Research Library
Below is our research library, listed in reverse chronological order. Please use the search box to look for research on a specific company or topic, or use the Calendar, Archives, or Sector links at left to browse for research from a specific time period or sector. If you are a Wolfe Trahan client and can not access any of the links in our library, please contact ITSupport@WolfeResearch.com to request our PDF decryption plug-in.
A 10-Minute Pension Underfunding Audio Update with Chris Senyek
How have recent market returns and bond yields affected corporate pension plans? Which companies have the largest 2012 EPS headwind from higher pension cost? Why are higher voluntary cash contributions expected in 2012? Are pension plans making asset allocation changes due to low interest rates and sub-par market returns?
The AMR Bankruptcy Capacity Monitor
The AMR Bankruptcy Capacity Monitor is a note that we will publish every Tuesday in which we will highlight changes to AMR’s schedule, using OAG data, as AMR restructures in Chapter 11 bankruptcy. We expect AMR to exit some markets altogether but leave many unchanged, at least initially, but in this note we will highlight all changes we see to AMR’s schedule over the next three months (on a rolling basis). We will also highlight which airline (if any) is AMR’s largest competitor on each route.
Research Library
- Coverage List
- Consolidated Research Library
- Airfreight & Surface Transportation Library
- Portfolio Strategy & Quantitative Analysis Library
- Accounting & Tax Policy Library
- Auto & Truck Manufacturing Library
- Airlines Library
- Conference Calls
- Interactive Doh! Models
- Ed Wolfe Bi-Weekly Freight Update