2500. A lot has been written about its design innovation, supply chain, and execution. Complete Story » seekingalpha.com |
Harley-Davidson, Inc. Q3 2009 Earnings Call Transcript Harley-Davidson, Inc. (HOG)Q3 2009 Earnings CallOctober 15, 2009 9:00 am ETComplete Story » seekingalpha.com |
Shipping Also Faces Potential Write-Downs Vincent Fernando submits: In an email note, Charles de Trenck of research firm Transport Trackers highlights how shipping companies could face substantial write-downs. In a similar fashion to banks right now, some of their assets are being carried on the balance sheet at far higher values than the current market value. So expect their balance sheets to be far worse than they look right now. Transport Trackers: Brokers have highlighted a new all-time low for container charter rates this week (and the BDI traded back below 4,000...psychology playing its role here both on up and down sides...though some tankers did better this week).Complete Story » seekingalpha.com |