When Transports Underperform
From Ticker Sense Yesterday morning UBS downgraded all of the airline stocks based on increased fuel prices. Yes oil prices can be and have been volatile, but we looked back over this current bull…
Transportation
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Newest first · Page 65Cramer Rides the Reading Railroad
Jim Cramer made some railroad calls this evening on MAD MONEY to play the coming gains in the sector, although he's sticking with some of his winners and these stocks are now on all-timke…
Southwest Airlines: Losing Its Fuel Hedge Competitive Advantages
Southwest Airlines (LUV-NYSE) is one to watch as its fuel hedge advantages are becoming less and less compared to other legacy and discount air carriers. The company reported $0.04 EPS on an 8.9% revenue…
CSX Moves Up Again – Will Pricing Power Increase Buyout Talk?
The U.S. rails are all to the upside today even as weaker-than-expected earnings were released yesterday by CSX Corp (CSX). As of 11:30 EST, CSX is up 4.2% to $45.15, Burlington Northern (BNI) is…
Buffet Makes the Smart Monopoly® Play, But Will Shareholders Enjoy the Ride?
Buffet is comparable to nobody else but Greenspan when it comes to making news on the slightest “ahem”, so a broad investment in three railroad stocks needs little introduction. Today Berkshire Hathaway (BRK.A) is…
Airplane Wars: Sales Vs. Delivers
Boeing (BA) and Airbus play a clever PR game. Each company announced how many planes it has sold in a quarter. And, each companies announces how many it has delivered to customer. Since some…
Cramer Goes for GOL (GOL)
On tonight’s MAD MONEY on CNBC, Cramer’s Brazilian airline pick is GOL Linhas Areas Inteligentes, or "GOL" (GOL-NYSE/ADR) for South and Central America. This used to be the low-cost provider there in Brazil for…
FDX: FedEx Earnings Disappointing, As We Expected
By William Trent, CFA of Stock Market Beat Over the weekend we made our forecast for the FedEx earnings report, saying “We think the risks lie to the downside due to consumer weakness and…
Chinese Officials Want Boeing And Airbus Business
The move by the People’s Republic to compete with Boeing (BA) and Airbus is official. According to FT.com: "A statement on the government’s website issued late on Sunday said the state council – the…
Airbus Is Such A Poor Competitor For Boeing That China Steps In
Airbus is not much competition for Boeing (BA). The new Dreamliners and 747-8 are flying off the shelves. Airbus cannot sell a A-380 super-jumbo to save its life. The company’s parent reported poor earnings…
Wounded Airbus Could Be Trouble For Boeing
Now that the last orders for Airbus’s A-380 jumbo jet cargo version have been canceled, there is a school of thought that the big European airframe company can spend more time and effort on…
EADS: Airbus Says If It Ain’t Broke Don’t Make It
By William Trent, CFA of Stock Market Beat We’ll save our usual “why big jets are unnecessary” comments for those who want to click through to read them. Germany Puts Freight A380 on Ice:…
PNCL: Pinnacle Earnings a Mixed Bag
By William Trent, CFA of Stock Market Beat Small Cap Watch List member Pinnacle Airlines Corp. (PNCL) reported earnings: Pinnacle Airlines Corp. (NASDAQ: PNCL) (”Pinnacle” or the “Company”) today reported fourth quarter 2006 earnings…
EADS: EADS Sells the Wrong Thing
By William Trent, CFA of Stock Market Beat To be honest we didn’t even know they had one, but Airbus parent EADS has sold its small stake in Brazilian regional jet maker Embraer (ERJ)..::…
Boeing: Just When It Was Safe To Go Back In The Water
Boeing has rewarded investors handsomely as it has been rival Airbus nearly to death. The 777 Dreamliner and the new 747-8 have picked up orders that Airbus needed for products like is super-jumbo A-380.…