Transportation & Logistics Report

February 21, 2011

Buy ($175)

Topics covered: Technology Adoption and Infrastructure Investments, Shift to Intermodal and Air Freight, Regulatory Issues in the Trucking Industry, Improved Margins Among Freight Carriers

Companies covered: Boyd Gaming Corporation (NYSE:BYD), C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW), YRC Worldwide, Inc. (NASDAQ:YRCW), United Parcel Service, Inc. (NYSE:UPS), Universal Truckload Services, Inc. (NASDAQ:UACL), Saia, Inc. (NASDAQ:SAIA), Landstar System, Inc. (NASDAQ:LSTR), Heartland Express, Inc. (NASDAQ:HTLD), FedEx Corporation (NYSE:FDX), Arkansas Best Corp., Werner Enterprises, Inc. (NASDAQ:WERN), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT), Amazon.com, Inc. (NASDAQ:AMZN), Norfolk Southern Corporation (NYSE:NSC), Kirby Corporation (NYSE:KEX), Hub Group, Inc. (NASDAQ:HUBG), Canadian Solar Inc. (NASDAQ:CSIQ), Yingli Green Energy Holding Company Limited (NYSE:YGE), Trina Solar Limited (NYSE:TSL), Suntech Power Holdings Co. Ltd, SunPower Corporation, Solar Power, Inc., LDK Solar Co.Ltd., JA Solar Holdings, Co., Ltd. (NASDAQ:JASO), First Solar, Inc. (NASDAQ:FSLR), USA Truck, Inc. (NASDAQ:USAK), Union Pacific Corporation (NYSE:UNP), Pacer International Inc., CSX Corporation (NYSE:CSX), Canadian Pacific Railway Limited (NYSE:CP), Canadian National Railway Company (NYSE:CNI), Burlington Northern Santa Fe C, Atlas Air Worldwide Holdings (NASDAQ:AAWW), Genesee & Wyoming, Inc. (NYSE:GWR), Expeditors International of Washington, Inc. (NASDAQ:EXPD), Con-way Inc. (NYSE:CNW), Old National Bancorp (NASDAQ:ONB), Ship Finance International Limited (NYSE:SFL), StealthGas, Inc. (NASDAQ:GASS), Air Transport Services Group, Inc (NASDAQ:ATSG), Clean Diesel Technologies, Inc. (NASDAQ:CDTI)