J.B. Hunt: A Good Long-Term Bet

GS Analytics
3.23K Followers

Summary

  • Good growth prospects in the short and long term on the back of good demand in the intermodal segment.
  • The company is building capacity to meet growing demand in the intermodal segment and undertaking joint initiatives with BNSF.
  • Valuations are lower than historical levels.
JB Hunt cargo transportation truck on interstate highway 85 i-85 road in Alabama

ablokhin

Investment Thesis

J.B. Hunt’s (NASDAQ:JBHT) intermodal segment is poised to see good growth as capacity constraints ease. The company is also working on joint initiatives with BNSF railroad to significantly increase intermodal volumes. Consolidated operating margin outlook is also positive with

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3.23K Followers
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Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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