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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: patron_anejo_por_favor who wrote (93555)	11/4/2007 8:30:44 AM
From: Perspective	Read Replies (2) \| Respond to of 306849

SAIA appears to already be below tangible book. Correct me if I'm wrong, but I thought that might provide some support going forward. I'm targeting others that are still around or above book, but avoiding the three with the best margins: HTLD, KNT, and FWRD. biz.yahoo.com BC

To: patron_anejo_por_favor who wrote (93555)	11/4/2007 8:43:24 AM
From: Perspective	Read Replies (1) \| Respond to of 306849

Since you and all the denizens of this fine (if early) thread have helped me out so much, I'm happy to share some of my ideas, no matter how deranged they may be. Of course, do your own DD. And I should say thank you - THANK YOU! - to whomever introduced me to BKUNA and DSL. Those two have really made my whole year. My largest trucking short is presently CNW. They sport a price-to-book over 2.0, so they could fall 2/3 before that begins supporting them in my experience. They also sport one of the weaker net margins, at 3.5%. biz.yahoo.com Finally, the stock looks pretty weak, having recently undercut support in the mid-40s: finance.yahoo.com Elliot-types might argue that this is all corrective slop, but I find that long-term corrections in mundane stocks tend to start out as a sloppy end to a long-running trend. Please let me know what you think about this and other issues within the trucking space. I'm also specifically looking for capex suppliers with large domestic exposure. If times get tough, these companies are likely to cut back expenditures, and I understand they did a lot of those within the past year due to regulatory issues. BC