Arkansas Best Corp. (ABFS)

All Comments on ABFS

  • commenter
    bookvaluejoh
    n
    May 23 08:17 AM
    Choo-Choo-Choose Railroads in Transportation [view article]
    It is inaccurate to assert that Arkansas Best is selling at a premium valuation, the reason given for the sell recommendation. In fact ABFS is selling at the lowest multiples of EBIT and EBITDA in the LTL trucking group with the exception of YRCW which is at a discount because of its troubled recent history. It is currently selling for 4.7 times this year's expected EBITDA; 8.4 times EBIT and and 15 times EPS. It has no debt an a lot of cash. The only negative is that it is Teamster organized, a big long term problem it shares with YRCW and UPS. Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:19 AM
    My Website
    General Discussion on ABFS
    Is this a buy or a sell? Reply
  • commenter
    William
    Trent
    Aug 02 07:47 AM
    The Week Ahead: Earnings Galore [view article]
    Not many stocks rising last week... Yesterday's end of day rally was a wild one, but the volume came in selling at the close. Reply
  • commenter
    StreetSweepe
    r
    Aug 01 08:59 PM
    The Week Ahead: Earnings Galore [view article]
    Out of many voices comes one helluva story and no voice is insignificant. Remember that little butterfly in the Amazon helping cause the storms in Kansas? We're all part of the grand scheme of things to one extent or another.

    Unfortunately the earnings were up but the stock went down...go figure.     Reply
  • commenter
    William
    Trent
    Aug 01 10:44 AM
    The Week Ahead: Earnings Galore [view article]
    Yep. Hopefully the one extra voice added to the discussion. If not, I guess worst case is my incremental hot air was insignificant in the scheme of things. Reply
  • commenter
    StreetSweepe
    r
    Aug 01 09:58 AM
    The Week Ahead: Earnings Galore [view article]
    Yet, you did discuss the earning report afterall, didn't you? I guess it was just to juicy of a story, huh? Reply
  • commenter
    William
    Trent
    Jul 23 02:28 PM
    The Week Ahead: Earnings Galore [view article]
    In part the stocks I am watching are based on whether they are on my watch list or have discussed them in the past. As you say, Apple is discussed to death and the incremental value of my own contribution would probably be minimal. While some will surely disagree, I feel I can add more value to the discussion of the others listed. Reply
  • commenter
    StreetSweepe
    r
    Jul 23 12:45 PM
    The Week Ahead: Earnings Galore [view article]
    Although I am sick to death of hearing about AAPLs iPhone, it has had a huge impact on the NASDAQ in recent weeks, helping it keep its head above the subprime waters. Suppliers to iPhone production have also benefited from its successful launch. I am curious as to why you would not monitor Apple's earnings report Wednesday after hours? A bad report (although very unlikely) would have a profound effect on the stock and possibly others in the NASDAQ. XRX, WDC. and some of the others you mentioned are mere sideshows in comparison. Reply
  • commenter
    rdial54
    Jul 22 03:53 PM
    My Website
    The Week Ahead: Earnings Galore [view article]
    I will keep my EMC stock and ride the wave. Reply
  • commenter
    William
    Trent
    Oct 26 10:22 PM
    Trucker C.H. Robinson's Strategy of Not Owning Its Trucks Pays Off [view article]
    Jonathan,

    Sorry, I'm not that familiar with PACR. I know Landstar best, and some of the larger-cap names. After reading your post, though, they sound less similar to Landstar/CHRW than to Expeditors International (EXPD) or UTI Worldwide (UTIW). Although EXPD is far more richly valued, PACR's 16x forward P/E isn't that much lower than 20x for LSTR and 21x for UTIW when you factor in growth and ROE.     Reply
  • commenter
    cheapstockhu
    nter
    Oct 26 08:04 PM
    My Website
    Trucker C.H. Robinson's Strategy of Not Owning Its Trucks Pays Off [view article]
    Trent, I agree with your conclusion that the non-asset based players are a smarter way to play the transportation space. While they have less operating leverage, at this point in the economic cycle, they will see less multiple compression when the "soft landing" materializes, because they have much lower fixed costs. That said, I recently looked at the group and felt that the valuations were a little rich, with the exception of PACR, a company that shares many of the same competitive advantages as CHRW, but at half the multiple. Have you ever looked at this name? I wrote an article in my blog about PACR....Thnks

    cheapstockhunter.blogs.../     Reply
  • commenter
    NO DooDahs
    Jul 25 09:28 AM
    My Website
    Arkansas' Best? It Just May Be [view article]
    It was a good earnings-related short squeeze on Monday. Reply

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