YRCW vor charttechnischem Turnaround

 

...das ist der Seeking Alpha-Artikel von vor ein paar Tagen, denke ich.

Die haben im Mai noch ganz anders getönt. Chali, ich bin bereits über 30 % im Plus und ich denke, es geht weiter.  

Investors will have to come to their own conclusion about the legitimacy and the circumstances of Standpoint's $50 target price on YRCW. However, I find it interesting that its chose to release the $50 target now as opposed to several weeks ago like when Credit Suisse chose to update the target price to $7 shortly after the Q1 release. Nothing has fundamentally changed for YRCW to justify suddenly covering the stock in late June and a $50 target price would have looked a lot better when the stock was trading under $15 instead of over $25. I prefer the opinions of more well-known analysts like Credit Suisse as mentioned above as well as the opinions of the others listed below, like JPMorgan's target of $6 for YRCW among a bunch of holds and underperforms.

In early May it was made known to the public that YRC Worldwide tried to buy Arkansas Best. The proposal was refused by ABFS and even if it went somewhere at the time it would be a very tricky deal as YRCW was more than three times smaller in market cap when compared to ABFS. The rise in share price could be related to a second, more aggressive attempt to buy ABFS as the relative market caps of each company aren't as skewed as they were before. If that were to happen YRCW would have to dilute its stock significantly.

Rather than tripling in stock price based purely on improved market sentiment, I believe that YRCW has moved recently on misleading headlines and various schemes to pump up the stock price to an unsustainable level. If you look at the past price performance for the stock you'll see that it also had a great June two years ago in 2011, rising from a low of 57 cents on June 9th to as high as $1.89 on June 27th before collapsing to a few pennies in price by September. It is definitely buyer beware when it comes to YRCW while investors who like to short or put option buyers have an opportunity for a profitable trade

MFG
Chali  

...to my own conclusion und schwimme jetzt mal mit, analysis hin oder her.  

http://beta.fool.com/briannichols/2013/06/28/...urce=eogyholnk0000001

 

Bierro ,ich bin bei 18 rein und bei 20 raus,wie gesagt,keine 100 Stück,naja .....

 

"In addition, the chart above does not take into consideration YRC Worldwide’s acquisition of Arkansas Best, which would make its total revenue almost $7 billion annually. Thus, regardless of how you look at it, YRC Worldwide is very cheap, and with slight operational improvements, it could trade considerably higher"

Ham die Arkansas Best wirklich übernommen ??? Ich dachte,das ist nur ein Gerücht ...

?  

Quelle!
Wer schreibt so ein Mist?  

von heute,ich habe zitiert ! Aber jetzt weiss ich wie das gemeint ist,die versuchen offenbar immer noch Arkansas Best zu übernehmen,nachdem die erste Offerte gescheitert ist. Wenn es diesmal klappt,wartet heavy dilution auf die shareholders ......

MFG
Chali  

Arkansas Best zischt gerade ab wie eine Rackete nach oben,wenn die nicht übernommen würden,würde ich sogar sagen,dass Arkansas der bessere Wert ist,da positiver buchwert und 2014er KGV,ich wiederhole mich nur ungerne,aber davon kann YRCW nur träumen ......  

ist keiner da!  

Nur muss man nicht alles Kurs -und Threadmäßige kommentieren.  

Es ist ganz normal und ganz gesund das nach 400% anstieg ab und zu Gewinnmitnahmen stattfinden

@Chali wir wissen von deiner fürsorge aber du kannst es drehen wie du willst, keiner der an YRC glaubt wird verkaufen.

Egal welche Aktien du immer wieder bevorzugst, müssen wir hier nicht davon zugetextet werden.

@Borusse heute werden wir bestimmt in Plus enden

 

ABF ist heute gestiegen, weil die sich mit den Teamsters einig geworden sind.  

Published: June 28, 2013

YRC Worldwide, Inc. (YRCW): A High-Flyer That Is Still Ridiculously Cheap

In 2013, YRC Worldwide, Inc. (NASDAQ:YRCW) has grown from a $60 million company to having a market cap of $240 million, a gain of more than 300%. While many assume that such large gains could indicate a potential pullback, I believe there is still unprecedented upside potential.

YRC at a glance

YRC Worldwide, Inc.YRC Worldwide, Inc. (NASDAQ:YRCW) is a transportation company that operates in the industrial, commercial, and retail goods space. After producing almost a decade of continuous loss, from being a large cap company, the company has seen a number of catalysts that has catapulted its stock from the depths of all-time lows.

All of YRC Worldwide, Inc. (NASDAQ:YRCW)’s gains have been created since May. These large gains were jumpstarted after the company posted Q1 earnings, which included its first operating income in more than half a decade. Overall, the company made a $58.5 million operating improvement, and gave guidance to suggest that further improvements were possible.

