2010-05-10: Transportation and Automotive Report
12 leading Analysts; and top management from 11 Sector Firms
examine this vital industry in this 77 page report from The Wall Street Transcript.
Order this Report
A Close Look at Valuations in the Auto Sector Efraim Levy - Standard & Poor's Financial Services LLC
A Rising Tide Lifts All Carriers Nate Brochmann - William Blair & Company, LLC
A Strategic, Bullish Long-Term Look at Transport John Larkin - Stifel, Nicolaus & Company, Inc.
An In-Depth Profile of CarMax Sam Yake - BGB Securities, Inc.
Analysis of Positive Pricing Dynamics in Transport Arthur Hatfield - Morgan Keegan & Co., Inc.
Analyzing the Recovery in the Airline & Freight Sectors Helane Becker - Jesup & Lamont Securities Corp.
Demand & Growth Trends in Airfreight & Logistics, Maritime Kevin Sterling - BB&T Capital Markets
Dissecting the Less-Than-Truckload & Full-Truckload Markets Todd Fowler - KeyBanc Capital Markets, Inc.
Game-Changing Automotive Trends Colin Langan - UBS Investment Research
More Selectivity in Second Leg of Auto Recovery Steve Dyer - Craig-Hallum Capital Group LLC
Unmasking False Expectations for Domestic Trucking John Barnes - RBC Capital Markets Corp. - RBC Capital Markets Corp.
Weighing Valuations in Freight Transport David Ross - Stifel, Nicolaus & Company, Inc.
CEO Interviews (average 2,500 words): top management from 11 Sector Firms examine the outlook for its company and its sector. Firms interviewed include: Atlas Air Worldwide Holdings, Inc., Audatex North America, Inc., Avantair, Inc., C.H. Robinson Worldwide, Inc., China TransInfo Technology Corp., Commercial Vehicle Group, Inc., Federal-Mogul Corp., O'Reilly Automotive, Inc., Old Dominion Freight Line, Inc., SORL Auto Parts, Inc., and Wonder Auto Technology, Inc.
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
ORDER THIS REPORT NOW! CLICK HERE
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).
