Wolfe Trahan Published Research » dohModel

Auto Sales Forecast: Interactive Model

Wolfe Trahan — Thu, 15 Apr 2010 02:54:10 +0000

Plug in your expectations for household net worth, relative new vehicle prices, lagged one-year average oil prices, and a vehicle park adjustment factor, and the model will project future annual U.S. auto sales for the next five years.

KNX: Potential Acquisition Accretion Interactive doh! Model

Wolfe Trahan — Thu, 01 Apr 2010 18:33:47 +0000

Plug in your estimates for a potential KNX acquisition of a $450 million revenue TL carrier, and the model will project the potential EPS accretion/dilution.

KSU: Equity Redemption Analysis Interactive doh! Model

Wolfe Trahan — Tue, 23 Mar 2010 12:00:57 +0000

Plug in your estimates for the amount of debt repurchase (up to 35% of each tranche), and the model will project the potential EPS accretion.

ABFS: Wage and Pension Concession Interactive doh! Model

Wolfe Trahan — Tue, 16 Mar 2010 12:32:19 +0000

Plug in your expectations for potential hourly wage and pension concessions from ABFS’s unions and possible equity concession, and the model will project the expected cost savings and EPS impact.

This model was previously updated on 11/18/09 and 09/17/09.

UPS: U.S. Postal Service Impact Interactive doh! Model

Wolfe Trahan — Tue, 09 Mar 2010 14:22:40 +0000

Plug in your estimates for USPS market share losses across domestic air, ground and international market competitive products then how that could split between FDX and UPS to see the potential EPS impact for each company.

UPS: Share Repurchase Accretion Interactive doh! Model

Wolfe Trahan — Tue, 09 Mar 2010 14:21:25 +0000

Plug in your revenue and OR assumptions for the next three years and see the potential impact to cash flow and potential share repurchases, the model will project the corresponding EPS accretion.

AAWW: M-ATV Contribution Interactive doh! Model

Wolfe Trahan — Wed, 09 Dec 2009 14:47:14 +0000

Plug in your estimates to analyze the potential EPS accretion from flying new Mine Resistant Ambush Protected (MRAP) All Terrain Vehicles (M-ATVs) manufactured by Oshkosh Corporation to Bagram Air Base in Afghanistan.

YRCW: Liquidation Value Interactive doh! Model

Wolfe Trahan — Thu, 20 Aug 2009 19:52:37 +0000

Plug in your estimates for YRCW's average tractor, trailer and facility values, as well as liquidation periods and discount rates to estimate a present value of YRCW's assets in a potential liquidation scenario.

Ryder: Used Truck Residual Interactive doh! Model

Wolfe Trahan — Mon, 27 Jul 2009 15:00:00 +0000

Plug in your expectation for the next six quarters' following Ryder's 2Q:09 earnings used truck pricing and the model projects the impact on five-year average depreciated residual values.

This model was previously updated on 09/08/08.

FDX: FDX F10 Guidance Interactive doh! Model

Wolfe Trahan — Fri, 17 Jul 2009 12:26:19 +0000

Plug in your assumptions based on FDX's 10-K guidance to drive different implied EPS guidance scenarios.