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EXPEDITORS 875272 - Eine Logistil - Wachstumsperle - 500 Beiträge pro Seite

eröffnet am 12.02.07 14:52:28 von
spaceistheplace

neuester Beitrag 18.02.09 13:33:04 von
spaceistheplace
Beiträge: 34
ID: 1.111.383
Aufrufe heute: 0
Gesamt: 7.338


Beitrag schreiben Ansicht: 500 Beiträge pro Seite
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spaceistheplace
schrieb am 12.02.07 14:52:28
Beitrag Nr. 1 (27.660.203)
Hallo,

ich bin seit Längerem in diesen Logistik-Wert investiert und hoffe, dass hier eine Diskussion zu Stande kommt.
Expeditors glänzt schon seit Jahren mit hohen Wachstumsraten von über 20% per anno und dieser Trend hält auch in Zukunft an. Mit einem 2007er KGV von rd. 34 zwar hoch bewertet, jedoch bei den Wachstumsraten gerechtfertigt. Vgl. nur Starbucks, seit Jahren für Analysten überbewertet, aber sie steigen kontinuierlich weiter...

Morgen kommen vorbörslich die Quartalszahlen. Nachdem C.H. Robinson vor einigen tagen tolle zahlen gemeldet hat, tippe ich auch bei EXPD auf eine Überraschung....mal sehen...

Vielleicht kommt ja hier ne Diskussion zu Stande, wäre toll.

Gruss space
Avatar
spaceistheplace
schrieb am 13.02.07 16:42:20
Beitrag Nr. 2 (27.684.236)
da lag ich wohl gestern mit meinem Tipp voll daneben...heute gehts mächtig nach Süden..

Expeditors profit slips, sending shares lower

SAN FRANCISCO (MarketWatch) - Expeditors International of Washington Inc. saw its shares plunge more than 12% in early trading Tuesday after the shipping company blamed a "blowout" fourth-quarter a year ago for its lower-than-expected earnings in the recent period.
At last check, Expeditors shares were down $4.41, or 10.1%, at $39.26.
The Seattle-based company reported a fourth-quarter profit of $62.6 million, or 28 cents a share, down from $74.3 million, or 34 cents a share, a year earlier. The year-ago period included a tax benefit of $21.7 million, or 10 cents a share.
Analysts polled by Thomson Financial had expected a profit, on average, of 31 cents a share.
Revenue rose 13% to $1.24 billion from $1.10 billion a year ago. Sales on the airfreight side, the company's biggest division, jumped to $618 million from $554.6 million last year.
"We'll take these fourth quarter results, particularly given the rather stiff comparisons we were up against," Chairman and CEO Peter Rose said in a statement.
Shawn Langlois is a reporter for MarketWatch, and the editor of its community message boards.
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spaceistheplace
schrieb am 25.04.07 10:10:33
Beitrag Nr. 3 (28.983.462)
Ich möchte heute auf EXPEDITORS aufmerksam machen:
Gestern hat CH Robinson Worldwide, die in der gleichen Branche wie EXPD tätig sind, tolle Ergebnisse geliefert. Nachbörslich zogen sie um 4% an, EXPD machte aber keinen Mucks. Die bekommt man heute praktisch zum Schlusskurs der Nasdaq in Deutschland zu kaufen. Und ich tippe auf nen Anstieg heute in NYC.
Zudem dürfte EXPD aktuell auch generell interessant sein zum Einstieg (siehe Chart unten). Bei rd. 40 Dollar ist ne starke Unterstützung von der wir kaum noch entfernt sind. Klar, es liegt ne hohe Bewertung vor, jedoch sind auch die perpektiven bestens. in den nächsten 5 Jahren werden rd. 20-25% Gewinnwachstum per anno prognostiziert.

Gruss space

Hier erstmal der Kurzfristchart (2 Jahre):





Der Langfristchart ist eh fast nicht zu überbieten!





Avatar
spaceistheplace
schrieb am 03.05.07 07:19:06
Beitrag Nr. 4 (29.105.392)
gute zahlen von EXPD:

Expeditors Announces Net Earnings Increase of 13%



Last Update: 5:59 PM ET May 2, 2007


SEATTLE, May 02, 2007 (BUSINESS WIRE) -- Expeditors International of Washington, Inc. today announced net earnings of $59,288,000 for the first quarter of 2007, compared with $52,352,000 for the same quarter of 2006, an increase of 13%. Net revenues for the first quarter increased 12% to $334,136,000 as compared with $298,142,000 reported for the first quarter of 2006. Total revenues and operating income were $1,118,946,000 and $94,525,000 in 2007, compared with $1,026,537,000 and $85,401,000 for the same quarter of 2006, increases of 9% and 11%, respectively. Diluted net earnings per share for the first quarter were $.27 as compared with $.24 for the same quarter in 2006, an increase of 13%. The company also reported that same store net revenues and operating income increased 12% and 11% respectively, during the first quarter of 2007 as compared with the same period in 2006.
"We were quite gratified to report double-digit growth in the first quarter of 2007," said Peter J. Rose, Chairman and Chief Executive Officer. "We've known this was going to be a difficult quarter since we reported last year's first quarter results -- we were up 70% over 2005. For us, that old adage about last year's victory being this year's hurdle has never been more true. These were the toughest year-over-year comps that we've ever faced, and thanks to the consistent efforts of our employees, we think we've come through just fine," Rose continued.
"This first quarter of 2007 was actually quite challenging, aggressive comparables aside. As expected, March was the strongest month of the quarter -- and was a record March. Ocean volumes were good, despite a softer pricing environment as compared with the first quarter of 2006. Our air product did just fine, from both an increased tonnage and yield management perspective and the brokerage group, as they typically do, made steady progress. All this in what could have been regarded as a somewhat tougher general environment than we saw during last year's first quarter," Rose explained. "However, we do measure our internal progress by how well we do at achieving our own expectations. Regardless of what might, or might not, be going on in the global economy, we always expect to do a little better this year than we did last year. Our first quarter results, on a net earnings basis, were very close to what was reflected in our 2007 budget. Taken in a net earnings context, we've nearly doubled our first quarter profitability since 2005 and we think that we've managed that growth pretty well. Finally, we'd be remiss in closing without publicly thanking our employees for their outstanding efforts and our customers, our vendor/partners, and our shareholders for their support. Thank you one and all!" Rose concluded.
Expeditors is a global logistics company headquartered in Seattle, Washington. The company employs trained professionals in 172 full-service offices, 60 satellite locations and 5 international service centers located on six continents linked into a seamless worldwide network through an integrated information management system. Services include air and ocean freight forwarding, vendor consolidation, customs clearance, marine insurance, distribution and other value added international logistics services.
Expeditors International of Washington, Inc.
Financial Highlights
Three months ended
March 31, 2007
Unaudited
(in 000's of US dollars except share data)

Three Months Ended
--------------------------
2007 2006 % Increase
------------ ------------ ----------
Revenues $ 1,118,946 $ 1,026,537 9 %
Net revenues $ 334,136 $ 298,142 12 %
Operating income $ 94,525 $ 85,401 11 %
Net earnings $ 59,288 $ 52,352 13 %
Diluted earnings per share $ .27 $ .24 13 %
Basic earnings per share $ .28 $ .25 12 %
Diluted weighted average shares
outstanding 222,842,546 222,560,098
Basic weighted average shares
outstanding 213,428,221 213,422,478


All share and per share amounts have been adjusted for the 2-for-1 stock split effective June 2006.
Certain 2006 amounts have been reclassified to conform to the 2007 presentation.
Offices opened during the First Quarter of 2007
----------------------------------------------------------------------
ASIA LATIN AMERICA MIDDLE EAST
---------------------- ---------------------- ----------------------
Hangzhou, China (a) Guatemala City, Doha, Qatar (a)
Guatemala (a)
Chongqing, China
(a)(b)
Batam, Indonesia (c)

(a) Full-service (a) Full-service (a) Full-service
office office office

(b) Chongqing was
previously a
satellite office of
Shanghai.

