My top pick for 2014 links the Pacific Coast and Gulf Coast ports with the Midwest and eastern United States gateways, through a rail network of over 31,000 route miles, explains dividend and value investing expert Kelley Wright, editor of Investment Quality Trends.
Union Pacific Corp. (UNP) provides freight transportation services for a wide variety of products and industries, that includes agriculture, food and beverage, automotive parts and materials, finished vehicles, and industrial and construction materials and products.
More importantly, the company provides transportation services for the petrochemical industry, which includes industrial chemicals, plastics, crude oil, and liquid petroleum gases; fertilizers, soda ash, and energy products comprising coal and petroleum coke.
It is the transportation of crude oil and petroleum products that we believe will be the major driver of revenues for the company.
As energy production increases in North America, the lack of pipelines makes the UNP rail network the major transportation conduit to refineries and shipping ports.
Top 5 Asian Companies To Buy For 2015: Agility Public Warehousing Co KSC (AGLTY)
Agility Public Warehousing Company KSC is a Kuwait-based company engaged, along with its subsidiaries, in the provision of global integrated logistics solutions. The Company is organized into two business segments: the Logistic and Related services segment provides logistics offering to its clients, including freight forwarding, transportation, contract logistics, project logistics and fairs and events logistics, and the Infrastructure segment provides other services, which include industrial real estate airport and airplane ground handling and cleaning services, customs consulting, private equity and waste recycling. The Company operates under the brand name of Agility. The Company�� subsidiaries include Global Express Transport Co. WLL, PWC Transport Company WLL, Agility DGS Logistics Services KSCC and Gulf Catering Company for General, among others. Advisors' Opinion:- [By Fiona MacDonald]
The Kuwait SE Price Index rose for a sixth day, climbing 0.5 percent to 6,851.17 at the close. Kuwait Real Estate Co. (KRE) climbed to the highest level in a month. Agility (AGLTY) advanced 1.7 percent after winning a $190 million UN contract in Sudan�� Darfur region. The Bloomberg GCC 200 Index, which tracks the biggest 200 companies in the Gulf Cooperation Council, fell 0.1 percent.
Top 10 Freight Stocks To Invest In Right Now: Marten Transport Ltd (MRTN)
Marten Transport, Ltd. is a temperature-sensitive truckload carrier. The Company specializes in transporting and distributing food and other consumer packaged goods that require a temperature-controlled or insulated environment. It operates throughout the United States and in parts of Canada and Mexico. The Company operates in two segments: Truckload and Logistics. During the year ended December 31, 2011, approximately 81% of its truckload revenue resulted from hauling temperature-sensitive products and 19% from hauling dry freight. Its long-haul traffic lanes are between the Midwest and the West Coast, Southwest, Southeast, and the East Coast, as well as from California to the Pacific Northwest. It provides regional truckload carrier services in the Southeast, West Coast, Midwest, South Central and Northeast regions.
The Company derives truckload revenue from fuel surcharges, loading and unloading activities, equipment detention and other ancillary services. Its operating revenue also includes revenue reported within its Logistics segment, which consists of revenue from its internal brokerage and intermodal operations, and through its 45% interest in MW Logistics, LLC (MWL), a third-party provider of logistics services to the transportation industry. Brokerage services involve arranging for another company to transport freight for the Company�� customers, while it retains the billing, collection and customer management responsibilities. Intermodal services involve the transport of its trailers on railroad flatcars for a portion of a trip, with the balance of the trip using its tractors or, to a lesser extent, contracted carriers. It focuses on large food and consumer-packaged goods companies whose products require temperature-sensitive services and who ship multiple truckloads per week. As of December 31, 2011, its customers were General Mills and Kraft.
As of December 31, 2011, the Company operated a fleet of 2,281 tractors, including 2,233 company owned tractors and 48 t! ractors supplied by independent contractors. The average age of its company owned tractor fleet at December 31, 2011 was approximately 2.6 years. As of December 31, 2011, it operated a fleet of 4,124 trailers. Most of its trailers are equipped with Thermo-King refrigeration units, air ride suspensions and anti-lock brakes. The average age of its trailer fleet as of December 31, 2011 was approximately 2.4 years.
Advisors' Opinion:- [By Seth Jayson]
Marten Transport (Nasdaq: MRTN ) reported earnings on July 16. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended June 30 (Q2), Marten Transport missed estimates on revenues and missed estimates on earnings per share. - [By Monica Gerson]
Marten Transport (NASDAQ: MRTN) is estimated to post its Q3 earnings at $0.23 per share on revenue of $168.28 million.
CSX (NYSE: CSX) is expected to post its Q3 earnings at $0.43 per share on revenue of $2.95 billion.
