@JohnHKingston Avatar @JohnHKingston John Kingston

The Supreme Court has accepted a request for certiorari in a case involving broker liability that tangentially involves $CHRW, a company in the trucking and logistics industry. This development has significant implications for the industry. The case is expected to have a substantial impact on trucking and logistics companies.

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Social Influence

Social category influence stocks 47.92% finance 27.78% cryptocurrencies 10.42% technology brands 4.86% travel destinations 2.08% countries 1.39% social networks 1.39% automotive brands 1.39% nascar 0.69%

Social topic influence $chrw #22, in the 13.89%, $pal 9.03%, $jbht 8.33%, $expd #5, $rxo #8, $fdx #305, $csx #14, stocks 6.25%, $lstr #6

Top accounts mentioned or mentioned by @datfreightteam @jibuendia @teamsters @drdavidsamadi @ewerickson @sonarfw @seekingalpha @fwtruck @adweek @freightalley @onecarlyle @larrysabato @ipsosnewspolls @osukillernuts @mjsdc @fcat1119 @news12 @news12li @kevinvesey @billjamesonline

Top assets mentioned CH Robinson Worldwide Inc (CHRW) Proficient Auto Logistics, Inc (PAL) J B Hunt Transport Services Inc (JBHT) Expeditors International of Wshngtn Inc (EXPD) RXO, Inc. (RXO) FedEx Corporation (FDX) CSX Corporation (CSX) Landstar System Inc (LSTR) Norfolk Southern Corp. (NSC) Old Dominion Freight Line Inc (ODFL) UNIPOLY (UNP) Cummins Inc. (CMI) Schneider National, Inc. (SNDR) XPO LOGISTICS, INC. (XPO) Knight-Swift Transportation Holdings, Inc. (KNX) Trimble Inc (TRMB) TFI International Inc. (TFII) WEX (WEX) S&P Global Inc (SPGI) Prologis Inc (PLD) Americold Realty Trust, Inc. (COLD) Lineage, Inc. (LINE) HUB Group Inc (HUBG) Roper Technologies Inc (ROP) Canadian Pacific Railway (CP) PACCAR Inc (PCAR) GXO Logistics, Inc. (GXO) Uber Technologies, Inc. (UBER) Casey's General Stores, Inc. (CASY) United Parcel Service, Inc. (UPS) Penske Automotive Group, Inc. (PAG) Canadian National Railway (CNI) QXO, Inc. Common Stock (QXO) Rush Enterprises Inc (RUSHA) ArcBest Corporation (ARCB) Manhattan Associates, Inc. (MANH) Forward Air Corp (FWRD) Saia, Inc. (SAIA) Trinity Industries, Inc. (TRN) dForce USD (USX) McGraw Hill, Inc. (MH) Moody's Corporation (MCO) Bank of Montreal (BMO)

Top Social Posts

Top posts by engagements in the last [--] hours

"Every credit metric for the transportation unit of major #trucking lender $BMO was worse in 4Q than in previous quarters. The chart tells the story: no signs of improvement across-the-board. The book of business is getting smaller. At about $13 billion it's the lowest in years"
X Link 2025-12-04T11:20Z [----] followers, [----] engagements

"Here's the scorecard on metrics measuring the driver pool at $LSTR a key barometer of capacity. BCOs who lease to Landstar are down 18.4% since the third quarter of [----]. Approved & active who hauled at least one load in the prior [---] days is down 28.7% since then. #trucking"
X Link 2026-01-29T13:24Z [----] followers, [---] engagements

"Some numbers from the great #trucking/#logistics selloff today just before [--] pm. $RXO -23.2%; $CHRW -19%; $LSTR -17.6%; $EXPD -14%; $PAL -11.9% $ULH -10.7%; $PAMT -10.3%. Plenty of others down less than that. Meanwhile $PLD $CSX $NSC and $FDX all hit 52-week highs"
X Link 2026-02-12T19:03Z [----] followers, [---] engagements

"@jibuendia @FW_Truck It isn't totally clear. If there is an AI-driven selloff that is more broad in the market it makes sense that $CHRW which has driven the AI wave higher would drop. $RXO and $LSTR same reason. Why #trucking stocks are sliding is a lot less clear because AI is likely to help"
X Link 2026-02-12T19:10Z [----] followers, [---] engagements

"The stock market selloff is hitting the usual recent laggards today: $RXO $LINE and $COLD all at 52-week lows. But $ODFL and $MRTN are just above their 52-week low. Yesterday's star $PAL is down about 6.55% at 2:45"
X Link 2025-11-13T19:49Z [----] followers, [---] engagements

"Even on a big day for Wall Street there's only one #logistics stock that has hit a 52-week high: $CSX. It's got some strange stats: up just 14.8% in the [--] weeks but up 43% since its 52-week low on April [--]. A lot of that would have been post $UNP - $NSC merger reaction"
X Link 2026-01-26T20:40Z [----] followers, [---] engagements

"Minneapolis-based $CHRW signed on to this letter from the Minnesota community about the ICE vs. protesters conflict. Headline in @Adweek said of the missive that it wades into the conflict "without really saying much." https://www.mnchamber.com/blog/open-letter-more-60-ceos-minnesota-based-companies https://www.mnchamber.com/blog/open-letter-more-60-ceos-minnesota-based-companies"
X Link 2026-01-27T12:20Z [----] followers, [---] engagements

"The shrinking of the staff at $CHRW continues. This is from the fourth quarter earnings just released. C.H. Robinson has embraced AI it has boosted its bottom line and the impact on the size of its workforce is pretty stark. NAST is its core brokerage activities. #trucking"
X Link 2026-01-28T21:10Z [----] followers, [----] engagements

"On April [--] [----] you could have bought a share of $CHRW at the closing price of $70.22. Today if you timed it right here's what you could have sold it for. #trucking"
X Link 2026-01-29T20:15Z [----] followers, [---] engagements

"Looks like the strong ISM report set off a bull market surge in #logistics and #trucking. 52-week highs today in all these stocks: $XPO $WERN $RUSHA $R $PCAR $KNX $JBHT $HUBG $GXO $FDX $EXPD $CVLG $CSX $CMI $CHRW and $ARCB"
X Link 2026-02-03T16:16Z [----] followers, [---] engagements

