Kevin Sterling covers airfreight and logistics and maritime stocks. Mr. Sterling says a key theme impacting his transportation coverage is the slow-growth economy, both domestic and internationally. However, he says his coverage can still grow earnings even in a sluggish economy as they are able to maintain margins. The secular themes Mr. Sterling points out are excess capacity and the growth of e-commerce.
Full interview HERE.
Interview Highlights: Gregory Lewis of Credit Suisse on Transportation & Logistics
August 02, 2016
Interview Highlights: John Larkin of Stifel Nicolaus on Transportation & Logistics
August 02, 2016
Interview Highlights: Benjamin Hartford of Robert W. Baird on Transportation & Logistics
August 03, 2016
Interview Highlights: Kevin Walkush of Jensen Investment Management on Investing Strategies
November 15, 2016
Report Overview: Transportation & Logistics
August 02, 2016
