GLG News by Truck Leasing Experts in GLG Member Programs

Jay ThompsonPresident and General ManagerTransportation Business Associates

New Regulations WILL Increase Trucker’s Costs - Here’s Some Numbers To Play With

December 1, 2009

Analysis of:The War On Trucking Continues | www.logisticsmgmt.com

Logistics Management writer Michael Regan gets it right in raising awareness of the potential pending regulatory costs of legislation under consideration. We will take a stab at real planning costs as they apply to each. In pennies per mile businesses such as trucking, it doesn’t lead to a pretty picture.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Truck Order Predictions Pretty Well Laid Out Through 2010

November 19, 2009

Analysis of:Truck orders indicate pre-2010 surge | www.etrucker.com

In the midst of the optimism with the recent surge in truck orders, reality is setting back in that 2010 truck orders will be slow due to the mew emissions rules - again! We have written several articles over the last 6-months about the slow truck sales marketplace leading into the current prebuy. So here’s a look ahead....

Jay ThompsonPresident and General ManagerTransportation Business Associates

Integrated Fuel Technologies Non-Urea SCR Option Hits A Speed-Bump

November 16, 2009

Analysis of:Cover Story: Pipe Schemes | www.seattleweekly.com

One of the two non-urea Selective Catalyst Reduction (SCR) developers as noted in GLG articles has legal problems prompting potential major users to steer clear for now. The referenced article by Laura Onstot for the Seattle Weekly is an interesting read including alleged money, fraud, religion, mistresses and other sorted issues - but more about business issues than the technology.

Jay ThompsonPresident and General ManagerTransportation Business Associates

JB Hunt Intermodal Will Do Well For A Couple of BIG Reasons

November 11, 2009

Analysis of:J B Hunt (JBHT) Gets S&P 4 Star Buy Rating But Showing Bearish Technicals | www.marketintelligencecenter.com

After 20-years, Intermodal as pioneered by JB Hunt and United Parcel Service is even more of a bright spot. I share our colleague Mr. Williams’ optimism regarding Intermodal - and that for JB Hunt’s continued success therein. There are idiosyncrasies in the numbers discussed that offers an opportunity for a different look.

John SalomoneManaging DirectorStructured Finance International, LLC

Not All Real Estate Is the Same - 4 Different Issues

November 9, 2009

Analysis of:Handling real estate loans will be a tough act | www.dallasnews.com

Real estate financing and refinancing poses 4 different levels of risk for lenders and owners, based on the project life cycle and its financing and overall structure. Broad statements about the looming problems are just that "broad statements" Real estate market participants must look at each transaction within the context of the 4 kinds of Real Estate Finance Structures, if they want to properly assess financing and refinancing values, issues and risk.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Class 8 Truck Prebuy Is Coming To An End - 2010 Skepticism Here!

November 6, 2009

Analysis of:Class 8 Orders See Sharp Rise From September | www.truckinginfo.com

FTR Associates President Eric Starks shows North America Class 8 October order numbers at 21,792 trucks. This is a rate more triple than we were seeing February through July of this year - ranging 6,000-8,000 per month and double the August and September numbers. My friend Eric knows the numbers better than most, so we’ll offer some customer comments as to why.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Transports Telling Different Story Than 3.6% GDP Blip!

November 2, 2009

Analysis of:Why the Lagging Transports Are Worrying | www.minyanville.com

Some stock technicians who compare numbers from the past to today are throwing more red flags regarding the recent quarters’ very positive numbers because the transports are not showing it. Transports are a good leading indicator in real time when real tonnage grows or shrinks. Shipper planning leads that of course led by true economic activity. History tells us a number of things.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Mega-Dealer Rush’s Numbers Give Insight Into Truck Sales & Service Marketplace

October 27, 2009

Analysis of:Rush's Third Quarter Impacted By Weak Sales Market | www.truckinginfo.com

Rush Enterprises, Inc. is the largest heavy & medium duty truck sales and service organization in the US. Their numbers allow us a look at the marketplace from ground level including new and used trucks, along with parts and service.

Jay ThompsonPresident and General ManagerTransportation Business Associates

IRS v. Trucking Independent Contractor History

October 19, 2009

Analysis of:'Contractor' Lable Provokes Legal Disputes | online.wsj.com

The trucking Independent Contractor (IC) pool is a big one. Surveys show that one-third of truckers are IC’s and 80%+ of them are leased to fleets. The biggest player is FedEx Ground - hence the long-time target on their back by the Internal Revenue Service (IRS), States and unions. Other big numbers come from the Intermodal sector, which is also under fire. I agree with my esteemed colleague John Schultz and offer the following overview.

Jay ThompsonPresident and General ManagerTransportation Business Associates

LTL Freight Marketplace To Remain Troublesome

October 18, 2009

Analysis of:LTL market remains in a state of flux | www.purchasing.com

The Less-Than Truckload (LTL) sector is showing signs that freight has bottomed, but the excess capacity from old and new players in that sector continues to result in heavy discounting. This will continue well into 2010 unless something drastic happens. The accompanying article allows for some comments looking ahead.

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