Replies to post #22405 on YRC Worldwide Inc (YRCW)

[yesmistermorningstar]

Lower diesel prices and lower freight prices mean lower costs for freight shippers and gives them more financial space to ship more freight by road then by train. Road freight becomes cheaper and lower prices makes it more compatible. Also empty or half full trips become less expensive for YRCW. I still can not believe that lower diesel prices will hurt the profibality of the company. Imo it is the opposite.

[yesmistermorningstar]

"We're ready for that this year," Hawkins said.
Hawkins said annual contract negotiations are about 10 percent completed. He said YRC will do business with 125,000 customers this year, with about 4,000 of them representing the large majority of its business. He said the company still is looking for a volume bump related to the falling cost of crude oil.
"I'm anxious to see the economy have a reaction ... other than just stock prices going down," Hawkins said. "I would like to see something happen from a consumer spending standpoint that represents that $65 billion ... in additional discretionary (spending).
"We're in a very good position for March, and we know that lift is coming, but the size of that lift certainly has a lot to do with what happens over the next several weeks."
YRC's executives are making a second presentation at the BB&T Corp. Transportation and Logistics Conference on Wednesday morning.

[nit2winit26]

I look at the big picture. Lower fuel costs has a ripple effect. The effect will be a large increase in shipments due to more people spending the money saved on fuel on merchandise. For every action there is a reaction.