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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.

Shippers Transport Shuts Down - Truckload Carrier A Casualty Of Known Pitfalls / Offers Some Lessons

February 23, 2009

100 lose jobs when trucking company shuts down | www.elpasotimes.com

Two-hundred truck carrier - Shippers Transport - ceased operations last Friday after 18-years - primarily in the dry Truckload (TL) sector, but also doing Less-Than-Truckload (LTL). My colleague Mr. Schultz correctly asks in his recent article “…who is next?” so this offers an opportunity to look at a real example and explore some potential reasons why?

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.

Overall Intermodal Shipments Off While Truckers Pick Up Some Market Share - In The Short-Term

February 17, 2009

FTR Analysis Shows Intermodal Losing Market Share in Q4 2008 | www.truckinginfo.com

FTR Associates reports that Intermodal has lost a little long-haul market share to trucking in the 4th Quarter ’08, as compared to the 3rd quarter. My friends at FTR allow for a discussion on how freight switches modes and some of the reasons.

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.

Navistar Addressing The Coming Service / Parts Opportunity - With Truckers Keeping ‘Em Longer

February 13, 2009

Navistar Launches Value-Priced Private Label Parts | www.truckinginfo.com

Service parts are a big profit opportunity for OEM’s. Navistar knows why their own and competitor shops don’t do well in the aftermarket - and are doing something “smart” about it.

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.

Lack of Financing = Poor Outlook For Biz-Jet Sector - So Will Textron Sell Cessna?

February 12, 2009

2 Leave Textron | www.forbes.com

Business is a lot about “People & Trust.” Business travel has always been directly proportional to business spending. It has implications both in airline travel and that on smaller airplanes. Throw in the lack of financing for both new and especially used along with the demonizing of the sector by the Washington DC crowd - and we see production numbers falling to half of what they were. Our colleague Mr. Avai makes excellent points, so I’ll offer comments from our “on-the-ground” perspective.

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.

JB Hunt & BNSF Intermodal Partnership - Future Is Bright For Them And The Other Players

February 9, 2009

BNSF Railway & J.B. Hunt Celebrate 20 Years of Intermodal Success | www.marketwire.com

Success in the Intermodal sector is especially about SERVICE! A look at Intermodal before and since JB Hunt got into it offers some things to watch when looking at the sector. Our approach has always been to look at history and place it into today’s environment - then make suggestions on how things may look for the future. JB Hunt was and still is one of the innovators! There were many others not noted herein that deserve to be, so I apologize for that in advance.

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.

TL & LTL Trucking Freight Demand Versus Capacity Issues - Not As Bad As Some May Think

February 5, 2009

Analyst Discusses State of Truckload, LTL | www.truckinginfo.com

While the overall freight market is relatively weak, there are bright spots. Less-Than-Truckload (LTL) is a different story than Truckload (TL) with regional / short-haul adding another dimensions. While the demand-capacity balance is almost never in balance, it must be noted that adjustments occur internal to the numbers. The associated article highlights some comments by John Larkin of Stifel Nicolaus Transportation Research, but they allow for additional comments.

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.

Federal Investor-type Indictments Versus Convictions In Relatively Small Trucking Cases = Deserved Outcomes

February 2, 2009

Ex-Continental Express Exec Convicted | www.todaysthv.com

Due diligence is key in all businesses. It is amazing some of snakes-in-the-woodpiles that one finds when looking deep enough. The Continental Express assets recently purchased by Celadon as written about by our colleague David Schneider in early December has a back story that offers good lessons. What this shows is another thing to watch out for in the ongoing merger / acquisition analysis activity.

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.

Con-way Versus Other LTL Carriers - A Couple Reasons It’s Such A Brutal Segment Today & Will Continue To Be

January 29, 2009

Con-way Reports Q4 Loss | www.google.com

The Less-Than-Truckload (LTL) segment is in a funk - and will be for the foreseeable future. My very smart colleague John Schultz correctly differentiates LTL versus other segments, along with questions on how the competition will compare. Since we work with (and continually survey) a number of the smaller LTL players too, here are some additional thoughts.

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.

RigMaster’s Demise Is Good Indicator Of The Auxiliary Power Unit Marketplace Issues

January 28, 2009

Rumors of RigMaster’s demise appear certain | www.landlinemag.com

The auxiliary power unit (APU) market has been a tough one for a variety of reasons. As written in GLG articles over the past couple years, they were faced with ROI, emissions, weight, cost and other issues. One of the big players - Rigmaster - has now apparently ceased operations, which lays out the landscape for others.

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.

Celadon Numbers’ Look Pretty Good Compared to Others’ - And Offers Some Good Insights Into Truckload Marketplace

January 23, 2009

Celadon says 2Q08 net income unchanged; revenue down 13.7% | www.etrucker.com

Freight is soft, rates are too, there is still too much capacity, fuel prices are down, credit is tough, etc. Smart operators like Steve Russell at Celadon still made money in the recently reported quarter - and makes comments on how they do it.

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