YRC Worldwide Inc (YRCW)

[GuyBig]

Terminals were sold and leased back 3 years ago.

The dimensioners may be improving revenues. They have been working out well for UPS.

Swift's report was fair, the stock dropped less than a full point and then move up 2 points.

CHRW, a DJT, reported 94 cents, above the 86 cents expected, and moved up 5% today. All the other truckers and logistic providers in the DJT moved up in sympathy.

What makes the difference is purchased transportation and lost lawsuits. YRCW is usually purchasing transportation at top dollar to make good on delivery guarantees. YRCW has had the right to purchase up to 5% of revenues per Q in outside truckers, including non union truckers, but has not yer ever purchased transportation at a discount to make money. YRCW has repeatedly purchased transportation at huge premiums to make good delivery guarantees.