Industry & Services >> Sector Roundtables >> November 26, 2001
SCOTT D. FLOWER is a Managing Director at Salomon Smith Barney
covering the air-freight and logistics sectors as well as ground
transportation: railroad and trucking sectors. He was previously
associated with PaineWebber, Kidder Peabody, Investment Banking
and IBM Corporation. Mr. Flower is ranked second among major US
brokerage Analysts following the rail and trucking industries in
the most recent Greenwich Associates Survey. He received a BS
with highest distinction from the University of Virginia and an
MBA with distinction from the Wharton School of the University of
Pennsylvania. Mr. Flower also completed additional graduate
management coursework at the Kellogg School of Northwestern
University. Profile
JASON SEIDL is a Vice President at Avondale Partners, LLC's Equity
Research Department covering the freight transportation industry. While
he joined Avondale Partners in January of 2003, he can trace his career
in transportation equity research back to April of 1998, when he started
with Furman Selz. He continued following the railroad, trucking and
airfreight industries under the company's reincarnation as ING Barings
and then ABN AMRO. Mr. Seidl has a solid transportation background as
he worked for the New Jersey Bureau of State Use Industries in fleet
management for two and a half years while spending another year with
Roadway Package Systems (now FedEx Ground). Mr. Seidl graduated from
Rutgers University with an MBA in Finance and received his Bachelor of
Science degree from Syracuse University with a dual concentration in
Transportation Distribution Management and Marketing. He was recently
ranked third for EPS accuracy in the Road & Rail industry by
Forbes.com/StarMine's annual ranking for Wall Street analysts. Profile
Edward Wolfe is a member of both the basic industry and
technology equity research teams at Bear, Stearns & Co. and
focuses on supply chain software (SCS), freight forwarder,
freight integrator, and airfreight/truck lessor-related stocks.
He also provides strategy and coverage along with Tom Wadewitz on
the railroads. He is assisted by Peter Nesvold, Phillip Ailling,
Rob Pickels, Justin Yagerman, Matthew Brooklier, and Chris
Tessin. Mr. Wolfe was previously an airfreight and logistics
analyst with Deutsche Banc Alex. Brown. He received a BA from
Georgetown University and a Juris Doctorate from Fordham
University School of Law, where he also received the Joseph
Crowley award for Academics and Community Service. Mr. Wolfe was
named one of StarMine's top 10 analysts of 2000 and was a first
team All-American on the Institutional Investor 2000 and 2001
All-American Research Team. Profile
TWST: Let's start with a review of the performance of the transportationstocks in 2001, and we're including the rails, the truckers and the
freight forwarders in this discussion. Scott, how have