TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| AMR Corp. Q1 2009 Earnings Call Transcript AMR Corp. (AMR)Q1 2009 Earnings CallApril 15, 2009 2:00 pm ETComplete Story » seekingalpha.com |
Why GM Bankruptcy Does Not Spell Doom for Sirius Tyler Savery submits: In the wake of the [[GM]] bankruptcy, investors in satellite radio suddenly have become concerned about what impact will befall Sirius XM (SIRI). Analysts such as Scott Moritz of TheStreet.com say that this “can’t be good”. In a video Moritz spoke briefly about the situation, but seems to have only highlighted one side of the story. I submit that the news is a mixed bag, and that both short and long term impacts need to be considered. Moritz looked at the impact from a “subscriber numbers” standpoint, saying, “They are already going to lose 1.6 million subscribers this year, and that was before the GM bankruptcy announcement.”Complete Story » seekingalpha.com |
AirTran Holdings, Inc. Q2 2009 Earnings Call Transcript AirTran Holdings, Inc. (AAI)Q2 2009 Earnings Call TranscriptJuly 22, 2009 9:00 am ETComplete Story » seekingalpha.com |
Echo Global Logistics Expected to Deliver IPO This Week Abbi Adest submits:Echo Global Logistics (ECHO) provides web-based shipping and freight management services. The company is expected to go public this week. The company originally filed for the IPO in April 2008Business Overview (from prospectus)Complete Story » seekingalpha.com |
New Industry Takes Shape as Buffett Sells Other Railroads Market Folly submits:Following Warren Buffett & Berkshire Hathaway's (BRK.A) announcement of its Burlington Northern (BNI) purchase, we now see that Buffett is set to make another round of moves in the railroad industry. As of last portfolio disclosures, Buffett owned shares in Burlington Northern, Union Pacific (UNP), and Norfolk Southern (NSC). Upon its impending acquisition of BNI, we now see that Berkshire Hathaway will sell its entire remaining 9.5 million shares of Union Pacific, a 2% stake in the company. Additionally, it will also sell its entire Norfolk Southern position of 1.9 million shares (or 1% of the company). Berkshire will liquidate these positions between now and the impending transaction date for its BNI purchase as the news was revealed recently by Matthew K. Rose, chief executive of Burlington Northern. Buffett already owns 22.6% of BNI and will purchase the rest of the shares for $100 per share in cash and stock.Complete Story » seekingalpha.com |