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Strategies & Market Trends : Value Investing

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From: Paul Senior	3/23/2006 12:02:19 PM
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Trucking companies taking a hit on reduced guidance by old Yellow - YRC Worldwide. Apparently YRCW has a problem "due to weak volumes and cost overruns". One analyst says there is a problem in integrating their recent Roadway acquisition. I assume our economy is bustling along, and times should be good for YRCW. They ought to have the ability to add fuel surcharges, as do their competitors, and even acknowledging that rail is taking more freight, rail has its problems and rail isn't in the ltl (less-than-truckload) market. So... if YRCW can not do well now, when? (I ask myself.) For me, at this time, I see the stock now at an inflection-point - either I add or I'm out. I'll take my lumps and exit my exploratory position. That basically leaves me with ABFS. biz.yahoo.com finance.yahoo.com

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