Joe the plumber
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Someone will always be the highest cost carrier. ABF has been able to make a profit by being very efficient, offering services the customer wants and needs, and having the lowest claims rate in the industry year over year. I think ABF along with the help of their exceptional union work force can continue to do so.
YRC may even be a higher cost carrier with the debt they have. ABF is not happy with the return they're making. Only a strong comeback in the housing market and economy can help before it's too late. ABF could go on for ever the way their going but do they want to? I think the stock is saying something and ABF has to answer