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Toby Kolstad

Toby Kolstad, President, Rail Theory ForecastsPresident
Rail Theory Forecasts
Member of the Transportation Council

Toby Kolstad is President of Rail Theory Forecasts, a firm providing consulting and forecasting services in North American rail freight traffic and railcar demand. Mr. Kolstad has more than 35 years of experience in the railroad industry. He also has experience in managing railroad operations. Prior, Mr. Kolstad was Vice President at Greenbrier Leasing, Director of Car Management at The Denver and Rio Grande Railroad, and General Superintendent for the Illinois Central RR. He holds a BS in Mechanical Engineering from Tulane University, an MS in Applied Mathematics from the California Institute of Technology, and an MBA in Operations Research from the University of Chicago. (This is me - Update Profile)


Employment History
2001 - present President
Rail Theory Forecasts
1989 - 2001 Vice President
GREENBRIER LEASING, LLC
1985 - 1989 Director of Car Management
The Denver and Rio Grande Railroad (D&RG)
1971 - 1985 General Superintendent of Car Control
ILLINOIS CENTRAL RAILROAD COMPANY

GLG NewsSM Analyses by Toby Kolstad(?)

Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.
Trade Mag. finally gets it right; CSX is on the road to recovery after years of poor management | 05-16-2008
Analysis of: CSX powers up for a fight | www.railwayage.com
Author: Toby Kolstad, President, Rail Theory Forecasts

Trade magazines are usually constrained to write only positive comments about the companies in the industries they cover, since subscriptions and ad revenues are more dependent on goodwill rather than good investigative reporting. In the article reviewed below however, the writer/editor finally fesses...

Coal car builder Freightcar America blames poor economy while coal traffic is up 4% | 05-09-2008
Author: Toby Kolstad, President, Rail Theory Forecasts

CEO’s never like to go into lengthy explanations on the dynamics of their industry in explaining a dismal financial performance, but with year to date coal volumes up 4.6%, according to the most recent AAR report, blaming the economy for the problems besetting the company seems more like dodging the...

New car production losses at Greenbrier (GBX) are eating into overall profits | 04-18-2008
Author: Toby Kolstad, President, Rail Theory Forecasts

During the last downturn in the railcar building industry, Greenbrier gained market share while cutting back production since the cars it produced were more popular that the car types manufactured by the other builders. This time around, just the opposite is true; there is almost no demand for the intermodal...

Right conclusion, but faulty reasoning that prospects for FreightCar America are not good | 04-11-2008
Analysis of: Derailed Growth at FreightCar America | seekingalpha.com
Author: Toby Kolstad, President, Rail Theory Forecasts

Per the author(s) of this blog, 10Q Detective, the prospects of increasing demand for railroad coal cars is not good and therefore the chances of accelerating growth at Freightcar America is also poor. There is so much that is wrong with this article and how it analyses the demand for new coal cars...

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GLG InstituteSM Seminars with Toby Kolstad(?)

 

Recent Seminars

GLGi: Railcar Business Cycle
San Francisco, 10-11-2006
GLGi: Railcar Business Cycle
New York, 10-05-2006
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