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joerancho67 (61.93)

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1

Who lives in a Pineapple Under the Sea???

August 25, 2008 – Comments (0) | RELATED TICKERS: SEA

That is what comes back on the Caps page if you put SEA in the "Search CAPS" box, sorry friends but no Sponge Bob here.   [more]

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3

Sector support opportunity #2 - Railroad transportation

July 18, 2008 – Comments (0) | RELATED TICKERS: PACR , HUBG

I was racking my brain trying to "crack" the transportation sector in particular rail stocks - before you tune out, just check these quick facts out - unless you have been in a cave for the last 6 years energy, in particular transportation fuel is thru the roof - the trucking companies look as bad as the airline stocks since fuel is there life-blood in thier profit margins - why not trian stocks right? Well unless your loaded CSX and Union Pacific might tie up more investment dollars then you want, yea they are great companies, but they are $$ and move like snails. Why not work your play somewhere in the middle - Intermodal companies (PACR and HUBG are just a couple). The intermodal sector is a better play then the box car sector only becuse of the huge inventory the major rails have already in new boxcars, the intermodal is a nice play because it benfits from the high cost long-haul trucks pay, I saw a cool fact somewhere that one gallon of fuel for a train moves the equivalent freight tonage that 28 Truck and trailers move 240 miles (my math might be a little fuzzy but you get my point). AND it only takes 2 operators to run a freight train as appose to 28 truck drivers? And no truck stop  coffee breaks!!  You may have seen a intermodal rail car and not even know what it does while your waiting for the train to pass - it's those wierd little open top box cars that either have those sea containers on them or they might even have a long-Haul trailer on them locked in place resting on top of the rail car - they usually pull into a  train yard and these containers are lifted off the train and made ready for local trucks to take them the rest of the way.  [more]

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4

Side door opportunites - they are out there and doin' well

July 16, 2008 – Comments (3)

Everytime I think of all the "hot" markets and everybodys strategy on how they are going to Play the sector( Crude oil, natural gas, gold ect.) I have to learn the lesson of what took place in our early days of the California Gold rush ...who made out? was it the gold miners? The banks?  [more]

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2

Will Claymore's Delta Shipping ETF safisfy the masses?

July 15, 2008 – Comments (2)

I have searched for awhile for a pure transportation ETF that wasn't weighted down with Airline stocks (the Red Headed Step-child of trasnportation) and weighed with a stronger presence in shipping - it looks like Claymore is stepping up to the plate,  [more]

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