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@JohnHKingston "Two #logistics stocks hit 52-wk lows in last X days: $UPS and $COLD. Not surprisingly dividends are both getting attention. I mentioned the UPS dividend awhile back; today it is about a XXX% yield. But the Americold dividend is getting attention too; today it's at about 6.6%"
X Link @JohnHKingston 2025-09-09T18:10Z 4286 followers, XXX 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 XXX million"
X Link @JohnHKingston 2025-08-14T14:17Z 4285 followers, XXX engagements

"Is there an echo in here The same four #trucking and #logistics companies that reached 52-week lows yesterday did it again today: $COLD $LSTR $ODFL and $MRTN. There were not any others hitting 52-week lows that could be considered part of that industry"
X Link @JohnHKingston 2025-09-23T20:34Z 4283 followers, 2829 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 $XXXX payable Aug XX. Penske Automotive owns XXXX% of Penske Transportation Solutions and is a big truck retailer. Forward yield would be XXXX% per @SeekingAlpha"
X Link @JohnHKingston 2025-07-23T21:29Z 4285 followers, XXX 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 @JohnHKingston 2025-07-29T13:54Z 4285 followers, XXX engagements

"One 52-week high today: $TRMB. But the supplier of all sorts of services necessary to #trucking construction and other businesses been doing that a lot recently; it's up about XXXX% in X months. After more bad earnings $HTLD not at a 52-wk low but down about XXX% for the day"
X Link @JohnHKingston 2025-07-24T19:34Z 4284 followers, XXX engagements

"(2/4) $HTLD: -XXXX% $HUBG: +3.02% $JBHT: -XXXX% $KNX: -XXXXX% $MRTN: -XXXXX% $PAL: -XXX% $PAMT: -XXXXX% $SNDR: -XXXXX% $TFII: -XXX% $WERN: -XXX% Rail $CNI: -XXXX% $CP: -XXXX% $CSX: +8.78% $NSC: +17.36% $UNP: +2.73%"
X Link @JohnHKingston 2025-09-30T21:49Z 4285 followers, XX engagements

"FULL STORY TO COME. But if you're in freight #trucking or logistics you should know that the Supreme Court this morning accepted a request for certiorari in Montgomery vs. Caribe a case that tangentially involves $CHRW. The issue is broker liability. Stay tuned"
X Link @JohnHKingston 2025-10-03T14:03Z 4285 followers, XXX engagements

"TDCowen analyst Jason Seidl cut his 3Q estimate on several #trucking companies. $CHRW X cts to $XXXX per share. $CVLG X cts to XX cts; $KNX X ct to XX cts; $SNDR dn X ct to XX cts; $TFII dn X cts to $1.19; $WERN dn X ct to XX cts. $RXO EBITDA dn $X million to $XX million"
X Link @JohnHKingston 2025-10-08T11:47Z 4285 followers, XXX engagements

"(4/4) Warehouses/Dealer $PLD: +8.94% $RUSHA: +3.81% $LINE: -XXXXX% $COLD: -XXXX% Equipment $CMI: +28.97% $PCAR: +3.43% $TRN: +3.81% $WNC: -XXXX% Logistics software $TRMB: +7.46% $MANH: +3.8% Trucking-focused bank $TFIN: -9.2%"
X Link @JohnHKingston 2025-09-30T21:49Z 4286 followers, XXX engagements

"Noting some big #trucking losers today a few days after upward spike on rate increases. Percentages all declines: $XPO 6.02%; $WERN 6.09%; $ULH 11.2%; $SAIA 6.71%; $RXO 6.06%; $ODFL 4.93%; $HTLD 5.36%; $ARCB 5.75%; $SNDR 3.94%; $JBHT 3.88%; $LSTR 3.93%. $MRTN 2.87%"
X Link @JohnHKingston 2025-10-10T20:45Z 4285 followers, XXX engagements

"A 52-week low today for a company that is important in #trucking but not really a trucking company: $ROP. It owns @datfreightteam. It hit a 52-week low today down just XXX% in XX weeks but XXXX% in X months. $CMI and $CASY stayed hot 52-week highs again"
X Link @JohnHKingston 2025-09-16T21:33Z 4285 followers, 4915 engagements

"It's not a 52-week high but gotta mention $PAL stock. The auto hauler is up XXXX% at about 3:35 to $XXXX. More notable since a June XX 52-week low at $XXXX it's up 22.2%. Two 52-week highs today in #logistics: $TRMB and $PAG continuing a strong trend for both"
X Link @JohnHKingston 2025-07-10T19:40Z 4285 followers, XXX engagements

"Privately-owned @ArgusMedia debt affirmed by $MCO at B2. Here's what else we learned: FY 2025 revenue was $501M up 9%. Subscription revenues grew 11%. Projected EBITDA next year is $257M for gross debt to EBITDA of 6.3X. FCF expected at $112M. A solid competitor to @SPGCI"
X Link @JohnHKingston 2025-09-30T17:06Z 4285 followers, XXX engagements

"Remember when convenience store operator $ARKO wanted to buy TA and snatch it away from $BP But ARKO'S weak credit rating was cited by TA board as a reason to push back. ARKO's credit rating is a junk credit B2 and now $MCO has changed its outlook to negative from stable"
X Link @JohnHKingston 2025-09-30T13:46Z 4285 followers, XXX engagements

"Former colleague of mine at $SPGI who worked there long enough ago when it was McGraw Hill came upon the NYSE today when they were launching the IPO of $MH the book division the parent sold to private equity in XX. I am totally disconnected from it but it is still cool to see"
X Link @JohnHKingston 2025-07-24T17:38Z 4284 followers, XXX engagements

"Price of $MANH was insane today. Not the XX% increase at the close. $XXXXXX. But early in the day it rose to $XXX right off the bat up almost XX% from Tuesday. Gotta think some shorts needed to cover after strong earnings. Some unverified data suggests short positions were big"
X Link @JohnHKingston 2025-07-23T20:28Z 4285 followers, XXX engagements

"(3/4) LTL/Parcel/Drayage $ARCB: -XXXX% $EXPD: +7.3% $FDX: +3.74% $FWRD: +4.48% $ODFL: -XXXXX% $RRTS: -XXXXX% $SAIA: +9.26% $UPS: -XXXXX% $ULH: -XXXX% $XPO: +2.36% 3PL/Leasing/Logistics $CHRW: +37.99% $GXO: +8.6% $LSTR: -XXXXX% $R: +18.64% $RXO: -2.16%"
X Link @JohnHKingston 2025-09-30T21:49Z 4285 followers, XXX 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"
X Link @JohnHKingston 2025-10-03T17:58Z 4285 followers, XXX engagements

"We had another 52-week high today for a company heavily involved in #logistics: $TRMB. But it's in a lot of other things too. Stock is up about XXXX% in the last year"
X Link @JohnHKingston 2025-07-03T01:18Z 4284 followers, XXX engagements

"Two #logistics-related 52-week lows today in the big stock market selloff. $MRTN hit a 52-week low at $XXXXX. It's down about XXXX% in the last XX weeks. Cold storage realty trust $COLD a very appropriate symbol hit a 52-week low and is down XXXX% in the last year"
X Link @JohnHKingston 2025-09-02T21:47Z 4285 followers, 1291 engagements