Contributing Member of the Energy & Industrials Councils

GLG News by this Author

U.S. Xpress to Join the “Private” Club Next.

August 6, 2007

Analysis of:U.S. Xpress Executives Offer to Buy Firm | www.ttnews.com

Although yet to be approved by the Board of Directors, U.S. Xpress Executives Pat Quinn and Max Fuller, and affiliates have made an offer of $20 per share for an aggregated 42% of U.S. Xpress company stock. One of several companies, U.S. Xpress will be gaining membership to the ‘Private’ Club outlined in an article dated May 25, 2007 by The Wall Street Journal titled, “Growing the ‘Private’ Club”. http://online.wsj.com/article/SB118005241817814142.html?mod=moj_columnists No longer will a sector analysis or daily market issue, artificially inflate or deflate a stock price as with a publicly traded corporation. End of the quarter short term gains will have to be replaced with a 3 to 5 year operations model, designed to achieve greater success through rigid adherence to established process and measured by a series of strategic benchmarks. Although U.S. Xpress has the leadership talent to make the transition, it may be their current operations model that hinders success.

Swift Transportations Road to Success as a Private Equity Firm

July 30, 2007

Analysis of:Growing the 'Private' Club | online.wsj.com

A long term, 3 to 5 year operations plan that calls for steady growth will be key to Swift Transportations success if to be awarded membership to the “Private” Club. And as with muscle memory, it will be easier the second time around for Jerry Moyes. Especially if one considers the renewed passion I suspect he feels in his gut considering the changes at his Swift Transportation.

Railroads could Streamline the Intermodal Move all the Way to the Door

July 18, 2007

Analysis of:Train Gains in Vain? Activists Bet Big | online.wsj.com

When evaluating both past problems and future expectations, it is easy to feel overwhelmed by the opportunities that confront the railroads today. Debt, the distribution of assets, complacent management teams and old political alliances are just a few of the issues that will need to be addressed. Understanding that there is not a single silver bullet and that it will take several bites of the apple to address these concerns, the development and implementation of a new operational strategy may be a method of increasing energies and supplying synergies.

Excess Capacity can be an Opportunity for Small to Medium Size Trucking Companies.

July 16, 2007

Analysis of:Rail, Intermodal Levels Fall | www.ttnews.com

Although excess capacity and low freight volumes often spell disaster for many small to medium size trucking companies, times such as these can spell opportunity. A review of the following may help.

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