"Tuesday's tech selloff hit #logistics oriented tech companies. Big declines at fleet payments provider $WEX -5.78%; $TRMB -4.8% $ROP which owns @datfreightteam -6.38% and $MANH - 9.99% latter [--] both 52-week lows. $TFIN both a financial and tech company gained 1.34%"
X Link 2026-02-04T11:13Z [----] followers, [---] engagements

"Looking at $UBER Freight result remember it's not just a digital brokerage. Legacy Transplace mostly serves shippers is not a classic 3PL and is a growing % of Uber Freight. 4Q EBITDA breakeven performance first in a long time may be driven by Transplace as much as brokerage"
X Link 2026-02-04T12:11Z [----] followers, [----] engagements

"Investors do not like the $HUBG delay in releasing its earnings which happened yesterday citing accounting errors. At about 7:20 a.m. the stock was down about 8.2% to $42. It closed the day at $51.33. No firm date yet on when the earnings will be released"
X Link 2026-02-06T12:50Z [----] followers, [---] engagements

"Much of the #oil and #diesel market this past week rode the up-and-down wave of broader financial markets. Given how crazy they were this chart is almost like an island of stability. Notable that diesel did not gain much Friday on the back of the huge surge in equities"
X Link 2026-02-06T23:11Z [----] followers, [---] engagements

"RT @FreightAlley: In depressed markets a simple rate product like DAT or Triumph may be sufficient. But when markets tighten the player"
X Link 2026-02-09T16:16Z [----] followers, [--] engagements

"A few #logisitcs 52-week highs today including one that we haven't seen for awhile: $UNP. It wasn't the only #rail stock with a 52-week high as $CSX hit one too. Others: $XPO $PLD $CHRW and $CASY which does have travel centers for #trucking"
X Link 2026-02-09T21:20Z [----] followers, [---] engagements

"This chart of trailer bodies delivered from $WNC is pretty self-explanatory. Other numbers: its backlog at the end of Q4 was $705 million. A year ago it was $1.2 billion. Company statement: "Capital spending decisions continue to be delayed and highly managed.""
X Link 2026-02-10T13:25Z [----] followers, [---] engagements

"The benchmark #diesel price used for most fuel surcharges inched up this week the fourth straight week of higher prices. The overall trend in #oil prices is higher; Brent's settlement yesterday was close to $9 higher than the start of the year. No signs of a glut yet"
X Link 2026-02-10T14:43Z [----] followers, [---] engagements

"Announcement by $RXO of a new $400M credit facility brought this from $SPGI: no change in the company's debt rating of BB. "The transaction is credit neutral with a modest reduction estimated in interest expense" S&P said. RXO outlook is negative possible prelude to downgrade"
X Link 2026-02-11T10:41Z [----] followers, [---] engagements

"The Feb employment report is the first that uses the annual revisions. And it shows there were a lot fewer truck transportation jobs last year than the BLS initially reported. An example: original estimate for December was [------] million jobs. New estimate: [------] million"
X Link 2026-02-11T14:01Z [----] followers, [---] engagements

"The @Teamsters are starting to gather at New York City city hall to push for city council passage of the Delivery Protection Act which would require licensing of last mile delivery companies. No doubt who is the main target: #Amazon"
X Link 2026-02-12T15:35Z [----] followers, [---] engagements

"The @Teamsters at $USFD have OKd new deal for 200+ drivers/warehouse workers. Union says key provisions are: 4-yr deal 26% hike in wages expanding pensions to workers who only had 401Ks expanded health care "protections against unchecked automation" and new load standards.""
X Link 2026-02-13T16:57Z [----] followers, [---] engagements

"Wellthat wasn't very exciting was it Biggest news of the week was a minor downward revision by the IEA in expected demand growth this year not enough to move the market. As Jeff Currie of @OneCarlyle group said the supposed glut is not showing any sign of arriving. #diesel"
X Link 2026-02-13T19:37Z [----] followers, [---] engagements

"There's little evidence #AB5 has seriously disrupted California #trucking even though that was a key target. But as this story notes companies that were not targets can be impacted as a theater operation cuts back its offerings. #FightForFreelancers https://bit.ly/4tDEC5y https://bit.ly/4tDEC5y"
X Link 2026-02-14T20:47Z [----] followers, [---] engagements

"@LarrySabato @IpsosNewsPolls This is really considered a legitimate question"
X Link 2019-05-16T15:28Z [----] followers, [--] engagements

"I meant to say my father was the last Republican Majority Leader of the NY Assembly not just the last leader"
X Link 2020-01-27T12:21Z [----] followers, [--] engagements

"@OSUkillernuts It's true he isn't in the current Trumpian GOP of sheer ignorance that believes we have a great economy but need negative interest rates that a trade deficit means you "lost" at trade and thinks Russia is our friend and Ukraine is our enemy. He is in the one that had a brain"
X Link 2020-01-27T13:13Z [----] followers, [--] engagements

"@mjs_DC You know what I'll make of it That law can be complex and despite what everybody on Twitter wants maybe the law and the world doesn't always fall into everybody's pre-conceived left vs. right notions. Maybe we're called on to actually do some thinking sometimes"
X Link 2020-04-20T15:15Z [----] followers, [--] engagements

"@fcat1119 @News12 @News12LI @KevinVesey There very much is. First of all if you don't want to watch it don't. Second it shines a light on the fact that while there are many people concerned about the impact of the shutdown there is a group that is driven by hate and rage beyond any sort of reasonable discussion"
X Link 2020-05-15T21:36Z [----] followers, [--] engagements

"@billjamesonline George Bell in [----] because he was a butcher in the outfield disappeared in the last week of the season and Trammel was so so much better that year"
X Link 2020-08-10T18:53Z [----] followers, [--] engagements

"@RobbieSherman77 @brithume The biggest misconception out there is that Fauci has called for more shutdowns. He has called for exactly the opposite that students should be back at school and that colleges should absolutely not close down and send their students home"
X Link 2020-09-25T19:59Z [----] followers, [--] engagements

"@mattklewis No typos. No spelling errors. Proper grammar. Comes in a 15-minute flurry. And the perfect touch: parantheses around K in 401K. Anybody who believes he sat there on his phone and sent these out probably misses playing 3-card monty in Times Square"
X Link 2020-10-05T11:16Z [----] followers, [--] engagements

