andy kern and transport

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Why Chapter 11 Makes the Most Sense for the Big 3

Andy Kern submits: With so much talk, debate and controversy over the idea of “bailing out” the Big 3 automakers, I find it amazing that so little of this discussion has been on the topic of bankruptcy. The media, congress and the Big 3 CEOs seem to accept...

Tags: Transport, Andy Kern, Ford Motor Co., General Motors Corp.

External links 2008-12-16

Cash for Clunkers: 100% Insanity

Andy Kern submits: To me, this is proof the mainstream media has absolutely no clue about economic reality. CNN proudly boasts that Cash For Clunkers program is “Real Stimulus,” claiming that “the boost to auto sales caused by the government trade-in program should lead to increased production from...

Tags: Transport, Andy Kern, Ford Motor Co.

External links 2009-08-09

Market Has Overreacted to Caterpillar's Problems

Andy Kern submits: Among RBP Portfolio components, Caterpillar Inc CAT has, by far, the highest RBP Probability at 99% and tops the list of RBP Top 10 Long stocks. (See CAT’s RBP snapshot ) Its Required Business Performance seems very low if the company can weather the current...

Tags: Transport, Materials/Industrials, Andy Kern, Caterpillar Inc.

External links 2009-04-10

GM Is Cheap for a Reason

Andy Kern submits: Let’s face it. General Motors is in terrible shape. It sells an unpopular line of vehicles and is completely captive to its inflexible cost structure. Despite what political pundits would like to suggest, the company’s troubles are not the result of a lack of environmentally friendly...

Tags: Transport, Andy Kern, General Motors Corp.

External links 2009-04-24

How Many Packages Must FedEx Ship to Justify Its Stock Price?

Andy Kern submits: FedEx FDX has been the topic of a lot of analyst talk lately, understandable as the company tends to forebode economic troubles of the macroeconomy. Concerns abound about how much freight volume at FedEx will decline, and when it will begin to grow again. This...

Tags: Transport, Andy Kern, FedEx Corp.

External links 2009-05-31

FedEx Fails to Meet Required Business Performance

Andy Kern submits: While FedEx was widely reported on Wednesday to have beaten estimates for the fourth quarter, I think this interpretation is misguided. While the Q4 EPS of $0.64 was indeed higher than the consensus estimate of $0.63, what stands out to me is that revenues declined...

Tags: Transport, Andy Kern, FedEx Corp.

External links 2009-06-19