September 21, 2012

Topics covered: Truckload, Trucking Pricing & Capacity Dynamics, Retail and Industrial Transportation Demand, Regulatory Issues in the Trucking Industry, Rail and Intermodal, Parcel, LTL, FMCSA CSA Regulations, Capacity Constraints Result in Pricing Power

Companies covered: C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW), UTi Worldwide Inc. (NASDAQ:UTIW), United Parcel Service, Inc. (NYSE:UPS), Union Pacific Corporation (NYSE:UNP), Freightcar America, Inc. (NASDAQ:RAIL), Ryder System, Inc. (NYSE:R), PACCAR Inc. (NASDAQ:PCAR), Norfolk Souther Corporation (NYSE:NSC), Navistar International Corporation (NYSE:NAV), Landstar System, Inc. (NASDAQ:LSTR), Knight Transportation, Inc. (NYSE:KNX), Heartland Express, Inc. (NASDAQ:HTLD), Greenbrier Companies, Inc. (The) (NYSE:GBX), FedEx Corporation (NYSE:FDX), Expeditors International of Washington, Inc. (NASDAQ:EXPD), CSX Corporation (NYSE:CSX), Cummins Inc. (NYSE:CMI), Arkansas Best Corp., Atlas Air Worldwide Holdings (NASDAQ:AAWW), YRC Worldwide, Inc. (NASDAQ:YRCW), Werner Enterprises, Inc. (NASDAQ:WERN), Kirby Corporation (NYSE:KEX), Con-way Inc. (NYSE:CNW), Navios Maritime Holdings Inc. (NYSE:NM), American Railcar Industries, Inc. (NASDAQ:ARII), Saia, Inc. (NASDAQ:SAIA), GATX Corporation (NYSE:GMT), J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT), Canadian Pacific Railway Limited (NYSE:CP), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), Forward Air Corporation (NASDAQ:FWRD), StealthGas, Inc. (NASDAQ:GASS), XPO Logistics, Inc. (NYSE:XPO), Apple Inc. (NASDAQ:AAPL),, Inc. (NASDAQ:AMZN), Air Transport Services Group, Inc (NASDAQ:ATSG), Rand Logistics, Inc. (NASDAQ:RLOG), Quality Distribution, Inc. (NASDAQ:QLTY), Pacer International Inc., Microsoft Corporation (NASDAQ:MSFT), World Fuel Services Corporation (NYSE:INT), Hub Group, Inc. (NASDAQ:HUBG), Diana Shipping inc. (NYSE:DSX), Aegean Marine Petroleum Network Inc. (NYSE:ANW), Marten Transport, Ltd. (NASDAQ:MRTN), Wal-Mart Stores, Inc. (NYSE:WMT), Sears Holdings Corporation (NASDAQ:SHLD), Penske Automotive Group, Inc. (NYSE:PAG), Lowe's Companies, Inc. (NYSE:LOW), Kansas City Southern (NYSE:KSU), Canadian National Railway Company (NYSE:CNI)

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