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1.  hauling biofuels and ethanol 
I'm new to this company and am curious if anyone knows whether or not they are active haulers of ethanol? Any insight into the transportation of ethanol would be appreciated...
Business & Finance > Investments > Stocks (A to Z) > Stocks Q  >  Quality Distribution, Inc (QLTY)
  debt_investor   15-Jan-10 05:26 pm
 
2.  ATA Truck Tonnage Index Declines in October 
I guess this passes as relatively good news... ATA Truck Tonnage Index Declines in October From the American Trucking Association: ATA Truck Tonnage Index Dipped 0.2 Percent in October The American...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  TravelCenters of America LLC (TA)
  debt_investor   1-Dec-09 12:04 pm
 
3.  Re: 8% bonds due 2012 
I know these bonds well and was just updating my model for Q3 results. First, they're due 7/13, not in 2012. Second, you should regard them as the equity in this...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  Commercial Vehicle Group, (CVGI)
  debt_investor   11-Nov-09 06:00 pm
 
4.  Does anyone have "ATA ton miles index" data 
I'm refining my analysis. Management referenced that the ATA data is what they look at. I don't have a subscription. If anyone has it and is willing to share I...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  TravelCenters of America LLC (TA)
  debt_investor   10-Nov-09 02:10 pm
 
5.  Modeling and Valuing TA (part 3) 
My modeling assumptions -They will continue to defer rent through Q4 2010 but then pay it off in Q1 2011 rather than pay the 12% interest rate. I can’t see any reason why they would pay that...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  TravelCenters of America LLC (TA)
  debt_investor   6-Nov-09 05:18 pm
 
6.  Modeling and Valuing TA (part 2) 
A few key points: -It’s helpful to back the deferred rent out of the cash balance since that $$ is owed to HPT and they will take it at some point. This means that at Q2 there...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  TravelCenters of America LLC (TA)
  debt_investor   6-Nov-09 05:16 pm
 
7.  Modeling and Valuing TA (part 1) 
Over the last two weeks I’ve been digging into this company. I bought about 3,000 shares around $5.60, prior to doing much work, because I felt like the re...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  TravelCenters of America LLC (TA)
  debt_investor   6-Nov-09 05:14 pm
 
8.  Strong Q3 
Nice rebound in earnings this quarter. And the earnings don't reflect the additional price increases that were passed through post-quarter end. The worst is behind this company.
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Mercer International Inc. (MERC)
  debt_investor   29-Oct-09 09:29 am
 
9.  New to MFA - Looking for "bear case" 
I'm just starting to look into taking a long position in MFA. I would appreciate any bearish thoughts on the stock from those who have analyzed their book and who track...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  America First Mortgage (MFA)
  debt_investor   14-Oct-09 07:33 pm