Air Transport Services Group, Inc.

• Prominent Small Cap Investor Has a Taste for Italian and More

  By Alex Gray - June 3, 2013 | Tickers: ATSG, BBRG, EAT

  More than just the food is hot at the Italian Bravo Brio Restaurant (NASDAQ: BBRG). Since the beginning of the year, the stock is up over 38%, and this was the period when Red Mountain Capital Partners began acquiring a stake in the company. The most recent Form 13F by Red Mountain showed ownership of 592,297 shares of Bravo Brio as of March 31, 2013.

  Red Mountain began acquiring more »

• Could These Air Cargo Companies Soar?

  By Arturo Cuevas - May 21, 2013 | Tickers: ATSG, AAWW, BA

  Stock picks with potential to soar should be on the radar of every investor. With that in mind, let's take a look at two air freight companies. A study by aircraft manufacturer Boeing (NYSE: BA) predicts that in the next two decades, there will be more than a twofold rise in world air-cargo traffic, and the number of aircraft in the freighter fleet will grow by over 80%. Boeing more »

• An Overlooked Air Transport Company With Strong Fundamentals

  By Daniel James - April 19, 2013 | Tickers: ATSG, AAWW, FWRD

  Most discussions on the air transport industry naturally focus on the two major players, UPS and FedEX. These two powerhouses handle the majority of the world’s freight and cargo deliveries, both enjoying huge market caps and annual revenues. However, there are a number of smaller US companies active in the same playing field that, from a fundamental point of view, may be considerably more interesting investment opportunities. Let's more »

• An Overlooked Air Transport Company with Strong Fundamentals

  By Daniel James - April 17, 2013 | Tickers: ATSG, AAWW, FWRD

  Most discussions on the air transport industry naturally focus on the two major players, UPS and FedEX. These two powerhouses handle the majority of the world’s freight and cargo deliveries, both enjoying huge market caps and annual revenues. However, there are a number of smaller US companies active in the same playing field that from a fundamental point of view may be considerably more interesting investment opportunities. In this more »

• FedEx: Don't Panic!

  By David Delony - September 7, 2012 | Tickers: ATSG, FDX, FWRD, UPS

  FedEx (NYSE: FDX) and other package delivery services are important parts of our economy that we take for granted. If you don't use the Post Office to send and receive packages, you probably use FedEx or UPS (NYSE: UPS).

  The sound of those iconic trucks zooming around is a common one in every city and town in America and the rest of the world. These two companies are considered more »

• UPS and Air Shippers Offer Steady Returns in the Midst of Global Turbulance

  By Joshua Bondy - August 29, 2012 | Tickers: ATSG, FDX, FWRD, UPS

  The global transportation market offers returns and risk.  The largest transportation companies like FedEx Corp (NYSE: FDX) and United Parcel Service, Inc. (NYSE: UPS) have billions of dollars of capital invested, expansive distribution networks, and decades of experience. There are large economic moats in this industry which make it easier to fend off foreign competitors like DHL.  The oligopoly of FedEx Corp (NYSE: FDX), USPS, and United Parcel Service, Inc more »

• The Value of Low Expectations

  By Brian Gorban - January 10, 2012 | Tickers: ATSG, DTG, EK, GM, PIR

  World-famous investor and philanthropist Warren Buffett once said, “What’s the secret of a good marriage? It's not looks, nor intelligence, nor money -- it's low expectations." I’ve found that sage wisdom to not only hold true with marriage, but stocks as well. A case in point is Eastman Kodak (NYSE: EK).

  For months now, many people have been calling for EK to either find a buyer for more »

• Prepare For a 2012 ATSG Takeoff!

  By Tom Gibbs - December 21, 2011 | Tickers: ATSG, AYR

  “…Most of the stocks we buy have low expectations.  If the future is a little better or a lot better than the low expectations – it doesn’t have to be great – you have the chance for asymmetric returns on the upside.  And, hopefully, you don’t lose much on the ones that don’t do better than the low expectations, because you didn’t pay much for them in the more »