"@drkerrymeltzer I just read this in the Times and then came to your Twitter page. Thank you. Your uncle has long been a dangerous demagogue on this issue. It is tremendous that you have spoken out"
X Link 2020-12-30T12:01Z [----] followers, [--] engagements

"@CNN Stop using pictures of beaches to illustrate a super spreader event. Beaches outdoors and bathed by UV light are not the places where the virus spreads"
X Link 2021-03-08T12:14Z [----] followers, [--] engagements

"@RpsAgainstTrump What's staggering about this is that this little video did take some time to put together. At some point in the production of it he could have said "maybe this isn't a good idea." That he didn't say it speaks volumes but we knew about this guy already. Still a harsh reminder"
X Link 2021-03-19T19:08Z [----] followers, [--] engagements

"@politico So when does Trump get jealous of the attention DeSantis is getting and starts finding ways to undermine him Give it another month max"
X Link 2021-04-16T11:17Z [----] followers, [--] engagements

"@lvkid7 @PeteBlackburn No. That was the regular season wrapping up even as the playoffs had begun. A bizarre situation"
X Link 2021-06-25T00:59Z [----] followers, [--] engagements

"Last year I wrote the FreightWaves story on the Inc. [----] and what logistics companies were on it. FreightWaves wasn't eligible because it didn't have enough years producing revenue to make the cut. But we are this year.big time [--] out of [----]. https://www.freightwaves.com/news/freightwaves-ranks-no-85-on-inc-5000s-fastest-growing-private-companies https://www.freightwaves.com/news/freightwaves-ranks-no-85-on-inc-5000s-fastest-growing-private-companies"
X Link 2021-08-17T12:17Z [----] followers, [--] engagements

"@patriottakes She's polling at 4%"
X Link 2022-05-19T17:25Z [----] followers, [--] engagements

"It's been a pretty dramatic drop in ultra low sulfur #diesel prices this week. One caution: the final price in this series is for August barrels; the other [--] five are July. But July expired Thursday. The Aug price of $3.9389 Friday was up [-----] cts/g from the Aug price Thursday"
X Link 2022-07-01T23:59Z [----] followers, [--] engagements

"@PYZC773 My son went to the University of Delaware in Newark DE. He figured out you could go LIRR to NJ Transit change in Trenton for SEPTA change in Philly for the Newark train and get to college that way. Of course it would take him like all day. But it could be done"
X Link 2022-08-09T20:13Z [----] followers, [--] engagements

"@Kayleyjanek Believe me it was easy. De-registered from the GOP as soon as Trump got the nomination in [--] and voted for my last Republican [--] or [--] years ago"
X Link 2022-11-12T12:58Z [----] followers, [--] engagements

"@BillKristol Im with you. Except I dont even considered myself a Republican anymore"
X Link 2018-02-04T14:41Z [----] followers, [--] engagements

"@dagenmcdowell So Joe Biden has been leading the polls essentially forever the market has been mostly trending higher during that time but six days before the election the markets suddenly decide to turn lower on news that has been out there for months. Got it"
X Link 2020-10-28T11:47Z [----] followers, [--] engagements

"@drdavidsamadi You know what else is up Copper. Tin. Lumber. All sorts of agricultural products. Natural gas. Virtually all asset classes are higher. Why would oil be any different"
X Link 2021-02-17T12:06Z [----] followers, [--] engagements

"@ElectionWiz The media supressed coverage of her You mean as opposed to the heavy coverage that the race for lieutenant governor gets in most states"
X Link 2021-11-03T12:47Z [----] followers, [--] engagements

"@charliekirk11 If currency is worthless can you send me some of yours Presumably you won't miss it"
X Link 2022-06-03T18:04Z [----] followers, [--] engagements

"Most remarkable thing about this week in #diesel is not just that the CME price fell so much but that its spread against Brent dropped about [--] cts/g. That spread has been elevated for months. The decline suggests the market may be finding some normalcy whatever that might be"
X Link 2022-11-11T20:31Z [----] followers, [--] engagements

"(1/2) Merrill on $CHRW: price objective went to $182 from $167. It said move was "conservative.in recognizing the negative impact of rising spot rates on brokerage businesses but would not be surprised to see CHRW work around these impacts given its use of AI to take share.""
X Link 2025-12-24T17:37Z [----] followers, [----] engagements

"(3/4) LTL/Parcel/Drayage $AMZN: +4.41% $ARCB: -20.37% $EXPD: +34.77% $FDX: +3.07% $FWRD: -23.86% $ODFL: -11.47% $SAIA: -28.61% $RRTS: -21.02% $UPS: -20.73% $ULH: -67.08% $XPO: +2.41% 3PL/Leasing/Logistics $CHRW: +55.34% $GXO: +21.73% $LSTR: -16.77% $R: +22.09% $RXO: -47.82%"
X Link 2025-12-31T21:48Z [----] followers, [---] engagements

"A long list of 52-week highs for various #logistics stocks today. All of them have shown up in recent weeks with other 52-week highs so no real surprises: $PCAR $CHRW $CMI $EXPD $FDX and $JBHT. Two big gainers %-wise: #RXO and $TRN. (The picture is a PACCAR Peterbilt btw)"
X Link 2026-01-06T19:14Z [----] followers, [---] engagements

"It's down today but the Dow Jones Transportation Average closed Tuesday at all-time high of [--------]. In the last year it's up 11.87% which is less than the S&P [---]. Key #logistics stocks in the average: $CHRW $CSX $EXPD $FDX $JBHT $LSTR $NSC $ODFL $R $UNP $UPS"
X Link 2026-01-07T14:59Z [----] followers, [---] engagements

"Some familiar faces on the 52-week high list impressive given the market is getting pummeled: $JBHT $EXPD $CMI $CHRW. One #logistics-related 52-week low: $ROP which owns DAT. But they own a lot of other things too so this is not just the market's opinion on @datfreightteam"
X Link 2026-01-13T17:55Z [----] followers, [---] engagements

"Dividends at $JBHT have been adjusted up [--] cent per quarter for the last four years now. The company said it would increase its quarterly payout by [--] cent to [--] cts/share effective Feb. [--] up 2.3%. Last time it went up more than one cent was at the start of [----]. #trucking"
X Link 2026-01-22T20:22Z [----] followers, [---] engagements

