One related observation about UPS freight. I still see the old white not-to-good-looking trailers on the road. I would have thought the re-branding would have been complete by now. Comments...
TNT announced that the sale of its Chinese business is underway and it is also pursuing the sale of its Brazilian operation. Is it possible that UPS is legally permitted to pursue either? For that matter, could FDX?
I guess folks are so intrigued with Molycorp that they can't wait to buy and trade shares. It's amazing to me that a but under 10M shares trade daily or pretty close to the number of Vodafone, a rather significant global telephone and communications company. Is it fair to say that the market makers and institutions are stirring up this activity?
Nearly every company that is reporting, particularly the financials and even FDX is recent months, is engaged in head count reduction. This is great for corporate shares but not so much for the U.S. economy and employment. I wonder what UPS will have to say about it?
Hey guys, I've got a question. I'm a long-term supporter of Great Western. However, it's hard to see much of a chance for any significant move upwards until maybe the fall. For that reason, I'm looking to sell the shares I bought that were the most expensive with the intent of waiting at least 30 days to buy them back. Anyone else generating a tax loss but planning on re-acquiring their shares this way?
See in particular page 6 for references as to the developing support from the state of Alaska for Bokan Mountain activities by Ucore. In all, this is a nicely written back story to how we got to the rare earth conundrum we're in today. It seems to me that if government support would be forthcoming to Ucore, MCP and Great Western we'd be well along the way to insulating ourselves from untoward Chinese dominance of the industry.
Hey p14756- think about your statement in reverse. If it takes an extended period of time just to access rare earth deposits outside of China and THEY ALREADY EXIST, just think how long developing a new alternative to rare earths might take and how expensive these products might turn out to be. A comparison is alternative energies vs. oil. Beyond that, as the story suggests, more available resource locations will bring down the price that is now inflated by a fearful and constrained marketplace.
If FDX does miss on EPS it will be for the 4th consecutive quarter. Personally, I think they guided a bit low this time and, if management is to believed, international volume will save the day. Two tricky areas are the fuel costs where the 2 month surcharge lag will hurt vs. the rapidly escalating fuel charges a few weeks ago and the potential slow sown of the ground growth. So, the pressure's on Int'l, LTL and the costs savings initiatives to squeek by.
FDX is up 3.5% on news of a new large hub to be built in Singapore as well as the big drop in oil prices. Seems like UPS is focused on Europe while FDX digs in further in the orient. Bigger growth at present in orient until UPS hears about its express rights expansion request from the Chinese government. Anybody hear anything recently about a timeline?
Gee- you must be the pretty imaginative. If I'm not mistaken, UPS customer service representatives only inspect for damage high cost items. Others are picked up on call tags or settled over the phone. You must be the world's unluckiest consignee.
Right. It seems to me that if people are not traders and instead look for income with a chance of some appreciation UPS would be a good play. If nothing happens at least you're getting about 3%. UPS with a diversified portfolio of Altria, VZ or T (or Vodafone), a utility, a business development company and a pharma and you'd be getting around 6% or so with moderate risk. It would let you sleep easy at night...