Although cats have nine lives, we believe Kitty may be running out of time. If no one extends a life line to Kitty Hawk, there is a real possibility that Kitty Hawk, in its present form, will no longer be in operation six months down the road. |
Clearly, further weakening in domestic express and international volumes is not a good sign for UPS as well. |
FedEx is looking for ways to reinvent itself. This gives me some hope. |
I like where we are in the cycle. You don't buy them when things are good. You buy them when things are bad, in front of Fed easing and fuel coming down, that's when you buy them. |
If after the report on Wednesday investors believe that FedEx will be able to post double-digit (earnings per share) growth during the first half of the fiscal year 2001, we believe the stock should begin to act a bit better. If FedEx management guides the street downward, we believe the stock will be dead money for some time. |
If volumes are flat, which is what both FedEx and UPS warned a couple of weeks ago, there's no way shippers are going to pay it, ... It's very pie in the sky. Unless they're going to shrink their business, there's no way they'll get that rate. |
If volumes are flat, which is what both FedEx and UPS warned a couple of weeks ago, there's no way shippers are going to pay it. It's very pie in the sky. Unless they're going to shrink their business, there's no way they'll get that rate. |
In the past, Cam's outgoing personality occasionally stirred the passions of investors, ... We believe that a new, less opinionated voice may put some investors at ease. |
It is still too early to own ground transportation names. |
Our conclusion is that despite some of the positive remarks from Roadway, actual performance and guidance lead us to believe that it is still too early to own ground transportation names and that we may continue to see additional signs of slowing and operating ratio deterioration before the economy begins to turn, |
Our sense is that the rejection was more a statement of employee sentiment in the airline industry rather than a statement regarding overall labor relations between UPS and the Teamsters, ... However, we believe UPS would want to put this contract to bed before focusing on the national Teamster contract. |
Our sense is that the rejection was more a statement of employee sentiment in the airline industry rather than a statement regarding overall labor relations between UPS and the Teamsters. However, we believe UPS would want to put this contract to bed before focusing on the national Teamster contract. |
Slowing growth is looming for the parcel carriers, in our view, ... Evidence of the slowing U.S. economy is abundant. Although the parcel carriers have reported a slowdown in growth, we are convinced that they will not be immune to the significant slowing in U.S. economic growth that is currently taking place. |
Slowing growth is looming for the parcel carriers, in our view. Evidence of the slowing U.S. economy is abundant. Although the parcel carriers have reported a slowdown in growth, we are convinced that they will not be immune to the significant slowing in U.S. economic growth that is currently taking place. |
The driver (for beating the estimate) is the additional revenue falling to the bottom line from the fuel surcharge, ... It (earnings per share) is a strong number any way you look at it. |