Summit Notebook

Note to Jack Sparrow: Don’t Mess with Seaspan

February 28, 2008

seaspan-photo.jpgThe giant container ships that have come to all but define globalization can be as long as three-and-a-half soccer fields (and roughly that long in terms of football pitches if you’re reading this outside the United States).

Audio – Consolidating the shippers

February 27, 2008

wang1.jpgThe credit crunch that’s curtailing access to funding for many companies may lead to consolidation among companies that own and operate shipping lines.

Audio – Unemotional Rescue

February 27, 2008

tellock2.jpg(With apologies to Mick, Keith and the boys)

The Rolling Stones were desperately looking for someone to come to their emotional rescue when they released their album of the same name in 1980.

Audio – Growth Near and Far

February 27, 2008

owens2.jpgCaterpillar’s Chief Executive Jim Owens was in a lot better mood than many of his colleagues have been this week.

Audio – Caterpillar boss: Don’t fear the spread

February 26, 2008

owens1.jpgCaterpillar Chief Executive Jim Owens spoke about the possible spread of the recent housing crisis and other economic worries at the annual Reuters Manufacturing Summit.

Audio – Commodities giveth and commodities taketh away

February 26, 2008

griffith.jpgHigh commodities’ costs have been much on the minds of almost all of the executives at this year’s Reuters Manufacturing Summit.

Audio – Flying high, now. Tomorrow, too.

February 26, 2008

cote1.jpg(With apologies to Rocky Balboa)

The global aerospace industry has been one of the real success stories of the past five years and, according to Honeywell Chief Executive Dave Cote, there’s more growth to come.

Audio – Can Chinese car crashes be good for business?

February 25, 2008

herb1.jpgTurns out, they can! 

Global industrial companies have talked for years about the soaring demand in China for energy, infrastructure, machinery, know-how — you name it. But who knew car crashes could be good for business?

Audio – Peak? What peak?

February 25, 2008

agco1.jpgInvestors are always on the look-out for a peak.

In order to sock away some serious cash, the smart investor needs to identify a company’s and a businesses’ peaks and make their moves accordingly. Identifying a top (and a bottom, for that matter) allows stockholders clear entry and exit points.

Audio – Hey, where did the ‘challenging’ go?

February 25, 2008

stropki.jpgIn years past, business executives have used all kinds of buzz words that generated the expected amout of skepticism from people like reporters and editors who are lucky enough to read a lot of press releases.