YRC Worldwide Inc. (YRCW)

All Comments on YRCW

  • commenter
    bearfund
    Apr 28 01:23 AM
    YRC Worldwide: Long-Term Investors Could Still Get In On The Bottom [view article]
    Amen, locke. Long term, all long haul trucking goes to zero. Buy rail and shipping, local trucking if you're a masochist. Trucking in China is no different than trucking anywhere else, it goes to zero too. Reply
  • commenter
    locke
    Apr 27 11:38 PM
    YRC Worldwide: Long-Term Investors Could Still Get In On The Bottom [view article]
    Long term? Long term we have peak oil. That's not good news for the trucking industry. Reply
  • commenter
    atauber
    Apr 27 09:22 AM
    Wall Street Breakfast: Must-Know News [view article]
    MSFT is a old dog with alot of cash and not knowing what to do with it Reply
  • commenter
    Libertarian
    Apr 27 12:11 AM
    YRC Worldwide: A Compelling Short Idea [view article]
    Trucker Blues, you are killing me! A logical argument, delivered with biting sarcasm--two of my favorite things.

    Don't think I'd mention OR either, unless I worked for, say, ODFL, ABFS, or Con-Way, in which case, it might not be so humiliating. Perhaps paying drivers as much as MIKEEEEE describes is a minor contributing factor.

    You sound like you know the firm. Can you comment on why YRCW insists on continuing to run its acquisitions as separate firms? Why are Yellow, Roadway, and USF segments on separate IT, using separate sales forces, run separate executives? If you were in charge, would you not try to run the firm as a single entity? This is hard to comprehend from the outside.

    Thanks.


     Reply
  • commenter
    TRUCKER
    BLUES
    Apr 26 12:54 PM
    YRC Worldwide Inc. Q1 2008 Earnings Call Transcript [view article]
    Boy! Did the YRCW boys innundate the anylists with snake oil or what!
    Friday April 25, 2008 will be a day to remember. Atta boy Bill.

    Up by $4.00 a share, incredible.     Reply
  • commenter
    pcat
    Apr 25 09:20 AM
    Wall Street Breakfast: Must-Know News [view article]
    Msft must get into some serious bussiness with solar energy.It has the resources of more than 30 countries and could use some of that capital to make a real impact on world use of fossil fuels.As far as getting involved in the internet again:They want to pay all those lawyers and money to the europeans for daring undercut the statis be?The socialist(closet commies)will never agree to Msft competing on their markets.Just see how BA has been treated in comparison to Airbus.I think msft is only thinking how they will get a foothold in china.Forgetaboutit!Ch... isn't worth it and if you got any technology that they can steal they will and not give you squat for it.Goodday. Reply
  • commenter
    Option
    watcher
    Apr 25 08:10 AM
    Wall Street Breakfast: Must-Know News [view article]
    MSFT should walk away at this point. YHOO declines in value each passing day and is it really worth the grief to try and integrate such differing cultures especially when their is so much animosity at YHOO.

    MSFT would be much better served by walking away and instead making TWX and offer for AOL instead. That would be a win/win. MSFT gets the foothold it is looking for and Time Warner gets to unload a boat anchor that has been dragging on it's performance and valuation.

    Honestly I don't understand why MSFT does not try to partner with a cable company or make a bid for a satellite company like DISH. There might be antitrust issues but, imagine the impact on say an MSFT, AOL, DISH combination on Google.

    Regardless at this point the bid for YHOO is just a used wipe who's time has come to be flushed.........

    What would be my bets on this? I'm thinking May $25 Put's against YHOO and May $32 calls for MSFT.     Reply
  • commenter
    TRUCKER
    BLUES
    Apr 24 02:02 PM
    YRC Worldwide: A Compelling Short Idea [view article]
    I agree with Teamster, except for one thing, the bread line might start at the back of the truck but if you are a Teamster all you are going to get is the crumbs.

    I would like to address MIKEEEEE at this time.
    Now MIKEEEEE, I did spell your name right didn't I, that's with five E's right?.

    OK, lets do the math, if you have been driving, like you say for 45 years, that means you were born smewhere around 1940 or maybe 1942, so that puts your age between 66 or 68, which to me that means you are now a worthless YRCW employee, in other words excess baggage to your company.

    If you are so loyal to YRCW why did you not retire and make room for a younger Teamster that probably needs a job, you know why?, because hangers on like you are greedy and pretend to have this false loyalty to a company that sooner or later is going to give you a well deserved screwing. Ok, that's number one.

    Number two, Competitors will always try to, as you say, destroy the
    competition, it's the nature of the beast.

    Number three, the author of the article you are reffering to probably does sit in an office and probably behind a desk because, in case you did not know, thats the best way to do office work, like when you are driving you do have to be sitting down right?, unless you are napping on overtime.

    He may not know about " lane density", "claims ratio", "trailer pool"
    or "system balance", oh by the way, have you been kissing up to
    a Operations Manager? you learned some mighty big words fella.
    But one thing Simms knows is money and bottom lines and every thing else that has to do with money that you know nothing about.

    "Survival Mode", that is one thing YOU better start thinking about,
    because if you ever retire you are going to be in big trouble when YRCW goes bankrupt and they don't have any money for the pension liability, don't count on the Teamsters to help you or the goverment for that matter. So there you go MIKEEEEE, here is where the well reserved screwing comes in.