Top 10 Freight Stocks To Invest In Right Now: PostNL NV (PNL)
PostNL NV is a Netherlands-based Company active in delivery sector. The Company is engaged in the delivery of documents, small packages and standard parcels. The Company�� business is organized into three segments: Mail in the Netherlands, responsible for mail services in the Netherland, documents management, direct marketing and fulfillment services, and operating over 2,600 shop-in-shop post offices; Parcels, providing parcel services in the Netherlands and Belgium for both domestic and cross-border parcel distribution, and International, operating in the postal markets of the United Kingdom, Germany and Italy, and focusing on domestic addressed mail services. The Company also provides marketing and communication services, fulfillment solutions and e-commerce related solutions. Advisors' Opinion:- [By Inyoung Hwang]
PostNL (PNL) sank 11 percent to 2.48 euros, the biggest decline since Jan. 14. The Amsterdam-based company said sales in the second-quarter were 1.03 billion euros ($1.37 billion), falling short of the 1.04 billion euros predicted by analysts on average. PostNL forecast addressed mail volume in 2013 will drop as much as 11 percent, greater than its previous forecast of no more than 10 percent.
Top 10 Freight Stocks To Invest In Right Now: Canadian National Railway Co (CNR.TO)
Canadian National Railway Company (CN), incorporated on August 24, 1995, is engaged in the rail and related transportation business. CN�� network of approximately 20,100 route miles spans Canada and mid-America, connecting three coasts: the Atlantic, the Pacific and the Gulf of Mexico, serving the ports of Vancouver, Prince Rupert (British Columbia), Montreal, Halifax, New Orleans, and Mobile (Alabama) and metropolitan areas of Toronto, Buffalo, Chicago, Detroit, Duluth (Minnesota)/Superior (Wisconsin), Green Bay (Wisconsin), Minneapolis/St. Paul, Memphis and Jackson (Mississippi), with connections to all points in North America. CN�� network, and its co-production agreements, routing protocols, marketing alliances and interline agreements, provide CN customers access to all three North American Free Trade Agreement (NAFTA) nations. In March 2012, the Company acquired a locomotive program.
Petroleum and chemicals
The petroleum and chemicals commodity group consists of a range of commodities, including chemicals, sulfur, plastics, petroleum products and liquefied petroleum gas products. The Company�� petroleum and chemicals shipments originate in the Louisiana petrochemical corridor between New Orleans and Baton Rouge; in northern Alberta, and in eastern Canadian regional plants.
Metals and minerals
The metals and minerals commodity group consists primarily of non-ferrous base metals and ores, concentrates, iron ore, steel, construction materials, machinery and dimensional loads. The Company provides rail access to aluminum, mining, steel and iron ore producing regions.
Forest products
The forest products commodity group includes range of lumber, panels, paper, wood pulp and other fibers such as logs, recycled paper, wood chips, and wood pellets. The Company has rail access to the western and eastern Canadian fiber-producing regions. In United States, the Company is located to serve both the Midwest and southern United! States corridors with interline connections to other Class I railroads.
Coal
The coal commodity group consists of thermal grades of bituminous coal, metallurgical coal and petroleum coke. Canadian thermal and metallurgical coal is exported through terminals on the west coast of Canada to offshore markets. In United States, thermal coal is transported from mines served in southern Illinois, or from western United States mines through interchange with other railroads, to utilities in the Midwest and southeast United States, as well as offshore markets through terminals in the Gulf and the Port of Prince Rupert.
Grain and fertilizers
The grain and fertilizers commodity group depends primarily on crops grown and fertilizers processed in western Canada and the United States Midwest. The grain segment consists of three primary segments: food grains (mainly wheat, oats and malting barley), feed grains and feed grain products (including feed barley, feed wheat, peas, corn, ethanol and dried distillers grains), and oilseeds and oilseed nproducts (primarily canola seed, oil and meal, and soybeans).
Intermodal
The intermodal commodity group is consists of two segments: domestic and international. The domestic segment transports consumer products and manufactured goods, operating through both retail and wholesale channels, within domestic Canada, domestic United States., Mexico and transborder, while the international segment handles import and export container traffic, directly serving the ports of Vancouver, Prince Rupert, Montreal, Halifax and New Orleans.
Automotive
The automotive commodity group moves both finished vehicles and parts throughout North America, providing rail access to certain vehicle assembly plants in Canada, and Michigan and Mississippi in the United States. The Company also serves vehicle distribution facilities in Canada and the United States, as well as parts production facilities in Mi! chigan an! d Ontario. The Company serves shippers of import vehicles via the ports of Halifax and Vancouver, and through interchange with other railroads.
The Company competes with Canadian Pacific Railway Company.
Advisors' Opinion:- [By Roadmap2Retire]
I am also considering various stocks that are not currently in my portfolio, but the current high valuations do not provide many options.
