In 2007, Transportation was hit hard by predictions made in the first half of year becoming patently untrue in the second. However, there were some bright spots in Transportation in 2007. Analyst John Larkin takes us through the high and low of Transportation in 2007:
The High:
Railroads- Despite soft volume, outstanding pricing and improved fuel surcharge recovery helped railroads maintain and sometimes even expand margins in 2007.
The Low:
Sluggish Freight Demand- Despite much anticipated reports from the first half of the year that freight demand would be way up in the second half, this was not the case. There was no sign of a seasonal peak, and no sign of a demand rebound.
For the full Transportation issue, including an outlook for what’s to come in 2008, and stock picks, click here.
Food Inflation in 2007
February 13, 2008
CF Industries (CF) Reaps Rewards for its Nitrogen Fertilizers Due to High Corn and Low Gas Prices
October 22, 2012
First Eagle Portfolio Managers Kimball Brooker and Sean Slein Find Safe High Yield Investments in a Low Yield World
August 23, 2017
Low-Growth Environment Translates to High Growth for Temp Staffing
July 12, 2010
Eli Pars, Chief Investment Officer, Sees Interest Rates Low, Market High for 2019
April 04, 2019