"Earnings at $ROP which owns @datfreightteam have been greeted with an early selloff down almost $50 per share at $358.85 a drop of about 12.2%. It's at a 52-week low. Stock is down about 32% over [--] weeks. DAT fiscal data not broken out in the release"
X Link 2026-01-27T14:53Z [----] followers, [---] engagements

"Sudden turnaround in equity markets this a.m. has lifted [--] #logistics companies to 52-week highs: $FDX which has had a few recently and $XPO which hasn't. XPO has been steady and solid: up about 12.8% in [--] weeks 4.85% in the last [--] months but a strong 8.7% in last month"
X Link 2026-02-02T15:43Z [----] followers, [---] engagements

"@Isles_Life Ummmwhat other countries have halftime shows"
X Link 2026-02-09T02:13Z [----] followers, [--] engagements

"@IslesICENET Asleep in my hotel room in Moscow. Seriously. I met Shawn Bates one time and told him he had probably heard every story of where people were or weren't for that one but that my story was likely one he hadn't heard. He agreed"
X Link 2026-02-10T12:17Z [----] followers, [--] engagements

"@golfnut332 @mj_lee @jaketapper @NewDay If she has no credibility why was she paid off"
X Link 2018-03-16T12:57Z [----] followers, [--] engagements

"@EWErickson 1) Stacy Abrams lost 2) Donald Trump lost. How about that"
X Link 2020-11-16T12:09Z [----] followers, [--] engagements

"@drdavidsamadi The media is not "hyping" it. The media is writing about it. When you say that current therapeutics and vaccines are effective you know what The media reported that too. They're doing their job"
X Link 2021-01-02T11:51Z [----] followers, [--] engagements

"@EWErickson When you are a political leader especially one with Presidential aspirations optics and judgement matter. The optics here are terrible. The fact that his judgement is so poor that he couldn't have seen that speaks volumes about his arrogance"
X Link 2021-02-18T13:20Z [----] followers, [---] engagements

"$SAIA CEO Holzgrefe sees [----] compensation climb accd'g to proxy. Company's OI in '20 was up 18.2% on small revenue increase. Bonus went to $563.1K from $2562K; salary to $664.3 from $556.1k; stock payout to $765.4k from $742.5k; total up to $2.254 million from $1.826 million"
X Link 2021-03-23T11:15Z [----] followers, [--] engagements

"@JuddLegum Such a massive flaw in your reasoning and others have mentioned it: you are assuming that the information flow--in other words the reports of shoplifting--have not been impacted at all by a feeling that reporting it is a total waste of time. You're assuming reporting is static"
X Link 2021-11-12T18:39Z [----] followers, [---] engagements

"@ACTBrigitte https://www.thewrap.com/the-view-tops-daytime-tv-ratings-news-talk-first-time-ever-season-24-meghan-mccain-exit/ https://www.thewrap.com/the-view-tops-daytime-tv-ratings-news-talk-first-time-ever-season-24-meghan-mccain-exit/"
X Link 2021-12-27T20:31Z [----] followers, [--] engagements

"@mikecommito @RobSchremp He and Josh Ho Sang win the award of "most dazzling Islander player in history who ended up doing not a whole hell of a lot.""
X Link 2022-01-07T14:38Z [----] followers, [--] engagements

"The weekly EIA data is out and it shows that East Coast inventories of ultra low sulfur #diesel already at some of the lowest numbers ever fell again last week. They came in at [----] million barrels down from [----] million bbl. When the year started they were [----] million bbl"
X Link 2022-05-11T14:47Z [----] followers, [--] engagements

"Remember back in June when $R rejected the takeover attempt by HG Vora The offer price was $86. Smart move: Ryder today hit a 52-week high at $97.26. It's up 28.7% in the last month alone. Another 52-week high today: $WBC up more than 52% in the last month"
X Link 2022-11-25T21:35Z [----] followers, [--] engagements

"(1/2) Not much to see here: employment in the truck transportation sector rose slightly in November from October according to BLS report. Employment in Nov was [-------] up from a revised figure of [---] million. But in warehouses the declines continue"
X Link 2022-12-02T13:38Z [----] followers, [--] engagements

"Good quote from $USX CEO Eric Fuller on weak #trucking rates even as volume improves. There are a lot of zombie companies out there barely making it through the day. They are not cash flowing. They will have to come out of the market." Says it will happen in next few quarters"
X Link 2023-02-10T00:25Z [----] followers, [----] engagements

"@SteveKrak Yeah it is terrible how the Times covered up Fettermans health issues. https://www.nytimes.com/2022/10/25/us/politics/fetterman-oz-debate-senate-pa.htmlsmid=nytcore-ios-share&referringSource=articleShare https://www.nytimes.com/2022/10/25/us/politics/fetterman-oz-debate-senate-pa.htmlsmid=nytcore-ios-share&referringSource=articleShare"
X Link 2023-02-10T15:13Z [----] followers, [----] engagements

"An important reminder: the one commodity that the US government has banned from futures trading is the onion. It was 60's era legislation sponsored by Gerald Ford on the grounds that prices were too volatile. Somehow it didn't seem to work. https://www.bloomberg.com/news/articles/2023-02-24/vegetable-shortage-onion-prices-soar-fueling-global-food-inflationcmpid=BBBXT022423_ENERGY&utm_medium=email&utm_source=newsletter&utm_term=230224&utm_campaign=energy&sref=jWl1ohaY"
X Link 2023-02-24T14:57Z [----] followers, 94.4K engagements

"Buyers of #diesel who have been hearing for years about US refinery shutdowns need instead to hear some good news for a change: $XOM opened its Beaumont Texas expansion today 250k b/d of new capacity. They say it's the biggest US expansion in [--] years which sounds about right"
X Link 2023-03-16T15:30Z [----] followers, 15.7K engagements

"And now the #AB5 litigation begun by @Caltrux takes another twist: it is going to use arguments against AB5 brought by @Uber and @Postmates and the statements possibly made by @LorenaSGonzalez about #trucking might be an issue. https://www.freightwaves.com/news/california-trucking-eyes-equal-protection-argument-in-ab5-litigation https://www.freightwaves.com/news/california-trucking-eyes-equal-protection-argument-in-ab5-litigation"
X Link 2023-03-30T19:54Z [----] followers, [----] engagements

