unterbewerteter US-Transportgigant!
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Interessant YRCW fair value..
$1500? I don;t believe it. $150, I don't believe that either. However, I do believe it is 10X bagger. Here is why:
1. SWFT, of any other transportation companies you want to compare to, SWFT has $2.9B revenue, and the market cap is over 1Billion. YRCW, revenue $4.6, and market cap is less than 200M. Just from this, you know YRCW should be $30 now.
2. Compare to ABFS, CNW, PCBC, FDX, JBHT, WERN, etc. You will see YRCW should be $30 at least.
3. YRCW used to have $100M net income every quarter. That's over $400M net income a year. Assuming P/E=12, YRCW should worth $4.8B. Now YRCW market cap is only $200M. That's a 24X bagger.
4. The above goals will be reached, based only on one simple assumption, YRCW will not go bankruptcy. If YRCW will survive, you know one day YRCW will be worth few billion dollars again. C/mon, even at right now, YRCW revenue is $4.7B.
I am betting on YRCW's survival (which is pretty obvious to me now). In 2011, YRCW may reach $10, and in 2012, it may reach $30.
dank dem Prinzen, aber immer schön vorsichtig bleiben German Angst!
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Industry news: Our take
Fear and the economy (02/02/2011)
Are businesses and consumers moving from fearful to cheerful?
Our take:
The Dow Industrial Average has clipped above 12,000, consumer sentiment is improving, business spending is increasing, and generally the country seems to have forgotten a 9.6 percent unemployment rate. Is this a sign of great things to come? Or is it just a momentary lull in the dull roar of worries about a double-dip?
Sentiment and optimism play a significant role in the direction of the economy. Fear over a crisis helped throw the U.S. (and global markets) into a crisis. And it will be optimism and the spending that comes along with it that will officially get us out of the poor economic condition we are in.
Analysts still believe that there is more than $1.8 trillion in corporate coffers tied up in cash and equivalents. This is money that isn't working in the economy but is resting on the sidelines waiting for the right moment to go into growth-generating activities. The extension of the Bush-era tax cuts was one of the first major "feel good" moments for the business community. Individual spending also ticked up in the fourth quarter as a sign that consumers previously concerned with higher taxes would see some continued relief--and they went out and did some spending as a result.
In addition to corporate spending, there is a portion of the U.S. stock market that is currently tied up in "safe haven" investments. Analysts believe that this figure could be as high as $3 trillion. At some point in time, investors will get a firm enough feeling about the U.S. economy and the ability of the U.S. government to rein in spending, and they will start moving these investments to growth-oriented stocks. When this happens, the liquidity that will flood into the market will provide the investment capital needed in the corporate sector for growth--including the resulting jobs and hiring.
There is a reason to hope and be cheerful. It's important for consumer and business sentiment both, and it leads to economic activity through increased non-governmental spending. For now, at least most of the signs are pointing to a marketplace moving from fearful to cheerful.
http://insight.yrcw.com/industry_news.html
ein grund zur freude wäre, wenn du weniger oder noch besser gar nicht mehr posten würdest (eh nur dummes gebashe)
in diesem Forum zu lesen macht echt keinen Spaß.
Könnt Ihr nicht irgendwie anders mit einander umgehen??? Besser man schaut hier nicht mehr rein und macht sich sein eigenes Bild von dem Kurs und überhaupt von YRC W.
Ich möchte Bierro mal loben, der kritisch hinterfragt, der der Sprache und Rechtschreibung mächtig ist, der nicht kommentarlos alles hin nimmt. Bierro hält die Regeln der Kommunikatoin ein und ist bemüht konstruktives Wissen auszutauschen. Leider erfüllen nur die wenigsten User diese Vorraussetzungen, sodaß Disharmonie vorprogrammiert ist.
Deshalb spreche ich Bierro für alle Schuldzuweisungen frei und möchte ihn aufmuntern, so zubleiben wie er ist.
Blauwal
Wenn ich mir allerdings Deine, zumeist substanzlosen Beiträge anschaue, die außer Basher-Tiraden inhaltslos sind, dann kann ich Dich verstehen.
Ich möchte fast wetten, dass Du weder jemals auf der YRC-Seite gewesen bist, noch die Nachrichtenlage peilst und schon mal gar nicht in den US-Foren etwas zur Meinungsbildung tust.
Du trägst also auch hier nichts bei, außer "hoffentlich schließen wir grün", "die Shorties und MM machen den Kurs kaputt" oder ähnlich Dümmlichkeiten.
Was sollen wir also mit jemandem so nutzlosen? Denk mal drüber nach - denken...oh Entschuldigung, ich vergaß.
Außerdem, Gimpel, widerleg doch mal mein Gebashe.
