All GLG News Analyses Filed Under: Transportation
Posted September 18, 2008
"The American Dream" Two Steps Forward...One Step Back
Analysis of: Stocks volatile amid uncertainty | news.bbc.co.uk
Author: GLG Member Program Contributor
Analysis of: Stocks volatile amid uncertainty | news.bbc.co.uk
Author: GLG Member Program Contributor
RELEVENT SUBJECT: ECONOMY Housing Market, weak dollar, outsourcing, NAFTA...WE NEED TO TAKE IMMEDIATE ACTION!
Posted September 16, 2008The New York meltdown
Analysis of: Stocks volatile amid uncertainty | news.bbc.co.uk
Author: Addison Schonland, Partner Innovation Analysis Group
The damage is immense. The downstream impacts have not yet hit with full force. But a global tsunami has started.
Posted September 16, 2008
The "right to fail" has always been a basic tenet of capitalism.
Analysis of: Airlines Set To Lose USD$5.2 Bln In 2008 - IATA | news.airwise.com
Author: GLG Member Program Contributor
Analysis of: Airlines Set To Lose USD$5.2 Bln In 2008 - IATA | news.airwise.com
Author: GLG Member Program Contributor
The article says airlines are set to lose a lot of money this year and next. The questioner asks how much of the damage is self inflicted? I'll interpret that to mean "Are there steps that can be taken to eliminate the loses? * Can one giant airline lose less money than 2 very large ones? * Do...
Posted September 16, 2008It’s not just falling fuel prices that are driving railroad profits
Analysis of: Analyst sees short-term leap for 2 biggest rails | biz.yahoo.com
Author: Toby Kolstad, President Rail Theory Forecasts
On September 10, an analyst at USB thought that the two major western railroads would do well in the second half of 2008, the day before CSX upgraded its earnings estimates for its third quarter from around $3.55 to $3.70. USB had also upgraded Norfolk Southern to a BUY on September 10. Most analysts...
Posted September 15, 2008
The Race to the Bottom, Which Airline can be the Worst, First
Analysis of: Airlines Set To Lose USD$5.2 Bln In 2008 - IATA | news.airwise.com
Author: GLG Member Program Contributor
Analysis of: Airlines Set To Lose USD$5.2 Bln In 2008 - IATA | news.airwise.com
Author: GLG Member Program Contributor
The race to the bottom of the heap is symptomatic of lack of leadership. The lack of leadership is not lost on the public or personnel who see morale and situational ownership as nonexistant. Shear numbers are seen by management as the excuse while loyalty programs are the only retention tool.
Posted September 12, 2008
Poor Management that loves to have their Ass kissed
Analysis of: YRC Plans To Cut Several Hundred Non-Union Jobs | www.ttnews.com
Author: GLG Member Program Contributor
Analysis of: YRC Plans To Cut Several Hundred Non-Union Jobs | www.ttnews.com
Author: GLG Member Program Contributor
Most trucking/transportation companies fail to properly control their cost and motivate their employees both Union and Nonunion, because of poor upper management. Most upper management want their Ass Kissed and forget about the people in the trenchs who actually do the work and don't kiss...
Posted September 12, 2008New Truck Sales & Credit Markets Follow Same Trends - It’s Tough!
Analysis of: Through the Turmoil | fleetowner.com
Author: Jay Thompson, President and General Manager Transportation Business Associates
Trucking equipment financing is following that of auto-financiers - again. It has been disappearing! As predicted in the referenced article (and by this writer) from a year ago, it’s here! Without readily available financing for trucks and trailers, what does that mean for new sales for the next few...
Posted September 10, 2008
EU to unify hydrogen transportation
Analysis of: EU Eases Road for Hydrogen Cars | industryweek.com
Author: GLG Member Program Contributor
Analysis of: EU Eases Road for Hydrogen Cars | industryweek.com
Author: GLG Member Program Contributor
By adopting a unified standard throughout the EU the next generation of a hydrogen based transportation system can be realized. In doing so and increased demand for hydrogen, the hydrogen distribution infrastructure, and hydrogen fueled vehicles may result.
Posted September 10, 2008What Took So Long? YRC Plans to Merge Yellow and Roadway Units
Analysis of: As Buyout Bust Turns Bitter, A Major Deal Lands in Court | www.logisticsmgmt.com
Author: John Schulz, Independent Analyst - Contributing Editor Logistics Management Magazine
YRC Worldwide's plan to integrate most of the operations of its Yellow and Roadway long-haul LTL units is mostly a positive. But it likely will result in a smaller overall company than the two operating companies currently are, but that's mostly because demand for long-haul LTL services is flat...
Posted September 10, 2008Railcar leasing gets a thumbs up from CIT
Analysis of: UPDATE 1-CIT says will retain railcar leasing unit | www.reuters.com
Author: Toby Kolstad, President Rail Theory Forecasts
CIT Group Inc. (CIT) had placed its railcar leasing business on the market and invited several bidders to make an offer for its assets before changing its mind and deciding to hold onto the business. They were not alone in considering a sale of their railcar leasing business, although they were perhaps...
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