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GLG News by Heavy Duty Truck Experts: Consultants and Industry Specialists

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Class 8 Truck Prebuy Is Coming To An End - 2010 Skepticism Here!

November 6, 2009

Class 8 Orders See Sharp Rise From September | www.truckinginfo.com

FTR Associates President Eric Starks shows North America Class 8 October order numbers at 21,792 trucks. This is a rate more triple than we were seeing February through July of this year - ranging 6,000-8,000 per month and double the August and September numbers. My friend Eric knows the numbers better...

Thom Williams, Principal & Managing Director

Thom WilliamsPrincipal & Managing DirectorAmherstAlphaAdvisors Co. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

The Secret Formula JB Hunt Transport Doesn’t Want You to Know!

November 3, 2009

J B Hunt (JBHT) Gets S&P 4 Star Buy Rating But Showing Bearish Technicals | www.marketintelligencecenter.com

Working quietly from deep within the beautiful but rather remote corporate offices of J.B. Hunt Transport Services Inc. in peaceful Lowell, AR, a sharp and select group of savvy truckers & financial wizards have, together, written, tested, and applied a “Secret Formula” that is now consistently generating...

John Schulz, Independent Analyst - Contributing Editor

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Big-Foot YRC Drops the Other Shoe on Shareholders

November 3, 2009

YRC is Seeking Big Concession by Shareholders | www.google.com

Embattled trucking giant YRC Worldwide is asking its shareholders to give up 95 percent ownership in the trucking company to lenders in what it calls a "final step" in its recovery plan. One analyst called the deal a "train wreck hitting the school bus full of kids and nuns" for shareholders, who caused...

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Transports Telling Different Story Than 3.6% GDP Blip!

November 2, 2009

Why the Lagging Transports Are Worrying | www.minyanville.com

Some stock technicians who compare numbers from the past to today are throwing more red flags regarding the recent quarters’ very positive numbers because the transports are not showing it. Transports are a good leading indicator in real time when real tonnage grows or shrinks. Shipper planning leads...

John Schulz, Independent Analyst - Contributing Editor

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

YRC's Spin May Be Positive, But the Operating Numbers Are Not

October 30, 2009

YRC Worldwide Reports Significant Sequential Improvement in 3Q 2009 Results | www.google.com

YRC Worldwide, the nation's largest trucking company by volume, reported a $158.7 million loss in the third quarter on sharply declining revenue of  $1.3 billion, compared with a net loss of $720 million on $2.38 billion revenue in the year-ago quarter. Despite the huge losses, YRC Chairman and CEO Bill Zollars...

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Mega-Dealer Rush’s Numbers Give Insight Into Truck Sales & Service Marketplace

October 27, 2009

Rush's Third Quarter Impacted By Weak Sales Market | www.truckinginfo.com

Rush Enterprises, Inc. is the largest heavy & medium duty truck sales and service organization in the US. Their numbers allow us a look at the marketplace from ground level including new and used trucks, along with parts and service.

John Schulz, Independent Analyst - Contributing Editor

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Don't Panic. This Trucking Recovery May Be Two Steps Ahead, One Step Back

October 23, 2009

ATA Truck Tonnage Index Slipped 0.3 Percent in September | www.reuters.com

The American Trucking Associations' closely watched advanced seasonally adjusted for-hire Truck Tonnage Index fell 0.3 percent in September. This came after it increased 2.1 percent in both July and August.

John Schulz, Independent Analyst - Contributing Editor

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Best is Yet to Come for C.H. Robinson

October 21, 2009

Weak Demand Hurts Shipper C.H. Robinson | www.google.com

C.H. Robinson, the leading third-party logistics provider at nearly $8 billion in revenue, posted $95.5 million in third-quarter net profit despite a 15.6 percent decline in revenue to $1.95 billion. Its core trucking business rose 2.1 percent as the nation's industrial base began its economic recovery,...

Thom Williams, Principal & Managing Director

Thom WilliamsPrincipal & Managing DirectorAmherstAlphaAdvisors Co. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

The LTL market truckers once knew will never return!

October 19, 2009

LTL market remains in a state of flux | www.purchasing.com

Gone are the "good old days" of high-margin LTL (less than truckload) freight transportation. At its burial, many now laid-off union members, disheartened officials of union benefit and pension funds, once successful LTL executives, and many former vendors to the once-prosperous industry kindly paid...

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

IRS v. Trucking Independent Contractor History

October 19, 2009

'Contractor' Lable Provokes Legal Disputes | online.wsj.com

The trucking Independent Contractor (IC) pool is a big one. Surveys show that one-third of truckers are IC’s and 80%+ of them are leased to fleets. The biggest player is FedEx Ground - hence the long-time target on their back by the Internal Revenue Service (IRS), States and unions. Other big numbers...

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