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Keine Angst - ist auch einfach.
http://www.ariva.de/Wortkette_t303220
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hatte eben einen ewig langen text geschrieben. angesicht dessen das du es nicht wert bist habe ich diesen wieder gelöscht. ich habe nicht die zeit wie du mich stundenlang in foren rumzutreiben. ich lache über dich nur noch, ohne witz. arme, arme bierfrau..
" hatte eben einen ewig langen text geschrieben. angesicht dessen das du es nicht wert bist habe ich diesen wieder gelöscht."
Gut, dass wir davon verschont bleiben, Einsicht ist der erste Weg zur Besserung! Weiter so!
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Wie könnte der Umsatz morgen sein:
UbS hat den Umsatz um 8 % verbessert.
JbHT lässt sich gut mit yrcw vergleichen:
JBHT 943 Millionen 2 Q
YRCW 1,043 Mrd 2 Q
JBHT 986 Millionen 3 Q
YRCW 1,136 Mrd 3 Q
JBHT 1,08 Mrd +9,5 % Umsatzsteigerung 4 Quartal
YRCW 1,136 3 Q vielleicht + 5 %= 1,19 Mrd
1,226 vielleicht bei + 8 % Umsatzsteigerung
Die verläufigen Quartalszahlen könntenmorgen zumerstenmal ein positves Quartalsergebnis geben wir sind dicht davor:
JBHT hat den Umsatz um 9,5 % gesteigert deckt sich mit dem Ergebnis von UBS mit 8 %. Soltten wir bei yrcw eine gleichartige Entwicklung sehen und die weiteren Winsparungen zum Tragen kommen. Könnten wir morgen zum ersten mal ein schwarzes Quartal sehen.Vielleicht kommen deshalb auch keine Vorabzahlen wie in der Vergangenhei, ne Pressekonferenz solls anscheined auch geben hoffentlich haben die morgen was zum feiern.
YRC Worldwide Inc. (NASDAQ: YRCW) is scheduled to release its fourth-quarter earnings before the opening bell on Friday, February 4, 2011. Analysts, on average, expect the company to post a loss of $1.37 per share on revenue of $1.07 billion. In the year ago period, the company posted a loss of $24.00 per share on revenue of $1.15 billion.
Also ich glaube nicht an einen Umsatz von 1,07 Mrd sondern nach den Zahlen der Mitbewerber wesentlich mehr.
1,07Mrd erwarten die Analysten eine Verlust von 64 Millionen Dollar mal sehen. Das kan ich mir nicht vorstellen da die Zonagen um 3 % gegenüber letzten Qaurtals zugenommen haben sowie die Margen. Aber wir werden sehen.
Also 25 mal soviel wie YRC!
Ich sehe das genau so, da die transport zahlen höher waren plus 6% preiserhöhung ;-)
Kein wunder das die konkurrenz versuch mit allen mitteln YRC zu verdrängen ;-))
http://finance.mpr.org/mpr/action/...ows+Loss+To+%243.1+Million+(ABFS)
2/3/2011 Con-way Reports Improved Quarterly, Full-Year Results
Con-way Inc. reported net income for the fourth quarter of 2010 of $2.4 million, or 4 cents per diluted share. The results compare to a fourth-quarter 2009 net loss of $1.9 million, or 4 cents per diluted share.
Revenue for the 2010 fourth quarter was $1.21 billion, an 8.7 percent increase from last year's fourth quarter. Operating income in the 2010 fourth quarter was $15.8 million compared to $17.3 million in the fourth quarter a year ago.
For the full-year 2010, Con-way reported net income of $4 million, or 7 cents per diluted share. This compares to a full-year 2009 net loss to common shareholders of $110.9 million, or $2.33 per diluted share.
Revenue for the full-year 2010 was $4.95 billion, a 16 percent increase from 2009. Operating income of $78.2 million in 2010 was improved from the operating loss of $25.9 million in 2009, with both periods affected by the special items described above.
"Con-way's principal business units managed through an unsettled economy in 2010, concluding the year with solid operating discipline," said Douglas W. Stotlar, Con-way president and CEO.
In the fourth quarter, Con-way Freight, the company's less-than-truckload unit, saw yield improve as a combination of pricing actions and proactive account management increased revenue per hundredweight, and helped maintain network volumes at more efficient levels.
"We were disappointed with Con-way Freight's fourth quarter profits, which were affected by a spike in health care costs. That issue aside, we were encouraged with results of our operating cost reduction initiatives begun last August," Stotlar noted. "In less than five months, we've reversed the negative trajectory in primary operating cost and efficiency metrics, which are returning to historical norms. As we move into 2011, our focus will be on vigilant cost control, network efficiency and yield management."