"Another chart on the #trucking slowdown: in what is almost assuredly its last earnings release the quarterly earnings of $TA reported its #diesel sales were below [---] million gallons for the first quarter and were down 5.7% from 3Q peak"
X Link 2023-04-27T12:12Z [----] followers, [----] engagements

"@Gabby_Hoffman The coal industry has been far more damaged by the rise of natural gas supplies and its long-term decline in price than any government fiat. It's not even close"
X Link 2023-04-29T15:14Z [----] followers, 19K engagements

"(1/4) That's a wrap on #logistics Q2 stock prices. Big winner is $XPO helped by problems at $YELL which no surprise was the big loser. Data per Barchart. Trucking/Intermodal $JBHT: +6.70% $WERN: +0.93% $HTLD: +5.32% $MRTN: +5.34% $PTSI: -8.56% $USX: +2.68% $KNX: +0.95%"
X Link 2023-06-30T20:37Z [----] followers, [----] engagements

"Before we kick off today's stock market trading let's note a 52-week #trucking low from Monday: $PTSI at $21.50. It's down about 14.7% in the last month and 36.7% in the last year"
X Link 2023-08-22T13:20Z [----] followers, [---] engagements

"@TracyAMHall1 @abeastli @MeidasTouch No Trump was talking about running against Jeb Bush and said about him that "he got us into the Middle East." He clearly confused the two Bushes. Just listen to it"
X Link 2023-09-25T22:40Z [----] followers, [---] engagements

"In an otherwise mostly flat stock market today there was one 52-week low: $CHRW. It touched that low at $84.53 but it recovered more than $1 by the time the market closed. It's down a little more than 11% in the last year. It was down about 9.2% in the third quarter. #trucking"
X Link 2023-10-02T22:30Z [----] followers, [---] engagements

"Continued strikes in the auto sector are not good news for $PTSI which heavily relies on demand from OEM customers for its business. It hit a new 52-week low today at $20.32 and it's down almost 18% in three months. It is also down about 36.4% in the last [--] weeks. #trucking"
X Link 2023-10-13T21:21Z [----] followers, [---] engagements

"@muchado33 @bekahowell Exactly. Why would a drug dealer give away drugs that he paid for instead of actually trying to you know sell it Which is how they make their money right SMH"
X Link 2023-10-31T15:57Z [----] followers, [----] engagements

"3Q numbers out at $CHRW about as bad as you would have expected: Income from operations down 60.5%. Adjusted operating margin down [----] bps down [----] bps excluding restructuring. EPS down 61.8%. Adjusted EPS down 52.8%. Cash from ops down $420.2 million to $205.2 million"
X Link 2023-11-01T20:15Z [----] followers, 46.1K engagements

"(1/2) The quarterly letter from $TFIN CEO Graft and his earnings call always has good information on the state of #trucking. Graft on yesterday's call: 7% of Triumph's carriers who were active before the end of the year have not been active in January. "We don't know whether"
X Link 2024-01-25T16:15Z [----] followers, 31.6K engagements

"Verdict on earnings at $CHRW has been swift and savage. It hit a 52-wk low at $71.57 today. It was $89.71 as recently as Jan [--]. Stock hasn't been this low since May '20. At its nadir today it was down 14.9% from Wed close. It popped back to $73.35 by 3:45 pm EST. #trucking"
X Link 2024-02-01T20:50Z [----] followers, 10.6K engagements

"OK I think we're done here: this is the TRAC rate in @SONAR_FW for Columbus OH to NYC. If the #trucking boycott had an impact it absolutely would have shown up here. Umm.does anybody see signs of a boycott of truck capacity into NYC in this chart The "boycott" was a flop"
X Link 2024-02-26T14:59Z [----] followers, [----] engagements

"Earnings at $FWRD came in below expectations and the bloodbath rolls on. At 5:30 am stock was down $4.16 10.6% from Wednesday close trading at $34.99. [--] weeks ago today it closed at $104.06. Market cap now flirting with $1B; it's a drop of about $1.7B in market cap in a year"
X Link 2024-02-29T12:02Z [----] followers, [----] engagements

"Stock market view on truckload is going to start to get tested this week with earnings. For now it's decidedly bearish. Both $MRTN and $PTSI hit 52-week lows Monday (Marten reports Wednesday) $SNDR and $HTLD almost got there. $CHRW also hit a 52-week low Monday. #trucking"
X Link 2024-04-16T12:29Z [----] followers, [---] engagements

"OK they're not publicly traded for even [--] months. But we try to stay on top of 52-week highs/lows here so let's acknowledge that $PAL auto carrier Proficient Auto Logistics set a "52-week" high Friday at $17.22. 52-week low of $14.50 was set 6/18 up almost 18% since then"
X Link 2024-07-07T11:35Z [----] followers, [---] engagements

"I don't know if it's fair to highlight a 52-wk low for $PAL the new publicly-traded auto hauler. Proficient Auto Logistics started trading in May. But it hit $14.06 yesterday lowest since its IPO and it's down 33% since high of $21.01 set July [--]. So yeah.we'll mention it"
X Link 2024-10-01T11:39Z [----] followers, [---] engagements

"At FreightWaves we love publicly-traded companies with earnings calls. We've lost some like U.S. Xpress and Echo Global. We gained $PAL this year will add $FDX Freight in [----]. And then someday a now Pink Sheets company with plans to move up: $RRTS. https://www.freightwaves.com/news/after-cleaning-up-mess-roadrunner-ceo-jamroz-plots-new-future https://www.freightwaves.com/news/after-cleaning-up-mess-roadrunner-ceo-jamroz-plots-new-future"
X Link 2024-12-23T12:24Z [----] followers, [----] engagements

"@rell116th @ttinc_brokerage I will offer no other comment except to say as journalists we LOVE publicly-traded companies Especially the ones with earnings calls. We are eagerly looking forward to that of $RRTS because we think Chris Jamroz is going to be a colorful CEO during thoise calls. 😃"
X Link 2024-12-24T13:38Z [----] followers, [---] engagements

