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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (23621)3/23/2006 12:15:22 PM
From: Paul Senior  Read Replies (1) | Respond to of 78697
 
I also give up on advertising agency/marketing services company, Interpublic Group. IPG is a huge company with more than 43,000 employees, according to Yahoo.

It's three years into a turn-around situation, and now (yesterday) IPG still reports losses. If after three years, the company, with all its resources, still can't stem these losses, maybe the company execs are more concerned with other things than the bottom line. That these losses continue after three years, imo, is not acceptable for a large conglomerate presumably run by professional managers.

Well, I'll cut my losses: I sold my exploratory position at the open this morning.

yahoo.reuters.com



To: Paul Senior who wrote (23621)3/24/2006 2:17:20 PM
From: Carey Thompson  Read Replies (1) | Respond to of 78697
 
The local truckers are OK.

I made a blanket statement awhile ago, "The rails are in ascent, and the truckers are in decline". After thinking things over, I should have said the business of the long haul truckers is decreasing. And this decrease may be secular or long term in nature.

Truckers should be looked at on a case-by-case basis.

IMHO the railroads have no advantage over trucking in the following areas:

The truckers that run produce to processing centers will remain strong. Along with the truckers that run perishables to market.

The truckers with quick turnaround times will always be in demand.

The refrigerated truckers will continue to do brisk business.

The local around town truckers are bullet proof.

And the truckers that haul from and to the railroad's intermodal hubs will do good.



To: Paul Senior who wrote (23621)7/31/2006 4:10:16 PM
From: Paul Senior  Respond to of 78697
 
Taking a few more shares of trucking company YRCW today.

Hoping their acquisition(s) can be integrated successfully. (There is some doubt in the media.); that they can pass along fuel surcharges; and that the economy doesn't sink. (A delcine in the DOW Transportation Average - which seems to be happening - is often used as a predictor of recessions.)

finance.yahoo.com