Topics covered: Ways to spend strong cash flows, Truckload capacity issues, Tightening supply and demand, Stocks to worry about, Stock recommendations, Regulatory outlook, Reductions in truckload fleet size, Railroad volumes, Railroad re-regulation?, Price fixing in air freight, M&A Activity, LTL plays, LTL acquisitions Integrated global logistics, International business, Impact of high oil prices, Fuel surcharges, Exports of used trucks, Controlling costs, Consumer consumption weakness, Cargo transportation revenue growth, Asia to Europe traffic
