GLG News by Heavy Duty Truck Experts: Consultants and Industry Specialists

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.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

FedEx vs. UPS: Round 1,354

May 25, 2010

Analysis of:Cargo Carriers Pose Conundrum for Air Safety Bill | www.buffalonews.com

The nation's two small parcel giants--UPS and FedEx--are locked into a high-stakes lobbying war in Washington that could spell the end of FedEx's non-union status for its tens of thousands of truck drivers. UPS wants FedEx's parcel ground drivers to fall under the National Labor Relations Act,  the same law that governs most of its 250,000 or so Teamsters. FedEx is arguing it deserves to stay under the Railway Labor Act, which has governed FedEx since its founding in 1971.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Wal-Mart's Push for Transport Efficiency = Bad News for Carriers

May 24, 2010

Analysis of:Wal-Mart Seeks More Control of Its Transportation | Transport Topics Online | Trucking, Freight Transportation and Logistics News | www.ttnews.com

Wal-Mart, the world's largest retailer, wants more in-house control over its transportation suppliers. That means taking over transportation deliveries to its 4,000 stores and warehouse clubs where it deems its in-house network of private carriage can perform the same services better.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Walmart Asking Their Suppliers For Shipping & Backhaul Opportunity - It's Smart!

May 23, 2010

Analysis of:Wal-Mart Asks Suppliers to Cede Control of Deliveries | www.bloomberg.com

The buzz in the logistics circles around Walmart is what the decision to take on inbound freight with their own trucks means. While there are thousands of analyses about every aspect of Walmart business by almost everyone from academia to consultants plus those doing the work, we offer the following from ground level regarding just a couple of the aspects of it.

Jay ThompsonPresident and General ManagerTransportation Business Associates

IdleAire - Is 3rd Time Charm Or 3-Strikes You're Out? Idle Options….

May 18, 2010

Analysis of:IdleAire to Reopen at 23 Locations | www.ttnews.com

The changing issues within trucking plus on-the-road experience with idle reduction systems are leading many users to look at newer, simpler and more integrated offerings. With the increasing number of idle restrictions being implemented, the on-board solutions are coming on fast. We offer the following update from our perspective.

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine

Looking for IdleAire?It is Back.

May 18, 2010

Analysis of:IdleAire to Reopen at 23 Locations | www.ttnews.com

IdleAire, the innovative maker of in-cab auxiliary power units and air conditioning and electric outlets, says it is reopening its facilities at 23 truck stops. It had ceased operations in January. The company says on its Web site it is planning to restart IdleAire services "in the near future."

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