Transportation and Automotive Report

Topics Covered: Rising-Tide Effect Among Asset-Light Transport Names, Trucking Pricing & Capacity Dynamics, Real Growth In Intermodal Transport, Outsourcing Trends In Transportation Management, Full Truckload Vs. Less-Than-Truckload Performance, Consolidation Among Airlines, Economies-Of-Density Effect In Railroads, Oil Prices & Hybrid Growth, Second Leg Of Auto Recovery, Increased Consolidation In Auto Sector , Emphasis On Auto Stock Valuations, Pent-Up Demand For Vehicle Sales, Chinese Investment In Transport Infrastructure

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Companies Covered: Alaska Air Group (ALK), Burlington Northern (BNI), Federal-Mogul (FDML), Forward Air Corp. (FWRD), Hub Group; Inc. (HUBG), Aegean Marine Petroleum Network; Inc. (ANW), Air Transport Services Group (ATSG), American Commercial Lines (ACLI), Amerigon (ARGN), Apple (APPL), Asbury (ABG), Atlas Air (AAWW), AutoNation (AN), AutoZone (AZO), Avantair (AAIR), BMW (BMW), Boeing (BA), BorgWarner (BWA), C.H. Robinson (CHRW), CSX (CSX), CVG (CVGI), CarMax (KMX), China TransInfo (CTFO), Chrysler (DAI), Circuit City (CCTYQ), Con-way (CNW), Continental (CAL), DHL (DPW), Delta Air Lines (DAL), Diana Shipping; Inc. (DSX), Echo Global (ECHO), Expeditors International (EXPD), FedEx (FDX), Ford (F), GATX (GMT), GM (GM), Gentex (GNTX), Genuine Parts (GPC), Group 1 (GPI), Hawaiian Holdings (HA), Hertz (HTZ), Home Depot (HD), Honda (HMC), Honeywell (HON), Hyundai (005380), J.B. Hunt (JBHT), Japan Airlines (JALSQ), JetBlue (JBLU), Johnson Controls (JCI), Kirby Corporation (KEX), Knight Transportation (KNX), Landstar (LSTR), Lear (LEA), Lithia Motors (LAD), Magna International (MGA), Nissan (7201), Norfolk Southern (NSC), O'Reilly (ORLY), Old Dominion Freight Line; Inc. (ODFL), Pacer International (PACR), Quality Distribution (QLTY), Ryder System (R), SORL Auto Parts; Inc.; (SORL), Solera Holdings; Inc. (SLH), Sonic (SAH), Southwest Airlines (LUV), TAL (TAL), TRW (TRW), Toyota (TM), UPS (UPS), US Airways (LCC), UTi Worldwide (UTIW), Union Pacific (UNP), United (UAUA), Volkswagen (VOW), Wal-Mart (WMT), Wonder Auto (WATG), YRC Worldwide (YRCW)