Will the new year bring market booms or busts? Andrew Cox and Seth Holm react to a bold prediction from Deutsche Bank analyst Amit Mehrotra.
In today’s edition of The Daily Dash, an activist investor is pushing Forward Air to create more shareholder value. Plus, retail supply chain trends to watch in 2021 and Deutsche Bank’s Amit Mehrotra shares his truckload stock outlook.
The trucking sector has been on a historic run of late, with some pointing to an end nearing. Don’t tell that to Deutsche Bank’s Amit Mehrotra, who sat down with FreightWaves to discuss his positive outlook for the new year.
Sell-side research analysts have made their bets on trucking in 2021. Some believe a continuation in consumer spending and inventory restocking will benefit truckload carriers while others see less-than-truckload carriers gaining traction as the industrial economy advances.
How long will Brad Jacobs stay on after split and spinoff of logistics business?
XPO is `very comfortable with where we are’ heading into 2021, Jacobs says.
Deutsche Bank’s geofencing data shows less-than-truckload terminal activity at XPO accelerated during the third quarter while other carriers saw moderation.
Talk of a European supply chain unit sale may put XPO’s Jacobs at fork in the road.
Shares soar after hours.
Deutsche Bank’s Amit Mehrotra becomes increasingly bullish on the future of trucking. The analyst is forecasting earnings growth at the publicly traded carriers much higher than that of his peers.
