Study Group: Coal Rail Shipping Experts

GLG News^SM Analyses by this Study Group's Leading Experts(?)

Savvy Trucker JB Hunt Heads East, By Train!

November 17, 2009

Analysis by:Thom Williams, Principal & Managing Director,

Analysis of:J.B. Hunt Transport Services, Inc. Announces Eastern Rail Deal | markets.on.nytimes.com

Truckers traveling via train? Yep, the smart ones do so with increasing frequency. Earlier this month, J.B. Hunt Transport Services Inc. announced that its already successful “Secret Formula” for Intermodal success will henceforth include much more of a current ingredient, one known as “NSC” or Norfolk Southern Corporation, which reported Intermodal revenues for this year’s 1st nine months of just slightly less than JBHT’s $1.2 billion of Intermodal biz. for the same three quarters.

Truckers need Grief Counseling more than financing!

November 12, 2009

Analysis by:Thom Williams, Principal & Managing Director,

Analysis of:Used truck values fall 45% in last 10 months! | www.nada.com

The brutal numbers displayed in the NADA Nov. '09 report of ever-declining used truck values! The markets now value a 3-year old truck at 45% less than its market value of just ten months ago! You can read the latest NADA Commercial Truck Market Update via this link: http://www.nada.com/B2B/home/home.asp

Mr. Buffet, buying a real railroad is not like in the board game.

November 6, 2009

Analysis by:Toby Kolstad, President,

Analysis of:Buffett: Railroad business is 'in tune with the future' | www.usatoday.com

Hardly anyone can resist the temptation to by a railroad in the game of “Monopoly.” They are reasonably priced, have OK earnings potential, and if all four are owned, they have outsized rental rates and the payment rates with sites on all four sides of the board. In real life however, railroads are rarely cheap compared to their earnings and the STB will keep anyone from owning more than one. So why would such an astute investor as Warren Buffet purchase one?

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

November 3, 2009

Analysis by:Thom Williams, Principal & Managing Director,

Analysis of: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 trucking company revenues, operating margins, and net incomes, the likes of which have never before been accomplished in the otherwise dull and now financially beleaguered North American commercial freight transportation world!

The LTL market truckers once knew will never return!

October 19, 2009

Analysis by:Thom Williams, Principal & Managing Director,

Analysis of: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 their respects, then gathered together over cocktails and worried about their own futures.

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