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All GLG News Analyses Filed Under: Transportation

Articles with lock require a GLG News subscription
Posted September 22, 2008
Biz or No Biz? That is the Question...
Analysis of: Analysts Warn of Rising Pre-Owned Business Jet Inventories | www.ainonline.com
Author: GLG Member Program Contributor
In line with commercial aviation, business aviation has seen its high time and is heading downwards. The article purports bad times are to come for manufacturers and agents alike. Their indicators are all negative, including market prices, which are declining too, as a result of lower sales and more...
Posted 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
Posted 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.
Posted September 22, 2008
What happened to the VLJ and Air Taxi "revolutiion"?
Analysis of: DayJet Parks VLJ Fleet for "Economic Reasons" | www.ainonline.com
Author: GLG Member Program Contributor
Air taxi provider DayJet is now sidelined while VLJ manufacturer Eclipse remains on life support.  It appears that a successful wide-scale air taxi business model has yet to be developed.  This has implications for other start-up air taxi operations and the OEMs who are to supply the equi...
Posted September 19, 2008
Will Airline Investors Get a Nasty Surprise?
Analysis of: Airline Stocks Fly Through the Downturn | www.thestreet.com
Author: GLG Member Program Contributor
Airlines that hedged their jet fuel may now be looking at substantial unrealized losses (perhaps some has already been realized) depending on where they initiated their jet fuel hedge. Will this result in a nasty earnings surprise?
Toby Kolstad Posted September 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...
Jay Thompson Posted September 19, 2008
Wall St. Problems Already Creating Real Issues For Trucking Companies & Industry Suppliers
Analysis of: ATA economist: circumstances of current crisis make impact on trucking hard to predict | www.thetrucker.com
Author: Jay Thompson, President and General Manager Transportation Business Associates
American Trucking Associations (ATA) economist Bob Costello says in the referenced article that the financial turmoil in the marketplace is not a variable in their model today - making it difficult to make predictions for the trucking marketplace. While much of their information is data driven, ours...
Posted September 18, 2008
Airlines Selling "Free" Air
Analysis of: Airline Stocks Fly Through the Downturn | www.thestreet.com
Author: Timothy O'Neil-Dunne, Managing Partner T2Impact Ltd.
Airlines have been milking their frequent flyer programs and essentially selling something for nothing. But with IFRIC13 there is now a significant impact on their balance sheets. Are airlines opening themselves up for a problem that will haunt them for the future?
Sam Timpano Posted September 18, 2008
Federal and Exchange regulators are at fault as are the "Short Sell Raiders"
Analysis of: Stocks volatile amid uncertainty | news.bbc.co.uk
Author: Sam Timpano, President Sam Timpano & Associates
There are two primary failures that have produced these "death spirals" of the financial institutions in the US and affecting others across the globe.   On top of the lax oversight at the institutions themselves and the ever aggressive creation of instruments and derivatives, the following...
Posted September 18, 2008
This is our "bridge" in the private sector
Analysis of: Plug-in hybrid boosts electric motoring | news.bbc.co.uk
Author: GLG Member Program Contributor
I APPLAUD TOYOTA ! Safe, electric cars is the answer to foreign fuel dependency. Toyota's petrol-electric car is the "bridge" and can be put into immediate circulation.
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