andrew horowitz and transport

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Allegiant: October Year-Over-Year Comps Are Strong

Andrew Horowitz submits: Allegiant Air ALGT came with impressive numbers for October. The load factors were slightly down but we saw healthy increases in most areas as compared to 2008. Allegiant has one of the best load factors in the industry as they manage flight loads well. Yet, we...

Tags: Transport, Andrew Horowitz, Allegiant Travel Co.

External links 2009-11-04

'Government' Motors or Ford: Which Automaker Will Remain Viable?

Andrew Horowitz submits: With General Motors GM trading at approximately $1, it is more apparent that a restructuring deal is necessary and imminent. There are currently two parties involved in the negotiations with the U.S. Government / UAW Retired Workers on one side and individual / institutional investors...

Tags: Transport, Andrew Horowitz, Ford Motor Co., General Motors Corp.

External links 2009-05-17

Promises Promises, Enough of Auto Industry Promises

Andrew Horowitz submits: The headlines are all a bustle over the drama that will likely unfold this week when the Beggars of Detroit come to visit the Interrogators of D.C. Perhaps the most concerning part of this bailout is that the facts keep changing.The latest reports show that the...

Tags: Transport, Andrew Horowitz, Ford Motor Co., General Motors Corp.

External links 2008-12-03

Copart: Another Beneficiary of Cash for Clunkers

Andrew Horowitz submits: Company Description: Copart, Inc. CPRT provides vehicle suppliers, primarily insurance companies, with a variety of services to process and sell salvage vehicles through auctions. Salvaged vehicles are primarily sold to licensed dismantlers, rebuilders, and used vehicle dealers. We perceive Copart to be...

Tags: Transport, Andrew Horowitz, Copart Inc.

External links 2009-08-10

What Are Diesel Inventories Telling Us?

Andrew Horowitz submits: API put out their Oil, Gas and Distillates information yesterday evening and I wanted to take a look at the numbers as well as the latest diesel inventory data. The reason we look at diesel is to see what is occurring in the commercial transportation area....

Tags: US Market, Energy, Transport, Andrew Horowitz, United States Oil Fund LP

External links 2009-07-22