C.H. Robinson Worldwide, Inc.
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High ROIC Makes This Stock an Attractive Long-Term Holding
By Ted Cooper - May 23, 2013 | Tickers: CHRW, EXPD, JBHT
The chief aim of substantially all business ventures is to invest cash in a manner that returns a larger amount of cash than could be earned in another endeavor of equal or lesser risk. For investors, return is measured by compound annual gains or losses of a particular portfolio. For businesses, the return is often measured by return on invested capital (ROIC), or some variant thereof.
ROIC is crucial to more »
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Two Wide Moat Stocks for Income Investors
By Anh HOANG - May 22, 2013 | Tickers: AAPL, CHRW, MSFT
Recently, Morningstar Senior Stock Analyst Greggory Warren has shared 10 high-conviction stocks that have been bought by the “ultimate stock pickers”. In that list of 10 stocks, I noticed two stocks, which are considered to have wide moats, including Microsoft (NASDAQ: MSFT) and CH Robison Worldwide (NASDAQ: CHRW). Microsoft has gained more than 30.4% while CH Robinson experienced a decline of nearly 5.3%.
Microsoft – decent yield and huge more »
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5 Big Buys by Yacktman Asset Management in 1Q13
By Aubrey Tabuga - May 13, 2013 | Tickers: CHRW, KO, JNJ, MSFT, SYY
The five big buys of Yacktman Asset Management as of March 31, 2013, were Microsoft (NASDAQ: MSFT), Sysco (NYSE: SYY), Coca-Cola (NYSE: KO), Johnson & Johnson (NYSE: JNJ), and C.H. Robinson Worldwide (NASDAQ: CHRW). Headed by the investment guru, Donald Yacktman, the hedge fund has a total of $19.52 billion of assets under management based on data compiled by whalewisdom.com.
I have briefly analyzed all of these from more »
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3 Wide Moat Stocks Worth Following
By Jordan Wathen - May 7, 2013 | Tickers: CHRW, ESRX, WU
Warren Buffett coined the phrase “moat” to define the strength of a company's competitive advantage. Most companies have little to no moat, or protection from their competition. Others have very wide moats, meaning that they have structural advantages that keeps competition at bay.
When one thinks of a company with a wide moat, they usually think of very large businesses with scale, like Coca-Cola or Wal-Mart. Both have a more »
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Yacktman Asset Management’s Top Buys: 2 Potential Longs, 1 To Avoid
By Ash Sharma - May 6, 2013 | Tickers: CHRW, KO, MSFT
Yacktman asset management LP is an Austin, Texas based hedge fund management firm founded by Donald A. Yacktman. The firm manages over $17 billion in equities and invests using fundamental value approach. Last quarter, the firm significantly increased its position in Microsoft, Coca-Cola and CH Robinson.
Company
Shares Bought Last Quarter
Shares Held 03/31/2013
Microsoft Corporation
(NASDAQ: MSFT)11,496,875
41,348,690
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Shareholders Are Happy With This Cash Loaded Logistics Provider
By Nick Chiu - May 3, 2013 | Tickers: CHRW, EXPD, PACR
Expeditors International of Washington (NASDAQ: EXPD), with a market cap of $7.65 billion, is engaged in the business of providing global logistics services, offering a seamless international network supporting the movement and strategic positioning of goods. Expeditors compete with other logistics providers, such as C.H. Robinson Worldwide (NASDAQ: CHRW), with a market cap of $9.56 billion, and Pacer International (NASDAQ: PACR), with a market cap of $202 more »
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5 Value Dividend Stocks with Wide Moats
By Meena Krishnamsetty - May 1, 2013 | Tickers: CHRW, EXC, GD, INTC, WU
Warren Buffett has been one of the most prominent investors in companies with wide moats. He often referred to his investment targets as companies that possess “long-term competitive advantage in a stable industry” or, in other words, “an enduring ‘moat’ that protects excellent returns on invested capital.” Wide moats and excellent ROIC, likely the best measure of economic profitability, generally go hand-in-hand. What’s more, over longer time horizons, wide more »
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Is United Parcel Service A Good Stock To Buy?
By Meena Krishnamsetty - April 19, 2013 | Tickers: CHRW, EXPD, FDX, UPS, UTIW
United Parcel Service (NYSE: UPS) is coming off of a poor 2012. While the company’s revenue edged up 2% compared to the previous year, its costs increased at a faster rate. In particular, UPS spent $33 billion on compensation and benefits for the year, up from less than $28 billion in 2011, partly due to increases in pension expenses. This was a major contributor to operating income, dropping 78 more »
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Is UPS a Good Stock to Buy?
