transport stocks
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Markets
Transport stock declines outpace the broader market on retaliatory tariffs
While the degradation was seen across most sectors, the transport sectors saw large declines.
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Economics
Dow Transports outperform S&P 500, reach new intraday high
A tanker barge operator, a Jones Act steamship line, and North America’s largest 3PL all posted big gains on the…
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News
Today’s Pickup: transport stocks still largely unaffected by trade war risk
Transport stocks excluding bulk maritime carriers largely unaffected by tariffs; Port of LA getting new container terminal; Boeing and Ford…
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Economics
Tweeners and teams: Covenant Transport stock jumps 5% on optimistic guidance
An optimistic Q1 guidance document released by Covenant Transport yesterday caused the carrier's stock to jump 5% this morning. We…
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Economics
Market drop hits transport stocks, but long-term outlook remains strong
Transport stocks were not immune to the big sell-off on Wall Street on Monday, with the Dow Jones Transport Index…
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Canada
Will high freight rates destroy the bull market for everyone?
Strong economic fundamentals in the U.S. and globally are driving the second-longest bull market since the 1920s. Could the driver…
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Canada
JP Morgan’s 2018 outlook for transport and logistics
JP Morgan likes FedEx, Schneider, Canada Pacific, and JB Hunt--'sells' include Union Pacific, Knight-Swift, and CH Robinson.
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Economics
Morgan Stanley: how investors should play the ELD mandate
Morgan Stanley and SIG see great prospects for truckload carrier stocks going into 2018. Large carriers' valuations should benefit from…
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Economics
More volume, fewer taxes for transport
Almost every freight flow is growing. Some are growing a little and some are growing a lot, and all of…
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Canada
Today’s Pickup: OOIDA requests ELD delay for small trucking companies
Following on the heels of a 90-day waiver from the ELD rule for agriculture haulers, and several other exemptions granted…
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