Then, in mid-May, YRC Worldwide, Inc. (NASDAQ:YRCW) made a bid to acquire fellow transport company Arkansas Best Corporation (NASDAQ:ABFS). While YRC Worldwide is a company with zero growth that focuses on efficiency, Arkansas Best Corporation (NASDAQ:ABFS) is a company with near 20% top-line growth. With more than $2 billion in annual revenue, the acquisition of Arkansas Best could produce a growth catalyst; one that is near profitable.

A company with deep value

What many people don’t realize is that with or without Arkansas Best, YRC Worldwide, Inc. (NASDAQ:YRCW) is still a massive company. People look at its $240 million market cap and assume that it’s a smaller company, but in reality, YRC Worldwide has more than $4.8 billion in revenue over the last 12 months.

YRC Worldwide is an interesting company. It operates in all segments of transportation but is not a consumer company per say. Therefore, it has similarities and differences compared to a company such as FedEx Corporation (NYSE:FDX) or a supply-chain solutions transportation company such as J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT).

FedEx Corporation (NYSE:FDX) is an indicator of global economic strength, but is a company that is seeing vast bottom line improvements. The company typically grows at the rate of GDP, but after recent cost-cutting measures FedEx is expecting EPS growth between 7% and 13% for its full-year. FedEx is the quintessential play on the entire transportation sector, although the majority of its revenue comes from FedEx Express. This segment consists of domestic overnight and deferred package and freight services, as well as international express and deferred package and freight services; it is what drives the investment outlook for FedEx and what separates it from competitors.

J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) is more of a growth play in the transportation sector, with top-line growth of 10%. The company operates in traditional on-road trucking services, and rail, but also a non-asset based brokerage business; which is its fastest growing segment. As you'll see below, J.B. Hunt is a bit pricey, but its premium is due to its growth. Meanwhile YRC Worldwide is a value play, and FedEx is secular investment, meaning an investment decision is based on personal preference.

Overall, the transportation sector as a whole is a sector that trades around 1.1 times sales. However, the sector is very diverse, with a wide range of industries that trade at various premiums relative to fundamentals.
FedEx J.B. Hunt YRC Worldwide
Market Cap $31.5 billion $8.22 billion $240 million
Revenue $44.3 billion $5.18 billion $4.82 billion
Price/Sales 0.70 1.57 0.05
Operating Margin 7.25% 10.4% 1.25%

Like most industries, higher margins create greater premiums to fundamentals. In the case of these three companies, all are slightly different, but it shouldn’t be difficult to see how cheap YRC Worldwide trades relative to J.B. Hunt and FedEx.


in addition, the chart above does not take into consideration YRC Worldwide’s acquisition of Arkansas Best, which would make its total revenue almost $7 billion annually. Thus, regardless of how you look at it, YRC Worldwide is very cheap, and with slight operational improvements, it could trade considerably higher.

Final Thoughts

The key with YRC Worldwide is that it’s almost profitable, with positive operating margins. If the company could make minor changes and produce a profit margin of just 1% then it would trade at just five times earnings. Even then the company’s profit margin would be far below its noted competitors above; indicating further room for improvements.

Overall, YRC Worldwide is a troubled company, but one that continues to make improvements. The company must prove that its Q1 earnings reports was not a one hit wander. It must build on these improvements and continue quarter-after-quarter.

Already, the market is rushing to re-value the stock to reflect fundamental improvements, and if they continue, then I see no reason why YRC Worldwide couldn’t be worth at least 0.50 times sales; which would still be a 50% discount to its sector.If so, then we’re talking about a stock that could have 1,000% upside from this point forward. But like I said, improvements must continue to be made, and if so, YRC Worldwide can skyrocket due to it being so cheap relative to its space.

http://www.insidermonkey.com/blog/...still-ridiculously-cheap-184039/

 

interessante Woche dem Ende.

Eine Neue wird folgen.

http://www.nasdaq.com/symbol/yrcw/...;drilldown=off&sDefault=true

http://www.nasdaq.com/symbol/yrcw/...;drilldown=off&sDefault=true

Schönes Wochenende  

Volumen 2,112,984

http://finance.yahoo.com/q?s=YRCW

 

Die größten pakete Das ist mehr als ein Tages-Volumen

17:00      $ 28.7447      85,900
16:26      $ 28.7212      182,996
16:19      $ 28.7411      100,974
16:18      $ 28.7212      75,756

http://www.nasdaq.com/symbol/yrcw/after-hours

 

After Hours Trading allein nochmals über 600.000 Shares...

Da liegt was Großes in der Luft! Keine Frage!

Gruss
-cubiak  

 

 

 

 

 

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