TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| Honda Motors: A Buy on Further Weakness Shiv Kapoor submits: Honda Motors (HMC) has grown earnings at negative 5.41% annualized between 1999 and 2008. By the end of 2009 the annualized rate is expected be negative 10.91%. When you compare two points in time ignoring the period in between, you get a good handle on annualized rates, but you do not get the trend. For example, the average year on year change in EPS for HMC during the 1999 to 2009 period was 5.22%; the damage to earnings was inflicted on HMC during 2008 and 2009; it is pretty clear that the stock as suffered as a consequence of the crushed consumer following the popping of the property bubble and debt bubble. Complete Story » seekingalpha.com |
Ford's European Sales Jump Zacks.com submits: Ford Motor Co’s (F) auto sales in Europe’s 19 core markets have leaped 19.8% to 113,100 vehicles in November. This has resulted in a year-to-date market share of 9.1% for the company, the highest since 1999.The sales included a registration of 99,800 Ford cars, also the highest since Nov. '99. The automaker’s market share in the month went up in 14 out of 19 European markets. However, its market share across the 19 core markets declined by 0.1 percentage points to 8.7% compared to last year.Complete Story » seekingalpha.com |
Following the Bouncing Baltic Dry Index Hard Assets Investor submits: By Julian MurdochMid-February may seem like an odd time to look at 2009's shipping year in review. But as we enter earnings reporting season, now is actually the ideal time to revisit the things that were for shipping companies, as well as look ahead to what may come.Complete Story » seekingalpha.com |
Weekly Rail Report a Positive Note Amidst Gloom and Doom Robert Loftus submits:The weekly rail report, which is published by the Association of American Railroads, offers some reassurance after Thursday's waves of bad news. When the numbers in the rail report are growing, it means that more material is moving through the economy, and real economic growth is taking place. The most recent report, for the week ending May 15th, 2010 shows significant YOY increases in the majority of traffic sectors. The report compares car-loads originated in various commodity categories to the number of car-loads originated in that same category during the same week of the previous year. The highlights of the most recent report include a 140.9% increase in shipment of metallic ores and a 49% increase in shipments of coke. Increased shipments of these products may be a sign of American metals producers preparing for a boost in production amidst expectations of massive electricity rate increases for Chinese metals producers.Complete Story » seekingalpha.com |
Why FedEx and UPS Don't Reflect the Overall Economy Michael Shulman submits: Strong earnings and increased forecasts from UPS (UPS) and Federal Express (FDX) lifted hopes of the economic bulls. Sorry. They are gaining market share on other carriers, online retailers are gaining market share and companies are running leaner inventories and using “just right now” shipping to keep inventories lean. · The freight forwarding and air cargo business has a great many smallish companies that are flexible, nimble, and cater to certain industries such as pharmaceuticals. They are going out of business due to the recession and a pullback in credit lines. Go back through industrial directories and yellow pages and you will see the proof.Complete Story » seekingalpha.com |