Transportation & Logistics

August 15, 2014

Buy ($175)

Topics covered: Truckload, Trucking Pricing & Capacity Dynamics, Trucking Labor Shortage, Tight Truckload Capacity, Technology Adoption and Infrastructure Investments, Retail and Industrial Transportation Demand, Regulatory Issues in the Trucking Industry, Rail and Intermodal, Parcel, LTL

Companies covered: Safe Bulkers, Inc (NYSE:SB), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), Atlas Air Worldwide Holdings (NASDAQ:AAWW), C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW), ArcBest Corporation (NASDAQ:ARCB), Werner Enterprises, Inc. (NASDAQ:WERN), UTi Worldwide Inc. (NASDAQ:UTIW), United Parcel Service, Inc. (NYSE:UPS), Landstar System, Inc. (NASDAQ:LSTR), Knight Transportation, Inc. (NYSE:KNX), Kirby Corporation (NYSE:KEX), J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT), Hub Group, Inc. (NASDAQ:HUBG), Heartland Express, Inc. (NASDAQ:HTLD), Genesee & Wyoming, Inc. (NYSE:GWR), FedEx Corporation (NYSE:FDX), Expeditors International of Washington, Inc. (NASDAQ:EXPD), Con-way Inc. (NYSE:CNW), Air Transport Services Group, Inc (NASDAQ:ATSG), XPO Logistics, Inc. (NYSE:XPO), Rand Logistics, Inc. (NASDAQ:RLOG), Ryder System, Inc. (NYSE:R), Quality Distribution, Inc. (NASDAQ:QLTY), Pioneer Natural Resources Company (NYSE:PXD), World Fuel Services Corporation (NYSE:INT), Forward Air Corporation (NASDAQ:FWRD), Enterprise Products Partners L.P. (NYSE:EPD), Diana Shipping inc. (NYSE:DSX), Cai International, Inc. (NYSE:CAP), Boeing Company (The) (NYSE:BA), Aegean Marine Petroleum Network Inc. (NYSE:ANW), Covenant Transportation Group, Inc. (NASDAQ:CVTI), Walmart Inc. (NYSE:WMT), Union Pacific Corporation (NYSE:UNP), Universal Truckload Services, Inc. (NASDAQ:UACL), Target Corporation (NYSE:TGT), Canadian Pacific Railway Limited (NYSE:CP), Canadian National Railway Company (NYSE:CNI)