YRCW vor charttechnischem Turnaround

richtung 40$ YRC Zahlen werden bestimmt besser sein als erwartet da einige Monate auch bei der Konkurrenz Extrem gut waren. ;-))

Swift Transportation record operating revenue

www.fool.com/investing/general/2013/07/09/...ansportation.aspx

Ich freu mich schon diese Woche auf die Q2 Zahlen.. ;-))

Kein Kauf oder verkaufsempfehlung!!!

so sind die 350 Millionen vielleicht für die Übernahme von ABFS geplant. Wie werden sehen !!

By Brian Nichols - July 22, 2013| Tickers:                                                      ABFS,                                                       JBHT,                                                       YRCW| 0 Comments

Brian is a member of The Motley Fool  Blog Network -- entries represent the personal opinion of the blogger  and are not formally edited.

There is no company that has more to lose, or gain, than YRC Worldwide(NASDAQ: YRCW)  this earnings season. The company will report earnings on July 29, and  investors are placing their bets on what could be a very volatile  session.

Why The Excitement?

YRC Worldwide has exploded with gains of 330% in the last three  months. The company’s gains were created after they posted an operating  income for the first time in six years. For their last quarter,  operating income was $9.9 million, compared to ($48.8 million) in the  year prior, a difference of $58.7 million.

This improvement on lower revenue demonstrates the execution of  aggressive cost-cutting measures. However, Q1 results were actually  comparable to what we had seen in previous quarters. In Q4 of 2012  operating income increased $68.1 million year-over-year; in Q3 of 2012  it increased $53.4 million.

YRC Worldwide’s chief problem is that they still have large interest  payments on debt outstanding, meaning that net income is still in the  red. This company has diluted shares, accumulated debt, and cut costs to  the max over the last few years, yet many are betting on their  turnaround.

Whether or not YRC Worldwide’s three month rally is a result of  perception or fundamental improvements is up to the eye of the beholder.  However, the market as a whole seems to like what it sees.

Looking ahead, YRC Worldwide does have macro improvements in its  favor, and such improvements could be enough to continue its bullish  trend. For example, data that measures the tonnage of freight that is  transported by motor carriers has significantly jumped. In April, this  trucking tonnage index jumped 4.3% year-over-year; in May it rose 6.7%.

The fact that trucks are carrying larger loads could bode well for companies such as YRC Worldwide this earnings season.

How Does YRC Measure?

YRC Worldwide’s market cap of $255 million does not justify the size  of the company. YRC Worldwide has annual revenue in excess of $4.8  billion, giving it an industry-best price/sales ratio of 0.06.

YRC Worldwide’s most notable competitors are Arkansas Best(NASDAQ: ABFS) and JB Hunt Transport (NASDAQ: JBHT). These are known as asset-based trucking companies, meaning they own their own trucks.

Arkansas Best has traded higher by 135% in 2013, partially because of  merger rumors with YRC Worldwide. However, the proposal was refused by  Arkansas Best.

While Arkansas Best and YRC Worldwide would have good synergies,  Arkansas Best’s market cap is about twice that of YRC Worldwide, though  Arkansas Best has half as much revenue. Arkansas Best is a growth  company – with double digit top-line growth – but is still unprofitable,  with operating margins of negative 0.7%.

Arkansas Best trades at 0.28 times sales, which is still cheap. The  reason Arkansas Best is cheap is due to its costs, as the company pays  large pension expenses and has a high fixed-cost structure due to it  being unionized. Nonetheless, Arkansas Best still has better, more  bullish metrics than YRC.

JB Hunt is the ideal company in the asset-based space, and reflects  the gold standard for operational efficiency. JB Hunt has operating  margins of 10%, which is remarkable in this space. The company, with  revenue of $5.2 billion, is not much larger than YRC, but its operating  efficiency has earned it a higher premium at 1.72 times sales.

Final Thoughts

YRC has been awarded the lowest valuation of its competitors because  it has the most significant operational flaws. Sure, the company has  made vast improvements over the last year, but there are still many  questions as to whether or not they can produce income after payments on  debt outstanding.

