Transportation Report

Published by: Wall Street Transcript

Published: Mar. 9, 2009 - 50 Pages

Table of Contents

Transportation Report- 50 pages of exclusive interviews, featuring:

Roundtable Forum - Transportation & Logistics: Todd Fowler, KeyBanc Capital Markets Inc.; Kevin Kirkeby, Standard & Poor's Equity Research; Jon A. Langenfeld, Robert W. Baird & Co. Inc.; John G. Larkin, Stifel, Nicolaus & Company, Inc.

Outlook for Commercial Airlines: Raymond Neidl, Calyon Securities (USA) Inc.

Outlook for the Airline Industry: Helane Becker, Jesup & Lamont Securities Corp.

The Airline Industry: An Overview: Hunter Keay, Stifel, Nicolaus & Company, Inc.

Key Opportunities in the Airline Sector: Kim Zotter, Imperial Capital, LLC

Investing in Airlines: Michael W. Derchin, FTN Equity Capital Markets Corp.

CEO Interviews (average 2,500 words): Top management from 2 sector firms examine the outlook for their firm and sector. Firms interviewed include: AutoInfo, Inc., Mirenco, Inc.

Topics covered: Outlook for fuel costs - Capacity cuts - Decline in freight volumes - Supply destruction - Rails: raising prices - Long-term contract truckloads - LTL issues - Bankruptcies - Constraint in orders for new trucks - Regulatory concerns - Industry consolidation - Investor interest - Stock picks

Companies covered: UPS (UPS); FedEx (FDX); J.B. Hunt (JBHT); C.H. Robinson (CHRW); Hub Group (HUBG); Kirby Express (KEX); Norfolk Southern (NSC); Landstar System (LSTR); Old Dominion (ODFL); Heartland Express (HTLD); Expeditors International (EXPD); Celadon (CLDN); Forward Air (FWRD); YRC Worldwide (YRCW).

Abstract

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