- 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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