(c) Satellite office
of Singapore


Investors may submit written questions via e-mail to: investor@expeditors.com or by fax to: (206) 674-3459
Questions received by the end of business on May 4, 2007 will be considered in management's 8-K "Responses to Selected Questions" expected to be filed on or about May 14, 2007.
EXPEDITORS INTERNATIONAL OF WASHINGTON, INC.
AND SUBSIDIARIES
Condensed Consolidated Balance Sheets
(In thousands, except share data)
(Unaudited)

March 31, December 31,
Assets 2007 2006
------------------------------------------- ----------- ------------

Current assets:
Cash and cash equivalents $576,816 $511,358
Short-term investments 530 578
Accounts receivable, net 750,938 811,486
Deferred Federal and state income taxes 7,386 7,490
Other current assets 15,723 10,925
----------- ------------
Total current assets 1,351,393 1,341,837
----------- ------------

Property and equipment, net 455,835 450,856
Goodwill, net 7,927 7,927
Other intangibles, net 7,254 7,584
Other assets 14,390 14,134

----------- ------------
$1,836,799 $1,822,338
=========== ============
Liabilities and Shareholders' Equity
-------------------------------------------

Current liabilities:
Short term borrowings 224 -
Accounts payable 513,598 544,028
Accrued expenses, primarily salaries and
related costs 138,454 122,081
Federal, state and foreign income taxes 33,406 43,036
----------- ------------
Total current liabilities $685,682 $709,145
----------- ------------

Deferred Federal and state income taxes $32,996 $26,743

Minority interest $16,594 $16,515

Shareholders' equity:
Preferred stock, par value $.01 per share.
Authorized 2,000,000 shares; none issued -- --
Common stock, par value $.01 per share.
Authorized 320,000,000 shares; issued
and outstanding 213,351,763 shares at
March 31, 2007 and 213,080,466 shares
at December 31, 2006 2,134 2,131
Additional paid-in capital 90,238 119,582
Retained earnings 993,346 934,058
Accumulated other comprehensive income 15,809 14,164
----------- ------------
Total shareholders' equity 1,101,527 1,069,935
----------- ------------
$1,836,799 $1,822,338
=========== ============


EXPEDITORS INTERNATIONAL OF WASHINGTON, INC.
AND SUBSIDIARIES
Condensed Consolidated Statements of Earnings
(In thousands, except share data)
(Unaudited)

Three months ended
March 31,
2007 2006
------------- -------------
Revenues:
Airfreight $ 517,205 $ 490,998
Ocean freight and ocean services 375,202 344,659
Customs brokerage and other services 226,539 190,880
------------- -------------
Total revenues 1,118,946 1,026,537
------------- -------------

Operating expenses:
Airfreight consolidation 389,644 380,581
Ocean freight consolidation 298,891 270,879
Customs brokerage and other services 96,275 76,935
Salaries and related costs 182,761 160,974
Rent and occupancy costs 16,667 15,668
Depreciation and amortization 9,575 8,053
Selling and promotion 9,096 7,957
Other 21,512 20,089
------------- -------------
Total operating expenses 1,024,421 941,136
------------- -------------

Operating income 94,525 85,401
------------- -------------

Interest expense (14) (27)
Interest income 5,219 4,274
Other, net 755 1,667
------------- -------------
Other income, net 5,960 5,914
------------- -------------

Earnings before income taxes and minority
interest 100,485 91,315

Income tax expense 41,160 37,052
------------- -------------
Net earnings before minority interest 59,325 54,263
------------- -------------

Minority interest (37) (1,911)
------------- -------------
Net earnings $ 59,288 $ 52,352
============= =============

Diluted earnings per share $ 0.27 $ 0.24
============= =============

Basic earnings per share $ 0.28 $ 0.25
============= =============

Weighted average diluted shares
outstanding 222,842,546 222,560,098
============= =============

Weighted average basic shares outstanding 213,428,221 213,422,478
============= =============

All share and per share amounts have been adjusted for the 2-for-1
stock split effective June 2006.

Certain 2006 amounts have been reclassified to conform to the 2007
presentation.


EXPEDITORS INTERNATIONAL OF WASHINGTON, INC.
AND SUBSIDIARIES
Condensed Consolidated Statements of Cash Flows
(In thousands)
(Unaudited)

Three months
ended
March 31,
2007 2006
-------- --------
Operating Activities:
Net earnings $59,288 $52,352
Adjustments to reconcile net earnings to net cash
provided by operating activities:
Provision for losses on accounts receivable 514 (154)
Deferred income tax expense 5,468 6,280
Excess tax benefits from employee stock plans (16,332) (6,035)
Stock compensation expense 11,460 8,398
Depreciation and amortization 9,575 8,053
Gain on sale of property and equipment (123) (147)
Minority interest in earnings of consolidated
entities 37 1,911
Other 334 1,074
Changes in operating assets and liabilities:
Decrease in accounts receivable 57,701 20,839
Increase in other current assets (677) (473)
Increase (decrease) in accounts payable and
other current liabilities (13,635) 28,852
Increase in taxes payable, net 2,469 17,183
-------- --------

Net cash provided by operating activities 116,079 138,133
-------- --------

Investing Activities:
Decrease (increase) in short-term investments 86 (8)
Purchase of property and equipment (13,438) (21,499)
Proceeds from sale of property and equipment 379 178
Other (340) (206)
-------- --------

Net cash used in investing activities (13,313) (21,535)
-------- --------

Financing Activities:
Borrowings of short-term debt, net 220 -
Proceeds from issuance of common stock 15,266 5,507
Repurchases of common stock (72,398) (26,960)
Excess tax benefits from employee stock plans 16,332 6,035
-------- --------

Net cash used in financing activities (40,580) (15,418)

Effect of exchange rate changes on cash 3,272 2,614
-------- --------

Increase in cash and cash equivalents 65,458 103,794

Cash and cash equivalents at beginning of period 511,358 463,894

Cash and cash equivalents at end of period 576,816 567,688
======== ========

Interest and taxes paid:
Interest 11 24
Income taxes 33,033 12,675

Certain 2006 amounts have been reclassified to conform to the 2007
presentation.


