| Seaspan Corp. Q3 2009 Earnings Call Transcript Seaspan Corp. (SSW)Q3 2009 Earnings CallNovember 4, 2009 08:30 AM ETComplete Story » seekingalpha.com |
Trinity Industries, Inc. F4Q09 (Qtr End 12/31/09) Earnings Call Transcript Trinity Industries, Inc. (TRN)F4Q09 (Qtr End 12/31/09) Earnings CallFebruary 18, 2010 11:00 am ETComplete Story » seekingalpha.com |
Boeing Flies Above Estimates Zacks.com submits: Boeing Company (BA) overcame market pessimism, showing resilience in its core businesses with first quarter fiscal 2010 earnings of 70 cents per share, outpacing the Zacks Consensus Estimate of 64 cents. The company, like its defense Goliath peer Lockheed Martin Corporation (LMT), was affected by changes in the health care bill. Changes in the health care bill eliminated the tax deduction that was previously available for Medicare benefit costs reimbursed. This took away 20 cents from the reported quarterly earnings per share. However, year-ago quarterly results were also affected by a 31-cent charge on commercial airplanes, precipitated by poor market conditions.Complete Story » seekingalpha.com |
Overlooked Value Investment Ideas Jae Jun submits: JAKKS Pacific, Inc. (JAKK) JAKK makes and sells toys, craft and pet products. The company hasn't been able to recover its stock price from the 2008 crash unlike most companies. JAKK like any other company has its risks.Complete Story » seekingalpha.com |
Southwest Airlines: A Great Company in a Crummy Industry YCHARTS.com submits: Most of us sane adults have gotten the idea of investing in airline stocks out of our systems. It’s an industry that provides a fabulous service to its customers, but one that destroys gobs of capital and in some years has seemed to pay out most of its cash to bankruptcy lawyers. Then along comes a wonderful acquisition – Southwest’s (LUV) agreement to buy AirTran (AAI) for about $1.4 billion in stock and cash – and one is tempted to think about owning some Southwest shares. On top of the purchase price, Southwest estimates one-time costs from combining the two companies at $300 million-to-$500 million. Let’s call it $400 million. So, owning AirTran costs Southwest $1.8 billion (aside from $2 billion in AirTran debt and airplane leases it assumes).Complete Story » seekingalpha.com |