JJ - not at all worried. This stock is off 50% from it's highs just three short months ago. The overall stock market "correction" has been less than 10%. The whole trucking industry has been hit (look at Ark Best) although many like to make it seem that YRCW is somehow different and management is driving the company into the ground. Yes, it is different in that is trading at a 500 million market cap with 5 billion in revenue. This company does nothing but deliver improvement year after year with the exception of the hiccup earlier this year with the refinancing and MOU (I can forgive that) As far as earnings go, I would expect them to be about breakeven given the guidance they issued a month ago...maybe even favored slightly for to a loss. The only thing I can't pin down is the income tax expense (benefit) adjustment. This could go either way because I am not sure how they are calculating this. If it goes the way of a benefit...we could see a profit this qtr. The economy is on stable footing and getting better. Freight industry is expected to be in favor until 2025, and fuel prices are expected to be low for two years (yes I understand the surcharges). People say they are not investing in their equipment which I don't believe to be true. If they generate 80 million in EBITDA this quarter and use 30 or so for interest...then the other 50 has to be going to support working capital (i.e. growth) or invested back into the equipment. It's not coming back in dividends. lol. I have and continue to feel really good about this company. I believe the worst is behind them. I expect this stock to be trading much higher than it is now, regardless if they show a small loss or not. I am a value investor and I see tremendous value here. still can't quite figure out the Carlyle exit yet though. Please understand this is all my opinion.
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