Canadian National Railway (CNR.TO) engages in transportation of goods including petroleum and chemicals, grain and fertilizers, coal, metals and minerals, forest products, intermodal, and automotive products. The company operates 20,100 route miles of track that spans Canada adn mid-America connecting the three coasts of Atlantic, Pacific and Gulf of Mexico. CNR is a dividend contender that has been raising its dividends for 17 consecutive years and has a 5-yr DGR of 13.9% and a 10-yr DGR of 17.4%. Norfolk Southern (NSC) engages in rail transportation of raw materials, intermediate and finished goods operating approximately 20,000 router miles across the southern and eastern US. NSC and other railroads stand to benefit from the oil boom in continental US, and before permanent pipelines are put in place, railroads are the only option available to transport the huge supplies. NSC is a dividend contender raising its dividends for 12 consecutive years and has a 5-yr DGR of 10.8% and 10-yr DGR of 21.1%. Procter & Gamble (PG) and Unilever plc (UL) are giants in the consumer packaged goods field. PG has five segments - beauty, grooming, healthcare, fabric care and home care. UL has four segments - personal care, foods, refreshment and home care. PG has been raising dividends for 57 years; has a 5-yr DGR of 10.2% and a 10-yr DGR of 10.8%. UL has been raising dividends for 25 years; has a 5-yr 7.07%. Aerospace & Defense Sector: With the global turmoils continuing and the rise of new conflicts across Eastern Europe and Middle East, I am considering adding some exposure to the Aerospace & Defense Sector. I recently posted an article regarding the current valuation of the stocks in the sector here. Index Funds - China ETF, Emerging Markets - I am considering adding a new index fund to my portfolio to track the Chinese marke
Top 10 Freight Stocks To Invest In Right Now: TNT Express NV (TNTE)
TNT Express NV is the Netherlands-based express delivery company. It collects, transports and delivers documents, parcels and freight on a time-certain or day-definite basis. The Company operates worldwide with domestic, regional and intercontinental delivery. It has own operations in more than 60 countries and can deliver to more than 200 countries through own operations, subcontractors and agents. Its customers are international companies, as well as small and medium enterprises. The Company serves industries such as technology, automotive, industrial, healthcare and lifestyle, as well as financial institutions and governments. The Company operates interconnected international air and road networks. The air network consists of a central air hub in Liege, Belgium, and a fleet of more than 50 aircrafts. The road networks are operated in Europe, the Middle East, Asia, Australia and South America. Advisors' Opinion:- [By Robert Wall]
One of the country�� largest employers with more than 150,000 staff, Royal Mail has shifted away from letters to more lucrative package shipping, competing with TNT Express NV (TNTE) of the Netherlands and Deutsche Post AG (DPW)�� DHL Express.
- [By Inyoung Hwang]
TNT Express NV (TNTE) lost 4.3 percent to 6.33 euros, its lowest price in four months. PostNL NV, the Dutch mail service with operations in the U.K. and Germany, said it will sell about half of its 29.8 percent stake in the Dutch package-delivery company to reduce debt. The 15 percent stake up for sale is valued at about 540 million euros ($738 million), according to data compiled by Bloomberg. PostNL gained 1.8 percent to 4.17 euros.
Top 10 Freight Stocks To Invest In Right Now: Aurizon Holdings Ltd (QRNNF)
Aurizon Holdings Limited, formerly QR National Limited, is a rail freight operator. It owns and operates a coal network made up of 2,670 kilometers of heavy haul rail infrastructure. It provides specialist services in rail design, engineering, construction, management and maintenance, and offers supply chain solutions to a range of customers in Australia. Its business comprises three product lines. Coal business includes transport of coal from mines in Queensland and New South Wales to end customers and ports. Freight business includes transport of bulk mineral commodities, including iron ore, agricultural products, mining and industrial inputs and general freight throughout Queensland and Western Australia. Network Services business provides access to, and operation and management of the Central Queensland Coal Network. In January 2014 the Company announced that National Australia Bank Limited and its associated entities has ceased to be the substantial holder of the Company. Advisors' Opinion:- [By MARKETWATCH]
LOS ANGELES (MarketWatch) -- Australia stocks enjoyed early Monday gains after an advance for commodities and U.S. stocks since the last session, with a relatively good reception for earnings. The S&P/ASX 200 (AU:XJO) improved by 0.4% to 5,376.30, with miners tracking gains in gold and copper. Rio Tinto Ltd. (AU:RIO) (RIO) added 1.3%, and Fortescue Metals Group Ltd. (AU:FMG) (FSUMF) traded 1.1% higher, while gold miners Newcrest Mining Ltd. (AU:NCM) (NCMGF) and Kingsgate Consolidated Ltd. (AU:KCN) (KSKGF) rallied 2.2% and 4.7%, respectively. Banks rose after Wall Street shares climbed on Friday, with National Australia Bank Ltd. (AU:NAB) (NAUBF) up 1% and Australia & New Zealand Banking Group (AU:ANZ) (ANEWF) adding 0.9%, though Commonwealth Bank of Australia (AU:CBA) (CBAUF) dropped 2.4% as it traded without rights to its latest dividend. Coal transport firm Aurizon Holdings Ltd. (AU:AZJ) (QRNNF) tacked on 2.1% as its fiscal first-half underlying profit increased 18%, though net profit f
