All GLG News Analyses Filed Under: Transportation
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
September 22, 2008
Landstar - What’s a Freight Company Doing Dealing With Busses? New Orleans’ Gustav Evacuation Execution Reminds Us Of Their Katrina Problems
Analysis of: EDITORIAL: Too little, too late |
www.nola.comLandstar - What’s a Freight Company Doing Dealing With Busses? New Orleans’ Gustav Evacuation Execution Reminds Us Of Their Katrina Problems
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...
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
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?
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...
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.comWall St. Problems Already Creating Real Issues For Trucking Companies & Industry Suppliers
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...
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?
Analysis of: Stocks volatile amid uncertainty |
news.bbc.co.uk
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of 1687There 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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