By Meena Krishnamsetty - April 16, 2013 | Tickers: CHRW, EXPD, FDX, UPS, UTIW
United Parcel Service (NYSE: UPS) is coming off of a poor 2012. While the company’s revenue edged up 2% compared to the previous year, its costs increased at a faster rate; in particular, UPS spent $33 billion on compensation and benefits for the year, up from less than $28 billion in 2011, partly due to increases in pension expenses. This was a major contributor to operating income dropping 78 more »
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Get Bullish on This Stock With Donald Yacktman
By Anh HOANG - April 16, 2013 | Tickers: CHRW, EXPD, FDP
Donald Yacktman, the Co-Manager of the Yacktman Funds, is one of the most famous value investors in the world. He is consistently looking for companies with three main characteristics: Good business, good management, and low price. In the first quarter of 2013, Yacktman bought 1.75 million shares of C.H. Robinson Worldwide (NASDAQ: CHRW) at an average price of $61 per share, amounting to a total of nearly $107 more »
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Getting Bullish on CH Robinson With Donald Yacktman
By Anh HOANG - April 13, 2013 | Tickers: CHRW, EXPD, FDP
Donald Yacktman, the Co-Manager for the Yacktman Funds, is one of the most value investors in the world. He is consistently looking for companies with three main characteristics: Good business, good management and low price. In the first quarter of 2013, Yacktman bought 1.75 million shares in CH Robinson Worldwide (NASDAQ: CHRW) at an average price of $61 per share, with a total transaction value of nearly $107 million more »
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Read This Before You Invest In Logistics
By Madhu Dube - April 6, 2013 | Tickers: CHRW, FDX, FWRD
Investors willing to make some money from the recovering economy can consider the logistics industry, which seems to be gaining steam. The U.S. manufacturing sector outlook is bullish for 2013, as companies expect to expand their businesses. Eventually, the logistics industry will be a direct beneficiary in this scenario. Keeping this in mind, I've picked up three stocks: CH Robinson Worldwide (NASDAQ: CHRW), FedEx (NYSE: FDX) and Forward more »
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Read This Before You Invest in Logistics
By Madhu Dube - April 2, 2013 | Tickers: CHRW, FDX, FWRD
Investors willing to make some money from the recovering economy can consider the logistics industry which seems to be gaining the steam. The US manufacturing sector outlook is bullish for 2013 as the companies expect to expand their businesses. Eventually, the logistics industry will be a direct beneficiary in this scenario. Keeping this in mind, I have picked up three stocks - CH Robinson Worldwide Inc. (NASDAQ: CHRW), FedEx Corporation (NYSE: FDXmore »)
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Can FedEx Keep Rolling?
By Damon Churchwell - March 20, 2013 | Tickers: CHRW, FDX, HUBG
When FedEx (NYSE: FDX) reports earnings on March 20, the investment community will be watching, as the results serve as a gauge for economic and industrial activity. FDX shares have soared since my December 7, 2012 blog in tandem with the transportation sector as a whole that has far outperformed the S&P 500 rally over the past six months. Indeed, shipping companies in the trucking and railroad sectors have more »
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The Bidding War Is About To Begin
By Mike Thiessen - March 18, 2013 | Tickers: CHRW, LSTR
Autoinfo's (OTC: AUTO) recent announcement that it was seriously considering a buyout bid from private equity firm Comvest Partners was quickly overshadowed by a flurry of legal investigations into the deal's genesis and terms. While the company's stock price has been depressed for years, there is widespread agreement that Comvest's offer undervalues Autoinfo to a significant degree. Although no rival bidders have yet stepped forward to more »
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Will FedEx Earnings Transport the Stock Higher?
By Austin Higgins - March 18, 2013 | Tickers: CHRW, FDX, UPS
FedEx Corporation (NYSE: FDX) will be announcing its Q3 results before the Market opens on Mar. 20.
FedEx provides transportation, business services and e-commerce solutions both domestically and internationally. It has four main divisions FedEx Express, Ground, Freight and Services. Two of its main competitors are United Parcel Service (NYSE: UPS) and CH Robinson Worldwide (NASDAQ: CHRW). UPS offers a wide range of services, like FedEx, while CH Robinson offers more »
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RED LIGHT, GREEN LIGHT: C.H. ROBINSON WORLDWIDE
By Irving Harrison - March 10, 2013 | Tickers: CHRW, FDX, UPS
Investing should be simple. Red Light, Green Light is a simple children’s game. In this game, one person plays the "stop light" and the rest try to touch him/her. The stoplight faces away from a line of kids and says “green light.” At this point the kids are allowed to move towards the stoplight. At any point, the stoplight may say "red light!" and turn around. If any more »
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Asset-Light Truckers Look Appealing
By Ted Cooper - February 27, 2013 | Tickers: CHRW, EXPD, JBHT
Of all parts of the U.S. economy, the transportation sector is about the last place investors expect to find asset-light businesses. However, there are indeed some firms in the sector that utilize an asset-light model -- and their businesses are thriving as a result.
Fewer Assets = Higher ROIC
It isn't difficult to figure out that if you have the choice between earning $500 million on $2 billion in assets more »
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Hedge Fund Merchants’ Gate Capital’s Stock Picks for 2013
By Meena Krishnamsetty - February 14, 2013 | Tickers: ARG, CHRW, ECL, EXPD, SLB
Merchants’ Gate Capital, a hedge fund managed by Jason Capello, recently filed its 13F for the fourth quarter of 2012. This wave of 13f filings from hedge funds and other major investors discloses many of the long equity positions that each owned at the end of December--in other words, what they liked going into 2013. We use 13F filings in a number of ways. One way is to collect them more »
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What’s Driving Heartland America? (Part 2)
By Marshall Hargrave - January 30, 2013 | Tickers: ABFS, CHRW, CNW, JBHT, ODFL, UNP
What’s Driving Heartland America? (Part 2)
Where the rail companies are expected to get a boost from a rebounding economy, so should the trucking companies. As the U.S. starts to see some steadying of its economy, we should see an increase in products moving across America. Trucking companies are one of the key transporters of these products. The top trucking companies moving across the U.S. include: J more »
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