M. Wolfe
M. Wolfe
clean evidence express improving increasing margins quarter shows stock strong volume yields
While the stock has been strong year-to-date and expectations were for a strong quarter, our sense is this was a very strong and clean quarter that shows evidence of increasing volume acceleration at Ground, improving margins at Express and stabilizing yields generally.
benefit continues cost driven environment estimates expect fast gains improvement majority quarter rails report rise sales shows side steady strong upside vast yield
CSX's report shows steady improvement on the cost side and it continues to benefit from the strong yield environment that all the rails are seeing. However, the vast majority of the upside in the quarter was driven by gains on sales and we don't expect estimates to rise as fast for CSX as some of the other rails.
continued growth leverage margin reported strong ups upside volume yields
Once again, UPS reported stronger-than-expected volume growth but was not able to leverage that growth into strong upside margin improvement, as yields continued to decelerate.
believe close continue domestic express ground quarters several volumes yields
We continue to believe that while domestic express volumes may be close to a bottom, ground volumes, (international express shipments) and especially yields are several quarters away from bottoming.
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I think we didn't come out as focused after that. We should have stuck with it longer and hit him just as hard after that first inning.
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I think a lot of people are waiting for more economic data later in the week,
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I think at the moment they're riding a crest. The entire jeweled trend is waning, and by the end of the year it might crash and burn.
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I think it's the only completely American sport that there is. Most of the team sports are a variation on the old medieval tournaments, but stock car racing is so American. It's astounding to me how many people are interested in stock car racing.
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I think it's probably a little bit late to just put all of your money into technology stocks. We kind of have a balance between some of the high-tech names,
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It happened real quickly, we were sitting there hammering, hammering, hammering and I kept saying, 'I'm not going any higher than a two,' ... I needed them to say something to me and they said the words: 'We can't let him go unless we get a one.'
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It has all been beyond our wildest dreams. It's pretty gratifying and exciting, that's for sure.
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I think this is setting up to be quite a battle in the corporate world. It's the Evander Holyfield-Mike Tyson battle of the corporate world,
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I think the sectional has really been great preparation for us. We had three really different scenarios, and we had to come through the tough half of the bracket. I think our kids really focused on what they had to do. I think our schedule really prepared us for what we were going to see.
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I think the White House should be aware of this and do what is necessary (to reverse the decision).