Wolfe Trahan Published Research http://wolfetrahan.com/research Wolfe Trahan Published Research Fri, 13 Aug 2010 15:00:43 +0000 http://backend.userland.com/rss092 en Wolfe Trahan & Co. 2Q10 Postview Conference Call: “Freight GDP” Booming, Now What? – 10AM, Friday, Aug 13th http://wolfetrahan.com/research/2010/08/wolfe-trahan-co-2q10-postview-conference-call-freight-gdp-booming-now-what/ GT: Upside EPS, But Tough to Get Past Materials Costs http://wolfetrahan.com/research/2010/07/gt-upside-eps-but-tough-to-get-past-materials-costs/ DAN: Strong Quarter But Stock Discounting Strong Growth http://wolfetrahan.com/research/2010/07/dan-strong-quarter-but-stock-discounting-strong-growth/ UACL: Relatively Muted Earnings Continue, Despite Strong Gains in Flatbed Pricing http://wolfetrahan.com/research/2010/07/uacl-relatively-muted-earnings-continue-despite-strong-gains-in-flatbed-pricing/ SAIA: Tonnage/Price Trade-Off Apparent in Upside Report http://wolfetrahan.com/research/2010/07/saia-tonnageprice-trade-off-apparent-in-upside-report/ RA: Another Step in the Right Direction, But Still No Clear Near-Term Catalyst http://wolfetrahan.com/research/2010/07/ra-another-step-in-the-right-direction-but-still-no-clear-near-term-catalyst/ ODFL: Strong Beat on Operating Leverage, Pricing Still to Come! http://wolfetrahan.com/research/2010/07/odfl-strong-beat-on-operating-leverage-pricing-still-to-come/ CP: Another Solid Quarter But Valuation and Visibility Remain Challenging http://wolfetrahan.com/research/2010/07/cp-another-solid-quarter-but-valuation-and-visibility-remain-challenging/ As The Benefits Of Past Policy Easing Recede … Will Consumer Discretionary Shares Follow? http://wolfetrahan.com/research/2010/07/as-the-benefits-of-past-policy-easing-recede-will-consumer-discretionary-shares-follow/ CHRW: Pricing and Net Revenue Inflect, Driving Upside 2Q http://wolfetrahan.com/research/2010/07/chrw-pricing-and-net-revenue-inflect-driving-upside-2q/