Industry & Services >> Analyst Interviews >> February 21, 2011

Improving Margins Among Freight Carriers – Dave Ross – Stifel, Nicolaus & Co., Inc.

Dave Ross, CFA, joined the Stifel, Nicolaus & Co., Inc., research team in connection with Stifel's acquisition of Legg Mason's Capital Markets Group in December 2005. He covers the freight transportation industry, with a concentration in the less-than-truckload, logistics and parcel sectors. Prior to joining Legg Mason in 2011, he worked as a Financial Analyst for RailWorks Corporation and before that, as an Investment Banking Analyst for Deutsche Banc Alex.Brown in its global transportation and logistics group. Mr. Ross was ranked number one by The Wall Street Journal's "Best on the Street" analysts survey in the industrial transportation industry in 2009 and 2010, and he was ranked number one for stock picking by the Financial Times/StarMine in the road and rail sector in 2009 and number two in 2010. Mr. Ross earned his B.A. from Georgetown University with a concentration in finance and international business. He is a member of the Baltimore CFA Society. Profile
TWST: What is your coverage in the transportation sector?

Mr. Ross: Within the larger transportation space, my formal coverage includes the logistics, parcel and less-than-truckload (LTL) sectors. I