EXPEDITORS INTERNATIONAL OF WASHINGTON, INC. AND SUBSIDIARIES
Business Segment Information
(In thousands)
(Unaudited)

Other
United States N. America Far East Europe
------------- ----------- ----------- -----------
Three months ended
March 31, 2007

Revenues from
unaffiliated
customers $ 245,725 28,086 602,031 156,379
Transfers between
geographic areas $ 22,498 1,978 3,980 7,761
------------- ----------- ----------- -----------
Total revenues $ 268,223 30,064 606,011 164,140
============= =========== =========== ===========

Net revenues $ 135,467 14,700 93,153 56,027
Operating income $ 28,063 2,729 44,884 10,151
Identifiable
assets at quarter
end $ 878,559 62,270 395,634 361,557
Capital
expenditures $ 8,705 324 1,333 1,385
Depreciation and
amortization $ 5,169 331 1,375 1,737
Equity $ 1,239,866 29,120 285,593 126,658
------------- ----------- ----------- -----------

Three months ended
March 31, 2006

Revenues from
unaffiliated
customers $ 217,757 28,404 558,759 141,099
Transfers between
geographic areas $ 25,442 1,730 3,683 7,325
------------- ----------- ----------- -----------
Total revenues $ 243,199 30,134 562,442 148,424
============= =========== =========== ===========

Net revenues $ 124,233 14,705 82,813 49,337
Operating income $ 24,572 3,339 41,283 10,570
Identifiable
assets at quarter
end $ 858,480 53,528 334,631 301,741
Capital
expenditures $ 17,186 97 2,754 714
Depreciation and
amortization $ 4,068 351 1,190 1,536
Equity $ 1,070,416 20,233 245,513 85,066
------------- ----------- ----------- -----------

Australia/
New Latin Middle
Zealand America East Eliminations Consolidated
---------- -------- ------- ------------ ------------
Three months
ended
March 31, 2007

Revenues from
unaffiliated
customers 14,783 19,371 52,571 1,118,946
Transfers
between
geographic
areas 1,697 2,506 3,423 (43,843) -
---------- -------- ------- ------------ ------------
Total revenues 16,480 21,877 55,994 (43,843) 1,118,946
========== ======== ======= ============ ============

Net revenues 8,927 9,795 16,067 334,136
Operating income 2,404 2,052 4,242 94,525
Identifiable
assets at
quarter end 27,678 38,209 75,262 (2,370) 1,836,799
Capital
expenditures 694 495 502 13,438
Depreciation and
amortization 200 400 363 9,575
Equity 17,169 17,481 36,299 (650,659) 1,101,527
---------- -------- ------- ------------ ------------

Three months
ended
March 31, 2006

Revenues from
unaffiliated
customers 12,354 16,153 52,011 1,026,537
Transfers
between
geographic
areas 1,409 1,893 2,382 (43,864) -
---------- -------- ------- ------------ ------------
Total revenues 13,763 18,046 54,393 (43,864) 1,026,537
========== ======== ======= ============ ============

Net revenues 7,401 7,231 12,422 298,142
Operating income 1,981 1,274 2,382 85,401
Identifiable
assets at
quarter end 22,222 28,199 55,011 2,398 1,656,210
Capital
expenditures 237 323 188 21,499
Depreciation and
amortization 198 365 345 8,053
Equity 12,283 12,305 24,269 (495,771) 974,314
---------- -------- ------- ------------ ------------

Certain 2006 amounts have been reclassified to conform to the 2007
presentation.


SOURCE: Expeditors International of Washington, Inc.
Expeditors International of Washington, Inc. Chief Financial Officer R. Jordan Gates, 206-674-3427 Copyright Business Wire 2007 ********************************************************************** As of Saturday, 04-28-2007 23:59, the latest Comtex SmarTrend® Alert, an automated pattern recognition system, indicated a DOWNTREND on 02-13-2007 for EXPD @ $40.09. For more information on SmarTrend, contact your market data provider or go to www.mysmartrend.com SmarTrend is a registered trademark of Comtex News Network, Inc. Copyright © 2004-2007 Comtex News Network, Inc. All rights reserved.
Avatar
spaceistheplace
schrieb am 09.05.07 07:51:25
Beitrag Nr. 5 (29.223.580)
Expeditors CFO Exercises Options
Tuesday May 8, 11:34 am ET
Expeditors International CFO R. Jordan Gates Exercises Options for 20,000 Shares


NEW YORK (AP) -- The chief financial officer of logistics provider Expeditors International of Washington Inc. exercised options for 20,000 shares of common stock, according to a Securities and Exchange Commission filing.
In a Form 4 filed with the SEC Monday, R. Jordan Gates reported he exercised the options Friday for $17.15 and then sold all of them on the same day for $45 apiece.

Insiders file Form 4s with the SEC to report transactions in their companies' shares. Open market purchases and sales must be reported within two business days of the transaction.

Expeditors International is based in Seattle, Wash.


Avatar
spaceistheplace
schrieb am 25.05.07 12:32:09
Beitrag Nr. 6 (29.464.921)
Hallo zusammen,

ich melde mich jetzt schon mal für 2 Wochen ab, ich bin ab Morgen mal in Urlaub nach dem ganzen Börsenstreß und werde keinen Zugriff auf WO oder auch mein Depot haben. Ich habe auch keinerlei stop-losses oder so ein Zeugs gemacht, warum auch....
Also machts gut, bis dann...

Gruss space
Avatar
Larry.Livingston
schrieb am 08.08.07 09:14:33
Beitrag Nr. 7 (31.073.995)
Expeditors International Of Washington Q2 EPS Rises 20%, In Line With Estimates - Update [EXPD]

8/7/2007 11:30:09 AM Tuesday, The Seattle, Washington- based provider of logistics services Expeditors International of Washington, Inc. (EXPD) announced a 20% increase in earnings per share, in line with the analysts' consensus for the second quarter compared to last year.

Quarterly net earnings climbed 16% to $65.489 million from $56.329 million a year ago. Diluted net earnings per share stood at $0.30, compared to $0.25 in the prior year. On average, 13 analysts polled by First Call/Thomson Financial expected the company to earn $0.30 per share.

Net revenues for the quarter increased 12% to $354.574 million from $315.687 million last year. Operating income recorded an increase of 15% to $101.738 million, compared with $88.803 million in the prior year.

On a segmental basis, Airfreight revenue increased to $564.471 million from $545.273 million a year ago. Ocean freight and ocean services segment contributed $450.431 million compared to $380.280 million in the previous year. Customs brokerage and other services revenue increased to $243.716 million from $205.888 million in the prior year.

For the first six months, net earnings increased 15% to $124.777 million from $108.681 million a year ago. Diluted net earnings per share for the period came in at $0.56, up 14% from $0.49 in the previous year.

The company posted a 12% increase in net revenue for the first six-month period to $688.710 million from $613.829 million in the prior year. Operating income for the first half of the full year stood at $196.263 million, up 13% from $174.204 million last year.

