ODFL : Analysis & Opinions

  1. Intermodal Growth Continues To Push J.B. Hunt Higher

    July 15, 2013
    J.B. Hunt continues to build its scale and moat in the growing intermodal business, but valuation still looks steep
  2. FedEx Not Particularly Expensive, But Analysts Still Too Positive

    June 19, 2013
    FedEx is doing better with margins and free cash flow, but expectations may yet be too demanding.
  3. Is Slowing Freight Demand Just A Speed Bump For Old Dominion?

    October 26, 2012
    Old Dominion continues to demonstrate why it's one of the best transport companies.
  4. Should Investors Pull Over For TravelCenters Of America?

    May 9, 2012
    TravelCenters of America is in a tough business, but the valuation looks too low.
  5. Old Dominion Still In Overdrive

    April 30, 2012
    If Old Dominion disappointed investors, it could only be because a long string of solid results has led them to expect a ...
  6. Arkansas Best Isn't The Best, But Is It This Bad?

    February 3, 2012
    Arkansas Best needs to be better.
  7. The Challenge Of Figuring Out What FedEx Is Worth

    December 21, 2011
    FedEx looks appealing, but those low returns are a problem.
  8. The Investment Case For Old Dominion

    December 7, 2011
    Old Dominion is a distinctive growth story in a fragmented market.
  9. J.B. Hunt - Doing More With Less Trucking

    October 20, 2011
    J.B. Hunt is reaping the benefits of a long-term strategic shift in transport.
  10. J.B. Hunt: A La Intermodal

    July 20, 2011
    Intermodal is still delivering the growth for J.B. Hunt.
  11. Old Dominion's Great Growth Story

    April 29, 2011
    Old Dominion continues to leverage its lower cost base across a recovering industry.
  12. J.B. Hunt: The Trucking Company That Isn't

    April 19, 2011
    J.B. Hunt is reaping the benefits of a switch to intermodal, but the stock is well ahead of the fundamentals.
  13. Atlas Air Flying Higher Now

    February 17, 2011
    Atlas is managing its transition away from military business and reaping the benefits of higher airfreight demand.
  14. FedEx Still Loading Up

    September 20, 2010
    Investors can use conservative guidance to their advantage when good stocks sell off.
  15. UTi Worldwide: Still A Name To Play In Freight

    September 6, 2010
    UTIW hasn't enjoyed the same rebound as other transports; savvy investors should ask why.
  16. The Upside Of Trucking

    August 11, 2010
    Despite some disappointing trucking trends, there is still a lot of opportunity in the industry.
  17. FedEx Is Delivering The Recovery

    June 18, 2010
    What do FedEx earnings say about our recovery?
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