Mr. Wolfe: My coverage, I believe, is unique on Wall Street in that I cover two groups of transportation logistics stocks ' airfreight and ground transportation ' and I also cover a third group ' supply chain software companies. Those companies include names like i2 (ITWO), Manugistics (MANU) and Manhattan Associates (MANH). That area is not being featured at the Global Logistics and Transportation Conference other than one panel looking at software for transportation management. I also have a supply chain track featuring the supply chain software and not transport companies within the larger Bear, Stearns Technology Conference on June 12-15 this year.
TWST: What is included in those two areas of coverage ' the
airfreight/logistics and then ground transportation?
Mr. Wolfe: I segment the airfreight and logistics sector into
asset-based names and nonasset-based names. The asset-based names
include UPS (UPS), FedEx (FDX) and Airborne (ABF), and I also
include Atlas Air (CGO), a plane leasing company, within that
segment. I also provide the only US coverage of European mail,
express and logistics companies. I cover TPG (TP) in partnership
with Bear, Stearns European Logistics Analyst Alastair Gunn. On
the nonasset-based side, I follow Expeditors (EXPD), Forward Air
(FWRD), UTi (UTIW), and C.H. Robinson (CHRW). In addition, we
recently filed a prospectus to take another nonasset-based
provider, Pacer International, public. The Pacer IPO is expected
to debut in June.
Tickers included in this excerpt: ABF, ABFS, CFWY, CGO, CHRW, CVTI, EXPD, FDX, FWRD, HTLD, ITWO, JBHT, KNGT, MANH, MANU, R, ROAD, SWFT, TP, UPS, UTIW, WERN, XPRSA, YELL
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