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Roundtable Forum - Transportation & Logistics: Todd Fowler, KeyBanc Capital Markets Inc.; John G. Larkim, Stifel, Nicolaus & Company, Inc.
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Investing in Transportation & Logistics: John L. Barnes III, BB&T Capital Markets
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Outlook for Transportation: David P. Campbell Sr., Thompson, Davis & Company
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Off The Record - Transportation: Off the Record asks company leadership which management teams in their sector they most respect for their ability to execute and generate shareholder value.
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CEO Interviews (average 2,500 words): Top management from 10 sector firms examine the outlook for their firm and sector. Firms interviewed include: AutoInfo, Inc., Avantair, Inc., Burlington Northern Santa Fe Corporation, Canadian Pacific Railway Limited, CapSource Financial, Inc., Express-1 Expedited Solutions, Inc., FFE Transportation Services, Inc., First Flight, Inc., Halcyon Jets Holdings, Inc., Westshore Terminals Income Fund
Topics covered: Stock performance - Capacity reduction - Demand outlook - Industry adjustments to the economic environment - Balance sheets - Joint operating agreements - Competitive environment - Investor interest - Stock recommendations - Stocks to avoid - International trends - Rising costs - Emerging markets
Companies covered: J.B. Hunt (JBHT); YRC Worldwide (YRCW); Canadian Pacific (CP); Canadian National Railway Limited (CNI); Con-way (CNW); American Commercial Lines (ACLI); Pacer (PACR); Hub Group (HUBG); Landstar (LSTR); Ryder (R); Union Pacific (UNP); Old Dominion (ODFL); Forward Air (FWRD); Atlas Air Worldwide (AAWW); UPS (UPS); FedEx (FDX); Expeditors (EXPD); Kuehne + Nagel; Panalpina; Aramex.
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