Cowen
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Rail
Rail stakeholders consider pressing for tax subsidies to scrap railcars
As U.S. weekly carloads have trended lower for months, rail industry stakeholders discuss how to relieve the railcar supply glut.
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Trucking
Electric truck story stocks drive market enthusiasm
Nikola experienced a V-shaped recovery in its share price as storytelling in place of revenue drives enthusiasm and disdain for publicly traded electric truck startups.
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Rail
U.S. rail volumes keep falling (with video)
Year-to-date U.S. rail traffic down 3.8 percent from the same period in 2018.
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Last Mile
Fast-growing UberEats creates hunger for profit
With enough investor capital and vision, profit might not matter as much as analysts think.
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Trucking
In raising the outlook on three stocks, Cowen declares: freight market isn’t dead
The three stocks get an upgrade not just on Cowen's optimistic view of the market, but by how much their prices have been hit.
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Rail
Rail equipment sector eyes mergers, lease renewal rates
A number of rail equipment lessors and manufacturers have been merging and consolidating in recent months as a way to leverage themselves against marketplace changes…
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Company earnings
At an investors’ conference, Norfolk Southern is still getting asked about its comparison to CSX
A Norfolk Southern executive suggested that the company’s management will have a lot to talk about on its next quarterly earnings call.
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