Thursday, July 9, 2015

Hot Transportation Stocks To Own Right Now

If you think natural gas prices could wreak havoc on companies like Clean Energy Fuels� (NASDAQ: CLNE  ) �and�Questar's� (NYSE: STR  ) refueling division, you probably don't understand how it all adds up "at the pump."

Andrew Littlefair is the CEO and co-founder of Clean Energy Fuels, the leading provider of natural gas for transportation in North America. Clean Energy provides CNG and LNG fuels to solid waste, trucking, and transit fleets, among others, and currently operates some 500 fueling stations in the United States and Canada, as well as manufacturing related equipment and technologies.

Is natural gas losing its ability to compete as a transportation fuel? In this video segment, Littlefair explains the commodity cost of natural gas, and how it really compares to diesel -- and what a change in the price of natural gas ultimately means at the pump.�

OPEC is absolutely terrified of this game-changer...
It's hard to know which companies will be winning investments in the American energy boom. One company is so tied to every aspect of production, exploration, and distribution, it literally has no competition in some of its business segments. Warren Buffett is so confident in this one company's can't-live-without-it business model, he loaded up on 8.8�million shares. An exclusive Motley Fool report reveals the company we're calling OPEC's Worst Nightmare. Just click HERE to uncover the name of this industry-leading stock. It could be one of the best stocks to own in over the next two decades.�

Best Prefered Stocks To Own For 2016: Rhino Resource Partners LP(RNO)

Rhino Resource Partners LP produces, processes, and sells coal of various steam and metallurgical grades in the United States. The company holds interests in various surface and underground coal mines located in Central Appalachia, Northern Appalachia, the Illinois Basin, and the Western Bituminous region. As of December 31, 2010, it operated 10 mines, including 5 underground and 5 surface mines located in Kentucky, Ohio, and West Virginia. The company markets its steam coal primarily to electric utility companies as fuel for their steam-powered generators; and metallurgical coal for steel and coke producers. It also engages in mining limestone from reserves located at its Sands Hill mining complex and sells it as aggregate to various construction companies and road builders. The company was founded in 2003 and is based in Lexington, Kentucky.

Advisors' Opinion:
  • [By Rich Duprey]

    Coal producer�Rhino Resource Partners� (NYSE: RNO  ) announced yesterday its third-quarter dividend of $0.445 per share, the same rate it's paid for the past four quarters after cutting the payout 7% from $0.48 per share.

  • [By Dorothee Tschampa]

    Volkswagen AG (VOW) (VOW), PSA Peugeot Citroen (UG) and Renault SA (RNO) (RNO), Europe�� three largest carmakers, all dropped 5 percent or more after preliminary data showed Chinese manufacturing is unexpectedly contracting.

  • [By Robert Rapier]

    The National Association of Publicly Traded Partnerships (NAPTP) lists five MLPs in the category ��atural Resources – Coal,��although two of the five are Alliance Holdings (NYSE: AHGP) and its operating affiliate, Alliance Resource Partners (NYSE: ARLP). The other three are Natural Resource Partners (NYSE: NRP), Rhino Resource Partners (NYSE: RNO), and Oxford Resource Partners (NYSE: OXF).

  • [By Alexis Xydias]

    Investors are regaining confidence, squeezing pessimists who say the economy remains sluggish outside of Germany and point to record-low trading volume as a lack of conviction in the Euro Stoxx�� 61 percent rally of the past two years. Besides gains in stocks from Banco Bilbao Vizcaya Argentaria SA to Renault SA (RNO), yields on Spanish and Italian bonds have declined to a two-year low compared with German bunds and the euro has strengthened 4.6 percent to $1.35 in the past six months.

Hot Transportation Stocks To Own Right Now: United Parcel Service Inc.(UPS)

United Parcel Service, Inc., a package delivery company, provides transportation, logistics, and financial services in the United States and internationally. It operates in three segments: U.S. Domestic Package, International Package, and Supply Chain & Freight. The U.S. Domestic Package segment engages in the time-definite delivery of letters, documents, and packages in the United States. The International Package segment offers air and ground delivery of small packages and letters to approximately 220 countries and territories, including shipments outside the United States, as well as shipments with either origin or distribution outside the United States; export services; and domestic services move shipments within a country?s borders. The Supply Chain & Freight segment provides forwarding and logistics services, such as supply chain design and management, freight distribution, customs brokerage, mail, and consulting services in approximately 195 countries and territorie s; and less-than-truckload and truckload services to customers in North America. In addition, the company offers various technology solutions for automated shipping, visibility, and billing; information technology systems and distribution facilities to various industries comprising healthcare, technology, and consumer/retail; and a portfolio of financial services that provides customers with short-term working capital, government guaranteed lending, global trade financing, credit cards, and export financing. It operates a fleet of approximately 99,800 package cars, vans, tractors, and motorcycles; an air fleet of 527 aircraft; and 33,800 containers used to transport cargo in its aircraft. The company was founded in 1907 and is headquartered in Atlanta, Georgia.

