CH Robinson Worldwide Inc. (CHRW)

All Comments on CHRW

  • commenter
    Sep 03 04:17 PM
    Crushed Unnecessarily - Cramer's Lightning Round (9/2/08) [view article]
    FCX is probably the most unappreciated stock on the NYSE. It has consistently delivered a nice dividend, often bought back its own shares, and its recent merger was a great deal for all. It has worked down its debt and maintained a good working relationship with Indonesia where its biggest mine is located. How far its price will fall during the current adjustment in commodities is hard to tell. The prudent investor knows he will not catch either the bottom or the top. Watch this one closely. Reply
  • commenter
    Jul 06 02:39 PM
    My Website
    Industrials: The New Safe Haven for Investors [view article]
    UTX is the cheapest its been in a long time -- not a screaming buy, but worth looking at. 22% ROE smashes their cost of capital & you have 10% eps grwoth likely through 2010 with 2% yld = 12% rtns in a market that many think will be up 6% per annum going forward. Risk reward is pretty good here... Reply
  • commenter
    May 13 06:57 PM
    Industrials: The New Safe Haven for Investors [view article]
    Great analysis Howard. I recently read an article on the WSJ that interviewed a prominent investment guru, I forget his name. Basically his prediction is that industrial mfring and export related industries will pick up steam in the next few years. Reply
  • commenter
    May 05 06:09 PM
    Transportation Stocks Continue 2008 Outperformance [view article]
    A common sense assessment says, these trends should hold true. So glad it occured to me to look at the CANAMEX connection in advance to the squeeze play that has to be coming! Think I'll be nesting in this area awhile for welcomed insights. Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:17 AM
    My Website
    General Discussion on CHRW
    Is this a buy or a sell? Reply
  • commenter
    Mar 16 11:54 AM
    Investing in a Flat World: Six Sectors That Should Outperform (UPS, FXI, LMT, CSCO) [view article]
    It adds a lot of value to the knowledge of analysts like us, who have just entered the Capital market world and are facing various catastrophic events like Sub-prime crisis, currency depreciations, and hyper inflation.

    Cheers!
    Reply
  • commenter
    Mar 13 12:12 PM
    IYT: Shipping Stocks Deliver Modest Gains Despite U.S. Slowdown [view article]
    U.S. trucking firms are more of a bell-weather for the direction of the U.S. economy. They are the first to feel the downturn and the first to recover. Railroads and ocean freight companies do not mirror the U.S. economy as efficiently as trucking industry stocks, due to the international nature of the products that they ship. (ex), More commodities such as grains, coal and ore are becoming international commodities that will be increasingly shipped more efficiently by rail to the ports where ocean freight companies ship to the world.

    Consumer goods that are used by U.S. consumers are mainly shipped by trucks, thus the trucking industry would be a better leading indicator to the direction of the U. S. economy.
    Reply
  • commenter
    Aug 02 07:47 AM
    The Week Ahead: Earnings Galore [view article]
    Not many stocks rising last week... Yesterday's end of day rally was a wild one, but the volume came in selling at the close. Reply
  • commenter
    Aug 01 08:59 PM
    The Week Ahead: Earnings Galore [view article]
    Out of many voices comes one helluva story and no voice is insignificant. Remember that little butterfly in the Amazon helping cause the storms in Kansas? We're all part of the grand scheme of things to one extent or another.

    Unfortunately the earnings were up but the stock went down...go figure.
    Reply
  • commenter
    Aug 01 10:44 AM
    The Week Ahead: Earnings Galore [view article]
    Yep. Hopefully the one extra voice added to the discussion. If not, I guess worst case is my incremental hot air was insignificant in the scheme of things. Reply
  • commenter
    Aug 01 09:58 AM
    The Week Ahead: Earnings Galore [view article]
    Yet, you did discuss the earning report afterall, didn't you? I guess it was just to juicy of a story, huh? Reply
  • commenter
    Jul 23 02:28 PM
    The Week Ahead: Earnings Galore [view article]
    In part the stocks I am watching are based on whether they are on my watch list or have discussed them in the past. As you say, Apple is discussed to death and the incremental value of my own contribution would probably be minimal. While some will surely disagree, I feel I can add more value to the discussion of the others listed. Reply
  • commenter
    Jul 23 12:45 PM
    The Week Ahead: Earnings Galore [view article]
    Although I am sick to death of hearing about AAPLs iPhone, it has had a huge impact on the NASDAQ in recent weeks, helping it keep its head above the subprime waters. Suppliers to iPhone production have also benefited from its successful launch. I am curious as to why you would not monitor Apple's earnings report Wednesday after hours? A bad report (although very unlikely) would have a profound effect on the stock and possibly others in the NASDAQ. XRX, WDC. and some of the others you mentioned are mere sideshows in comparison. Reply
  • commenter
    Jul 22 03:53 PM
    My Website
    The Week Ahead: Earnings Galore [view article]
    I will keep my EMC stock and ride the wave. Reply
  • commenter
    Dec 29 03:02 PM
    Does the Slowdown in Trucking Mean a Retail Slowdown Is Around the Bend? [view article]
    Paul,

    While it's true that trucks supply both retail and homebuilding, homebuilding is typically seasonally slow during winter. Therefore, I would say it is a safe bet that any/all of the contraction in November was retail related, rather than housing related.

    Auto is not helping either, but at some point you have to conclude with housing down, autos down and retail apparently down - everything is down.

    Bill Trent
    Reply