GLG News by Class 8 Trucking Experts

Jay ThompsonPresident and General ManagerTransportation Business Associates

Flying J & Pilot Truck Stops Cleaning Up Loose Ends - Creates Mega-Player

July 12, 2010

Analysis of:Pilot, Flying J complete merger | www.ccjdigital.com

The lining up of business models of Pilot Corporation and Flying J is nearing completion, so we can take a snapshot of the new model moving ahead. It’s smart for Pilot to keep Flying J as a brand for the huge “renegade” smaller fleet / owner-operator market, then try to win them over. There are numerous other positives, but truckers are still wondering about fuel pricing.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Problems Continue With YRCW Profit Model - Especially Compared To Competition

July 7, 2010

Analysis of:Saving Teamster Pensions | www.tdu.org

Excess capacity in Less-Than-Truckload (LTL) sector continues to be troublesome - more so than with truckload (TL). The basic profit a model within LTL also presents problems for some, as does utilization and the sales-revenue picture. Our colleague John Schultz has well-outlined the Teamster cost issues at YRC Worldwide, so we’ll summarize those with other issues to keep in mind.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Final Nail in YRC's Coffin? It Could Be Teamsters' Pension Payments

July 6, 2010

Analysis of:Saving Teamster Pensions | www.tdu.org

Struggling YRC Worldwide is facing unrest among its Teamsters rank and file, as well as the Teamsters international leadership, for the pension freeze won a year ago. That freeze, due to expire next January, could result in an additional costs of as much as $30 million a month for cash-strapped YRC. Teamsters President James. P. "Jim" Hoffa is vowing to hold YRC's "feet to the fire" to resume payments into the Teamsters' multi-employer plans.

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

TransCanada and the Future of Reliable Economical Energy Supplies for the USA

July 5, 2010

Analysis of:TransCanada: Oil Sands Exports Will Go To Asia If Blocked In US | councils.glgroup.com

American exceptionalism has added the dimension of exceptional stupidity with regard to our securing of future energy supplies. TransCanada has responded as a rational entity to the confused hypocrisy now dominating the American government about economics in general, and energy efficiency and self-sufficiency in particular.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

YRCW Turning the Corner? It Must Be The Longest Block in America

June 30, 2010

Analysis of:YRC still sees positive EBITDA, approves share plan | Reuters | www.reuters.com

YRC Worldwide, which has lost in excess of $2 billion in the last three years, says its outlook is improving despite shutdown costs associated with a $37 million sale of parts of its YRC Logistics business to Austin Ventures. That will add about $10 million of one-time shutdown costs and asset write-downs. Still, the struggling U.S. trucker, once the largest trucking company by revenue, said it expects positive earnings before interest, taxes, depreciation and amortization (EBITA) in the second quarter.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Stevens Transport Orders New Paccar KW Model - Plus A Pick-Up For Cummins SCR

June 25, 2010

Analysis of:Stevens Transport orders 500 Kenworth T700s | www.ccjdigital.com

Paccar, Inc. gets a significant commitment for their new Kenworth T-700 aerodynamic from Stevens Transport of Dallas. Stevens ordered 500 trucks, and stuck to their 15-Liter engine approach replacing Caterpillar, Inc. C-15 with Cummins, Inc. ISX at 400 horsepower. While it’s not a huge order per some peoples’ metrics, it’s a big one in the premium truck and refrigerated sectors - and one to follow.

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

China's Currency Valuation Change and the Rare Earth Mining Sector

June 19, 2010

Analysis of:China Signals a Gradual Rise in Value of Its Currency | www.nytimes.com

China, today, June 19, 2010, announced that its national currency, the renminbi, will from now on be linked to the value of a "basket" of currencies rather than "just" the US dollar. Rare earth mining entrepreneurs outside of China will tell you that this is now a reason to buy into their ventures or to support IPOs for them. But I think there is another side to the coin. One that should give investors looking at the rare earth mining sector pause.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Arrow Asset Auctions - The Stuff Is Now Gone, So Now It’s About Courts & Numbers

June 17, 2010

Analysis of:Second day of Arrow Trucking auction brings higher bids | www.tulsaworld.com

The Arrow Trucking shutdown and ultimate bankruptcy has been written about before and offers many lessons. The auctions of this past week pretty much closes out the hard asset issues and is a reminder of what balance sheets turn into in liquidation. If nothing else, some people thought they got some deals.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Nice Quarter for FedEx, But Why Was the Stock Hammered?

June 17, 2010

Analysis of:FedEx Posts $419 Million in Profit For Quarter | query.nytimes.com

FedEx reported net profit of $419 million on $9.43 billion revenue for its quarter ended May 31, swinging back to profitability after an $876 million loss in the year-ago quarter. Its revenue jumped 20 percent in the quarter as it continued to take advantage of what the company called "a continued moderate recovery." Still, FedEx shares fell nearly 6 percent, or $4.94 a share, on the day of the announcement as investors and analysts were looking for more optimistic guidance from the company.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Economic, Freight & Truck Sales Uncertainties

June 14, 2010

Analysis of:Economic Indicators Mixed On Continued Uncertainty | www.truckinginfo.com

We all know consumer spending drives freight demand, which affects new truck sales. Auto sales and home building accelerate the swings in the logistics world. Financing affects each of these issues, but all have something in common still today and as we look into the future - uncertainty!

Previous Page : 3456789101112Next71 to 80 of 1221