Jim Winchester
Jim Winchester
east farthest increase major market middle oil positive producer share
Any increase in Middle East oil market share is very positive for the tanker business, because the Middle East is the producer farthest from major oil consumption markets,
customer dock five four internet percent realize road service ship time truck
As we look down the road four or five years from now we'll realize that the Internet is an important customer service enhancement for the transportation industry. But 90 percent of the time the important thing is 'Did the ship get out of the dock on time?' and 'Did it get into the dock on time.' It's the same for truck or rail.
container difficult five given goes good market perspective pure rail second shipping since
If you look at it from a shareholder perspective, it's a good short-term move, since there is a difficult container shipping market now and it makes CSX a pure rail play, ... Five years from now, when container shipping goes through its cycle, there may be second thoughts. But given what's going on now, sure, it's a good move.
develop earnings experience good half second sector system
I think the UP earnings are probably a good foreshadowing of what the U.S. transportation sector will experience in the second half as bottlenecks develop and the system comes under stress, ... Their earnings were pretty brutal.
benefit business company defense good lift nice pays segment short stock
Defense cargo is a good segment of the business and it pays very well. Conceivably it could be a nice benefit for the company and give the stock a lift in the short term.
adoption evolution fairly few focus inventory last management rapid taken
A fairly rapid evolution has taken place in transportation over the last few years with the adoption of the Internet. Really the focus is in inventory management and the management of cargo.