All GLG News Analyses Filed Under: Transportation

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Is the Web Going to Save These Two Freight Behemoths?

November 11, 2009

Analysis of:For FedEx, Holidays May Bring an Upturn | online.wsj.com

FedEx Corp. is predicting an 8 percent rise in its "busiest day shipments" on Dec. 14, compared with last year's busiest day total. FedEx expects to ship more than 13 million packages on that day. Arch-rival UPS, which is about 35 percent larger than FedEx, says it will issue its own, separate "busiest day shipments" forecast next year, after eschewing such forecasts last year.

Jay ThompsonPresident and General ManagerTransportation Business Associates

JB Hunt Intermodal Will Do Well For A Couple of BIG Reasons

November 11, 2009

Analysis of:J B Hunt (JBHT) Gets S&P 4 Star Buy Rating But Showing Bearish Technicals | www.marketintelligencecenter.com

After 20-years, Intermodal as pioneered by JB Hunt and United Parcel Service is even more of a bright spot. I share our colleague Mr. Williams’ optimism regarding Intermodal - and that for JB Hunt’s continued success therein. There are idiosyncrasies in the numbers discussed that offers an opportunity for a different look.

Singapore Airlines Continues To Struggle

November 11, 2009

Analysis by: GLG Expert Contributor

Analysis of:Singapore Airlines says losses narrow | sg.news.yahoo.com

The industry bellwether airline underscores perfectly why Asia is key to global recovery and also highlights just why yield attrition will stay in the headlines for many months to come.

The New Airline Business Model

November 9, 2009

Analysis by: GLG Expert Contributor

Analysis of:Airlines' extra fees may soon be taking off | www.latimes.com

Disclosure: Airline Information owns and operates the Ancillary Revenue Airline Conference (ARAC) referred to in this LA Times article. I am also actively involved in setting the business agenda for the event. The title and strap line do not tell the whole story. Since I was actually there, and what is currently happening with ancillary revenues in my opinion will permanently alter the commercial airline industry, I thought it would be insightful to share my first hand analysis in this forum.

New strategic alliances will be key for future growth

November 8, 2009

Analysis by: GLG Expert Contributor

Analysis of:JAL faces $8.8 billion excess debt if liquidated: source | www.reuters.com

Present task force efforts are sound especially by securing much needed short term cash. Things and possibly more cash support are developing on the alliances front as Delta and the SkyTeam Alliance sees a viable and much needed tie-up with JAL's route network.

Diran MajarianManaging DirectorAmalia Tankers Inc

Is Chinese demand for dry cargo as sustainable as industry analysts claim?

November 7, 2009

Analysis of:Fear the Dark Side of China's Lending Surge | english.caijing.com.cn

Despite the global financial crisis, this year has seen some revival in dry cargo rates, especially for Panamax and Capesize vessels. This has led to some renewed investor interest in the sector, notably by Peter Georgiopoulos. The investment thesis rests on Chinese growth potential. Chinese analysts tend to be more reserved. They see significant barriers to expansion in the hinterland and have mounting concerns over misinvestment and asset bubbles, jeopardizing future financial stability.

Jay ThompsonPresident and General ManagerTransportation Business Associates

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

November 6, 2009

Analysis of: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 than most, so we’ll offer some customer comments as to why.

Toby KolstadPresidentRail Theory Forecasts

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

November 6, 2009

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?

British Airways Not Out Of The Woods Yet

November 6, 2009

Analysis by: GLG Expert Contributor

Analysis of: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 WilliamsPrincipal & Managing DirectorAmherstAlphaAdvisors Co.

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

November 3, 2009

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!

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