Industry & Services >> Analyst Interviews >> December 8, 2008
Kevin Kirkeby is an Industry Analyst within Standard & Poor's U.S. Equity
Research department, covering a broad array of industrial companies. His
coverage includes railroads and trucking companies, as well as industrial
equipment and aircraft lessors. He also authors the twice-yearly Commercial
Transportation survey. Prior to joining S&P, he was a financial communications
consultant with HF Global Consulting Group and Golin/Harris International.
During that time he advised corporate managements across a wide range of
industries, from manufacturing to food producers, on their investor relations
strategies. He was also involved in supporting M&A transactions, IPOs, and
corporate bankruptcies. He began his Wall Street career at Dillon, Read & Co. in
1992, subsequently joining Robert Fleming Securities to be a part of their
global equities research team. He received a BA degree in Economics from
Concordia College. He is a member of the New York Society of Security Analysts
and is a CFA charterholder. Profile
TWST: How have the railroads held up from a business perspective in this rather weird economy?
Mr. Kirkeby: The rails have remained focused on improving their operations,
despite, as you