Analysis & Opinions
June 19, 2013
FedEx is doing better with margins and free cash flow, but expectations may yet be too demanding.
June 07, 2013
UTi Worldwide's success from here really does rely on successfully executing a long-anticipated operational ...
December 07, 2012
After the morning's trading, the Nasdaq is trading down 0.7%, the S&P 500 has been relatively flat and the Dow has ...
December 06, 2012
The market is on the rise this morning. The Nasdaq is trading up 0.7%; the S&P 500 has climbed 0.3%; and the Dow has ...
October 19, 2012
The Nasdaq has slipped 1.6%, the S&P 500 is trading down 1% and the Dow is down 1.1% on a bad morning for the ...
October 16, 2012
It's been a good morning for the market. The Nasdaq has increased 1.1%; the S&P 500 has moved up 1%; and the Dow is ...
September 10, 2012
UTi continues to struggle to grow profits in an environment with weak air volume and rising ocean rates.
September 07, 2012
After the morning's trading, the Nasdaq is down 0.2%, the S&P 500 is trading up 0.3% and the Dow has remained ...
September 06, 2012
The market is on the rise this morning. The Nasdaq is up 1.9%; the S&P 500 has risen 1.8%; and the Dow has climbed ...
June 20, 2012
FedEx gets a lot of benefit of the doubt, but low asset yields are still a problem.
June 15, 2012
Rail data continues to suggest that the industrial economy is pretty healthy
June 12, 2012
Tough times in global airfreight have hurt UTi's growth, but the margin improvement seems real.
September 05, 2011
UTi is vulnerable to a slowdown in growth, but slowdowns usually lead to recoveries.
January 07, 2011
Logistics is a key part of the transportation system, and investors should look for promising stocks here.
September 20, 2010
Investors can use conservative guidance to their advantage when good stocks sell off.
September 06, 2010
UTIW hasn't enjoyed the same rebound as other transports; savvy investors should ask why.