EXPD is currently trading at $47.69, up $0.70 or 1.49% on a volume of 486K shares.
Avatar
spaceistheplace
schrieb am 08.08.07 15:22:04
Beitrag Nr. 8 (31.080.158)
Antwort auf Beitrag Nr.: 31.073.995 von Larry.Livingston am 08.08.07 09:14:33Larry, danke für die Ergebnisse, sind nicht schlecht. di haste auf Deiner watchliste, gell? Bewertung ist immer noch sehr hoch.
Gutes Unternehmen, keine Frage, aber vielleicht doch auch zyklisch, oder?

Gruss space
Avatar
Larry.Livingston
schrieb am 08.08.07 15:26:02
Beitrag Nr. 9 (31.080.236)
Antwort auf Beitrag Nr.: 31.080.158 von spaceistheplace am 08.08.07 15:22:04Oja habe ich! ;)
Ich kann mir schon vorstellen das die Branche eher zyklisch ist, allerdings ist Expeditors Marktanteil noch so klein, dass ausreichend Platz für Expansion da sein dürfte.
Avatar
spaceistheplace
schrieb am 08.08.07 15:48:31
Beitrag Nr. 10 (31.080.728)
Antwort auf Beitrag Nr.: 31.080.236 von Larry.Livingston am 08.08.07 15:26:02ja, EXPD kann sicherlich expandieren. Ölpreis ist natürlich asuch negativ, die Bewertung ist mir einfach zu hoch KGV bald 40, das ist mir einfach zu viel des Guten. ich könnte mir gut vorstellen, dass die Aktie mal länger seitwärts geht.
Muss nicht sein da einzusteigen.

Gruss space
Avatar
spaceistheplace
schrieb am 18.10.07 14:25:28
Beitrag Nr. 11 (32.064.902)
Hier ein Artikel über EXPD. Trotzdem sind mir die aktuell immer noch zu teuer...

Gruss space


Zacks Analyst Interview Highlights: C.H. Robinson and Expeditors International.

Last Update: 6:00 AM ET Oct 18, 2007
PrintPrint EmailE-mail Subscribe to RSSSubscribe to RSS DisableDisable Live Quotes
CHICAGO, Oct 18, 2007 (BUSINESS WIRE) -- Zacks.com releases the latest Analyst Interview. Today's interview is with senior analyst Ann Heffron, who discusses C.H. Robinson Worldwide, Inc. (CHRW:
c h robinson worldwide inc com new
News, chart, profile, more
Last: 53.24+0.34+0.64%
4:00pm 10/17/2007
Delayed quote data
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Financials
Sponsored by:
CHRW 53.24, +0.34, +0.6%) and Expeditors International of Washington, Inc. (EXPD:
Expeditors Intl of Washington
News, chart, profile, more
Last: 49.11+0.27+0.55%
4:00pm 10/17/2007
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Sponsored by:
EXPD 49.11, +0.27, +0.6%) .
A synopsis of today's Analyst Interview is presented below. The full article can be read at http://at.zacks.com/?id=2678.
For investors considering more safe-havens in their portfolios in the near future, would transportation stocks be a good place to overweight? Why or why not?
For retail investors, I think a particularly attractive industry within the transportation sector that has done well in the past and will continue to do so over the long term is transportation services. This includes companies such as C.H. Robinson Worldwide, Inc. (CHRW:
c h robinson worldwide inc com new
News, chart, profile, more
Last: 53.24+0.34+0.64%
4:00pm 10/17/2007
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Sponsored by:
CHRW 53.24, +0.34, +0.6%) and Seattle-based Expeditors International of Washington, Inc. (EXPD:
Expeditors Intl of Washington
News, chart, profile, more
Last: 49.11+0.27+0.55%
4:00pm 10/17/2007
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Sponsored by:
EXPD 49.11, +0.27, +0.6%) , both nonasset-based third party logistics providers. This means that these companies do not own transportation assets, but purchase transportation services from direct (asset-based) carriers and resell those services to customers.
There are two reasons why I like these companies. First, their earnings and revenue streams are relatively noncyclical compared to other industries within the transportation sector, such as airlines, trucking and shipping. This is not to say the services companies are not affected by changes in the economy. Rather, third nonasset-based model protects them from the extreme changes in revenues and earnings experienced by other companies within the transportation sector.
Second, given this characteristic, the transportation services industry has tended to outperform other industries within the transportation sector as well as the S&P 500. For example, the transportation services median stock price change for 2007 year-to-date has been 20.6% compared to an 8.5% gain for the S&P 500, a 19.8% rise for the rail industry, and a 4.8% decrease for the trucking industry.
Zacks "Profit from the Pros" e-mail newsletter provides highlights of the latest analysis from Zacks Equity Research. Subscribe to this free newsletter today by visiting http://at.zacks.com/?id=2679.
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spaceistheplace
schrieb am 06.11.07 15:12:16
Beitrag Nr. 12 (32.308.720)
aktuelle Quartalszahlen von eben. 18% Umsatzwachstum....we will see what happens...

Zahlenwerk hier:

