Logistics & Transports: Recovery Winners and Losers (CSX, CHRW, EXPD, FDX, HTLD)

Administrator — Mon, 19 Apr 2010 16:06:08 +0000

Shipping, transportation, and logistics… all winners in the economic recovery. An article titled “Can Logistics Stocks Carry the Load for Investors?” by Morningstar’s Keith Schoonmaker notes some key winners and losers in the sector from trucking, rail, intermodal marketing, freight forwarding, and other aspects in the recovery. Some of the identified names are CSX Corp. (NYSE: CSX), CH Robinson Worldwide Inc. (NASDAQ: CHRW), Expeditors International of Washington Inc. (NASDAQ: EXPD), FedEx Corporation (NYSE: FDX) and Heartland Express, Inc. (NASDAQ: HTLD). Schoonmaker noted, “All logistics firms stand to benefit from the present recovery in U.S. industrial production and global exchange.” He outlines some other winners in the sector and some where the news looks fully discounted into the shares at current prices.

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Filed under: Analyst Calls, Transports Tagged: CHRW, CSX, EXPD, FDX, HTLD

Top Pre-Market Analyst Downgrades (AXP, AXYS, BJ, CAVM, ERTS, ERIC, FLIR, FTI, GE, HTLD, KNX, NKE, SINA)

247wallst — Wed, 10 Dec 2008 08:10:55 +0000

These are the top downgrades or negative calls we have seen this Wednesday morning from Wall Street analysts:

American Express (AXP) Started as Sell at Banc of America; Started as Sell at Citigroup.
Axsys Technologies (AXYS) Cut to Underweight at JPMorgan.
BJ’s Wholesale (BJ) Cut to Neutral at JPMorgan.
Cavium Networks (CAVM) Cut to Market Weight at Thomas Weisel.
Electronic Arts (ERTS) was downgraded at Citigroup, Banc of America, and piper Jaffray.
Ericsson (ERIC) Cut to Hold at Citigroup.
FLIR Systems (FLIR) Cut to Neutral at JPMorgan.
FMC Tech (FTI) Cut to Sell at UBS.
General Electric (GE) Cut to Neutral at UBS.
Heartlan Express (HTLD) Cut to Sell at UBS.
Knight Transportation (KNX) Cut to Sell at UBS.
Nike (NKE) Cut to Neutral at Banc of America.
Sina (SINA) Cut to Hold at Citigroup.

Jon C. Ogg
December 10, 2008

Posted in Analyst Calls Tagged: AXP, AXYS, BJ, CAVM, ERIC, ERTS, FLIR, FTI, GE, HTLD, KNX, NKE, SINA

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Logistics & Transports: Recovery Winners and Losers (CSX, CHRW, EXPD, FDX, HTLD)

Top Pre-Market Analyst Downgrades (AXP, AXYS, BJ, CAVM, ERTS, ERIC, FLIR, FTI, GE, HTLD, KNX, NKE, SINA)