Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Old Dominion Continues To Take Share

As I expected back in February, Old Dominion's (NASDAQ:ODFL) fourth quarter was just a bump on the road and business has gotten back to normal. Normal is a very good thing for Old Dominion, as the company's superior service quality continues to fuel share gains and good cost control allows the company to thrive with relatively lower price increases than its competition. Old Dominion shares aren't cheap by standard valuation metrics, but I believe standard metrics may be a little too confining for a significantly above-average operator.

Back To Beating In Q1

Old Dominion has quickly returned to beating analyst estimates on the top and bottom lines. Revenue rose more than 16% this quarter, with tonnage...

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