UTi Worldwide, Inc.
-
Shipping Without The Ships, Trucks, and Trains
By Reuben Brewer - June 5, 2013 | Tickers: EXPD, UPS, UTIW
Moving products around the globe is an expensive proposition. Although many companies in the space spend heavily on their ships, trucks, and trains, Expeditors International (NASDAQ: EXPD) doesn't spend a dime on such things. That makes it an interesting play on an increasingly global economy.
A World of Opportunities
The products you buy in a store often have little stickers that say such things as “made in China” or more »
-
This Freight Forwarder Has Upside Potential
By Anh HOANG - May 31, 2013 | Tickers: CHRW, EXPD, UTIW
Uti Worldwide (NASDAQ: UTIW) has had a decent share price performance since the beginning of the year, gaining by more than 16.5%, a bit higher than the S&P 500’s return of 15.7%. However, in the first quarter 2013, many famous investors including Joel Greenblatt, Steven Cohen and Paul Tudor Jones have either sold out or reduced their stakes in the company. Barron’s, in contrast, is 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 »
-
Hedge Funds Are Buying These Stocks
By Meena Krishnamsetty - December 12, 2012 | Tickers: DLTR, NXST, RFP, UTIW, VRSN
We like to track 13D and 13G filings from hedge funds because, while they only discuss how a fund or other notable investor is trading one stock, they are generally very recent and complement quarterly 13F filings very well. Investors cannot buy every stock that fund managers report buying, but reviewing recent buys might be useful in generating ideas or just seeing what hedge funds think about the markets. Here 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 »
-
P2 Capital Partners’ Top Stock Picks
By Meena Krishnamsetty - September 23, 2012 | Tickers: ACIW, BYI, POOL, UTIW, WOOF
P2 Capital Partners tends to focus on smaller cap public companies and uses a private equity-like approach to identify and value potential investment opportunities. P2’s founder, Claus Moller, previously worked at Blum Capital where he was a managing partner. Moller also has an MBA degree from Harvard Business School. Read on to learn more about the top five positions the fund reported on its 13F filing for the second more »
-
Expeditor's Legal Hot Water Boils the Frog
By jean 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: UPSmore »)
-
Fedex: Flying Nowhere Fast
By Meena Krishnamsetty - March 23, 2012 | Tickers: EXPD, FDX, UPS, UTIW
FedEx (NYSE: FDX), a leader in the transportation, e-commerce and business services with more than 300,000 employees and annual revenues of $42 billion, reported earnings this morning. Revenue was up 9% year-over-year to $10.6 billion, operating margins was up 4.1% y-o-y to 7.7%, and net income was up an impressive 126% y-o-y to $521 million. Reported EPS of $1.55 beat consensus estimates of $1.35 more »
-
Expeditors Int'l of Washington: Undervalued
By Christopher French - February 7, 2012 | Tickers: EXPD, FDX, UPS, UTIW
Expeditors International of Washington (NASDAQ: EXPD) has struggled over the past year as it has seen sluggish demand because of weak demand for imports and exports across the Pacific. The company is an excellent operator in the logistics business. Investors unfamiliar with the company should know that it helps shipping companies rationalize how they ship, compartamentalize and travel through customs. With that, I decided to take a closer look at more »