GLG News by Heavy Duty Truck Components Manufacturing Experts

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!

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Asset Sales to Continue at YRCW. Is This Another Fire Sale?

June 14, 2010

Analysis of:YRC’s Zollars: Liquidity Plans a Good Problem to Have | blogs.barrons.com

YRC Worldwide CEO Bill Zollars says asset sales of his company, once the largest trucking company by revenue in the country, will continue as it seeks additional means of liquidity. This is occurring even as the rest of the trucking industry is gearing up for additional freight be added to their networks. Zollars says YRC, which has lost in excess of $2 billion the last three years, should have positive earnings before interest, depreciation and debt in this quarter.

John OltesvigPresidentOEM SERVCO

Commercial Vehicle Outlook: We Have Seen That Movie Before!

June 10, 2010

When you decide buy, hold, short or fold investments in the commercial transportation industry, please talk to some of us who have seen the current business cycle through the dire straits of the early 1980's.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Transport Outlook: Flat Growth Due To Slowing Freight Levels & More Regulations

June 3, 2010

Analysis of:Top Transport Concerns: Sluggish Economy, Unwise Legislation | www.worldtrademag.com

There have been numerous rosy pictures being painted about the US economy and the trucking rebounding robustly. We are realists - and also somewhat contrarians as compared to others. While things are definitely off the bottom, we fail to see from our ground level vantage point what will power the freight sector growth ahead. The referenced article gets it right when truckers’ planners assess the freight market and the regulatory environment.

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