    Number four, the way to tell a carriers strength its by its top management, or in Bill "Big Dollars" Zollars case damagement, and
    of course did you forget about the O/R; Operating Ratio, I did not see that phrase any where in your comment, maybe you were kissing up to the wrong Operations Manager. Listen since when have you been checking brake linings?, I thought you were a big time driver, you might be in the wrong Union Pal.

    Number five, again Simms has more information at his finger tips then you have in your whole brain, and with that information he was able to CULL that figure for the pension liability, OK?.

    Number six, that's what I am worried about the Teamsters handling my MONEY, samarten up DUDE.

    As for you MIKEEEEE, did I spell that right?, projecting your pension,
    your health care and Social Security at about $65,000 per year idicates to me that you have been sniffing diesel fumes all of your forty five years of driving. And for you to even mention that you will keep on working and make $ 100,000 per year even if the economy is still in the toilet and after your retirement from driving, only proves that you have gotten senile. I suggest that you start looking for a HOME!.

    Number seven, of course almost everything we come in contact with on a daily basis is handled by an LTL carriers, but in case you have not noticed, there are also non union carriers that do the job for less, hey !! did I catch you off guard. YRCW might be the biggest but not the best, I'm sorry to say.

    Number eight, as far as the Chinese operation ia concerned, that's
    Bill" Big Dollars" Zollars baby and that is one of the major reasons we are in the situation we are in.

    Oh, one more thing, check ABF's numbers they are always up, see MIKEEEEE With five E"S, thats were good management comes in,
    so with good management, the O/R that we were talking about before kicks in, OK?, NOW, PUT THAT IN YOUR SMOKE STACK MIKEEEEE THE LOYAL EMPLOYEE.

    I also work for YRCW, and our Oerating Ratio right now, if I'm not mistaking is about 102 maybe 104, if you understand what that means, it means dismal.     Reply
  • commenter
    Teamster
    Apr 24 02:33 AM
    My Website
    YRC Worldwide: A Compelling Short Idea [view article]
    So, let me see. When is the Yellow Roadway Corp. Worldwide being bought by DHL? Love the gossip column! Keep up the great work. And, by the way..
    The bread line starts at the back of the truck.     Reply
  • commenter
    TRUCKER
    BLUES
    Apr 23 12:33 PM
    YRC Worldwide: A Compelling Short Idea [view article]
    We are going down the toilet with Bill "Big Dollars Zollars", I have no idea why he is still at the helm, he must be part chinaman.

    Wow! when are people ging to wake up.     Reply
  • commenter
    tudelson
    Apr 23 11:28 AM
    Two Down Days to Start the Week [view article]
    Enter your comment here

    what does your top decile look like any new entrants into your host of strong relative strength group performers?     Reply
  • commenter
    Norman
    Lepoff, M.D.
    Apr 22 12:37 PM
    Under The Radar News - Monday [view article]
    Interesting article and comments. Reply
  • commenter
    User 174159
    Apr 22 08:54 AM
    Under The Radar News - Monday [view article]
    freeranger I am a US small farmer and I now have a crop that is valuable since producing for milk has been regulated to the point of having no value and I am saving precious land from development yeah that we are seeing numbers of acres in production for corn the highest since the 40's to me that is music to my ears Reply
  • commenter
    MIKEEEEE
    Apr 22 08:07 AM
    YRC Worldwide: A Compelling Short Idea [view article]
    i've been driving trucks for 45 years and for YELLOW the last 20.

    competitors have been trying to destroy YELLOW for as long as i've been here.

    they can't, we move freight better and faster than they can even with our slower trucks.

    the author of this article sits in an office in a financial center and reads all sorts of macro crap.

    he knows nothing of 'lane density' 'claims ratio' 'trailer pool' or 'system balance', if he did he would understand that right now we're in 'survival mode'.

    we went there last year.

    the way you tell a carrier's strength is very simple, look at the tires and brake linings.

    by the way genius, where did you cull the figure for pension liability?

    all of us teamsters' pensions are administered by the teamster pension plans we're enrolled in.

    next november i'll be getting about 3400$ monthly for 13 months annualy plus healthcare for me and my wife and 1800$ from social security.

    65 grand annually aint too shabby for retirement is it?

    if the economy is still in the toilet i'll keep working and collect social security simultaneously for a 100k annually.

    look around you, everything you are in contact with was handled by an LTL carrier and we're the biggest an best.

    ps; when the chinese operation kicks in just remember we're the only ones that can move LTL between china and the usa door to door.     Reply
  • commenter
    User 137597
    Apr 21 11:10 PM
    YRC Worldwide: A Compelling Short Idea [view article]
    You did not address capacity.The American Trucking Association's recent call line was "Trucks move America. If YRC were to go bankrupt would ABF,Conway,UPS Frieght, etc. have the capacity to move America. That is, how many trailer floors and dock doors does YRC utilize in their operations.You stated they are the largest LTL carier in the US. Interesting that you mention the Bear Strearns situation.Are you suggesting that the federal government will bail out YRCW. Regarding the pension fund liabilities, subsequent to the recent ratification of the Teamsters contract, the trustees of the pension fund said that the current payments would be satisfactory to maintain benefits at current levels. Reply
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