Ed Wolfe hosted a conference call to discuss takeaways from recent 1Q:10 earnings reports and our expectations for future trends. On this call, Ed will update our thesis on how to make money in the transports, long and short, including Our Top Stock Picks From Here and Why?; Why We Expect a Difficult 2H For the Transports; Which Stocks Already Discount Peak EPS In 2011?; Which Stocks Should Peak This Cycle Above Prior Cycles?; Which Stocks Should Hold Their Valuation Best as Leading Indicators Likely Peak and Level Off?; Current Trends In and Out of 1Q For Rails, Trucks and Airfreight & Logistics Companies; a Look at Recent Transport Stocks’ Performance and What it Tells Us About the Business Cycle; a View of the Macro Freight Economy Once Normalized For Extremely Easy y/y Comps; and an Appendix worth Saving on Your Shelf!
This conference call is limited to active clients of Wolfe Trahan & Co. For information about becoming a client, please click here.