http://www.marketwatch.com/news/story/story.aspx?guid=%7bA17…

Expeditors Reports 18% Increase in Third Quarter Operating Income

Last Update: 9:00 AM ET Nov 6, 2007
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SEATTLE, Nov 06, 2007 (BUSINESS WIRE) -- Expeditors International of Washington, Inc. (EXPD:
Expeditors Intl of Washington
News, chart, profile, more
Last: 49.93-0.71-1.40%
4:00pm 11/05/2007
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EXPD 49.93, -0.71, -1.4%) today announced quarterly net earnings of $74,320,000 for the third quarter of 2007, compared with $63,803,000 for the same quarter of 2006, an increase of 16%. Net revenues for the third quarter of 2007 increased 13% to $384,810,000 as compared with $341,275,000 reported for the third quarter of 2006. Total revenues and operating income were $1,411,025,000 and $119,521,000 in 2007 compared with $1,231,660,000 and $101,257,000 for the same quarter of 2006, increases of 15% and 18%, respectively. Diluted net earnings per share for the third quarter were $.34 as compared with $.29 for the same quarter in 2006, an increase of 17%. The company also reported that same store net revenues and operating income increased 13% and 18%, respectively for the third quarter of 2007 when compared with 2006.
For the nine months ended September 30, 2007, net earnings rose to $199,097,000 from $172,484,000 in 2006, an increase of 15%. Net revenues for the nine months increased to $1,073,520,000 from $955,104,000 for 2006, up 12%. Total revenues and operating income for the nine months were $3,788,589,000 and $315,784,000 in 2007 compared with $3,389,638,000 and $275,461,000 for the same period in 2006, increases of 12% and 15%, respectively. Diluted net earnings per share for the first three quarters of 2007 were $.90 as compared with $.78 for the same period of 2006, an increase of 15%. Same store net revenues and operating income increased 12% and 15%, respectively, for the nine months ended September 30, 2007, when compared with the same period of 2006.
"We are very encouraged by these record quarterly results, particularly in light of what we hear bantered about in the media regarding the strength of the global economy," said Peter J. Rose, Chairman and Chief Executive Officer. "We believe these results illustrate what we are able to accomplish when we are united in our efforts to grow our business through a continued and consistent focus on providing quality customer service. We are best served by focusing on our opportunities and ignoring the pundits and prognosticators who choose to spend their time analyzing only the challenges, which will always exist in some form or fashion. At Expeditors we think the glass should always be at least half full, and it's up to us, not external factors, to keep it that way," Rose continued.
"Fundamentally, this quarter was very sound. Our people have worked smarter as they have continued to work harder. Those efficiency gains showed up this quarter as we were successful in bringing labor costs as a percentage of net revenue back into proven historical ranges. We also experienced a net revenue growth rate that exceeded the growth rate in operating overhead expenses. The upshot of all this was a record high operating income margin of 31% of net revenue...something we regard as truly significant. We never tire of giving the real credit to those to whom it rightfully belongs. We have the best people, and we're grateful to them for their professionalism and for their dedication. They're the ones, quarter after quarter, who really make it happen," Rose said. "Finally, we're sure that everyone is expecting us to say something about the investigation of the international airfreight forwarding industry being conducted by the Department of Justice (DOJ) and the subpoena we received in October. Rest assured that we are taking this whole issue very seriously. We have retained the services of a noted law firm with a stellar reputation in these matters to help us comply with the DOJ's subpoena. They are also assisting us in conducting a very rigorous self-review. As part of this process, we have met with and continue to co-operate with the DOJ. There has been no determination made at this stage that any anti-competitive behavior occurred. We are doing our utmost to conduct 'business as usual.' It is our intention not to disrupt our employees' routine or their ability to meet the needs of our customers. Thank you for your understanding and for your continued support," Rose concluded.
Expeditors is a global logistics company headquartered in Seattle, Washington. The company employs trained professionals in 174 full-service offices, 63 satellite locations and 4 international service centers located on six continents linked into a seamless worldwide network through an integrated information management system. Services include air and ocean freight forwarding, vendor consolidation, customs clearance, marine insurance, distribution and other value added international logistics services.
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Simonswald
schrieb am 06.11.07 15:41:17
Beitrag Nr. 13 (32.309.264)
LSTR und CHRW historisch ähnlich gut, aber deutlich preiswerter. LSTR KGV 19, CHRW 22, EXPD 33.

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spaceistheplace
schrieb am 06.11.07 16:22:46
Beitrag Nr. 14 (32.310.270)
Antwort auf Beitrag Nr.: 32.309.264 von Simonswald am 06.11.07 15:41:17auch ne Kühne & Nagel ist in diesem Bereich interessant. waren mal Deutsche, oder? und sind dann in die Schwyz abgewandert...
Ist ein Favorit von Larry...

EXPD ist vielleicht deswegen höher bewertet, da die ja nur Transport-Kapazitäten kaufen und wieder verkaufen und keine Flotte unterhalten müssen

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Simonswald
schrieb am 06.11.07 17:35:30
Beitrag Nr. 15 (32.311.760)
Antwort auf Beitrag Nr.: 32.310.270 von spaceistheplace am 06.11.07 16:22:46K+N auch im Chart seit 1984 meist steigend!

EXPD ist vielleicht deswegen höher bewertet, da die ja nur Transport-Kapazitäten kaufen und wieder verkaufen und keine Flotte unterhalten müssen
WOW! Bist tief in die Analyse eingestiegen?
So genau hab ich mich mit denen noch nicht beschäftigt, mea culpa!
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spaceistheplace
schrieb am 06.11.07 21:14:49
Beitrag Nr. 16 (32.315.547)
Hier noch ne Beschreibung von ZACKs zu EXPD bzw. CHRW. Es sind Logistik-Provider.

Gruss space

For retail investors, I think a particularly attractive industry within the transportation sector that has done well in the past and will continue to do so over the long term is transportation services. This includes companies such as C.H. Robinson Worldwide, Inc. (CHRW) and Seattle-based Expeditors International of Washington, Inc. (EXPD), both nonasset-based third party logistics providers. This means that these companies do not own transportation assets, but purchase transportation services from direct (asset-based) carriers and resell those services to customers.
There are two reasons why I like these companies. First, their earnings and revenue streams are relatively noncyclical compared to other industries within the transportation sector, such as airlines, trucking and shipping. This is not to say the services companies are not affected by changes in the economy. Rather, third nonasset-based model protects them from the extreme changes in revenues and earnings experienced by other companies within the transportation sector.
Second, given this characteristic, the transportation services industry has tended to outperform other industries within the transportation sector as well as the S&P 500. For example, the transportation services median stock price change for 2007 year-to-date has been 20.6% compared to an 8.5% gain for the S&P 500, a 19.8% rise for the rail industry, and a 4.8% decrease for the trucking industry.
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spaceistheplace
schrieb am 06.11.07 21:44:23
Beitrag Nr. 17 (32.316.126)
Antwort auf Beitrag Nr.: 32.309.264 von Simonswald am 06.11.07 15:41:17Simonswald, also CHRW ist ebenfalls ein Provider, wächst aber nicht ganz so schnell wie EXPD (rd 15% per anno in den nächsten 5 Jahren prognostiziert), aber ein KGV von 22 gegenüber 33 bei EXPD (20% Wachstum) sehe ich schon attraktiver an. Die letzten Quartalszahlen waren bei CHRW nicht ganz so dolle, daher nippeln sie gerade ein wenig ab, der langfristchart ist aber klasse, keine Frage.

ich werde die mal im Auge behalten, denn die Logistikbranche und zudem die Provider halte ich für sehr interessant.

Gruss space
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spaceistheplace
schrieb am 07.11.07 22:34:56
Beitrag Nr. 18 (32.333.528)
was für Volatilitäten, gestern 6% hoch, heute 12 runter wegen schlechter marktlage und herabstufung da überbewertet.
Leute die US-Börsen spielen gaerade schon z.T. verrückt, das bietet Chancen...
Übrigens habe ich mal die geschäftsfelder von EXPD und CHRW verglichen, EXPD macht über 50% in Luftfracht, der rest in Schifffracht, CHRW ist zu 80% bei LKWs tätig, das wohl auich ein Grund für die niedrigere Bewertung und den Vorteilen von EXPD. daher sollte man wohl schon eher EXPD berücksichtigen...
mal sehen, wie sich der Kurs entwickelt die Tage....

Gruss space
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spaceistheplace
schrieb am 08.11.07 08:21:09
Beitrag Nr. 19 (32.335.174)
Hier noch mal ein Vergleich von CHRW und EXPD, die zwar das gleiche Geschäft betreiben, aber in gänzlich unterschiedlichen Sparten tätig sind.

Hier mal die Umsätze in Dollar nach Sparten für EXPD und CHRW in 2006:

EXPD:

Luftfracht: 1,61 Mrd. = 43 %
Schiffahrt: 1,35 Mrd. = 36%
Services: 0,73 Mrd. = 21 %
Die machen nix auf der Straße.

