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  1. New Morningstar Analyst Report for Con-way, Inc.

    Stock Reports

    Thu, 24 May 2012

    Lane density and yield management hold the keys to Con-way's profitability improvement.

  2. New Morningstar Analyst Report for J.B. Hunt Transport Services, Inc.

    Stock Reports

    Mon, 21 May 2012

    Driver pay and recruiting costs are likely to rise materially during the next several years driven by tight driver availability. Because truckload shipping is fragmented and largely commodified, price competition usually drives down the profitability of providers during periods of weak freight

  3. New Morningstar Analyst Report - Marten Transport, Ltd.

    Stock Reports

    Fri, 11 May 2012

    Marten has expanded beyond long-haul refer trucking into regional lanes and logistics services.

  4. New Morningstar Analyst Report for Heartland Express, Inc.

    Stock Reports

    Fri, 11 May 2012

    We think Heartland's steadfast cost discipline will support healthy returns over the long run.

  5. New Morningstar Analyst Report for Old Dominion Freight Lines

    Stock Reports

    Wed, 9 May 2012

    Old Dominion's LTL trucking operations are capital intensive, and its vast network of terminals and distribution centers creates a sizable fixed cost base that amplifies cyclicality. The firm's LTL segment competes with industry heavyweights FedEx and United Parcel Service. Both competitors have

  6. New Morningstar Analyst Report for Arkansas Best Corporation

    Stock Reports

    Mon, 7 May 2012

    Arkansas Best's LTL trucking operations are capital-intensive, and its vast network of terminals and distribution centers creates a sizable fixed cost base that amplifies cyclicality. The company competes with industry heavyweights FedEx and UPS. Both competitors have substantially increased their

  7. New Morningstar Analyst Report for Knight Transportation, Inc.

    Stock Reports

    Fri, 4 May 2012

    Knight's trucking operations are capital-intensive, and its network of service centers and revenue equipment creates a sizable fixed-cost base that amplifies cyclicality. Additionally, competition often intensifies during periods of soft demand, driving down rates as competitors attempt to improve

  8. New Morningstar Analyst Report for Werner Enterprises, Inc.

    Stock Reports

    Wed, 2 May 2012

    Werner should enjoy favorable pricing conditions during the next several years.

  9. New Morningstar Analyst Report - YRC Worldwide, Inc.

    Stock Reports

    Mon, 1 Aug 2011

    Although previous labor contract modifications created some breathing room, sluggish volume trends and slow pricing improvement mean YRC isn't yet out of the woods.Because of costly union labor and restrictive work rules, YRC's operating margins are razor-thin, even compared with those of its LTL

  10. New Morningstar Analyst Report - Landstar System, Inc.

    Stock Reports

    Wed, 3 Mar 2010

    Landstar's solid asset-light model will benefit from improving volume and pricing in 2010.

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