7 leading Analysts; and top management from 6 Sector Firms
examine this vital industry in this 41 page report from The Wall Street Transcript.
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A Comparative Analysis of U.S. vs. Canadian Trucking Jason Granger - BMO Capital Markets
FMCSA Regulations Curtail Truck-Driver Pool John Larkin - Stifel, Nicolaus & Co., Inc.
LTL Margins Expected to Rise After Recession Drops David Ross - Stifel, Nicolaus & Co., Inc.
Parcel & Rail Pricing Power Rises as Trucking Capacity Drops Benjamin Hartford - Robert W. Baird & Co., Inc.
Pricing Power & Freight Volumes Are Returning Kevin Sterling - BB&T Capital Markets
Railroads Pricing Strengthens Despite Soft Volume Growth Christian Wetherbee - Citi Investment Research & Analysis
Tightening Regulations & Capacity Pressure Ground Transportation Todd Fowler - KeyBanc Capital Markets Inc.
CEO Interviews (average 2,500 words): top management from 6 Sector Firms examine the outlook for its company and its sector. Firms interviewed include: Celadon Group Inc., Navios Maritime Holdings Inc., Old Dominion Freight Line, Inc., Rand Logistics, Inc., StealthGas Inc., and Wabtec Corporation
Topics covered: FMCSA CSA Regulations - Capacity Constraints Result in Pricing Power - Truckload, LTL, Parcel, Rail and Intermodal - Retail and Industrial Transportation Demand
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Companies covered: Arkansas Best (ABFS); C.H. Robinson (CHRW); CP Rail (CP); CSX (CSX); Celadon (CGI); Con-way (CNW); Contrans (CSS.TO); Expeditors (EXPD); FedEx (FDX); Forward Air (FWRD); Heartland (HTLD); Hub Group (HUBG); J.B. Hunt (JBHT); Kansas City Southern (KSU); Kirby Corporation (KEX); Knight Transportation (KNX); Landstar (LSTR); Mullen Group (MTL.TO); Navios Maritime Holdings Inc. (NM); Norfolk Southern (NSC); Old Dominion Freight Line (ODFL); Pacer (PACR); Quality Distribution (QLTY); Rand Logistics, Inc. (RLOG); Roadrunner (RRTS); Ryder. (R); Saia (SAIA); Sears (SHLD); StealthGas (GASS); Swift (SWFT); Target (TGT); TransForce (TFI.TO); Trimac (TMA.TO); UPS (UPS); UTi Worldwide (UTIW); Union Pacific (UNP); Vitran (VTNC); Wabtec (WAB); Wal-Mart (WMT); Werner Enterprises (WERN); YRC Worldwide (YRCWD).


