Topics covered: Trucking Pricing & Capacity Dynamics, Second Leg Of Auto Recovery, Rising-Tide Effect Among Asset-Light Transport Names, Real Growth In Intermodal Transport, Pent-Up Demand For Vehicle Sales, Outsourcing Trends In Transportation Management, Oil Prices & Hybrid Growth, Increased Consolidation In Auto Sector, Full Truckload Vs. Less-Than-Truckload Performance, Emphasis On Auto Stock Valuations, Economies-Of-Density Effect In Railroads, Consolidation Among Airlines, Chinese Investment In Transport Infrastructure
Companies covered: TRW Automotive Holdings Corporation (NYSE:TRW), Toyota Motor Corp Ltd Ord (NYSE:TM), Magna International, Inc. (NYSE:MGA), Johnson Controls, Inc. (NYSE:JCI), Honda Motor Company, Ltd. (NYSE:HMC), Group 1 Automotive, Inc. (NYSE:GPI), Genuine Parts Company (NYSE:GPC), Gentex Corporation (NASDAQ:GNTX), General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), Daimler AG, AutoZone, Inc. (NYSE:AZO), AutoNation, Inc. (NYSE:AN), C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW), Walmart Inc. (NYSE:WMT), United Parcel Service, Inc. (NYSE:UPS), Norfolk Southern Corporation (NYSE:NSC), Landstar System, Inc. (NASDAQ:LSTR), J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT), Home Depot, Inc. (The) (NYSE:HD), Forward Air Corporation (NASDAQ:FWRD), FedEx Corporation (NYSE:FDX), CSX Corporation (NYSE:CSX), Atlas Air Worldwide Holdings (NASDAQ:AAWW), UTi Worldwide Inc. (NASDAQ:UTIW), Union Pacific Corporation (NYSE:UNP), Ryder System, Inc. (NYSE:R), Quality Distribution, Inc. (NASDAQ:QLTY), Pacer International Inc., Kirby Corporation (NYSE:KEX), Hub Group, Inc. (NASDAQ:HUBG), Hertz Global Holdings, Inc (OTCMKTS:HTZGQ), Expeditors International of Washington, Inc. (NASDAQ:EXPD), Diana Shipping inc. (NYSE:DSX), Boeing Company (The) (NYSE:BA), Aegean Marine Petroleum Network Inc. (NYSE:ANW), American Commercial Lines Inc., Amerigon Inc., YRC Worldwide, Inc. (NASDAQ:YRCW), Con-way Inc. (NYSE:CNW), Digital Power Corporation (AMEX:DPW), Burlington Northern Santa Fe C, Sonic Automotive, Inc. (NYSE:SAH), Lear Corporation (NYSE:LEA), Honeywell International Inc. (NYSE:HON), BorgWarner Inc. (NYSE:BWA), Knight Transportation, Inc. (NYSE:KNX), Air Transport Services Group, Inc (NASDAQ:ATSG), UAL Corporation, Southwest Airlines Company (NYSE:LUV), US Airways Group, Inc., JetBlue Airways Corporation (NASDAQ:JBLU), Hawaiian Holdings, Inc. (NASDAQ:HA), Delta Air Lines, Inc. (NYSE:DAL), Continental Airlines, Inc., Alaska Air Group, Inc. (NYSE:ALK), TAL International Group, Inc. (NYSE:TAL), GATX Corporation (NYSE:GMT), Alliant Energy Corporation (NYSE:LNT), Solera Holdings, Inc. (NYSE:SLH), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), Wonder Auto Technology, Inc., Federal-Mogul Holdings Corporation (NASDAQ:FDML), China TransInfo Technology Cor, Commercial Vehicle Group, Inc. (NASDAQ:CVGI), SORL Auto Parts, Inc. (NASDAQ:SORL), O'Reilly Automotive, Inc. (NASDAQ:ORLY)
