Seeking Alpha
  • James Sands
    February portfolio adds: $BAX, $FAST, $KSU, $PSX, $SDRL, $TRN, $UPS, and $V
    Feb 27, 4:30 PM
    Reply (4)
    • Philip Saglimbeni: I like the $FAST, $UPS and $V adds James, not too familiar with rest tho
      Feb 28, 9:35 AM
    • James Sands: Thanks Phil, the rest are mostly about transportation/oil.....
      Feb 28, 4:30 PM
    • Phobiac: $FAST concerned given such bad Winter weather. With a miss in Q4 I would have to imagine there has been less hours (days?) to sell in Q1.
      Mar 3, 6:27 PM
    • James Sands: Phobiac, est. are expected to ramp up throughout the year, so there is a weaker Q1 currently factored. Q1 concerns are merited though...
      Mar 3, 6:41 PM