This upcoming quarter will tell us a lot. It will tell us the  direction that YRC is moving, and if last quarter’s operating profit was  a fluke. The company has positive momentum in its favor, and has  tremendous upside potential compared to its industry. Therefore, I do  think it is a stock worth watching, but for safety reasons, I’d view it  with caution ahead of its earnings report.

http://beta.fool.com/briannichols/2013/07/22/is-this-company-a-gamble-ahead-of-earnings/41024/?source=eogyholnk0000001

Looking ahead, YRC Worldwide does have macro improvements in its  favor,  and such improvements could be enough to continue its bullish  trend.  For example, data that measures the tonnage of freight that is   transported by motor carriers has significantly jumped. In April, this   trucking tonnage index jumped 4.3% year-over-year; in May it rose 6.7%.

beta.fool.com/briannichols/2013/07/22/...urce=eogyholnk0000001

das die 350 Millionen werden Vielleicht gegend Schulden in Aktien umgewandeln..

Das würde heißen wenn so kommen würde das wir Plötzlich für ein paar Aktien mehr plus austehende 250 Millonen umwandlung..

1.) Die Schulden um fast 50% reduziert hätten das wäre für alle beteiligten vor allem für uns Aktionäre ein sehr Lukrativer Gewinn.

2.) YRC müsste 50% weniger Schulden Tilgen, hätte mehr Geld für nue Investitionen.

3.) Wert der Aktie würde trotz eine Minimale Verwesserung Brutal steigen.

4.) Für alle beteiligten würde eine WIN-WIN situation Entstehen...

Wenn es dazu kommen würde, wäre das Super für uns finde ich...;-)))

Hammer... Mehr als 850 Jobs stehen zu verfügung......  ;-)))

Das ist ein gutes Zeichen ;-))

www.yrcw.com/careers/jobs/hub.shtml

Below are the three companies in the Trucking industry with the  lowest price to sales per share ratios.  Often companies with the lowest  ratio present the greatest value to investors.

YRC Worldwide  ranks lowest with a a price to sales ratio of 0.05.  Following is Frozen  Food Express Industries with a a price to sales ratio of 0.10.  USA  Truck ranks third lowest with a a price to sales ratio of 0.12.

Vitran  follows with a a price to sales ratio of 0.13, and Covenant  Transportation rounds out the bottom five with a a price to sales ratio  of 0.14.

SmarTrend recommended that subscribers consider buying  shares of USA Truck on January 17th, 2013 as our technology indicated a  new Uptrend was in progress when shares hit $3.65. Since that  recommendation, shares of USA Truck have risen 71.5%.  We continue to  monitor USA Truck for any potential shift so investors can protect gains  and will alert SmarTrend subscribers immediately.

www.mysmartrend.com/news-briefs/news-watch/...yrcw-ffex-usak-v

Da steht das YRC meint dass es ein Irrtum ist und dass Sie selbstverständlich dieses Problem klären werden..

Also..Es gibt Kein Grund zur sorge.. ;-))

Bist du draußen? oder warum wird die Meldung falsch halbherzig Interpretiert? *grins*

YRC said in a statement Monday that it is taking responsibility for the tax lien.

"MIQ was sold in 2010; however, the 2008 tax year is at issue, and  the company has indemnification liability under the sales contract," the  statement said. "The company is working in full cooperation with the  IRS to resolve the lien, which appears to be an IRS administrative  error."

www.wallstreet-online.de/diskussion/...-hier-so-wenig-beachtet

Arlington, Va. — The American Trucking Associations’ advanced seasonally  adjusted (SA) For-Hire Truck Tonnage Index edged 0.1% higher in June  after surging 2.1% in May. (May’s increase was slightly lower than the  2.3% gain ATA reported on June 18, 2013.)  In June, the SA index equaled  125.9 (2000=100) versus 125.8 in May. June 2013 is the highest level on  record. Compared with June 2012, the SA index surged 5.9%, which is  robust, although below May’s 6.5% year-over-year gain. Year-to-date,  compared with the same period in 2012, the tonnage index is up 4.7%.

Pre-Market Trading

Und YRC hat ja auch gesagt, dass sie mit dem Finanzamt kooperieren!

Und die Verantwortung dafür übernehmen! 

YRC said in a statement Monday that it is taking responsibility for the tax lien.

Stimmt ja alles gar nicht! Sommerloch! Auf Truckingboards schreib heute einer: