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Infrastructure is in Demand Globally
Author: Monty Guild  | Posted: 07-06-2007 | Comments: 0 | Views: 7 | Rating: (53)  (?) 
Ships, planes and railroads don’t have enough capacity; this is why global transportation is one of our main themes. We continue to believe that global transportation vehicles and their suppliers are good investments.
Air Cargo-Guest Commentary by David Hendershott
Traditionally a lot of air cargo planes were older passenger planes converted to cargo planes. Conversions are still done, but the supply of older planes has dried up for now, and the need for fuel efficiency is making conversions a lot less attractive than it used to be. Because of the urgent need for freighters, even the inefficient older planes are converted as fast as they become available. Boeing entered the conversion business last year. Even with the high fuel costs, airfreight is far more efficient than maritime shipping for the timely delivery of high value, low weight or perishable items such as electronics, food and apparel directly to their destinations. The biggest market for new aircraft is in the long haul segment.
In reality it's not just the air cargo system that is straining it’s capacity. The maritime shipping industry doesn't have enough ships. The ports are operating at nearly full capacity, or more in some cases. The rail systems are proving inadequate even in the U.S. There was an article in the WSJ on Wednesday detailing some of the infrastructure needs in the U.S., concluding that we need to spend $1.3 trillion by 2010 just on maintenance and repair, and that won't help the capacity issue.
For more information about global investing visit www.guildinvestment.com
For more information about guild investment management services visit www.guildinvestment.com
Guild Investment Management, Inc., is a registered investment advisor. All material presented herein is believed to be reliable. Investment recommendations and opinions expressed in these reports may change without prior notice. You can also read our past periodic market and economic commentary articles by going to the Commentary Archive on our web site www.guildinvestment.com.
These articles are for informational purposes only and are not intended to be a solicitation, offering or recommendation of any security. Guild Investment Management does not represent that the securities, products, or services discussed in this web site are suitable or appropriate for all investors. Any market analysis constitutes an opinion that may not be correct. Readers must make their own independent investment decisions.
The information in this article is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Guild Investment Management to any registration requirement within such jurisdiction or country.
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Article Source: http://www.articlesbase.com/investing-articles/infrastructure-is-in-demand-globally-160883.html
 About the Author:Mr. Guild founded Guild Investment Management in 1971. Prior to founding the company he was an analyst at a bank and a hedge fund. Mr. Guild is a recognized expert in the areas of international investing and economics. He has been a writer and speaker on economic issues for 30 plus years and has been widely quoted in the world media. He holds a BA in economics and an MBA with highest honors.
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