$fcau is massively over-valued at the moment.
$cmi looks very undervalued going into next year as does $tsla. 200,000 barrel a day refinery to open next year in Alberta. St. Croix at 200,000 barrels a day to re-open next year as well. Despite the Fed interest rate increases long dated Treasuries have been well bid going into the New Year. That's very good news for the Federal Government but better news for the US Transportation sector.
Google might buy Fiat/Chrysler out of Bankruptcy although the Jeep Brand could get very heavy bidding. $wmt looks to be a strong buy well into next year.
Railroads have had a very impressive bounce off their lows. ($unp, $nsc, $ksu, Genessee Wyoming). Given the very odd weather this Winter so far these Railroads look to be strong buys well into next year as well.
Would not be long trucking Companies at the moment.