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Airlines Leading Transport Top-5s

|Includes:Aegean Marine Petroleum Network Inc. (ANW), BALT, CNI, CNW, DAL, DSX, FDX, GOL, KSU, NM, RA, TRN, UAL, UNP, UPS, XPO

MARKET OVERVIEW

Index

Week Open

Thurs. Close

Change

% Change

YTD

DJIA

13274.58

13057.46

-217.12

-1.64%

7.20%

NASDAQ

3072.66

3053.4

-19.26

-0.63%

17.57%

RUSSELL 2000

817.98

806

-11.98

-1.46%

8.81%

S&P 500

1417.85

1402.08

-15.77

-1.11%

11.75%

Click to enlarge
 

 

Summary of VE Stock Universe

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Stocks Undervalued

62.53%

Stocks Overvalued

37.47%

Stocks Undervalued by 20%

28.38%

Stocks Overvalued by 20%

12.91%

Click to enlarge

SECTOR OVERVIEW

Sector

Change

MTD

YTD

Valuation

Last 12-MReturn

P/E Ratio

Aerospace

62.53%

2.25%

2.48%

3.86% undervalued

4.35%

22.88

Auto-Tires-Trucks

37.47%

4.82%

4.19%

9.88% undervalued

4.30%

17.61

Basic Materials

28.38%

6.45%

1.02%

7.78% undervalued

-26.35%

26.7

Business Services

12.91%

1.99%

6.42%

1.72% undervalued

12.66%

23.83

Computer and Technology

-0.28%

4.17%

7.22%

5.92% overvalued

4.08%

42.53

Construction

0.07%

5.33%

87.55%

5.40% overvalued

25.70%

29.91

Consumer Discretionary

-0.47%

2.31%

14.19%

0.50% undervalued

8.63%

28.25

Consumer Staples

-0.18%

3.21%

13.99%

9.14% overvalued

7.73%

19.45

Finance

-0.14%

6.34%

21.50%

8.32% overvalued

13.79%

19.16

Industrial Products

-0.45%

2.42%

2.59%

1.66% undervalued

3.83%

22.56

Medical

0.44%

3.49%

16.67%

5.50% overvalued

5.05%

41.14

Multi-Sector Conglomerates

-0.39%

3.02%

10.80%

5.42% undervalued

14.56%

15

Oils-Energy

-0.14%

3.60%

-6.44%

2.14% undervalued

-8.46%

36.47

Retail-Wholesale

-0.18%

1.94%

13.40%

5.27% overvalued

20.19%

24.95

Transportation

-0.51%

0.70%

8.68%

1.17% undervalued

1.36%

17.94

Utilities

-0.39%

0.87%

1.74%

13.60% overvalued

6.78%

18.24

Click to enlarge
Sector Talk-Transportation

Below, we present the latest data on leading Transportation Stocks from our Institutional software package (Pending:VEI). These results were filtered by market price and volume--no results below 3$/share or less than 100k shares/day volume.

Top-Five Transportation Sector Stocks--Short-Term Forecast Returns

Ticker

Name

Mkt Price

Valuation(%)

Last 12-M Retn(%)

LCC

US AIRWAYS GRP

11.04

-17.4

107.13

ANW

AEGEAN MARINE

7.26

-49.63

61.33

CNW

CON-WAY INC

30.68

-30.6

29.4

RA

RAILAMERICA INC

27.43

5.44

131.28

FDX

FEDEX CORP

88.86

-18.94

19.56

Click to enlarge

Top-Five Transportation Sector Stocks--Long-Term Forecast Returns

Ticker

Name

Mkt Price

Valuation(%)

Last 12-M Retn(%)

UNP

UNION PAC CORP

123.79

0.45

43.16

UPS

UTD PARCEL SRVC

75.68

-6.15

22.1

CNI

CDN NATL RY CO

91.1

5.34

31.51

KSU

KANSAS CITY SOU

76.77

7.89

60.77

FDX

FEDEX CORP

88.86

-18.94

19.56

Click to enlarge

Top-Five Transportation Sector Stocks--Composite Score

Ticker

Name

Mkt Price

Valuation(%)

Last 12-M Retn(%)

LCC

US AIRWAYS GRP

11.04

-17.4

107.13

DAL

DELTA AIR LINES

9.15

-22.95

26.03

UAL

UNITED CONT HLD

19.29

-31.25

10.73

FDX

FEDEX CORP

88.86

-18.94

19.56

TRN

TRINITY INDS IN

29.11

-23.73

32.02

Click to enlarge

Top-Five Transportation Sector Stocks--Most Overvalued

Ticker

Name

Mkt Price

Valuation(%)

Last 12-M Retn(%)

NM

NAVIOS MARI HLD

3.6

300

15.02

XPO

XPO LOGISTICS

15.85

300

39.04

BALT

BALTIC TRAD LTD

3.08

36.88

-25.78

DSX

DIANA SHIPPING

6.93

30.89

-19.42

GOL

GOL LINHAS-ADR

5.03

25.51

-25.37

Click to enlarge

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Stocks: ANW, CNW, RA, FDX, UNP, UPS, CNI, KSU, DAL, UAL, TRN, NM, XPO, BALT, DSX, GOL