Industry & Services >> Analyst Interviews >> June 26, 2015
Pullback in Trucking Stocks Opens Investment Opportunities
John G. Larkin, CFA, Managing Director and Head of Transportation Capital Markets Research at Stifel, Nicolaus & Co., Inc., joined Legg Mason in October 2001 to form and lead the firm’s entry into the transportation markets. Mr. Larkin was recognized as an All-Star Analyst by Institutional Investor in 2006 and as a Wall Street Journal All-Star Analyst five times, most recently for his stock picks during the year 2010. In addition, he was rated as number one by Forbes/StarMine in EPS estimate accuracy in the road and rail category in 2008, and as number one stock picker in 2003 by Forbes/StarMine in both the road and rail, and the airfreight and logistics categories. Mr. Larkin also placed third in the 2004 Forbes/StarMine stock picking survey in the road and rail category. He received additional recognition in 2014 and 2015 by placing second in the 2014 StarMine stock picking survey in the road and rail category, third in the 2014 StarMine stock picking survey in the air freight and logistics category, and second in the 2015 StarMine stock picking survey in the air freight and logistics category. From 1998 to 2001, Mr. Larkin was Chairman and Chief Executive Officer of RailWorks Corporation. From 1987 to 1998, Mr. Larkin was a key member of Alex. Brown and Sons' transportation team, serving as a Managing Director for the last five years. During that period, Mr. Larkin was recognized twice by The Wall Street Journal and twice by Institutional Investor as an All-Star Analyst. From 1984 to 1987, Mr. Larkin held various positions in planning and economic analysis at CSX Transportation, Inc. Mr. Larkin earned his Master of Business Administration from Harvard University in 1984 and a bachelor’s degree and a Master of Science in civil engineering from the University of Vermont and the University of Texas, respectively. Mr. Larkin is a CFA charterholder. In addition, he is a member of the boards of advisers for CRST International and Comcar Industries, and is a member of the Baltimore CFA Society. Profile
TWST: Please share an overview of your coverage and of your group’s coverage.
Mr. Larkin: My specific personal coverage would include the truckload carriers, the railroads, the