• Less Distribution Makes Our Quality Research More Valuable. Wolfe Research does not market its research through distributors such as First Call, Bloomberg, or Multex. Rather, our output is distributed only by email in encrypted PDF files that cannot be forwarded. Conference calls and other events are tightly monitored.

• Tailored Buy Side Solutions. With a smaller, more focused research client base, we can sit down with our top buy side clients more frequently to continuously and dynamically understand their investment objectives and portfolio, in order to have each client’s interests well in mind as we go through each day. By staying in front of our clients and understanding their business, we are able to generate and deliver fresh solutions, ideas, and contacts on a consistent basis.

• An Outsourced Transportation Research Solution. Why hire a transportation analyst or team, or pay for other sell side research or consultants, when Wolfe Research, the Street’s top-ranked transportation insight provider, with an overwhelming market share, can act as your in-house solution? For key clients, we are willing to participate in morning meetings, share our models, provide investment ideas and presentations specific to your needs and portfolio, and help you track those ideas and generate new ones every day.

• In-Depth Historical Valuation. We can share historical valuations on transportation for most companies from public inception or back to 1990, and for some companies, as far back as de-regulation in 1980.

• Unparalleled Rolodex. For top clients we arrange calls and introduce you to key industry insiders, shippers, private carriers and other out of the box contacts.

• Unique Historical and Ongoing Data That Is Not Available Anywhere Else. We track and compare volume and pricing data across all modes of domestic and international transportation. In addition, we track industry data for trucking, railroads, express carriers, air and ocean ports, truck bankruptcies, inventory trends, as well as commodities such as coal, grain, and chemicals. We also track crude oil on a weekly basis and break down truck, rail, and jet diesel pricing. We consistently compare general economic data to freight data to better understand the direction of both the macro and transportation micro economies.

• Advisory Services. We can provide all types of advisory services for sell side investment bankers and boutiques, corporate clients, private equity firms, industry consultants, and other types of clients who want to put our unparalleled industry knowledge and relationships to work. We can work on an ongoing retained or project basis for our customers. As a non-broker dealer advisory firm, Wolfe Research is able to provide objective valuation, branding, and positioning for our clients, whereas other sell side analysts are often shut out of such relationships. We will rigorously protect our independent and objective research goals in our quest to avoid even a whiff of research and banking conflicts.

• Historically Strong Stock Picking. While past performance is not indicative of future returns, Wolfe has a proven track record stock price forecasting. In its June 18, 2007, magazine, Forbes published an article noting, among other things, Ed Wolfe’s stock picking and earnings forecasting acumen. Citing the independent firm Starmine’s research, Forbes wrote that “Ed [was] the most consistent winner [for stock picking and earnings forecasting] among 3,400 analysts following U.S. stocks since [Starmine] started its awards in 2001.” We work exceptionally hard conducting channel checks in our industry everyday to maintain our edge in the market place.

• Out-of-the-Box Thinking Generates New Solutions. We are passionate about transportation research. With our team’s intelligence, energy, and zeal, we expect to develop a continuous pipeline of new products and create new, out-of-the-box solutions to assist our clients in generating new ideas and maximizing their wealth creation.

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