Advisors' Opinion:
  • [By Bloomberg]

    Associated Press/Brennan Linsley When Hostess Brands went bankrupt in 2012, it triggered anxiety among employees at Ottenberg's Bakery, a family-owned enterprise in Maryland. The companies shared a pension plan, and if Hostess couldn't pay its retirees, Ottenberg's would have to pick up the tab. Gary League, 53, who has delivered Ottenberg's bread for almost three decades, worried he might lose his nest egg, maybe even his job. "If you have all these guys out on retirement and you only have Ottenberg's paying into it, the math doesn't add up," he said. "I was thinking I would have to work forever." Last week, he got the good news -- the U.S. government saved his benefits by sacrificing those of Hostess' drivers, who will now get a reduced payout financed by the government. League is one of 10.4 million Americans with retirements tied to multiemployer pension plans, large investment pools long considered low risk because they don't rely on a single company for financing. Two recessions, industry consolidation prompted by deregulation and an aging workforce have funds facing a $400 billion shortfall that has some near insolvency. Dozens already have failed, affecting 94,000 participants. Things are dire enough that a coalition of employers and labor unions is asking Congress for permission to cut benefits to retired truck drivers, miners and others as a last resort in order to prevent plans from going under. The proposal has divided unions and their allies, triggering a lobbying battle as a legislative deadline approaches and retirement security looms large as a growing economic concern. $2 Billion LIability Leads to Plan Being Carved up Hostess, maker of Wonder Bread and Twinkies, was one of two employers contributing to the Bakery and Sales Drivers Local 33 Pension Fund. When Hostess went bankrupt, Ottenberg's was left to foot the bill. President Ray Ottenberg didn't respond to requests for comment. Hostess had about $2 billion in liability to its multi

  • [By Rich Smith]

    This series, brought to you by Yahoo! Finance, looks at which upgrades and downgrades make sense, and which ones investors should act on. Today, three new ratings in the shipping sphere are grabbing headlines, as investment banker RBC Capital Markets upgrades UPS (NYSE: UPS  ) to outperform, but cuts both FedEx (NYSE: FDX  ) and shipping facilitator Expeditors International (NASDAQ: EXPD  ) to underperform.

Hot Transportation Stocks To Own Right Now: Frontline Ltd (FRO)

Frontline Ltd., incorporated on June 12, 1992, is a shipping company. The Company is engaged primarily in the ownership and operation of oil tankers and oil/bulk/ore (OBO) carriers. The Company operates tankers of two sizes: very large crude carriers (VLCCs), which are between 200,000 and 320,000 deadweight tons, and Suezmax tankers, which are vessels between 120,000 and 170,000 deadweight tons. As of December 31, 2010, its tanker and OBO fleet consisted of 73 vessels. The fleet consists of 44 VLCCs, which are either owned or chartered in, 21 Suezmax tankers, which are either owned or chartered in and eight Suezmax OBOs, which are chartered in. The Company also had five VLCC newbuildings and two Suezmax newbuildings on order and three VLCCs under its commercial management. In February 2010, it purchased the VLCC Front Vista from Ship Finance International Limited (Ship Finance). In January 2011, it sold the VLCC Front Shanghai.

The Company operates through subsidiaries and partnerships located in the Bahamas, Bermuda, the Cayman Islands, India, the Isle of Man, Liberia, Norway, the United Kingdom and Singapore. The Company is also engaged in the charter, purchase and sale of vessels. In April 2010, the Company delivered the single hull Suezmax Front Voyager. During the year ended December 31, 2010, six newbuildings were completed. Four Suezmax vessels were delivered: the Northia, on January 5, 2010; the Naticina, on March 9, 2010; the Front Odin, on May 5, 2010, and the Front Njord on August 12, 2010. Two VLCCs were delivered: the Front Cecilie on June 10 and the Front Signe on August 9, 2010. As of December 31, 2010, the Company's newbuilding program consisted of two Suezmax tankers and five VLCCs.

Advisors' Opinion:
  • [By Karee Venema]

    One equity that falls under the small-cap umbrella, and looks poised to benefit from a contrarian boon is shipping concern Frontline Ltd. (FRO).

    Shares of Frontline have more than doubled in value since hitting a decade-plus low of $1.71 last May. In fact, the stock tagged a new annual high of $5.18 in early January.

Hot Transportation Stocks To Own Right Now: Canadian Pacific Railway Limited(CP)

Canadian Pacific Railway Limited, through its subsidiaries, operates as a transcontinental railway providing freight transportation services, logistics solutions, and supply chain expertise in Canada and the United States. It transports bulk commodities, including grain, coal, sulphur, and fertilizers; merchandise freight; finished vehicles and automotive parts; forest products, which include wood pulp, paper, paperboard, newsprint, lumber, panel, and oriented strand board; and industrial and consumer products comprising chemicals, energy, and plastics, as well as mine, metals, and aggregates. The company provides rail and intermodal transportation services over a network of approximately 14,700 miles serving the principal business centers of Canada, from Montreal to Vancouver, British Columbia; and the Midwest and Northeast regions of the United States. Canadian Pacific Railway Limited was founded in 1881 and is headquartered in Calgary, Canada.

