Transportation and Logistics

September 30, 2013

Topics covered: Truckload, Trucking Pricing & Capacity Dynamics, Technology Adoption and Infrastructure Investments, Regulatory Issues in the Trucking Industry, Rail and Intermodal, Parcel, LTL

Companies covered: C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW), Werner Enterprises, Inc. (NASDAQ:WERN), UTi Worldwide Inc. (NASDAQ:UTIW), United Parcel Service, Inc. (NYSE:UPS), Union Pacific Corporation (NYSE:UNP), Ryder System, Inc. (NYSE:R), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), Norfolk Southern Corporation (NYSE:NSC), Landstar System, Inc. (NASDAQ:LSTR), Knight Transportation, Inc. (NYSE:KNX), FedEx Corporation (NYSE:FDX), Expeditors International of Washington, Inc. (NASDAQ:EXPD), CSX Corporation (NYSE:CSX), Con-way Inc. (NYSE:CNW), Pacer International Inc., J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT), Hub Group, Inc. (NASDAQ:HUBG), Heartland Express, Inc. (NASDAQ:HTLD), Forward Air Corporation (NASDAQ:FWRD), Arkansas Best Corp., USA Truck, Inc. (NASDAQ:USAK), Saia, Inc. (NASDAQ:SAIA), Marten Transport, Ltd. (NASDAQ:MRTN), Covenant Transportation Group, Inc. (NASDAQ:CVTI), XPO Logistics, Inc. (NYSE:XPO), Teekay Offshore Partners L.P. (NYSE:TOO), Teekay Tankers Ltd. (NYSE:TNK), Navios Maritime Holdings Inc. (NYSE:NM), Atlas Air Worldwide Holdings (NASDAQ:AAWW), Air Transport Services Group, Inc (NASDAQ:ATSG), Rand Logistics, Inc. (NASDAQ:RLOG), Quality Distribution, Inc. (NASDAQ:QLTY), Kirby Corporation (NYSE:KEX), World Fuel Services Corporation (NYSE:INT), Diana Shipping inc. (NYSE:DSX), Dow Chemical Company (NYSE:DOW), Dupont Fabros Technology, Inc. (NYSE:DFT), Cai International, Inc. (NYSE:CAP), Aegean Marine Petroleum Network Inc. (NYSE:ANW)

Buy ($175)