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CH Robinson Worldwide CHRW

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    1. The Logistics Are There for This Undervalued Stock

      Video Reports

      Wed, 16 Apr 2014

      think highway brokerage specialist C . H . Robinson enjoys a wide economic moat ..... able to leverage companies like C . H . Robinson . They can leverage their broad ..... competitive advantages show up in C . H . Robinson 's average returns on invested

      C H Robinson Robinson found at 0:13, 1:21

      logistics industry. Within the third-party logistics space, we think highway brokerage specialist C . H . Robinson enjoys a wide economic moat. As a non-asset-based transportation provider, the company does not own trucks. You could think of it as a travel agent for freight in that it links up truckload capacity with which shippers and their customers and earns a spread in the process. We think that the network effect bestows pretty powerful competitive advantages for the asset-light third-party logistics providers with scale. That is, customers are able to leverage companies like C . H . Robinson . They can leverage their broad capacity access and their immense bargaining power. And on the supply side, truckers gain access to a
      in size. We think evidence of these competitive advantages show up in C Robinson's average returns on invested capital historically, which approached 30%. And so it's a pretty powerful dynamic in this business. Now why do we think C . H . Robinson still has a wide economic moat? We do think competitive rivalry is intensifying in this business, which is one reason why we've given the company a negative moat-trend rating. That said, the third-party logistics industry remains highly or immensely fragmented with thousands and thousands of small and midsize providers of less sophistication than the larger providers. And we think that this provides a long runway of opportunity for the moaty firms like C . H . Robinson to gain market share in the years ahead. In terms of valuation, we do think that C . H . Robinson is undervalued, and we think it provides opportunity for patient investors.
    2. New Morningstar Analyst Report for CH Robinson Worldwide , Inc.

      Stock Reports

      Thu, 3 Apr 2014

      macroeconomic growth, Robinson is seeing softer spot ..... logistics outsourcing. C . H . Robinson has gradually increased ..... carriers. We think C . H . Robinson 's senior management ..... share repurchases. C . H . Robinson is a non-asset-based

    3. Tweaking Our Moat Trend for C . H . Robinson to Negative

      Commentary

      Thu, 3 Apr 2014

      Although we think C . H . Robinson enjoys a wide economic moat thanks ..... identifiable structural threat to C . H . Robinson 's competitive positioning ..... capacity access. In other words, C . H . Robinson should continue to see benefits

    4. Stock Market Outlook: Time to Play Defense

      Headlines

      Wed, 26 Mar 2014

      universe--and thus earn a wide moat rating--carry our 4-star rating right now, including firms such as CH Robinson Worldwide , Exelon EXC, McDonald's MCD, Nestle NSRGY, and Wal-Mart WMT. We think these firms will earn excess returns

    5. IYT iShares Transportation Average ETF Analysis, Report, Research, 5 Star Rating – Morningstar

      ETF Reports

      Tue, 25 Mar 2014

      done a solid job growing intermodal loads. Asset-light, third-party logistics providers Landstar LSTR and C . H . Robinson CHRW have created wide economic moats through proprietary information systems and networks of customers and suppliers

    6. CH Robinson : Invest In The Largest Domestic Truck Broker

      Headlines

      Mon, 24 Mar 2014

      will be out of favor. This time I am talking about CH Robinson ( CHRW ), which has a wide competitive moat . For long-term ..... CHRW is well worth your attention. Company Description CH Robinson is the largest domestic truck broker, with over 20

    7. C . H . Robinson Worldwide : Trading At Multi-Year Lows, This High Quality Company Is Now On Sale And Merits Attention

      Headlines

      Tue, 18 Mar 2014

      By ValueArtifex : Just In Time One of my favorite places to look for excellent businesses is in industries that are boring, unloved, highly fragmented or difficult to understand. Understanding an obscure industry can offer investors the ability to achieve an edge and the chance to generate outsized

    8. Net Revenue Falls in Echo's Fourth Quarter; No Change to Our Fair Value Estimate

      Commentary

      Thu, 6 Feb 2014

      year-over-year in January despite industry disruption from winter weather. Similar to other highway brokers like C . H . Robinson , Echo saw material weakness in its gross profit margin, which contracted 180 basis points, to 16.7%. As a result

    9. Stubborn Cost of Hire Inflation Pressures C . H . Robinson ’s 4Q Results

      Commentary

      Wed, 5 Feb 2014

      C . H . Robinson ’s fourth-quarter gross-revenue expanded 6%, reflecting higher truck brokerage volume and pricing, and organic growth

    10. New Morningstar Analyst Report for Hub Group, Inc.

      Stock Reports

      Sun, 2 Feb 2014

      in the intermodal market (from competitors such as Pacer and J.B. Hunt), as well as in truck brokerage (from C . H . Robinson , Echo Global Logistics, and Landstar, among others). Lastly, although unlikely, the major Class 1 railroads

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