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Trucking Index Declines

Tags: Trucking, Miscellaneous Transportation, CH Robinson Worldwide (CHRW), Arkansas Best (ABFS), Landstar Systems (LSTR), YRC Worldwide (YRCW), Transportation
2 Sep 1:08pm
Posted by BillTrent
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According to the American Trucking Associations: The American Trucking Associations’ advanced seasonally adjusted For-Hire Truck Tonnage Index decreased 0.3 percent in July, marking the first month-to-month drop since April. The seasonally adjusted tonnage index equaled 116.2 (2000 = 100) in July, while the not seasonally adjusted index fell 0.1 percent to 119.7.
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Order Cancellations

Tags: Durable Goods, Economy
29 Aug 12:25pm
Posted by BillTrent
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Econoday has an article out today showing the relationships between the durable goods accounts: shipments, new orders, backlog and inventory. They note that there are now some signs of order cancellations, which demonstrates that the apparent strength shown by strong new orders in recent months was somewhat illusory. A major risk for the outlook is that aerospace backlogs are making up an unusually high proportion of total backlogs, now at 43 percent vs. 35 percent only four years ago before ...
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OMI: Is Owens and Minor a Major Bargain?

Tags: Owens & Minor (OMI), MedcoHealth Solutions (MHS), Cardinal Health (CAH), OMI, CAH, MHS
29 Aug 12:25pm
Posted by BillTrent
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This is a reprint of my 25 August 2008 RealMoney column. Owens & Minor (OMI) is the nation’s leading distributor of medical and surgical supplies to the acute-care market. It’s also a health care supply-chain management company and a national direct-to-consumer supplier of testing and monitoring supplies for diabetics. Most of its revenue is derived from fees based on a percentage of the value of products distributed, but 32% of its revenue is contracted on the basis of the com...
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Corporate Profits

Tags: GDP, Economy
29 Aug 12:18pm
Posted by BillTrent
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Sponsor: Financial Education Everything you need to know about finance
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LPNT: Are Analysts Missing the LifePoint?

Tags: Tenet Healthcare (THC), Health Management Associates (HMA), Lifepoint (LPNT), Universal Health (UHS), Community Health (CYH), Healthcare Facilities, THC, UHS, LPNT, CYH, HMA
28 Aug 12:46pm
Posted by BillTrent
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The following article is a reprint of my 26 August 2008 RealMoney column. Since 2001, hospital stocks have been looking green around the gills. Shares of LifePoint (LPNT) , Universal Health Services (UHS) and Community Health (CYH) have pretty much gone nowhere. Tenet Healthcare (THC) and Health Management Associates (HMA) look even worse, having lost more than 50% of their value. That may be about to change. As I have noted before, employment statistics show hospitals as be...
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About

BillTrent

Stock Market Beat editor William A. Trent, CFA, has been an equity analyst since 1996 and is co-author of Understanding and Evaluating Prospectuses, Offering Documents, and Proxy Statements. Prior to starting Stock Market Beat he was Senior Equity Analyst for New Amsterdam Partners LLC, a $6 billion institutional asset manager. His experience covers all market-cap sizes and is primarily within the TMT (Telecom, Media and Technology) and Transportation sectors. He is also the senior editor of Financial Education. He is available for freelance writing and consulting projects and can be contacted here. He is not, however, a registered investment advisor and will not accept funds for management.

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