Product Type: Market Research Report
Published by: Wall Street Transcript
Published: March 2008
Product Code: R275-1055Description The Wall Street Transcript has just published its Transportation issue, a report offering a timely review of the sector to serious investors and industry executives.
This 41-page feature contains an expert roundtable and industry commentary through in depth interviews with CEOs from 6 firms and 4 analysts.
Topics covered include: - Tightening supply and demand
- Truckload capacity issues
- LTL plays
- Railroad volumes
- International business
- Consumer consumption weakness
- Asia to Europe traffic
- Impact of high oil prices
- Fuel surcharges
- Reductions in truckload fleet size
- Exports of used trucks
- Cargo transportation revenue growth
- Controlling costs
- M&A activity
- LTL acquisitions Integrated global logistics
- Ways to spend strong cash flows
- Regulatory outlook
- Railroad re-regulation?
- Price fixing in air freight
- Stock recommendations
- Stocks to worry about
Table of Contents - Transportation Report 41 pages of exclusive interviews, featuring:
- Transportation & Logistics Roundtable Forum David P. Campbell Sr., Thompson, Davis & Company; Todd Fowler, KeyBanc Capital Markets Inc.; John G. Larkin, Stifel, Nicolaus & Company, Inc.
- Surface Transportation Stocks Jason H. Seidl, Credit Suisse
- CEO Interviews Algoma Central Corporation, Alpine Air Express, Inc., Express-1 Expedited Solutions, Inc., Heartland Express, Inc., Portec Rail Products, Inc.
- Topics covered include:
- Tightening supply and demand
- Truckload capacity issues
- LTL plays
- Railroad volumes
- International business
- Consumer consumption weakness
- Asia to Europe traffic
- Impact of high oil prices
- Fuel surcharges
- Reductions in truckload fleet size
- Exports of used trucks
- Cargo transportation revenue growth
- Controlling costs
- M&A activity
- LTL acquisitions Integrated global logistics
- Ways to spend strong cash flows
- Regulatory outlook
- Railroad re-regulation?
- Price fixing in air freight
- Stock recommendations
- Stocks to worry about
- Companies mentioned include:
- Federal Express (FDX), J.B. Hunt (JBHT), Hub Group (HUBG), UTi Worldwide (UTIW), YRC Worldwide (YRCW), Pacer International (PACR), Norfolk Southern (NSC), Old Dominion Freight Line (ODFL), Quality Distribution (QLTY), Forward Air (FWRD), UPS (UPS).
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