There are probably parties out there interested in pieces of Sea-Land, but not interested in taking over the whole group of businesses.

196

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.

189

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.

169

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.

156

This is a business where a 1 or 2 percent change in production has a significant impact on freight rates, so this should have an effect, especially with things as tight as they are.

151

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.

107

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.

102