CHRW, in Mio. Dollar:

Straße: 700 = 77 %
Schiffahrt: 31 = 4%
Luftfahrt: 21 = 2 %
Diverses: 55 = 6%
Services: 100 = 11 %
Also hier fast ausschließlich Truck-Geschäft


Fazit für mich:
EXPD ist eindeutig im Bereich tätig, der in Zukunft schneller wachsen wird, CHWR mit seinen vorw. Truck-Geschäften wird es wohl schwerer haben, zudem CHRW überwiegend in den USA tätig ist und kaum an den globalen Warenströmen wie EXPD teil nimmt. Ich denke mal, dass früher oder später in den USA auch mal der Trend in Richtung Bahn gehen wird und weg von der Straße. Kommt es so, dann dürfte es klar sein, wer mehr darunter zu leiden hat. Die internationalen Ströme, die sicherlich mit dem Wirtschaftswachstum weiter zunehmen werden, können nur über Flieger und Schiff von Statten gehen.

Also summa summarum für mich: EXPD ist klar im Vorteil, jedoch ist das schon sehr gut in der Bewertung berücksichtigt. Das KGV und vor allem KUV (rd. 10, wenns stimmt, was Yahoo ausspuckt) sind sehr sehr hoch. Waren es zwar schon immer, trotzdem ist es in den letzten Jahren angestiegen (siehe Chart unten, P/E-Kurve)...

Wenn einsteigen zu welchem Kurs würdet Ihr das tun? Grundsätzlich juckt es mich ja schon in den Fingern, in diesem Bereich ein Engagement einzugehen. Eine FedEx oder UPS wäre auch ne Alternative, aber da ist eben das Risiko durch das Betreiben einer eigenen Flotte (Abhängigkeit von Treibstoffkosten, Unfällen, etc.) größer, zudem ist auch die Konkurrenz größer. Das passt mir nicht so in den Kram.

Bei 40 Dollar im Kurs könnte ich mir scho vorstellen, eine rste kleine Pos. zu kaufen, 30 Dollar wären wohl ideal, aber ob wir die noch mal sehen?

Vielleicht kann ja mal der eine oder andere seine Meinung hier kund tun.

Gruss space

10-Jahreschart:




5-Jahreschart:



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Larry.Livingston
schrieb am 08.11.07 19:31:14
Beitrag Nr. 20 (32.347.485)
Antwort auf Beitrag Nr.: 32.335.174 von spaceistheplace am 08.11.07 08:21:09Erstmal großes Lob! Sehr schön zusammengestellt!

Was den idealen Einstiegszeitpunkt eingeht. Ich glaube wenn ich das wüsste hätte ich schon mein eigenes Inselatoll. :D Es sieht jedenfalls so aus als wären die $40 eine gute Orientierung zum Einstieg. Schau dir auch mal die 200-Tage Linie an. So nah wie Ende '98 kam EXPD dieser nie wieder. Könnte mir bei EXPD eine volatile Seitwärtsbewegung für 1 oder 2 Jahre vorstellen. Wenn ich du wäre würde ich ein erstes Abstauberlimit bei um die $40-$41 legen.

Wow die Vola ist aktuell insgesamt bei vielen Werten schon krass.
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spaceistheplace
schrieb am 08.11.07 19:55:58
Beitrag Nr. 21 (32.348.021)
Antwort auf Beitrag Nr.: 32.347.485 von Larry.Livingston am 08.11.07 19:31:14Danke Larry, für Dein Lob und DEine Einschätzung.
Ja, die 40 könnte nicht schelcht sein, mal sehen. Ich sehe generell auch ehe eine Seitwärtsbewegung, da die bewertung einfach zu hoch ist.
Abwarten und Frappucino trinken...

Heute gehts echt wieder rund, vor allem scheint ein Art Rotation vorhanden zu sein, nicht alles fällt, es gibt auch viele Gewinner (einige meiner papiere sind auch dabei). Die Medtechs wie SYK RMD oder JNJ legen zu, auch def. Konsumwerte wie PG oder Pepsi. Auch EXPD und die Robinson, andere nippeln ab, C immer mehr , leider auch heute die CTSH wieder stark. und bei Buxe ist die letzten tage ein richtiger Ausverkauf...

Gruss space
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Larry.Livingston
schrieb am 08.11.07 20:02:49
Beitrag Nr. 22 (32.348.177)
Antwort auf Beitrag Nr.: 32.348.021 von spaceistheplace am 08.11.07 19:55:58Du musst ein Depot als ganzes sehen. Setz dir eine Benchmark, sagen wir MSCI World (dies passt bei uns beiden gut). Diese Benchmark macht im Jahr 15%+ dein Depot 20%+. Sehr gutes Ergebnis dazu Benchmark geschlagen. Dann kann es dir eigentlich wurscht sein ob ein Wert -100% und ein anderer in deinem Depot +200% gemacht hat. Das was zählt ist unterm Strich. Mich wurmt es auch das zwei meiner Werte so abnippeln. Wir nehmen Verluste 3x stärker als gleichhohe Gewinne wahr. Hier muss man sich einfach selbst überlisten und alles in einem Großen Ganzen und relativ sehen. Wer weiß wie die Welt und unsere Depots in 1 Jahr dastehen. Viel tiefer? Ich bezweifle es fast, da ist mir das hier und jetzt an der Börse egal. Einfach mal kurz ne Auszeit nehmen und statt Börse Fußball gucken... ;)
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spaceistheplace
schrieb am 08.11.07 22:57:00
Beitrag Nr. 23 (32.351.558)
Antwort auf Beitrag Nr.: 32.348.177 von Larry.Livingston am 08.11.07 20:02:49ja, logisch Larry, mal gibt es Jahre da läuft der eine Wert und andere da läuft er nicht, oft gerade auch anders herum als man denkt, doch summa summarum ist wichtig, nicht der einzelne Wert. Klar so ne ISRG-Sache macht echt Laune, aber das sind halt die Ausnahmen. genau so kann man bei so einem Wert auch mal daneben liegen. Ich halte übrigens mein Geld für einen Wiedereinstieg beiseite. Mal sehen, wie sich der wert in den nächsten Monaten entwickelt, die Luft scheint erst mal raus zu sein...
Ne Logistikaktie würde eben noch ideal in mein doch Med- , Konsum und Outsourcing-lastigen Depot passen, schlichtweg aus Diversifizierungsgründen.

Jedenfalls hast Du eine sehr gesunde Einstellung Larry, auch Deine loyale Art gefällt mir.

Gruss und eine gute Nacht space
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spaceistheplace
schrieb am 12.02.08 10:48:53
Beitrag Nr. 24 (33.338.734)
Expeditors International Of Wash. 4Q EPS 32 Cents Vs EPS 28 Cents2-11-08 9:34 PM EST | E-mail Article | Print Article

DOW JONES NEWSWIRES

Expeditors International of Washington Inc. (EXPD) late Monday said fourth- quarter earnings climbed to $70.1 million, or 32 cents a share, from $62.6 million, or 28 cents, a year earlier.
Analysts, on average, expected earnings of 34 cents in the latest period, according to Thomson Financial.

