transport stocks
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News
Analysts all in on transportation; spending on services no threat
Two bullish equity research reports this week on transportation stocks both highlight expectations around consumer spending and what that means for freight demand.
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International
Spindly transport stocks dealt another blow in new tariff threats
While the degradation was seen across most sectors, the transports are seeing outsized declines.
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International
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 day, leading Dow Transports to…
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Intermodal
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 threatened by Chinese tariffs; new…
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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 explain how the team fleet…
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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 falling 336.77 points to 10,350.41,…
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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 shortage ultimately end it all?
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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 both the ELD mandate and…
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