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Jack LiftonSeptember 22, 2008
The Complete Failure Of General Motors, Ford, and Chrysler Is Due To A Failure Of Their Current Management To Plan For The Long Term
Analysis of: From Bank Bailouts to Auto Bailouts? | townhall.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The management of GM, Ford, and Chrysler are individually and collectively the worst set of managers that any American owned and operated heavy industry has ever had. Until this group of managers is gone there is no hope for GM, Ford, or Chrysler. There is no value in lending or subsidizing this...
September 22, 2008
Coal Railcar Market
Analysis of: UBS Cuts FreightCar America to ‘Sell’ on Price | www.forbes.com
Author: Thomas Shewski, Owner, High Energy Services
    The commentary section discusses the current market and outlook for coal railcars
September 22, 2008
Natural Gas vs. Coal Generating Economics
Analysis of: NYMEX Natural Gas Rises with Crude, Damage Reports | www.forbes.com
Author: Thomas Shewski, Owner, High Energy Services
    The fuel-switching from coal to natural gas affects the demand and price for each commodity.  The commentary below discusses what issues are part of the analysis of a utility or merchant fuel buyer on whether to switch fuel sources to fuel power plants.
September 22, 2008
Coal Transportation Outlook for the Railroads
Analysis of: Railroad Shipping | www.logisticsmgmt.com
Author: Thomas Shewski, Owner, High Energy Services
    Although the year-to-date and outlook for many of the items transported by the U.S. railroads are down, coal transportation has been positive.  The commentary section below discusses the positives of coal transportation for the railroads.
Jack LiftonSeptember 19, 2008
The Volt isn't a Prius. It Is A Cobbled Together Overhyped Attempt To Re-Invent General Motors
Analysis of: The Volt Isn't A Prius. It Might Even Be Better | blog.wired.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The Chevrolet Volt, if it is brought to market too early, will fail both in its intended use and in its operation. 
Toby KolstadSeptember 19, 2008
Wabtec (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...
Jack LiftonSeptember 17, 2008
Thin-Film Solar Cells, Other Than Those Which Use A Form of Silicon, Are Not Practical Due To Natural Resource Limitations
Analysis of: Power Plays | online.wsj.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
There are two non-silicon chemistries now being hyped as the bases for thin-film solar cells: 1. Cadmium telluride, and 2. Copper Indium Gallium Selenide Neither is practical at all.
Toby KolstadSeptember 16, 2008
It’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...
Jack LiftonSeptember 15, 2008
It Seems Unlikely That Any Number Of Volts Will Be Able To Give New Life To Wagoner's Monster, General Motors.
Analysis of: G.M. at 100: Is Its Future Electric? | www.nytimes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The future of the personal automobile is in the gasoline or kerosene(diesel) burning internal combustion engine. Future cars will be small, lightweight, and get 50 MPG and more. The Toyota prius hybrid already gets 50 MPG right off the showroom floor. This is why Toyota is increasing the production...
Jack LiftonSeptember 15, 2008
Is This The Beginning Of The End For Chinese Domination Of The Production Of Rare Earths?
Analysis of: Chevron selling rare earth mining operations | www.bizjournals.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Is a rare earth mining boomlet under way?

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