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.
More news on the AMR labor situation this week and, as expected, more “answers” have just led to countless new questions. In this note we do our best to pose the most pressing questions and provide answers as best we can, using the information available to us. For those interested in details we also created a new table laying out the differences on key issues in the three possible contract outcomes for AMR’s pilots: abrogation, acceptance of AMR’s final offer, and LCC’s offer.
Discussion points covered in this audio: What pension funding relief measures are included in the Highway Bill? Who are the short term winners from pension funding relief? Where is investor sentiment on this issue?
This weekly report presents the most recent views we are hearing from industry insiders and summarizes the research of Wolfe Trahan. Included are (1) key takeaways, selected shipper comments; (2) notices of upcoming industry events; (3) key takeaways from some of our notes from the past week; (4) recent stock performance for our transport universe; (5) updated comparison tables for the airfreight & logistics group, railroads, and trucking; and (6) fuel trends for West Texas Crude Oil, On-highway diesel, Rail diesel, and Jet fuel.
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- Chris Senyek
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