Comments on: Why Yellow Roadway can make you serious green http://thestockgeek.wordpress.com/2007/01/15/why-yellow-roadway-can-make-you-serious-green/ One person's attempt to Beat the Street Tue, 06 Mar 2007 00:49:35 +0000 http://wordpress.com/ hourly 1 By: loslobos71 http://thestockgeek.wordpress.com/2007/01/15/why-yellow-roadway-can-make-you-serious-green/#comment-6 loslobos71 Thu, 01 Feb 2007 21:25:38 +0000 http://thestockgeek.wordpress.com/2007/01/15/why-yellow-roadway-can-make-you-serious-green/#comment-6 Yeah, I agree that this stock isnt on the watchlist of many hedge funds/ investment banks. But I think that when they realize that this company is actually a great performer it will be more heavily traded, and probably go up. For exmaple, there are only 13 analysts that cover this company ($10 billion revenue) but 19 who cover CH Robinson (CHRW) which only has $6.5 billion in revenue. To contrast both of these, Electronic Arts (ERTS) has $3.1 billion in revenue (30% of YRCW'S) but 32 anaylsts-almost triple! In any case, they just reported a great quarter, despite the weakening economy, and issued a good outlook for 2007. They said that theyll earn between $4.7 - $4.9 per share in 2007, which puts them at 9.2- 9.5x earnings--still cheap! With regards to bad volume being bad, I don't think that thats neccesarily true. VF Corporation, for example, has a $9 billion market cap and trades 650,000 shares per day. But look how well its done- http://finance.yahoo.com/q/bc?s=VFC&t=my Thanks for reading! The Stock Geek, Stu Yeah, I agree that this stock isnt on the watchlist of many hedge funds/ investment banks. But I think that when they realize that this company is actually a great performer it will be more heavily traded, and probably go up. For exmaple, there are only 13 analysts that cover this company ($10 billion revenue) but 19 who cover CH Robinson (CHRW) which only has $6.5 billion in revenue. To contrast both of these, Electronic Arts (ERTS) has $3.1 billion in revenue (30% of YRCW’S) but 32 anaylsts-almost triple!

In any case, they just reported a great quarter, despite the weakening economy, and issued a good outlook for 2007. They said that theyll earn between $4.7 – $4.9 per share in 2007, which puts them at 9.2- 9.5x earnings–still cheap!

With regards to bad volume being bad, I don’t think that thats neccesarily true. VF Corporation, for example, has a $9 billion market cap and trades 650,000 shares per day. But look how well its done- http://finance.yahoo.com/q/bc?s=VFC&t=my

Thanks for reading!
The Stock Geek, Stu

]]> By: YELL-O-BRICK- ROAD http://thestockgeek.wordpress.com/2007/01/15/why-yellow-roadway-can-make-you-serious-green/#comment-5 YELL-O-BRICK- ROAD Thu, 01 Feb 2007 21:00:14 +0000 http://thestockgeek.wordpress.com/2007/01/15/why-yellow-roadway-can-make-you-serious-green/#comment-5 I had purchased YRCW at $22, when its symbol was YELL(I loved this symbol)........ I hung on to it for 3 years, and finally just sold it at about $40....I always felt it should have gone up a lot further because compared to its peers it was "a True Value Stock" 1. I was mad when they changed the symbol...many people "lost it" when it changed... and therefore the volumes were way way down.......so no one really "knows" about the company. 2. I didn't feel the company was doing enough to get "its name out there" to the institutional investors, who are the ones that," makes the markets move"...volume continued to be in the very low volume area, for such a large capitalized company.... so I sold, because they just said that "sales are down because of the downturn in the economy" even tho I am sure this was built into the price because the price didn;t really move at all (down) in fact it has trended upward now.....go figure! I had purchased YRCW at $22, when its symbol was YELL(I loved this symbol)……..
I hung on to it for 3 years, and finally just sold it at about $40….I always felt it should
have gone up a lot further because compared to its peers it was “a True Value Stock”
1. I was mad when they changed the symbol…many people “lost it” when it changed…
and therefore the volumes were way way down…….so no one really “knows” about the company. 2. I didn’t feel the company was doing enough to get “its name out there” to the institutional investors, who are the ones that,” makes the markets move”…volume continued to be in the very low volume area, for such a large capitalized company….
so I sold, because they just said that “sales are down because of the downturn in the economy” even tho I am sure this was built into the price because the price didn;t really move at all (down) in fact it has trended upward now…..go figure!

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