Matthew Young

Investors should stay tuned for attractive entry points for these high-quality logistics stocks.

Competition from trucking won't derail the industry.

What we saw in 2018, and what we expect in 2019.

Small-quantity rollbacks won't weigh on the stock indefinitely.

The medical-waste management leader is trading at a discount but will face heightened volatility in the year ahead.

This waste and recycling service provider enjoys enviable competitive positioning.

We're upgrading the firm to wide moat, but shares are pricey today.

The narrow-moat firm offers attractive upside potential for value investors who can handle volatility.

Even with pricing power in high gear, we'd hit the brakes.

Restructuring efforts will yield material longer term benefits, but at today's price, shares offer an attractive margin of safety to patient investors willing to stomach near-term volatility.

Some mobile tech marketplaces will gain traction, but stealing freight from traditional providers will be a challenge.

The wide-moat company's impressive operational execution persists in terms of adding new programmers and boosting account penetration with ancillary services.

Despite the prospect of a pricing rebound for truckload carriers due to the electronic logging device mandate, better opportunities exist in truck brokerage.

Higher costs and soft contract rates temper margins, and we view shares as overvalued today.

Many trucking firms are trading at high valuations, but we see value in highway brokerage companies.

Much of newly public Schneider National's business is commoditized, but its intermodal and logistics segments are well positioned.

Its truckload division isn’t in the fast lane to a moat, but the network effect delivers for intermodal and logistics.

The acquisition of privately held truckload carrier Estenson Logistics should lead to plentiful cross-selling opportunities for the narrow-moat company, but won't enhance its competitive positioning.

With margin compression coming, we think the market may unfairly punish the wide-moat truck brokerage leader creating an opportunity for investors.

The transaction between the two truckload carriers makes strategic sense and should yield meaningful cost and revenue synergy opportunities.

The G&K Services acquisition offers upside potential to our fair value on this wide-moat uniform rental specialist.

Valuations have become lofty in much of the intermodal space, but there are still some opportunities for investors, says Morningstar's Matthew Young.

Sector fundamentals are unexciting and valuations are elevated, but a few names show promise.

This alternative transportation option will remain the central volume driver for railroads and intermodal marketing companies.

The wide-moat third-party logistics behemoth struck an agreement to acquire privately held air and ocean forwarder APC Logistics.

Although the current stock price is steep, wide-moat Cintas benefits from scale-based cost advantages and strong network infrastructure.

Constrained truckload capacity should continue to be a tailwind for the transportation industry, but generally lofty valuations mean little margin of safety for investors.

There are a few opportunities for investors, but bargains are rare in industrials overall.

After being stuck on the runway for more than two years, demand is looking up.

A narrow moat positions the company well for further market share gains.

A strong network effect, with scale and bargaining power, provides this wide-moat firm a long runway of opportunity to gain market share in the coming years.

The firm's unique business model sets it apart from the pack.

Despite gross margin pressure, this top-tier highway broker's prospects remain attractive.

Demand is under pressure, but long-term opportunities remain at these wide-moat logistics firms.

Rate growth will slow, but should remain a tailwind.

Industry pricing is on the mend.