"Did the investment community read this about $RRTS and get excited No other obvious news floating around to cause the price to rise about 41% on the day at 3:15 p.m. EST up [--] cents per share to a 52-week high. Volume today is more than 3X normal. https://www.freightwaves.com/news/after-cleaning-up-mess-roadrunner-ceo-jamroz-plots-new-future https://www.freightwaves.com/news/after-cleaning-up-mess-roadrunner-ceo-jamroz-plots-new-future"
X Link 2024-12-26T20:37Z [----] followers, [----] engagements

"FreightWaves had it first about $F dropping Jack Cooper as an auto hauler. It isn't believed $PAL picked up any of the business. But on a down market day when the story broke Proficient Auto Logistics suddenly soared up about 9.7% from [--] pm to close. https://bit.ly/40shoBZ https://bit.ly/40shoBZ"
X Link 2025-01-07T21:29Z [----] followers, [---] engagements

"I've missed a few @LogisynAdvisors monthly #logistics M&A report. Latest shows December with [--] deals worldwide. Levels are pretty consistent m-m as chart shows. Biggest in Dec: China's JD Logistics buys controlling interest in China's Kuayue-Express for about $883 million"
X Link 2025-01-14T16:45Z [----] followers, [---] engagements

"Interesting number in the $BRK.B earnings on @PilotFlyingJ. Revenue was down to $46.9B from $51.7B 9.32% no surprise given falling diesel prices. But pre-tax earnings were down 36.6% to $614M from $968M. Berkshire cites lower #diesel margins as the cause. #trucking"
X Link 2025-02-22T13:17Z [----] followers, [----] engagements

"The 2H24 @FourKites list of Premier Carriers is out. In an industry with something like 100k carriers you could view the [---] as in a highly-rated slice or being in a pretty large group that maybe isn't all that exclusive. Take your pick. Here they are: https://bit.ly/4h25oxh https://bit.ly/4h25oxh"
X Link 2025-02-27T15:00Z [----] followers, [---] engagements

"Two 52-week lows in #logistics so far today: $PAG (not good days for a company that has "automotive" in its name) Penske Automotive down 16.6% in just the last month and $CP (not good days for anything that has Canada in its name either)"
X Link 2025-03-28T15:22Z [----] followers, [---] engagements

"(1/4) And that's a wrap Here are how some major #trucking #rail and #logistics stocks performed in 2025's first quarter. Data per Barchart. Big winner: PAMT though pink sheets Roadrunner was up more. Biggest loser: TFI International S&P 500: -5.1% (Scroll continues)"
X Link 2025-03-31T20:38Z [----] followers, [----] engagements

"(2/4) Trucking/Intermodal $CVLG: -18.8% $HTLD: -16.89%% $HUBG: -15.72% $JBHT: -13.7% $KNX: -18.77% $MRTN: -11.99% $PAL: +5.23% $PTSI: +12.81% $SNDR: -22.78% $WERN: -18.76% Rail $CNI: -3.89% $CP: -4.16% $CSX: -8.84% $NSC: +1.05% $UNP: +3.41%"
X Link 2025-03-31T20:38Z [----] followers, [---] engagements

"Dividend hike at $PAG up 3.3% or [--] cts to $1.26/quarter. Penske Automotive Group is a #trucking retailer as well as offering trucks for lease or rental similar to $R. Last hike was in March when it went to $1.22 from $1.19. Stock barely higher in last [--] weeks up about 1%"
X Link 2025-05-14T20:32Z [----] followers, [---] engagements

"(1/4) And that's a wrap Here are how some of major #trucking #rail and #logistics stocks performed in the second quarter of [----]. Data per Barchart. Big winner: $GXO excluding $ETWO which is being acquired Biggest loser: $PAL excluding pink sheets $RRTS S&P 500: +11.18%"
X Link 2025-06-30T21:04Z [----] followers, [----] engagements

"(2/4) Trucking/Intermodal $CVLG: +8.6% $HTLD: -6.94% $HUBG: -9.83% $JBHT: -1.7% $KNX: +1.76% $MRTN: -5.3% $PAL: -17.41% $PAMT: +1.91% $SNDR: +6.64% $TFII: +16.98% $WERN: -6.6% Rail $CNI: +6.76% $CP: +14.19% $CSX: +12.09% $NSC: +11.23% $UNP: -0.8%"
X Link 2025-06-30T21:04Z [----] followers, [---] engagements

"19th consecutive quarterly dividend increase at $PAG up 4.8%. It went to $1.26/quarter on May 27; it is going up to $1.32 payable Aug [--]. Penske Automotive owns 28.9% of Penske Transportation Solutions and is a big truck retailer. Forward yield would be 3.04% per @SeekingAlpha"
X Link 2025-07-23T21:29Z [----] followers, [---] engagements

"I remember where I was when he heard $BP was buying Amoco; I miss the data from the earnings reports of TA; and I just attended a conference held by $WEX at its Portland hq. So I will share that WEX now has a fuel card that gives loyalty points at all BP retail #diesel brands"
X Link 2025-07-29T13:54Z [----] followers, [---] engagements

"With the $ETWO acquisition completed this past week $WTC its new owner redeemed its outstanding debt. @SPGlobalRatings therefore withdrew its ratings on the supply chain software company. Let history show e2open debt ended up with a B rating [--] notches into junk territory"
X Link 2025-08-09T19:28Z [----] followers, [---] engagements

"Some #logistics news out of quarterly 13F filing of investment manager Jana Partners. It's taken a stake in transportation payments company $WEX buying about 164K shares tiny % of float. Sold about 337k shares of $TRMB also tiny % of float but still owns about [---] million"
X Link 2025-08-14T14:17Z [----] followers, [---] engagements

"Good story here by my colleague @NoiMahoney at a $WEX conference where Derek Leathers CEO of $WERN laid out a pretty grim outlook on #trucking. https://www.freightwaves.com/news/trucking-industry-facing-horrible-rates-tariffs-werner-ceo-saysfbclid=IwY2xjawNM7dJleHRuA2FlbQIxMQABHp7itQNXR7L1padudAL7BDJI4gPLu79HIKVYdNVNUKdS_xq6-yF8kjYn0ddI_aem_0f7vlMRaqRZ6Zy5HFhfQHA https://www.freightwaves.com/news/trucking-industry-facing-horrible-rates-tariffs-werner-ceo-saysfbclid=IwY2xjawNM7dJleHRuA2FlbQIxMQABHp7itQNXR7L1padudAL7BDJI4gPLu79HIKVYdNVNUKdS_xq6-yF8kjYn0ddI_aem_0f7vlMRaqRZ6Zy5HFhfQHA"
X Link 2025-10-03T17:58Z [----] followers, [---] engagements