Menlo Worldwide Logistics turned in a solid fourth quarter, successfully navigating a changing market for outsourced logistics services. "Menlo completed a commendable year, executing well against its plan, managing costs and exceeding customer goals," Stotlar said. He added that headed into 2011, "Menlo remains well positioned in its markets with a global footprint and service portfolio that is aligned with customer needs."
In the fourth quarter, Con-way Truckload saw key operating and productivity measures improve compared to the third quarter. "Our truckload unit operated well, reducing empty miles and increasing average loaded miles in the fourth quarter," said Stotlar. "We have good balance in the network and are well positioned to increase asset utilization as we refine the business mix and expand opportunities for dedicated teams. If the apparent firming of market demand continues, prospects for profitable growth should be encouraging," he concluded.
http://www.truckinginfo.com/news/news-detail.asp?news_id=72880
2/3/2011 Old Dominion Freight Line Fourth-Quarter Earnings Up 127 Percent
Old Dominion Freight Line reported its fourth-quarter 2010 revenue increased 28.3% to $399 million from $310.9 million for the fourth quarter of 2009, while net income was $22.1 million, up 127.8% from $9.7 million for the fourth quarter of 2009.
Old Dominion's operating ratio improved to 90.5% for the fourth quarter of 2010 from 93.9% for the fourth quarter of the prior year.
For the year ended December 31, 2010, revenue grew 19% to $1.48 billion from $1.25 billion for 2009. Net income increased 116.9% to $75.7 million compared with $34.9 million for the prior year.
ODFL's operating ratio improved to 90.7% for 2010 from 94.3% for the prior year. The company's results for the fourth quarter and year ended December 31, 2010 reflect lower depreciation expense resulting from changes to the estimated useful lives and salvage values for its equipment that became effective January 1, 2010.
Some of the fourth quarter growth can be attributed to the continued growth in U.S. industrial production and manufacturing, noted David S. Congdon, president and CEO, "which has not only boosted volumes for transportation providers, but also decreased excess capacity in our industry. As a result, a number of LTL carriers announced general rate increases in the fourth quarter of 2010, which has improved the overall pricing environment for our services."
In November, ODFL implemented a general rate increase of 4.9%, which contributed to a 5.9% increase in revenue per hundredweight for the fourth quarter as compared to the prior-year period. Excluding fuel surcharges, revenue per hundredweight for the fourth quarter increased 3.4% over the comparable quarterly period.
Congdon also notes that the results include the impact of a 2 percent company-wide salary and wage increase that was effective September 3, 2010.
"In 2009, we decided not to cut our employees' salaries, wages or benefits, despite the recessionary environment, and we were pleased to provide this increase in wages to our employees as our performance improved," Congdon said. "We also experienced a reduction in our workforce during the recession, but added employees in 2010 to meet increased tonnage levels and to maintain our commitment to providing the industry's highest service levels for on-time and claims-free deliveries. Primarily as a result of the cost to train these new employees, our operating leverage was negatively affected by slight reductions in some measures of our productivity. Despite these additional costs incurred in 2010, our team produced record revenues for the fourth quarter and second half of 2010 and the best operating ratios for these periods since 2006."
Old Dominion opened one new service center during the fourth quarter in Casper, Wyoming, and three for the year, for a total of 213 service centers in operation at the end of 2010. In addition, capital expenditures for the quarter of $37.2 million included the cost of accelerating approximately $19 million of its 2011 equipment purchases into 2010.
Old Dominion now plans total capital expenditures for 2011 in a range of $265 million to $300 million. These planned expenditures include $120 million to $140 million for real estate, $130 million to $140 million for the purchase of tractors, trailers and other equipment and $15 million to $20 million for investments in technology.
http://www.truckinginfo.com/news/...s_id=72882&news_category_id=7
2/3/2011 UPS 4th Quarter Earnings Surge; All-Time High Predicted for 2011
UPS announced adjusted better-than-expected earnings this week for the fourth quarter of 2010. The company reported diluted earnings per share of $1.08 a 44 percent improvement over the prior-year period. Global revenue grew 8.4 percent, generating $1.8 billion in adjusted operating profit, a 40 percent increase.
On a reported basis, diluted earnings per share totaled $1.11, a 48 percent increase over the $0.75 reported for the same period last year. During the quarter, UPS recorded a net after-tax gain of $32 million related to the sale of certain non-core business units.
For the full year 2010, the company delivered 3.9 billion packages, an average of 15.6 million per day. Revenue increased 9.4% to $49.5 billion. Adjusted operating profit soared 47% to $5.8 billion with the International and Supply Chain & Freight segments achieving record-setting levels, generating $1.9 billion and $577 million, respectively. On a reported basis, operating profit for the year was $5.9 billion, up 55%. Adjusted diluted earnings per share were $3.56, up 54%, and $3.48 on a reported basis, up 63%.
