Expeditors International of Washington

Atlas Air Seems Quite Cheap Now

By Anh HOANG - May 16, 2013 | Tickers: AER, AAWW, EXPD

At the beginning of May, Barron’s featured Atlas Air Worldwide Holdings (NASDAQ: AAWW), commenting that the upgraded fleet and potential future growth could let the stock rise 60%. Atlas Air had dropped from nearly $48 per share in the middle of Feb to only $37.40 per share at the end of April. However, it has bounced back to more than $46 per share. Let’s take a closer more »
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 »
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 »
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 »
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 »
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 »
New Stocks in Bill Miller’s $5.7 Billion Fund

By Meena Krishnamsetty - March 18, 2013 | Tickers: CYBX, EXPD, FB, FLTX, RLGY

Bill Miller of Legg Mason Capital Management must comply with the same SEC regulations that all 400+ of the other hedge funds we track comply with as well, including the dissemination of a quarterly holdings disclosure known as a 13F. We pay close attention to these filings, as we have found some profitable tell-tale moves by smart money managers that retail investors can make use of. Our small-cap strategy, based more »
Two Logistics Stocks Set to Outperform the Market

By Shaun Geer - March 6, 2013 | Tickers: EXPD, SSW

The world economy is still suffering from the backlash of the 2008 financial meltdown, as well as facing other economic uncertainties. The British economy is worse now than it was in the great depression. China has been slowing down its massive growth, and Russia's economy is experiencing similar slowdowns. Despite all of this bad news, I believe that the world economy is going to improve in the next few more »
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 »
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 »
Invest in Shipping With This One Stock

By Jonathan Yates - February 8, 2013 | Tickers: DRYS, EXPD, FRO, NAT, TNK

There is much allure to investing now in the shipping sector.

It is a basic industry that plays a vital role in global commerce. Many of the stocks are trading at very low prices due to the impact of The Great Recession. Some still pay big dividends. Legendary investors like Wilbur Ross are buying. But the best stock to profit from the rebound in the shipping sector is with a more »
A Contrarian Take on Airfreight Stocks

By Masam Abbas - January 21, 2013 | Tickers: EXPD, FDX, UPS

2012 was a disappointing year for most of the transportation companies. This is a norm in the recessionary times where low economic activity leads to lesser transportation of goods. Similarly, it was not an inspiring year for airfreight companies as well.

United Parcel Service (NYSE: UPS) and Expeditors International of Washington (NASDAQ: EXPD) both showed miserable returns for the year. However, FedEx (NYSE: FDX) remained a hot topic among the more »
The Outlook for Expeditors and Two Other Logistics Firms

By Damon Churchwell - January 14, 2013 | Tickers: EXPD, FWRD, GMT

A few companies in the broader shipping / logistics industry, but with nontraditional operating strategies, look appealing right now, albeit for different reasons. Specifically, the first, Expeditors International of Washington (NASDAQ: EXPD) is a long-term growth story that presents a current buying opportunity. The second, GATX Corp. (NYSE: GMT), has experienced a revitalization over the past couple of years. Finally, Forward Air (NASDAQ: FWRD)is a niche company benefiting from a more »
You Should Buy These Boring Delivery Companies

By Chris Hodge - November 2, 2012 | Tickers: CHRW, EXPD, FDX, UTIW

Air delivery and freight are some of the most boring businesses on the face of the earth. But they balance this out by being extremely dependable. Despite the impact that the recession of the past few years has had on the industry, indeed every industry, these companies have been survivors. Their profit margins are solid, their dividends are strong, and they've continued operating in as many new and inventive more »
Getting Your Portfolio Ready for the Holiday Shipping Season

By Meena Krishnamsetty - November 1, 2012 | Tickers: AAWW, CHRW, EXPD, FDX, UPS

United Parcel Service (NYSE: UPS) reported earnings last week that were in line with estimates; but more importantly, the company offered guidance that was less bearish than its 2Q earnings announcement. UPS expects to grow its U.S. segment by 4% in 2012, which will be partially offset by a 3% revenue decline internationally. UPS's end of the year guidance put 4Q EPS between $1.34-$1.44, with more »
Merchants’ Gate Capital’s Top Stock Picks

By Meena Krishnamsetty - September 30, 2012 | Tickers: ECL, EXPD, JCP, SLB, UPS

Merchants’ Gate Capital is a relative newcomer to the hedge fund community, opening in 2007 with about $650 million in assets under management. It must be doing well, however; by 2011, it was ranked as one of the 100 largest U.S. equity focused hedge funds. In August, the fund filed its 13F with the SEC in which it disclosed many of its positions as of the end of June more »
Why Are Hedge Funds Bullish on FedEx?

By Meena Krishnamsetty - September 19, 2012 | Tickers: CHRW, CAT, EXPD, FDX, UPS

According to a number of 13F filings during the second quarter, various hedge funds were making bets on FedEx and a rebound in global shipping. FedEx Corporation (NYSE: FDX) provides guaranteed domestic and international air express, ground package delivery, heavy freight and logistics services. FedEx and United Parcel Service, Inc. (NYSE: UPS) have long been considered bellwethers for global economic performance. The earnings release by FedEx earlier today placed blame more »
Panama Canal Expansion will Change the Landscape for Freight

By Daniel Ferry - June 20, 2012 | Tickers: CNI, CSX, EXPD, NSC, UNP |

A century after opening, the Panama Canal is due to inaugurate a third set of locks in 2014. This added capacity will not just increase the throughput of the canal, it will also accommodate significantly larger vessels. Today, the Panama Canal is one of the most notorious bottlenecks in global trade, with a particular class of ship, the Panamax, designed specifically to be the largest vessel that can still fit more »
Why I'm Buying this Global Shipping Giant

By Matthew DiLallo - June 11, 2012 | Tickers: EXPD, FDX, SSW, UPS

Europe is on the verge of economic collapse, China is in the midst of slowing down, yet I’m buying a company that makes its money navigating the stormy seas of global trade. I’m building out a portfolio of exceptional dividend paying stocks so that I can use the cash to buy exceptional growth stocks. I call this the “No Drip, No Mess” Portfolio, though today we might get more »
Expeditor's Legal Hot Water Boils the Frog

By j.a. graham - April 30, 2012 | Tickers: EXPD, UPS, UTIW

I regard freight forwarders as canaries in the coal mine when it comes to making any predictions about the global economy. Freight forwarders handle the logistics of moving a customer's products around the world or locally by ship, plane, and truck. They can be asset light like Expeditors International (NASDAQ: EXPD) and UTi Worldwide (NASDAQ: UTIW) or more heavily invested in trucks and planes as United Parcel Service (NYSE: UPS more »)

Page 1 of 2
»