LSTR: Landstar’s Guidance Disappointing
Small Cap Watch List (Track at Marketocracy) and Mid Cap Watch List (Track at Marketocracy) member Landstar System, Inc. (LSTR - Annual Report) reported net income for the thirteen-week period ended...
View ArticleThe Week Ahead – 21 July 2007
The Economic Calendar is quiet in the early part of this week but there are important reports at the end of the week. On Thursday is the Durable Goods report, for which the consensus estimates a 2.0%...
View ArticleCHRW: CH Robinson Earns More By Earning Less
C.H. Robinson Worldwide, Inc. (CHRW - Annual Report), reported financial results for the quarter ended June 30, 2007. Revenues of 1.88 billion were slightly ahead of the $1.86 billion consensus, and...
View ArticleYRCW: Quick Take on YRC Worldwide Earnings
Large Cap Watch List (Track at Marketocracy) member YRC Worldwide Inc. (YRCW) today announced reported diluted earnings per share (”EPS”) for the second quarter 2007 of $0.95 compared to $1.58 in the...
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YRCW: Time to Own Green Eggs and Yellow Trucks?
Last October I said “I would not own Green Eggs or Yellow Trucks.” As the economy slows, those companies like CH Robinson (CHRW – Annual Report) and Landstar (LSTR – Annual Report) that get their...
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LSTR: Landstar Should Shine Again
This column originally appeared at RealMoney on November 19, 2007 Along with most of the rest of the trucking industry, the news on Friday from FedEx (FDX - Annual Report) and YRC Worldwide (YRCW) sent...
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LSTR: A Paired Long/Short Trade Idea Between Landstar and CH Robinson
The following is my RealMoney article from December 4, 2007. A Tale of Two Truckers The valuation discrepancy between Landstar (LSTR - Annual Report) and CH Robinson (CHRW - Annual Report) may present...
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YRCW: How Bad Can Things Get For YRC Worldwide?
The following is my RealMoney column from December 6, 2006. YRCW shares are pricing in a much lower EPS outlook than the consensus. Does that signal a buying opportunity? Nobody believes trucking...
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UPS: Long UPS, Short FDX Paired Trade May Work
photo credit: atennies94 The following article is a reprint of my February 27, 2008 RealMoney column. A long UPS/short FDX paired trade could work, but I’d wait for a pullback to $65 before UPS would...
View ArticleWho’s Hiring? More Stock Tips from the US Government
My latest column is up at RealMoney. I dissect the jobs report to see which industries are showing the best/worst growth in new hiring, on the thesis that companies in these industries may present...
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