11.26.01: Transportation/Logistics Issue
Five analysts and top management from seven sector firms examine the transportation/logistics sector in this special 69-page Transportation/Logistics issue from The Wall Street Transcript.

    Online subscribers to the Industry/Services sector also get
    Aerospace & Defense & Utilities & Power Companies Issue

  1. Transportation/Rails, Truckers & Freight Forwarder - In an in-depth (14,900 words) Analyst Roundtable, Scott D. Flower, Managing Director at Salomon Smith Barney, Jason Seidl, Vice President at ABN AMRO and Edward Wolfe, Senior Managing Director at Bear, Stearns & Co., examine the outlook for the sector including performance of the transportation stocks, rising insurance rates and share specific stock recommendations.
  2. The TWST confidential Off-The-Record survey of management performance at twelve sector firms asked market insiders about the ability of management teams to create shareholder value. Firms reviewed in Off-The-Record include:

    Alaska Air Group, America West Holdings, AMR Corporation, Continental Airlines, Expeditors International of Washington, Fedex, SkyWest, Southwest Airlines, UAL Corporation, United Parcel Service, U.S. Xpress Enterprises, Werner Enterprises

  3. Airfreight & Logistics Stocks - In an in-depth (6,100 words) Analyst Interview, Gregory E. Burns, Vice President and Research Analyst at J.P. Morgan, examines the outlook for the sector and shares specific stock recommendations.
  4. Outlook for Logistics Stocks - In an in-depth (5,100 words) Analyst Interview, John L. Barnes, III, Senior Analyst at Deutsche Banc Alex. Brown, examines the outlook for the sector and shares specific stock recommendations.
  5. CEO interviews (average 2,500 words). Top management of seven sector firms examine the outlook for their firm and the sector. Firms include:
    AirNet Systems, Arkansas Best, EGL, Landstar Systems, Logistec, Maritrans, Marten Transport
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