Top 10 Freight Stocks To Invest In Right Now: Hub Group Inc (HUBG)
Hub Group, Inc., incorporated on March 8, 1995, is an asset-light freight transportation management companies. The Company offers intermodal, truck brokerage and logistics services. The Company operates distinct business segments: Mode, which includes the acquired Mode business acquired by the Company on April 1, 2011, and Hub, which is all business other than Mode. Both segments offer intermodal, truck brokerage and logistics services. Hub operates through a network of operating centers throughout the United States, Canada and Mexico. Hub services a diversified customer base in a broad range of industries, including consumer products, retail and durable goods. Mode markets and operates its freight transportation services primarily through its network of independent business owners (IBOs) who enter into contracts with Mode. Mode's company managed operation includes a business arranging for the transportation of raw materials and finished products for a food producer and, to a lesser extent, other highway brokerage, intermodal and logistics operations.
Intermodal
As an intermodal marketing company (IMC), the Company arranges for the movement of its customers freight in containers and trailers, typically over long distances of 750 miles or more. The Company contracts with railroads to provide transportation for the long-haul portions of the shipment and with local trucking companies, known as drayage companies, for pickup and delivery. As part of the Company's intermodal services, the Company negotiates rail and drayage rates, electronically tracks shipments in transit, consolidate billing and handle claims for freight loss or damage on behalf of its customers.
The Company uses its network to access containers and trailers owned by leasing companies, railroads and steamship lines. The Company is able to track trailers and containers entering a service area and reuses that equipment to fulfill the customers' outbound shipping requirements. As of December 31, 2012, ! Hub had access to approximately 9,111 rail-owned containers for the Company's dedicated use on the Union Pacific (UP) and the Norfolk Southern (NS) rails. In addition to these rail-owned containers, as of December 31, 2012, the Company had a total of 14,756 53-inch private containers for use on the UP and NS. The Company financed 6,167 of these containers with operating leases and the Company owns 8,589 containers.
As of December 31, 2012, approximately 66% of the Company's drayage needs were met by its subsidiary, Comtrak Logistics, Inc. (Comtrak), which assists its customers. Comtrak has terminals in Atlanta, Birmingham, Charleston, Charlotte, Chattanooga, Chicago, Cleveland, Columbus (OH), Dallas, Harrisburg, Huntsville, Indianapolis, Jacksonville, Kansas City, Milwaukee, Memphis, Nashville, Newark, Los Angeles, Perry (FL), Philadelphia, Savannah, Seattle, St. Louis, Stockton, and Titusville (FL). As of December 31, 2012, Comtrak owned 260 tractors, leased or owned 448 trailers, employed 296 drivers and contracted with 2,178 owner-operators.
Truck Brokerage (Highway Services)
The Company is a truck broker in the United States. As part of the truck brokerage services, the Company negotiates rates , track shipments in transit and handle claims for freights loss and damage on behalf of its customers.
Logistics and Other Services
Hub's logistics business operates under the name of Unyson Logistics. Unyson Logistics consists of a network of logistics professionals dedicated to developing, implementing and operating customized logistics solutions. Unyson offers a range of transportation management services and technology solutions, including shipment optimization, load consolidation, mode selection, carrier management, load planning and execution and Web-based shipment visibility. Unyson Logistics operates throughout North America, providing operations through its main operating location in St. Louis with additional support locations in Bosto! n, Chicag! o, Cleveland and Minneapolis. Certain Mode agents provide logistics services. The Company's multi-modal transportation capabilities through both the Hub and Mode segments include small parcel, heavyweight, expedited, less-than-truckload, truckload, intermodal and railcar.
Advisors' Opinion:- [By Vera Yuan]
��reight transportation management company Hub Group, Inc. (HUBG) rose as investors began to focus on margin improvement opportunities due to indications of improving intermodal pricing as well as company-specific cost improvement initiatives.
- [By Lisa Levin]
Hub Group (NASDAQ: HUBG) surged 3.13% to $44.20. The volume of Hub Group shares traded was 388% higher than normal. Hub Group reported its Q1 earnings of $0.33 per share on revenue of $848.40 million. Longbow Research upgraded Hub Group from Neutral to Buy.
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