Total revenue climbed 16% to $1.45 billion from $1.24 billion.

The Seattle logistics company also said it booked nearly $4 million in costs in the latest quarter to cooperate with the Department of Justice in its investigation of the international airfreight forwarding industry.

-Freddy Sebastian; 201-938-5400; AskNewswires@dowjones.com
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spaceistheplace
schrieb am 12.02.08 10:49:29
Beitrag Nr. 25 (33.338.740)
Expeditors Q4 Profit Rises 12% On Topline Growth - Update [EXPD]

2/11/2008 9:51:39 PM Monday evening, logistics services provider Expeditors International of Washington Inc. (EXPD) reported a 12% increase in profit for the fourth quarter, aided by a 16% growth in revenues.

The Seattle, Washington-based company's net income for the fourth quarter increased to $70.06 million, or $0.32 per share from $62.61 million, or $0.28 per share in the year-ago quarter. On average, ten analysts polled by First Call/Thomson Financial expected earnings of $0.34 per share for the quarter.

Total revenue rose 16% to $1.45 billion from $1.24 billion in the same period last year. Analysts had a consensus revenue estimate of $1.43 billion for the quarter.

Segment wise, Airfreight revenues of $696.84 million was higher than $617.90 million in the same quarter of last year. Ocean freight and ocean services revenue rose to $474.61 million from $394.90 million in the prior-year quarter, while customs brokerage and other services revenue grew to $275.13 million from $231.46 million in the year-ago quarter.

Net revenue for the quarter climbed 13% to $379.44 million from $335.86 million in the prior-year quarter.

Total operating expenses were recorded at $1.34 billion, up from $1.14 billion in the year-ago period. Of this, airfreight consolidation expenses rose to $561.46 million from $495.10 million a year ago. Ocean freight consolidation expenses were $385.75 million, up from $314.90 million in the previous-year quarter.

Operating income for the quarter rose to $107.62 million from $99.66 million in the similar period of last year. Interest income for the quarter was $6.01 million compared to $5.12 million a year ago.

Same store net revenues increased 13% and operating income grew 8% from the prior-year quarter.

Commenting on the results, Peter Rose, Chairman and CEO of Expeditors said, “We also think we did just fine in the fourth quarter considering some of the unanticipated costs we had to absorb relative to the Department of Justice's ongoing investigation of the major players in our industry. Legal fees and record keeping requirements associated with complying with the DOJ's subpoena cost us nearly $4 million this quarter.”

For fiscal year 2007, the company's net income increased to $269.15 million, or $1.21 per share from $235.09 million, or $1.06 per share in the prior year. Analysts expected earnings of $1.24 per share for the year.

Operating income for the year was recorded at $423.40 million from $375.17 million in the previous year.

Total revenues for the year rose 13% to $5.24 billion from $4.63 billion last year. Analysts had a consensus revenue estimate of $5.22 billion for the year.

Net revenues for the year increased to $1.45 billion from $1.29 billion last year.

EXPD closed Monday's regular trading session at $44.80, up $1.20 or 2.75% on a volume of 1.83 million shares.
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spaceistheplace
schrieb am 12.02.08 16:47:21
Beitrag Nr. 26 (33.343.833)
wie zu erwarten war, heute erst mal Abschläge, da die Zhalen leicht verfehlt wurden. 8% miese heute.

hier noch was:

Expeditors International of Washington "neutral," target price reduced
9:01a.m. - Robert W. Baird

NEW YORK, February 12 (newratings.com) - Analysts at Robert W Baird maintain their "neutral" rating on Expeditors International of Washington Inc (EXPD), while reducing their estimates for the company. The target price has been reduced from $50 to $48.

In a research note published this morning, the analysts mention that the company has reported its 4Q07 EPS short of the estimates and the consensus. Expeditors International of Washington’s profitability in the quarter was adversely by a decline in the airfreight and ocean yields and expenses related to the DOJ investigation, the analysts add. Expeditors International of Washington’s long-term growth prospects will be driven by the company's strong business model and ability to expand market share, Robert W Baird says. The EPS estimate for FY08 has been reduced from $1.42 to $1.40.
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spaceistheplace
schrieb am 12.02.08 17:02:34
Beitrag Nr. 27 (33.344.083)
40 Dollar war ja mal so ein Wunsch von mir, ne erste Pos. zu kaufen, aber ich weiss auch noch nicht. Larry, wie denkst Du? Die Zahlen sind ja schon ein bisschen schwächer und die Bewertung immer noch sehr sehr hoch.


Hier noch mal nen Bericht:


Expeditors International shares skid on rising costs
By Jim Jelter, MarketWatch
Last update: 10:48 a.m. EST Feb. 12, 2008
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SAN FRANCISCO (MarketWatch) -- Shares of freight and shipping company Expeditors International of Washington fell nearly 8% in opening trading Tuesday as investors reacted to fourth-quarter results affected by sharply rising fuel costs and tighter air freight margins.
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EXPD 41.09, -3.72, -8.3%) reported after Monday's closing bell that net income for the last three months of 2007 rose to $70.1 million, or 32 cents a share, from $62.6 million, or 28 cents, a year earlier. The results fell short of the 34 cents a share analysts polled by Thomson Financial had been looking for.
Early trades saw the stock tumble 7.8% to $41.30 a share.
The company reported fourth-quarter gross revenue rose 16% to nearly $1.45 billion from a year ago, but operating expenses also rose 16%.
"All of the miss was related to higher costs, as gross and net revenue were generally in line (with expectations)," Bear Stearns analyst Edward Wolfe said in a research note.
Chart of EXPD
Wolfe lowered his 2008 earnings estimate on the Seattle-based company by 5% to $1.43 a share from $1.50, but kept in place an outperform rating on the stock, citing its ability to grow net revenue during the past quarter, unlike many of its competitors.
Robert W. Baird equities analyst Jon Langenfeld also trimmed his 2008 earnings estimate on the company, to $1.40 from $1.42, and dropped his target price to $48 a share from $50.
Like Bear Stearns, Langenfeld left his recommendation on the company unchanged, though at a slightly less enticing neutral.
"We continue to like Expeditors' long-term prospects, given its best-in-class model and ability to take market share. However, there is likely limited near-term upside opportunity to our estimates amid the slower global freight environment," Langenfeld said in a note. End of Story
Jim Jelter is Industrials Editor for MarketWatch in San Francisco.
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spaceistheplace
schrieb am 27.03.08 08:55:15
Beitrag Nr. 28 (33.736.268)
Guten Morgen miteinander,

will mich mal melden, denn ich habe Euch was mitzuteilen:

Ich werde mich ab sofort aus WO und aus dem ganzen Börsengeschehen mehr oder minder zurückziehen. Ich habe mir das schon länger überlegt und bin jetzt über Ostern zu diesem Schluss gekommen.

