John Larkin says the overall sentiment regarding the transports has gone from fairly bullish last year to fairly universally bearish presently. He says the reasons behind the sentiment involve the slow-growth economy and the stronger dollar, which has put a damper on what was a favorable export trend. Mr. Larkin says transportation stocks are out of favor at the moment, which is often the best time to buy them.
Full interview HERE.
Interview Highlights: Scott Devitt of Stifel, Nicolaus & Co. on Consumer Staples & Retail
September 08, 2016
Interview Highlights: Benjamin Mogil of Stifel, Nicolaus & Co. on Entertainment, Toys and Games
October 13, 2016
Interview Highlights: Joseph DeNardi of Stifel, Nicolaus & Co. on Industrial Equipment, Aerospace and Defense
October 14, 2016
Interview Highlights: Gregory Lewis of Credit Suisse on Transportation & Logistics
August 02, 2016
Interview Highlights: Kevin Sterling of BB&T on Transportation & Logistics
August 03, 2016
