YRC Worldwide Inc. (YRCW)

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  • commenter
    the hand
    Jul 25 11:22 PM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    i cut my teeth in the nuclear industry, and there is not a chance in hell (even if we were willing) to put a nuke plant on line in ten years if we were willing to do so and started today. the engineers and manufacturing ability were wiped out in the 80's. and even then, the next plant we wanted to build may be many years beyond that. it really would be 15 years before any real benefit would be seen. and since the last generation of nukes were built, the ones on the drawing boards are a vast improvement in the area of safety.

    as far as disposal of nuke waste is concerned - you have to want to have a solution before you can have one.

    for an form of energy to really be economically viable, the energy must be able to be provided 24 hours per day. i am aware of only one solar project which meets this test, and no wind project currently do. without being able to provide 24 hours per day, you must still build the conventional electrical generating stations - and then just produce less power when the alternate energy sources can contribute. this is a double whammy for consumers - we pay to build the conventional plants, and we subsidize the alternative plants.

    the road to hell is paved with good intentions,



     Reply
  • commenter
    msgtb
    Jul 25 05:33 PM
    Wall Street Breakfast: Must-Know News [view article]
    RightinSanFrancisco

    You say we can't get from here to there without nuclear? I disagree! Until we can dispose of the waste already produced we should not create more. The negative will never succeed. We should be building wind turbines at the rate we produced tanks in WWII. If the government had an energy policy that would reduce our dependence on foreign energy suppliers that would be helpful.

    We can do it but we have to have direction. The only one who seems to have a clue is T. Boone Pickens.

    We need to go to wind power for electrical production and use the freed up natural gas to fuel our vehicles. I recently returned from Thailand and they have Compressed Natural Gas (CNG) refiling stations in most provinces in their country. This is equivalent to Texas having a CNG refiling station is every county. They are converting all types of vehicles large trucks, small trucks, buses and private cars. I would guess that over 100,000 plus vehicles have been converted. They are also using E20 at all refilling stations. If third world country's can do it why can't we? We should be ashamed out ourselves and out country. If we don't want to become a looser on the world stage we must take strong action. We should have an Apollo project for energy.

    And always remember what your mother told you, that can't never did anything.     Reply
  • commenter
    AJ30
    Jul 25 05:32 PM
    Wall Street Breakfast: Must-Know News [view article]
    To User197935, the problem arises when ARMs are adjusted sharply upward. Usually the homeowner was lulled into thinking if this happened, they could either refi or do a Home equity line to take up the slack until their income caught up. Needless to see with the air pushed out of the valuation balloon, this can't be done. Valuation decline slammed the escape hatch. Voila delinquency! Reply
  • commenter
    nibbs17
    Jul 25 05:10 PM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Voters prefer democrat's energy policy over republican's policy by a 42 to 22 edge, according to your nameless poll. Other than doing nothing, and opposing all intelligent steps to benefit energy users, exactly what is the democrat's energy policy? Your poll report is pure BS. Democrats have no energy policy! Democrats screw up everything they touch! Reply
  • commenter
    User 197935
    Jul 25 01:15 PM
    Wall Street Breakfast: Must-Know News [view article]
    can anyone explain to me why the drop in value of a property would translate to a foreclosure, which seems to be more a function of the ability to service the existing mortgage debt. I can understand an increase in delinquency/foreclosur... rate in an job stressed economy which affects the ability to meet payments. But absent that the value of a property declining to less than current value is affects asset value only. Reply
  • commenter
    Monty23
    Jul 25 10:50 AM
    Wall Street Breakfast: Must-Know News [view article]
    Voters prefer Dem Energy policy? Something is wrong here. Taxbigot is absolutely right but he forgot their other policy; force oil producers to drill on all leases even though most of them have no oil. Do they realize how much it costs to drill. Here in my area [ Baaken Shale] it costs at least $5M. You don't drill many dry holes at that price. We never get a good energy policy because of partisan politics. Normthefedup has the right idea; Vote the bums out. But replace with what?
    Reply
  • commenter
    TapD
    Jul 25 10:13 AM
    Wall Street Breakfast: Must-Know News [view article]
    McCains off shore drilling proposal is too late for Americans to survive to-day.He was a Senator for 25 years. What has he accomplished in energy policy?None.Depending on carbon based economy in 21st century, is nothing but insanity. Most progressive countries who believe in innovation, are ahead of us in energy independent. Examples are Sweden, France and Brazil. Russia and MiddleEast want us to be Petroleum dependent (including our some Republican friends).Definition of insanity is doing the same thing but expecting different results. I think either we innovate or vegetate. There is no other alternative solution. Reply
  • commenter
    Norm the
    Fed-up
    Jul 25 10:09 AM
    Wall Street Breakfast: Must-Know News [view article]
    I can't believe I have this many people agreeing with me this morning. Hello Roman Empire is precisely the quote I made yesterday morning to a co-worker. This "administration&q... is a disgrace only compounded by the fact that WE (and I use the term loosely...I didn't vote for this clown) actually elected him TWICE. We HAVE terms limits. Want to change the government? Do your homework, go to the voting booth, and vote against every incumbent. Voila....it's a done deal....but 1/2 of the American populace are a certified idiots living from week to week.

