The top 100 stock
market authors
selected for publication
market authors
selected for publication
William Trent_ » Comments » CHRW
More on CHRW by William Trent_
Comments by Ticker
107 comments
Rating: 1
(1 is 
-
0 
)
-
0 )
-
The Seeking Alpha 100
See all
Seeking Alpha 100 » -
Fastest Climbers
Authors with the largestSee all
increase in followers
in the last 7 days
Fastest Climbers » -
Top Commenters
Top commenters,See all
as ranked by their peers
Top Commenters » -
Top Instabloggers
The 100 most active
Instabloggers.-
1
David Fry
-
2
TraderMark
-
3
Don Dion
-
4
Cliff Wachtel
-
5
Mike Havrilla
Top Instabloggers » -
1
-
Top StockTalkers
TopSee all
StockTalkers.
Top StockTalkers »
Does the Slowdown in Trucking Mean a Retail Slowdown Is Around the Bend? [View article]
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
Trucker C.H. Robinson's Strategy of Not Owning Its Trucks Pays Off [View article]
Sorry, I'm not that familiar with PACR. I know Landstar best, and some of the larger-cap names. After reading your post, though, they sound less similar to Landstar/CHRW than to Expeditors International (EXPD) or UTI Worldwide (UTIW). Although EXPD is far more richly valued, PACR's 16x forward P/E isn't that much lower than 20x for LSTR and 21x for UTIW when you factor in growth and ROE.