Ich habe gestern fast komplett meinen Aktienbestand verkloppt. Ich habe mit meiner Bank, bei der ich einen Kredit über unser Haus laufen habe, ein große Sondertilgung vereinbart und werde diese in diesen Tagen durchführen. Da fließt das Geld hinein. Lieber meinen Kredit tilgen bzw. abbezahlen als auf im Endeffekt höhere Renditen am Markt spekulieren. Das kann böse in die Hose gehen bzw. ich denke, das eben die Renditen an den Märkten in den nächsten jahren nicht zum Himmel wachsen. Nummer Sicher, fertig...

Ein sehr kleiner Rest ist noch nicht über die Spekufrist (sind aber eh keine großen Gewinne drauf), warte diese aber ab. Bis Ende des Jahres wird dann der Rest des Kredites abbezahlt.

Zudem bin ich auch zum Schluss gekommen, hier bei WO meine Aktivitäten einzustellen. Ich hatte ja schon öfters geschrieben, dass ich zu viel Zeit aufwende und dann doch immer wieder in die gleiche Schiene verfallen bin, einfach zu viel Zeit dafür aufzuwenden, oft auch einfach zu verbissen war, was ich als nicht gut empfinde. Daher werde ich jetzt komplett aufhören und mich auch abmelden, sonst wird das wieder nix.

Also macht es gut, haltet den Thread auch ohne mich als Threadgrünmder warm…
Liebe Grüße an alle
space
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spaceistheplace2
schrieb am 16.07.08 09:19:30
Beitrag Nr. 29 (34.517.234)
Hallo zusammen,

I'm back on board bei WO zwar unter einem anderen Usernamen, aber immer noch der Gleiche mit den gleichen Favoriten. Ich wüsste auch nicht, was sich grundsätzlich an diesen Unternehmen groß geändert haben sollte, Krise hin oder her....

Ich poste hier, damit der Thread nicht einschläft und werde mich gegebenfalls einbringen, wenn ich es für notwendig erachte. Die "Versorgung" mit news hier werde ich aber so nicht mehr wie gewohnt durchführen, allein schon wegen Zeitmangels.
Vornehmlich werde ich aber im Gewinnerthread " Gewinnerbranchen der Jahre 2006 bis 2040" posten.

Gruss space
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spaceistheplace
schrieb am 16.07.08 09:38:18
Beitrag Nr. 30 (34.517.399)
Hallo,

so, ich habe mir jetzt wieder den alten Namen freischalten lassen von WO, bin also wieder wie gewohnt unter dem namen "spaceistheplace" on board.

Gruß
space
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spaceistheplace
schrieb am 29.07.08 09:41:35
Beitrag Nr. 31 (34.603.480)
der 40er Widerstand ist geknackt nach unten, in den letzten tagen Abverkauf...
http://www.tradingmarkets.com/.site/news/STOCK%2520ALERT/178…
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spaceistheplace
schrieb am 05.08.08 15:42:02
Beitrag Nr. 32 (34.651.836)
nach, die hohen Wachstumsraten sind erst mal vorbei.


05.08.2008 15:24
Expeditors Announces 2nd Quarter Results, Operating Income Up 11%

Expeditors International of Washington, (News) Inc. (NASDAQ:EXPD) today announced net earnings of $71,249,000 for the second quarter of 2008, as compared with $65,489,000 for the same quarter of 2007, an increase of 9%. Net revenues for the second quarter of 2008 increased 12% to $397,325,000 as compared with $354,574,000 reported for the second quarter of 2007. Total revenues and operating income were $1,454,255,000 and $112,971,000 in 2008, as compared with $1,258,618,000 and $101,738,000 for the same quarter of 2007, increases of 16% and 11%, respectively. Diluted net earnings per share for the second quarter were $.32, as compared with $.30 for the same quarter in 2007, an increase of 7%. The Company also reported that same store net revenues and operating income increased 12% and 11%, respectively, for the second quarter of 2008 when compared with 2007.

For the six months ended June 30, 2008, net earnings rose to $137,721,000 from $124,777,000 in 2007, an increase of 10%. Net revenues for the six months increased to $771,653,000 from $688,710,000 for 2007, up 12%. Total revenues and operating income for the six months were $2,761,576,000 and $218,535,000 in 2008, as compared with $2,377,564,000 and $196,263,000 for the same period in 2007, increases of 16% and 11%, respectively. Diluted net earnings per share for the first two quarters of 2008 were $.62, as compared with $.56 for the same period of 2007, an increase of 11%. Same store net revenues and operating income increased 12% and 11%, respectively, for the six months ended June 30, 2008 when compared with same period of 2007.

”This was fundamentally a very strong and a very sound quarter,“ commented Peter J. Rose, Chairman and Chief Executive Officer. ”We had good solid revenue and net revenue growth of 16% and 12%, respectively, and we did an excellent job of managing those costs over which we had control. Despite absorbing over $5.3 million of non-routine legal and related expenses related to the ongoing Department of Justice investigation, we still managed to post double digit operating income growth of 11%. Without the effect of these non-routine expenses, our operating income would have been up 16%1 over operating income reported for the second quarter of 2007. To us, those are numbers to be proud of, particularly in light of the Economic Armageddon stories du jour that seem to be omni-present in the media these days,“ Rose said.

”We understand that there are struggles going on out there in pockets of the economy, but we're also fortunate enough, with our broad customer base, to see things that are going extremely well for some companies. Accordingly, we continue to ban the use of the ”R“ word here and direct our focus on expanding our market share and increasing our customer service capabilities. As always, we'd be remiss not to credit the success we have to the dedication and commitment of our employees. They have always executed well, in good times or in times that many have regarded as difficult. We at Expeditors think it would be a big mistake for anyone to “˜count us out' early. That isn't in our culture,“ Rose concluded.

Expeditors is a global logistics company headquartered in Seattle, Washington, the company employs trained professionals in 180 full-service offices, 69 satellite locations and 4 international service centers located on six continents linked into a seamless worldwide network through an integrated information management system. Services include air and ocean freight forwarding, vendor consolidation, customs clearance, marine insurance, distribution and other value added international logistics services.

1 Second Quarter 2008 Operating Income of $112,971,000, with $5,322,000 of non-routine legal and related expenses added back would have been $118,293,000. This would have been a 16% increase over the $101,738,000 Operating Income amount reported in the Second Quarter 2007 results.
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spaceistheplace
schrieb am 04.11.08 16:11:34
Beitrag Nr. 33 (35.824.974)
heute 20% plus:


Expeditors International earnings rise in quarter
By John Ittner
Last update: 9:15 a.m. EST Nov. 4, 2008
NEW YORK (MarketWatch) -- Expeditors International of Washington Inc. said Tuesday that its third-quarter earnings were $86 million, or 39 cents a share, compared to $74 million, or 34 cents a share, in the same period a year ago. Revenue rose to $1.56 billion, compared to $1.41 billion. Analysts polled by FactSet Research estimated, on average, earnings per share of 37 cents and sales of $1.58 billion.
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spaceistheplace
schrieb am 18.02.09 13:33:04
Beitrag Nr. 34 (36.602.506)
es darf geschrieben werden....:D