    Tax the hell out of the oil companies...the biggie....WHY............ Next time you need gas, despite the cost over which they have NO control either, just drive about 1/4 mile and GET IT. They provide us all with reliable, easy to find, never seems to run out, service and product. Yeah...tax the hell out of them....and watch gas in 5 years because they haven't got the money to...as the White House Idiot has put it: "...drill ourselves out of this problem." Morons.     Reply
  • commenter
    RightinSanFr
    ancisco
    Jul 25 09:48 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Thanks taxbiggot. I thought that I had misread the article.
    - On your point, last year Exxon Mobil paid federal income taxes equal to the bottom half (65 million) of US taxpayers.
    - The McCain program includes medium term drilling off shore (a Democrat taboo), and a major investment in nuclear (something Harry Reid will do everything he can to block.) Both candidates are in favor of solar panels and wind farms, but you can't get from here to there without nuclear, and Obama won't take on that challenge.     Reply
  • commenter
    notsosmart
    Jul 25 09:41 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    as a registered independent voter i have no confidence in either party but this administration has been in power for almost 8 years & nothing.they also had a friendly congress for most of that time-still nothing.so voters count for nothing & get nothing.this country,sadly,has lost its way.hello roman empire. Reply
  • commenter
    taxbiggot
    Jul 25 09:29 AM
    Wall Street Breakfast: Must-Know News [view article]
    "Voters prefer Democratic energy policy over Republican by a ratio of 42:22."

    The only strategy I have heard of is tax the evil oil company profits away. Government has already taxed ExxonMobil's record profits at the maximum corporate rate - taking $8B and leaving $10B. Go ahead and tax them at 100% and there will be no capital to invest in future exploration and alternative research. These "voters" have their collective heads in the clouds.     Reply
  • commenter
    JCCIII
    Jul 25 09:20 AM
    Wall Street Breakfast: Must-Know News [view article]
    Scooter-pop, how does one play the Bakken Oil Play? Thanks. Reply
  • commenter
    scooter-pop
    Jul 25 08:52 AM
    Wall Street Breakfast: Must-Know News [view article]
    Bob Doll (the Trillion Dollar Investor) is buying Oil Producers today. The Bakken Oil Play looks to be the HOTTEST Bonafide Oil Play in the US today! Reply
  • commenter
    David White
    Jul 23 10:57 AM
    This Week's Key Earnings Reports [view article]
    I should have pointed out that the current PE (46) and FPE (10) are likely to decrease considerably with the earnings announcement. The PE should move to the mid 30's range. If you add in the predicted earnings for the following quarter (3 months from now), the PE would go down to the low 20's. At this point you should begin to see that the stock is not that outrageously priced currently. It has a long way it can move up. Reply
  • commenter
    David White
    Jul 23 10:51 AM
    This Week's Key Earnings Reports [view article]
    POT definitely seems like a great option play through earnings, especially since it is down drastically today. Oil and grain futures have been down so far today. Plus there is the potential strike at POT of the steelworkers. Even with all this, POT ought to beat on earnings. It seems extremely likely to guide higher with the recent price increase by Canpotex (+21% on potash prices). Even with oil and grain prices currently going down, this seems like a great play. Plus the geoploitical situation in Iran is very much in play with regard to oil after Secretary Rice's recent comments. The hoped for success in negotiations is clearly not going to occur. If anything Iran has more forcefully denied that they have any intention of changing their nuclear strategy. The market seems to be letting this news slip off the front burner for a while. But that will almost certainly be a very short while. POT should go up on earnings. Plus even though the recent bumper crop announcements are though likely to curb grain prices, it is not clear that they will have any effect on the currently planned fertilizer prices (or demand). It is also not clear that next year's crops will be as good as this year's even with lots of fertilizer. Again demand is likely to rise going into next year. Reply

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