"TDCowen analyst Jason Seidl cut his 3Q estimate on several #trucking companies. $CHRW [--] cts to $1.32 per share. $CVLG [--] cts to [--] cts; $KNX [--] ct to [--] cts; $SNDR dn [--] ct to [--] cts; $TFII dn [--] cts to $1.19; $WERN dn [--] ct to [--] cts. $RXO EBITDA dn $6 million to $39 million"
X Link 2025-10-08T11:47Z [----] followers, [---] engagements

"With the stock market retreating we've got two 52-week lows in logistics and #trucking today: $ULH and $PAL. The latter is down about 57% in the last year"
X Link 2025-10-10T17:15Z [----] followers, [---] engagements

"While one category of $LSTR capacity providers barely budged from the prior quarter--the BCOs who are leased on to Landstar--the bigger pool of drivers who moved at least one load in the quarter for the 3PL showed a significant decline. #trucking"
X Link 2025-10-29T01:23Z [----] followers, [---] engagements

"Whenever it announces a dividend interest $TFII never puts it out separately so I sometimes miss it at first. Let's note that in a tough #trucking market when dividend hikes are rare TFI International is raising its payout 4% to [--] cts/quarter. Solid cash flow allows that"
X Link 2025-11-03T20:53Z [----] followers, [---] engagements

"Reduction in guidance at $LINE has also hit $COLD in the cold storage business; both are at 52-week lows today. Also at a 52-week low today: $ULH. What's not at a 52-week low is $RXO. But at about 10:15 it was down about 12.9% to $15.34 the day's low after earnings"
X Link 2025-11-06T15:20Z [----] followers, [---] engagements

"This group of stocks have been hitting 52-week lows or been close for a few weeks. Both $LINE and $COLD had weak earnings; they hit a 52-wk low today. So did $RXO and $ULH. But a company that makes truck engines has been doing great: $CMI. 52-week high up about 120% in [--] years"
X Link 2025-11-10T20:55Z [----] followers, [---] engagements

"Proficient Auto Logistics the auto carrier throws off a lot of cash. It was a key part of the analysts' call on Wednesday. It's not a new thing but today the stock market seemed to react to that reality driving $PAL up by almost 30%. https://bit.ly/4oD6sfm https://bit.ly/4oD6sfm"
X Link 2025-11-13T00:04Z [----] followers, [---] engagements

"When I joined McGraw Hill in [----] the organization was just known as Platts. When $SPGI acquired IHS Markit in [----] Platts was sort of subsumed into S&P Global Commodity Insights. Now SPGCI is a simpler name: S&P Global Energy but with more prominent branding for Platts"
X Link 2025-11-13T19:27Z [----] followers, [---] engagements

"Activist hedge fund Jana Partners made two 3Q cuts in #logistics. It sold total stake in payments company $WEX worth about $22.5M at Friday's close cut stake in TMS provider $TRMB by about half worth about $134 million. WEX down about 21.8% in [--] mos. and TRMB down about 7.3%"
X Link 2025-11-17T03:05Z [----] followers, [---] engagements

"They were close to a 52-week low on Friday and today they both hit it: $ODFL and $MRTN. Old Dominion's all time high was about $231 in early November [----]. Since then it is down about 44%. Also have a logistics 52-week high today: $EXPD"
X Link 2025-11-17T19:20Z [----] followers, [---] engagements

"At its big Insight meeting in New Orleans for its users and partners $TRMB also got to show off a #NASCAR car decked out in its logo. Trimble signed the deal to sponsor RFK Racing earlier this year. Driver Ryan Preece will be at the conference tomorrow"
X Link 2025-11-17T19:28Z [----] followers, [---] engagements

"Watching the product showcase at the $TRMB Insight meeting and specifically colleagues from @FreightWaves sister company @SONAR_FW it drives home how the freight tech battle is over that small window to be better than competitors. So much functionally is overlapping"
X Link 2025-11-18T16:35Z [----] followers, [---] engagements

"Several #trucking and #logistics stocks that hit 52-week lows yesterday have been showing up with some degree of frequency recently: $COLD $LINE $ULH $MRTN and $ODFL. But two truckload stocks that have been laggards made a reappearance: $PAMT and $HTLD"
X Link 2025-11-20T12:42Z [----] followers, [---] engagements

"From lows to highs: $PAMT is at a 52-wk low today. It's down about 47% in the last [--] weeks and 11.6% just in the last month. Meanwhile two 52-wk highs in transportation #logistics: warehouse operator $PLD up about 9.3% in [--] mos. and $CMI up about 15.4% in the last month"
X Link 2025-11-24T17:37Z [----] followers, [---] engagements

".@SeekingAlpha has listed the top performing S&P [---] stocks for November. #Logistics companies on the list: $EXPD up 25% in the month 4th overall; $CHRW up 22.8% 6th overall. Both are dividend aristocrats. Biggest gainer was $ALB up 32.9%. Index up 0.13% for the month"
X Link 2025-11-30T13:05Z [----] followers, [---] engagements

"Maybe it was a Raymond James increase on its valuation of $SNDR but #trucking is ripping higher today. At about 1:15 pm EST here are some gains: $XPO 4.82%; $WERN 6.99%; $TFIN 5.97%; $TFII 4.56%; $SNDR 7.94%; $RXO 6.87%; $PAMT 6.98%; $PAL 5%; $ODFL 6.25%; $CVLG 5.13%"
X Link 2025-12-03T18:23Z [----] followers, [---] engagements

"I wonder if $LSTR investors assume they're getting an extra $2/share special dividend at year's end. They declared it today. That's [--] straight years. They skipped it in [----] paid $1.50 in [----] and a buck in [----]. Regular dividends this year total $1.56 last year $1.38"
X Link 2025-12-04T13:26Z [----] followers, [---] engagements

