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All GLG News Analyses Filed Under: Transportation

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

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.

Class 8 Truck Prebuy Is Coming To An End - 2010 Skepticism Here!

November 6, 2009

 Class 8 Orders See Sharp Rise From September | www.truckinginfo.com

FTR Associates President Eric Starks shows North America Class 8 October order numbers at 21,792 trucks. This is a rate more triple than we were seeing February through July of this year - ranging 6,000-8,000 per month and double the August and September numbers. My friend Eric knows the numbers better...

Toby Kolstad, President

Toby KolstadPresidentRail Theory Forecasts 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.

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

November 6, 2009

 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...

British Airways Not Out Of The Woods Yet

November 6, 2009

GLG Expert Contributor

 British Airways slumps to record loss as strikes loom | www.telegraph.co.uk

The first summer loss since it’s privatisation is not a surprise - British Airways has been on a downward spiral for a while and now it is time to pull it out of that nose-dive.

Thom Williams, Principal & Managing Director

Thom WilliamsPrincipal & Managing DirectorAmherstAlphaAdvisors Co. 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.

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

November 3, 2009

 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...

John Schulz, Independent Analyst - Contributing Editor

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine 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.

Big-Foot YRC Drops the Other Shoe on Shareholders

November 3, 2009

 YRC is Seeking Big Concession by Shareholders | www.google.com

Embattled trucking giant YRC Worldwide is asking its shareholders to give up 95 percent ownership in the trucking company to lenders in what it calls a "final step" in its recovery plan. One analyst called the deal a "train wreck hitting the school bus full of kids and nuns" for shareholders, who caused...

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.

Transports Telling Different Story Than 3.6% GDP Blip!

November 2, 2009

 Why the Lagging Transports Are Worrying | www.minyanville.com

Some stock technicians who compare numbers from the past to today are throwing more red flags regarding the recent quarters’ very positive numbers because the transports are not showing it. Transports are a good leading indicator in real time when real tonnage grows or shrinks. Shipper planning leads...

Ryanair Trades New 737s For Dividends

November 2, 2009

GLG Expert Contributor

 Ryanair signals halt to aggressive growth | www.telegraph.co.uk

Ryanair may not order 737s just yet, but it is, as usual, looking out for its own interests and shareholders have every right to be pleased.

John Schulz, Independent Analyst - Contributing Editor

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine 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.

YRC's Spin May Be Positive, But the Operating Numbers Are Not

October 30, 2009

 YRC Worldwide Reports Significant Sequential Improvement in 3Q 2009 Results | www.google.com

YRC Worldwide, the nation's largest trucking company by volume, reported a $158.7 million loss in the third quarter on sharply declining revenue of  $1.3 billion, compared with a net loss of $720 million on $2.38 billion revenue in the year-ago quarter. Despite the huge losses, YRC Chairman and CEO Bill Zollars...

Mike Riegel, Owner

Mike RiegelOwnerAviation IQ 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.

Recovery In Business Jet Demand - A Few Simple Truths

October 29, 2009

 Business-Jet Demand Likely to Skid Before Regaining Lift | online.wsj.com

1) A brief historical review will show any casual observer that new jet deliveries lag wider economic recovery by some 12 months. 2) Demand heading into the current downturn was already dominated by international demand. 3) What most forecasts fail to highlight is who the winners will be as the business...

Mike Riegel, Owner

Mike RiegelOwnerAviation IQ 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.

Business Jet Recovery - The Road Ahead

October 28, 2009

 Textron Barely Posts a Profit | online.wsj.com

The business jet cycle has certainly hit rock bottom, but will not show clear signs of recovery for at least six months. This recovery will be unique, in that there is significantly more competition, in virtually all major business aviation segments. As a result, understanding who will recover more...

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