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September 22, 2008Landstar - What’s a Freight Company Doing Dealing With Busses? New Orleans’ Gustav Evacuation Execution Reminds Us Of Their Katrina Problems
Analysis of: EDITORIAL: Too little, too late | www.nola.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
The Federal Government intervening in the investment world makes the monumental work done in New Orleans before and after Katrina look like small potatoes. Successful people and businesses focus on what they are good at. The devil is in the details on how it gets done, but government in action can be...
September 19, 2008Wabtec (WAB) continues to grow
Analysis of: Wabtec to acquire Chicago rail supplier for $300M | pittsburgh.bizjournals.com
Author: Toby Kolstad, President, Rail Theory Forecasts
Standard Car
Truck will be a great addition to the Wabtec family of companies. There is no
overlap in product lines and most of the products offered by Standard will
compliment those already made at Wabtec. Moreover, there are potential
synergies that may enable the company to grow organically...
September 19, 2008Wall St. Problems Already Creating Real Issues For Trucking Companies & Industry Suppliers
Analysis of: ATA economist: circumstances of current crisis make impact on trucking hard to predict | www.thetrucker.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
American Trucking Associations (ATA) economist Bob Costello says in the referenced article that the financial turmoil in the marketplace is not a variable in their model today - making it difficult to make predictions for the trucking marketplace. While much of their information is data driven, ours...
September 16, 2008It’s not just falling fuel prices that are driving railroad profits
Analysis of: Analyst sees short-term leap for 2 biggest rails | biz.yahoo.com
Author: Toby Kolstad, President, Rail Theory Forecasts
On September 10, an analyst at USB thought that the two major western railroads would do well in the second half of 2008, the day before CSX upgraded its earnings estimates for its third quarter from around $3.55 to $3.70. USB had also upgraded Norfolk Southern to a BUY on September 10. Most analysts...
September 12, 2008New Truck Sales & Credit Markets Follow Same Trends - It’s Tough!
Analysis of: Through the Turmoil | fleetowner.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
Trucking equipment financing is following that of auto-financiers - again. It has been disappearing! As predicted in the referenced article (and by this writer) from a year ago, it’s here! Without readily available financing for trucks and trailers, what does that mean for new sales for the next few...
September 10, 2008What Took So Long? YRC Plans to Merge Yellow and Roadway Units
Analysis of: As Buyout Bust Turns Bitter, A Major Deal Lands in Court | www.logisticsmgmt.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
YRC Worldwide's plan to integrate most of the operations of its Yellow and Roadway long-haul LTL units is mostly a positive. But it likely will result in a smaller overall company than the two operating companies currently are, but that's mostly because demand for long-haul LTL services is flat...
September 10, 2008Railcar leasing gets a thumbs up from CIT
Analysis of: UPDATE 1-CIT says will retain railcar leasing unit | www.reuters.com
Author: Toby Kolstad, President, Rail Theory Forecasts
CIT Group Inc. (CIT) had placed its railcar leasing business on the market and invited several bidders to make an offer for its assets before changing its mind and deciding to hold onto the business. They were not alone in considering a sale of their railcar leasing business, although they were perhaps...
September 10, 2008Where Do Diesel Fuel Prices Need To Be To Stabilize Trucking Company Failure Rates?
Analysis of: Diesel prices: industry experts comment on impact of high oil prices on logistics | www.logisticsmgmt.com
Author: Jay Thompson, President and General Manager, Transportation Business Associates
With falling diesel fuel prices, what does that mean for trucking failure rates? Additionally, at what fuel price should we see the numbers settle down?
September 8, 2008Watch out UPS and FedEx, Here Comes the Postal Service
Analysis of: USPS Wants Your Parcel Business | multichannelmerchant.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
The U.S. Postal Service appears to be getting serious about improving its technology and marketing efforts to better compete with the two publicly held parcel delivery giants, UPS and FedEx. Postmaster General Jack Potter recently disclosed plans that would revamp the centuries-old Postal...
September 8, 2008Non-Union Job Cuts at YRC Worldwide Show Freight Slump is Continuing
Analysis of: YRC Plans To Cut Several Hundred Non-Union Jobs | www.ttnews.com
Author: John Schulz, Independent Analyst - Contributing Editor, Logistics Management Magazine
YRC Worldwide, which collectively has about a 30 percent market share in the $35 billion less-than-truckload sector, is laying off at least 200 back-office workers, mostly at its Overland Park, Kan., and Akron, Ohio, offices. These cutbacks can be taken two ways. The half-full view is that YRC is gaining...
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