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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 Thompson, President and General Manager
Transportation Business Associates
Analysis of: EDITORIAL: Too little, too late | www.nola.com
The Federal Government intervening in the investment world makes the monumental work done in New Orleans before and after Katrina look like small potatoes. Successful people and businesses focus on what they are good at. The devil is in the details on how it gets done, but government in action can be...
Analysis of: Analysts Warn of Rising Pre-Owned Business Jet Inventories | www.ainonline.com
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...
Thomas Shewski, Owner
High Energy Services
September 22, 2008
Coal Railcar Market
Analysis of: UBS Cuts FreightCar America to ‘Sell’ on Price | www.forbes.com
    The commentary section discusses the current market and outlook for coal railcars
Thomas Shewski, Owner
High Energy Services
Analysis of: Railroad Shipping | www.logisticsmgmt.com
    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.
Analysis of: DayJet Parks VLJ Fleet for "Economic Reasons" | www.ainonline.com
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...
Analysis of: Airline Stocks Fly Through the Downturn | www.thestreet.com
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, President
Toby Kolstad, President
Rail Theory Forecasts
Analysis of: Wabtec to acquire Chicago rail supplier for $300M | pittsburgh.bizjournals.com
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, President and General Manager
Jay Thompson, President and General Manager
Transportation Business Associates
Analysis of: ATA economist: circumstances of current crisis make impact on trucking hard to predict | www.thetrucker.com
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...
Timothy O'Neil-Dunne, Managing Partner
T2Impact Ltd.
September 18, 2008
Airlines Selling "Free" Air
Analysis of: Airline Stocks Fly Through the Downturn | www.thestreet.com
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, President
Sam Timpano, President
Sam Timpano & Associates
Analysis of: Stocks volatile amid uncertainty | news.bbc.co.uk
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...
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