"UPS again demonstrated exceptional earnings growth by leveraging the strength of its network to provide solutions for customers," said Scott Davis, UPS chairman and CEO. "I'm encouraged by the opportunities we see in 2011 as UPS continues to expand into emerging markets while demonstrating the power of the logistics capabilities we've built worldwide."
Based on expectations for 2011, UPS is providing annual guidance for diluted earnings per share to a range of $4.12-to-$4.35, an increase of 16-to-22% over 2010 adjusted results. This would exceed the peak earnings level recorded in 2007.
UPS Freight outpaced the market with revenue up 23% due to double-digit growth in shipments per day, an increase in gross weight hauled and significant yield improvement. Forwarding and Logistics revenue increased 10.1% to $1.6 billion, driven primarily by revenue management initiatives in the Forwarding business unit.
"The fourth quarter results punctuate a year in which UPSers superbly executed our strategy," said Kurt Kuehn, UPS's chief financial officer. "As we close the book on 2010 and look towards 2011, UPS is uniquely positioned for growth in the future.
"Over the past two years, UPS took the necessary steps to weather the economic storm and emerged stronger," Kuehn continued. "As a result, we expect to exceed previous peak earnings level with 2011 diluted earnings per share within a range of $4.12 to $4.35, an increase of 16% to 22% over adjusted 2010 results."
http://www.truckinginfo.com/news/...s_id=72879&news_category_id=7
Spanned werden heute auch die Ergebnisse von ABFS sein :
wichtig Umsatzentwicklung anschauen, direkter Mitbewerber zu yrcw. Die Firma die den Prozess yrcw an die Backe geklebt hat:
1Q 359 Mill 2 Q 411 Mill 3 Q 445 Mill diese Firm ahat immerhin einen Marktkapitaliserung von 670 Millionen Dollar
YRC & Knight Transportation Show Signs of Recovery
The Bedford Report Provides Analyst Research on YRC Worldwide & Knight Transportation
NEW YORK, NY--(Marketwire - 02/03/11) - The trucking industry represents a very important component of the US economy. According to the US Bureau of Economic Analysis, the trucking industry adds about 5% to the Gross Domestic product each year. The trucking industry was hit exceptionally hard during the economic crisis with nearly 2000 companies going out of business and others reducing the size of their fleets. Only in the last eight months has demand volume begun to rise, giving truckers improving fundamentals. The Bedford Report examines the outlook for companies in the Trucking Industry and provides research reports on YRC Worldwide, Inc. (NASDAQ:YRCW - News) and Knight Transportation, Inc. (NYSE:KNX - News). Access to the full
company reports can be found at:
www.bedfordreport.com/2011-02-YRCW
www.bedfordreport.com/2011-02-KNX
In recent quarters, remarks from major trucking companies suggest that shipment weights and load count are both increasing as various markets recover. Truck freight volume, however, remains quite erratic. The trucking industry growth is measured by the American Trucking Association Tonnage Index, which is a survey of a wide variety of trucking and shipping companies. The American Trucking Association (ATA) announced Tuesday that its seasonally adjusted (SA) for-hire truck tonnage index was up 2.2 percent in December after slipping a revised 0.6 percent in November. The monthly increase puts the SA index at 111.6 in December-the highest level since September 2008. In November, the SA index was 109.2.
The Bedford Report releases regular market updates on the Trucking Industry so investors can stay ahead of the crowd and make the best investment decisions to maximize their returns. Take a few minutes to register with us for free at www.bedfordreport.com and get exclusive access to our numerous analyst reports and industry newsletters.
ATA's Chief Economist Bob Costello said he expects truck freight tonnage to grow modestly during the first half of 2011 before accelerating in the latter half of the year into 2012.
Even the much-maligned trucking company YRC Worldwide has begun to show signs of stabilizing. The company reported a dramatic reduction in its losses as it benefited from lower costs as well as a continued upswing in freight.
The Bedford Report provides Analyst Research focused on equities that offer growth opportunities, value, and strong potential return. We strive to provide the most up-to-date market activities. We constantly create research reports and newsletters for our members. The Bedford Report has not been compensated by any of the above mentioned companies. We act as an independent research portal and are aware that all investment entails inherent risks. Please view the full disclaimer at: http://www.bedfordreport.com/disclaimer.
http://finance.yahoo.com/news/YRC-amp-Knight-Transportation-iw-754378859.html?x=0&.v=1&.pf=taxes&mod=pf-taxes