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

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By Jon C. Ogg Published

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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Photo of Jon C. Ogg
About the Author Jon C. Ogg →

Jon Ogg has been a financial news analyst since 1997. Mr. Ogg set up one of the first audio squawk box services for traders called TTN, which he sold in 2003. He has previously worked as a licensed broker to some of the top U.S. and E.U. financial institutions, managed capital, and has raised private capital at the seed and venture stage. He has lived in Copenhagen, Denmark, as well as New York and Chicago, and he now lives in Houston, Texas. Jon received a Bachelor of Business Administration in finance at University of Houston in 1992. www.247wallst.com.

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