Study Group: Railcar Leasing Experts
Council Members in this Study Group: 121
This study group may include experts knowledgeable on topics such as aerospace & defense, building materials, chemicals, construction, oil & gas, timber & forest products, utilities & power generation, mining, agriculture, industrial equipment and transportation, among others.
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Leading Experts in this Study Group
Toby KolstadPresident
Rail Theory Forecasts
Toby Kolstad is President of Rail Theory Forecasts, a firm providing consulting and forecasting services in North American rail freight traffic and railcar demand. Mr. Kolstad has more than 35 years of experience in the railroad industry. He also has experience in managing railroad operations. Prior,...
GLG NewsSM Analyses by this Study Group's Leading Experts (?)
Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.
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Mr. Buffet, buying a real railroad is not like in the board game.
November 6, 2009
Toby Kolstad, President, Rail Theory Forecasts
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...
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Freightcar America has a strong balance sheet; but that’s all!
October 3, 2009
Toby Kolstad, President, Rail Theory Forecasts
FreightCar America: A Long-Term Bargain Today | stocks.investopedia.com
Freightcar America is a fine company with an old pedigree and a reputation for producing some of the best coal cars in America. Although the company has no debt, it also has few prospects for growth, since it seems that almost everyone, want to decrease coal usage in the future. While it has designs...
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Continued Rise in rail traffic is far from certain
September 28, 2009
Toby Kolstad, President, Rail Theory Forecasts
Back On Track? | finance.yahoo.com
The weekly AAR railroad traffic report is an excellent real-time indicator of the health of the economy. Unfortunately, the volume changes, even when measured over many weeks, are generally so small that they are dismissed by most observers. Moreover, the freight rate increases pushed by the railroads...
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NS is tooting is own horn too loudly on fuel efficiency!
September 16, 2009
Toby Kolstad, President, Rail Theory Forecasts
Norfolk Southern's Sustainability Report Highlights Carbon Footprint, Improved Fuel Economy | finance.yahoo.com
Norfolk Southern rightly claims that it has increased it fuel efficiency by 10% during the past ten years; but that achievement is less than half of what the other major carriers in the U.S. have achieved during the same period. The BNSF has notched a 24% gain, the UP has made a 23% improvement, and...
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If rail volumes are up by 8%, why are earnings forecasts up 20%?
September 15, 2009
Toby Kolstad, President, Rail Theory Forecasts
The planes, trains and automobiles rally | money.cnn.com
Freight transportation volumes and freight company earnings have always been a good indicator of how the overall economy is doing, and the current transport trends appear to be support the conclusion that the economy has stopped contracting and is now expanding. However, with rail traffic up only between...
Members in this Study Group include these company types:
- Consulting Firm (ei)
- Financial Services Company (ei)
- Truck Rental (ei)
- Specialty Finance/Leasing
- Consulting Firm
- Truck Dealer (ei)
Members in this Study Group often have these job titles:
- Principal
- Director
- Owner
- President
- Sales
- Partner
- Transportation Manager
- Logistics Manager
Related Study Groups
| Study Group Name | No. Members |
|---|---|
| Railcar Market Experts (EU) | 70 |
| Truck Leasing Experts | 74 |
| Rail Shipping Service Experts | 155 |
| Rail Car Leasing Experts | 18 |
| Intermodal Railcar Experts | 61 |
| Class 8 Trucking Experts | 132 |
| Intermodal Logistics Experts | 134 |
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October 2, 2007