Research Library
Below is our complete library of daily research listed in reverse chronological order. Please use the search box to look for research on a specific company or topic, or use the Calendar, Archives, or Sector links at left to browse for research from a specific time period or sector. The buttons on the side will filter our catalogue to show longer full length reports, past conference call replays, our interactive doh! scenario models, and iFreight, our daily transport blog with real-time updates on transportation topics throughout the day. If you are a Wolfe Trahan client and can not access any of the links in our library, please contact to request our PDF decryption plug-in.
François Trahan’s Portfolio Strategy Launch Conference Call Replay
Chief Investment Strategist, François Trahan, hosted a 45–minute conference call discussing: A Powerful (Cyclical?) Recovery For The U.S. Economy; the Defining Moment Of The Year… A Peak In Leading Indicators!; and Risks & Opportunities In 2010 And Beyond… Mostly Risks!
Conference Call: 4Q:09 Postview Conference Call Replay
Ed Wolfe hosted a conference call to discuss takeaways from recent 4Q:09 earnings reports and our expectations for future trends. On this call, Ed updated our thesis on how to make money in the transports, long and short, including our updated ratings and top stock ideas; analyzed the recent report season to determine common themes [...]
Audio Brief: Rail Regulatory Update
In this 7-minute Audio Brief webcast, we highlight our latest takeaways and expectations for the Rails following the unanimous vote from the Senate Commerce Committee on Thursday in favor of the STB Reauthorization Act.
Rail Regulatory Bill Conference Call Part II
Scott Group hosted a conference call with several top transportation officials discussing: What are the key elements of the STB Reauthorization Bill that is about to be introduced? Were there any changes from last week's draft version? Where do we stand procedurally? What is the timing for Senate and then House action? Have investors been [...]
Audio Brief: Rail Regulatory Bill
In this 10-minute audio brief webcast, including 10 slides, we highlight our key takeaways from the recently released Senate draft version of the Surface Transportation Board Reauthorization Act of 2009.
Rail Regulatory Bill Conference Call
Ed Wolfe hosted a conference call with several top transportation lawyers discussing: What are the key elements of the STB Reauthorization Bill that was circulated on Wednesday night? What changes to the bill may still be coming? What is the timing for Senate and then House action? How does the language in the bill compare [...]
Audio Brief: DC Conference Recap
In this 15-minute Audio Brief webcast, we highlight key actionable takeaways from our recent Transport Regulatory, Infrastructure & Labor Conference which we hosted in Washington, DC on December 1-2, and then provide a quick summary of each of the 9 panels we hosted. Please click the link below to access the Audio Brief and summary [...]
Conference Call: 3Q Postview – Transports Likely to Consolidate Gains into 2010 Before Catalysts Emerge
Ed Wolfe hosted this 35-minute conference call in which we updated our thesis on how to make money in the transports, including our updated ratings and top stock ideas; identified upcoming potential catalysts for the transports and how to position ahead of them; reviewed pricing, volume and cost trends out of 3Q:09 and through October [...]
Audio Brief: Update on PACR
This 30-minute Audio Brief webcast is moderated by Ed Wolfe with guest Tom Finkbiner, former President of PACR's Wholesale Stracktrain business in 2006 and former PACR Board member from 2000-06. Prior to PACR, Tom was also President & CEO of Quality Distribution from 1999-2005, and VP of Intermodal for NSC from 1987-99 when PACR was [...]
Audio Brief: Update on Transports
This 9 minute audio brief includes 11 slides and provides and update on current freight trends. Key topics discussed include recent stagnation in freight volumes, coal and intermodal rail volumes, ocean spot market rates, YRCW, a look at different sub-sectors into and out of past tightening cycles, and our current stock picks.