Industry & Services >> Analyst Interviews >> August 28, 2013
Asset-Light Companies Hold the Upper Hand in Transportation
Kevin W. Sterling, CFA, Managing Director and Senior Equity Research Analyst, joined BB&T Capital Markets in July 2009, and he follows the airfreight & logistics and maritime sectors. He has been quoted in numerous financial publications, including The Wall Street Journal, Barron’s, Bloomberg, Forbes and Investor’s Business Daily, as well as a guest on CNBC and Bloomberg television and radio. Mr. Sterling has been a frequent speaker at various industry conferences including The Traffic Club of Chicago, Armstrong & Associates 3PL Summit, National Tank Truck Carriers Association, Argus North American Crude Transportation Summit, Infonex, Infocast and Cargo Network Service. In 2015, Mr. Sterling was recognized by StarMine as the number three stock picker among sellside analysts for the marine sector. Prior to joining the firm, he followed maritime and rail supplier companies for Stephens Inc. Mr. Sterling received a bachelor’s degree from Randolph-Macon College and earned his MBA with a concentration in management science from Virginia Tech. He is also a member of the CFA Institute and the Richmond Society of Financial Analysts. Profile
TWST: Could you start with an overview of the particular segment of the transportation and logistics sector that you follow?
Mr. Sterling: I cover airfreight and logistics stocks and