"Freight recession.what's that No sign of it in the Dow Jones Transportation Average. It's up 7.05% for the month and 10.6% from a recent low on November [--]. #Trucking and #logistics-related components: $CHRW $CSX $EXPD $FDX $JBHT $LSTR $NSC $ODFL $R $UBER $UNP $UPS"
X Link 2025-12-08T13:17Z [----] followers, [---] engagements

"Slightly incestuous nature of [--] cos. and their debt ratings. $MH--McGraw Hill--spun off from $SPGI in '13 which means S&P stock was once McGraw Hill stock. S&P rates the debt of its once sister co $MH hiked it Monday to BB- from B. Bitter rivals $SPGI and $MCO rate each other"
X Link 2025-12-09T22:15Z [----] followers, [---] engagements

"In fuel retailing as prices fall pump profits often go up at least for awhile. This is the fuel margin--mostly #gasoline but some #diesel--at $CASY. Retail prices don't fall as fast as wholesale hence the improvement. At the same time you can see how minor the change is"
X Link 2025-12-10T19:08Z [----] followers, [---] engagements

"It's been a long time since a #trucking or #intermodal company saw a 52-week high. But $JBHT did so today hitting $199.46 up 4.4% for the day. Its 52-week low was in April at $122.79. It's up 17.6% in just the last month 44.7% in the last three months"
X Link 2025-12-11T00:13Z [----] followers, [---] engagements

"As $CHRW hits another 52-wk high today it should be noted it's been just over a year since its first investor day in New York. The stock already had been on a roll; that event gave it rocket fuel. The scorecard is that C.H. Robinson is up just under 54% for the last [--] weeks"
X Link 2025-12-18T17:24Z [----] followers, [---] engagements

"Graphic I put here came up on BOA's research page on C.H. Robinson. It's been so strong that it has created a dichotomy in certain outlooks. BOA noted two Sell ratings. $CHRW short position is considered higher than average. That can happen to a stock up more than 58% in [--] wks"
X Link 2025-12-24T17:37Z [----] followers, [---] engagements

"Awhile back I tweeted about the odd debt-rating nexus among $MH $SPGI and $MCO. $MH used to be part of $SPGI S&P now rates their debt. S&P and Moody's rate each other's debt. And last week S&P increased its rating on Moody's to A- from BBB+ first move in roughly two decades"
X Link 2025-12-30T14:59Z [----] followers, [---] engagements

"(2/4) $JBHT: +14.55% $KNX: -0.3% $MRTN: -26.55% $PAL: +22.49% $PAMT: -26.43% $SNDR: -9% $TFII: -23.43% $WERN: -16.32% Rail $CNI: -1.76% $CP: +2.46% $CSX: +12.78% $NSC: +23.67% $UNP: +1.75%"
X Link 2025-12-31T21:48Z [----] followers, [---] engagements

"(4/4) Warehouses/Dealer $PLD: +21.83% $RUSHA: -0.86% Equipment $CMI: +46.56% $PCAR: +5.67% $TRN: -25.09% $WNC: -49.77% Supply chain software $TRMB: +11.42% $MANH: -36.14% $ROP: -14.37% Trucking-focused bank $TFIN: -31.23%"
X Link 2025-12-31T21:48Z [----] followers, [---] engagements

"Why am I tweeting the calendar shot for March [--] Because the #SCOTUS has set that date for oral arguments in Montgomery vs. Caribe the big case on broker liability. And its name notwithstanding it's effectively Montgomery vs. $CHRW. Get your popcorn ready. #trucking"
X Link 2026-01-02T21:06Z [----] followers, [---] engagements

"The lengthy list of 52-week #logistics highs from yesterday is not surprising: the usual suspects. $JBHT $FDX $EXPD $CMI and $CHRW. Since $QXO is a logistics play to some degree we'll add that. And $CASY sells a lot of #diesel so they're on the list as well"
X Link 2026-01-10T11:15Z [----] followers, [---] engagements

"Now they've got even more money: A $1.2 billion sale of preferred stock by $QXO last week has been upgraded by another $1.8 billion. Apollo Management is still the lead investor. Here's what we wrote last week. https://bit.ly/3NcsOqt https://bit.ly/3NcsOqt"
X Link 2026-01-12T14:25Z [----] followers, [---] engagements

"Good news for Brad Jacobs' $QXO: debt rating at BB- from $SPGI holds on its $3B preferred share offering that will fund acquisitions. S&P said it does not view it as 100% debt having "intermediate equity content." Sees leverage at 4X-5X. BB- [--] notches under investment grade"
X Link 2026-01-22T19:53Z [----] followers, [----] engagements

"The just-published average 4Q invoice price for the factoring segment at $TFIN reflects the stronger freight market. It's the highest since Q1 and got no boost from #diesel which was down but is part of the amount in a factored invoice. Would love to see a breakdown by quarter"
X Link 2026-01-26T21:13Z [----] followers, [---] engagements

"For the first time in two years $SNDR will be increasing its dividend. The quarterly payout will go to [--] cts/share up from [---] cts on March [--] payable April [--]. It had been at that [---] cts level since March [----]. Another sign of a freight market bottom #trucking"
X Link 2026-01-28T15:02Z [----] followers, [---] engagements

"@collectorfix @MrPitbull07 The inability to go to a gate was firmly in place long before 9/11"
X Link 2026-01-29T19:45Z [----] followers, [--] engagements

"Rare downturn in the number of zero emission vehicles servicing port of Long Beach. Decline of [--] is only the 2nd downturn in the last [--] months. All the decline came in battery electric vehicles; #hydrogen stayed at [---] vehicles. Remember: there's no longer any mandate. #trucking"
X Link 2026-01-29T20:07Z [----] followers, [----] engagements

"I am reminded of Edith Bunker in All in the Family when asked if she supported capital punishment: "Well I guess so as long as it's not too severe." Trump just wants what most Americans want on housing: Low prices for buyers and high prices for sellers Trump just wants what most Americans want on housing: Low prices for buyers and high prices for sellers"
X Link 2026-01-30T15:30Z [----] followers, [---] engagements

"@gerardtbaker That would be showing civility and decency. You know those "woke" things"
X Link 2026-02-04T17:31Z [----] followers, [----] engagements

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