TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| How to Solve the Problem of 'Toxic Vehicles' Harry Tuttle submits:After watching President Obama's ultimatum to the automakers, one couldn't help feeling bad for his cabinet. After all, with so many problems coming at them every day, it is natural that they miss a few solutions from the available set. Of course, as a taxpayer, it is in my interest to see the Obama Administration succeed in their attempt to rescue our economy even if a few trillion dollars are wasted along the way. Thus, it is in the the best spirit of capitalist self-interest that would make Adam Smith proud that I offer the following plan to save our automakers.Complete Story » seekingalpha.com |
Magna and Linamar Equipped to Survive Downturn - UBS FP Trading Desk submits: Despite the carnage in the auto sector, UBS Securities analyst Fadi Chamoun is confident that Canada's biggest parts suppliers, Magna International Inc. (MGA) and Linamar Corp. (LIMAF.PK), are equipped to survive the industry downturn.In a research note, he pointed out that they both have strong liquidity (particularly in Magna's case), good cost management and cash preservation abilities, and the high potential for market share gains as excess capacity exits the market. Their recently-reported Q1 results underscore their solid performance, he noted.Complete Story » seekingalpha.com |
Third Quarter Auto Production Expected to Boost U.S. GDP Edward Harrison submits:Apparently, the U.S. auto industry is working off a significant backlog of inventory because I have been hearing that pretty much everyone in North America is planning to ramp up production for the third quarter. This is prima facie evidence of the huge inventory-based production changes which I have said will make Q3 and Q4 look much better than Q1 and Q2. In April, in my post “The Fake Recovery,” I said: Obviously, this means that U.S. Q1 and perhaps even Q2 GDP will be very low due to the subtraction of inventories now being purged. However, when we get to Q3 and Q4, this effect will be gone and quarterly and yearly comparisons will look favourable. So the inventory purge may mean a huge upside surprise to GDP in the second half of the year and early 2010 – potentially enough to see positive GDP numbers.Complete Story » seekingalpha.com |
Peeling Back the Thin Veneer of Market Confidence Economic Disconnect submits: I would like to lead off by saying it was almost surreal to see a down day in the markets. I guess I am just conditioned for a positive close, so the when the indices closed yesterday at about the lows I was shocked.That said, I have already seen some of the more bearish types high fiving and getting excited about a new downturn. I would agree fundamentally, but this market is still flying on hope. Be careful here one and all.Complete Story » seekingalpha.com |
BorgWarner Inc. Q3 2009 Earnings Call Transcript BorgWarner Inc. (BWA)Q3 2009 Earnings Call TranscriptOctober 28, 2009 9:00 am ETComplete Story » seekingalpha.com |