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Industry: Shipping
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edit The economic and environmental factors driving Intermodal growth & profitability

The marked increase in the use of Intermodal Transportation in North America (and Worldwide), often referred to as 'Stack-Trains", has created a renewed focus on practical solutions for reducing carbon emissions caused by Over The Road (OTR) trucks.There are many inherent inefficiencies regarding the under-utilization of our existing government- subsidized, modern Railway infrastructure. The challenge for the future of Logistics management will be to embrace all emerging alternative fuel and modal technologies to overhaul a system that is both archaic in efficiency and prohibitive in both cost and safety relative to our deteriorating Highway infrastructure.

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edit bullish on drys and gnk

Though the Baltic Dry Index lost about 92% of its value between its peak in May 2008 and January 2009, at its lowest point. The index has since more than doubled up from its lows, while shipping stocks have sank along with the market. Though shipping stocks generally trade at a lower price to earnings ratio than most other industries, I feel that this loss is way overdone. Though estimates continue to sink, I still expect DRYS to earn more per share this year than the actual going rate of the stock as of today.

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