Advisors' Opinion:
  • [By Teresa Rivas]

    Canadian Pacific Railway�(CP) wants to merge with�CSX Corp. (CSX), and shareholders seem to like the idea as well, sending both stocks up Monday.

    However, CSX isn�� sold: As The Wall Street Journal�� Dana Mattioli, Liz Hoffman and David Georg-Cosh report, it resisted CP�� offer, and there�� no guarantee the latter will try again.

    Also among the skeptics: Cowen & Co.�� Jason Seidl and Matthew Elkott. In a note out today, the write that the timing is not ideal for a mega merger: While such a deal would likely benefit both companies in the long run, ongoing service and capacity issues have soured shippers and regulators on the industry at the whole. Indeed, their recent survey showed 70% of shippers are opposed to another merger among Class 1 railroads, an increase from 64% in the second quarter. As it stands, current service issues are unlikely to ease until mid-2015, and shippers, recalling integration issues associated with previous mergers, are likely loath to see that protracted timeline stretched any further.

    So what comes next, in their opinion?

    If CP has shelved the offer, it could mean that a Class I merger may not be revisited for a while. However, given the tenacity of CP�� management, we would not be surprised if the company resorts to other means for making the deal happen. Indeed, management could team up with Pershing Square Capital in taking the proposal directly to CSX�� shareholders. While the activist fund has won many accolades from investors for its remarkable success in turning around CP over the last couple of years, a merger between the two carriers will likely still face many hurdles, not the least of which will be the Surface Transportation Board (STB), which has been listening intently to shippers��service and rail pricing concerns. Other regulatory and national security authorities will likely be involved.

    However, if a merger does happen, expect others to quickly follow, write Seid

  • [By Dan Caplinger]

    Earlier this week, CSX (NYSE: CSX  ) saw its stock soar by 10% as news emerged that North American peer Canadian Pacific (NYSE: CP  ) had reportedly approached CSX with a possible merger deal. Yet even as investors speculated about the possible implications of a merger on the short-term value of their holdings, CSX's earnings the following afternoon gave the railroad's shareholders plenty of reasons not to want to give Canadian Pacific the chance to buy them out at what could prove to have been a bargain price.

  • [By Jon C. Ogg]

    Canadian Pacific Railway Ltd. (NYSE: CP) was upgraded to Outperform from Neutral and the price target was raised to $144 from $139 at Credit Suisse.

Hot Transportation Stocks To Own Right Now: CAI International Inc (CAP)

CAI International, Inc., incorporated on January 30, 2007, is a equipment leasing and management company, operating primarily in the international intermodal marine cargo container leasing business. The Company also owns a fleet of railcars, which it leases in North America. The Company operates in two segments: equipment leasing and equipment management. The equipment leasing segment specializes primarily in the ownership and leasing of intermodal containers, while the equipment management segment manages equipment for third-party investors. The Company leases its equipment principally to international container shipping lines located throughout the world. The Company sells equipment primarily to third-party investor groups and provides management services to those investors in return for a management fee.

The equipment leasing segment derives its revenue primarily from the ownership and leasing of containers to container shipping lines and freight forwarders. The equipment management segment derives its revenue from management fees earned from portfolios of equipment and associated leases which are managed on behalf of third-party investors. As of March 31, 2013, our fleet consisted of 1,091,117 twenty-foot equivalent units (TEUs) of containers and 1,453 railcars.

Advisors' Opinion:
  • [By Sarah Jones]

    SAP AG (SAP) climbed 1.2 percent to 57.36 euros and Cap Gemini SA (CAP) gained 1.8 percent to 39.95 euros as peer Infosys Ltd. surged the most in six months in Mumbai trading after first-quarter profit rose and the company�� sales forecast in dollar terms beat analyst estimates.

Hot Transportation Stocks To Own Right Now: Saia Inc.(SAIA)

Saia, Inc., an asset-based trucking company, provides transportation and supply chain solutions primarily to the retail, chemical, and manufacturing industries in the United States. The company, through it subsidiary, Saia Motor Freight Line, LLC, offers regional and interregional less than truckload (LTL) services, selected national LTL, and time-definite services. It was formerly known as SCS Transportation, Inc. Saia, Inc. was founded in 2000 and is headquartered in Johns Creek, Georgia.

Advisors' Opinion:
  • [By Ben Levisohn]

    Wunderlich’s Nicholas Bender thinks FedEx’s results bode well for Old Dominion (ODFL), Con-way (CNW) and Saia (SAIA):

    We expect all less-than-truckload carriers to benefit in 2Q14 from the same trends that carried FedEx Freight to a banner 4Q14. This includes Hold-rated Old Dominion, which will continue to grow at well above market rates, and Buy-rated Con-way, which we believe can leverage a strong 2Q14 to prime the pump on margin enhancement efforts. Our favorite name in the space remains Saia (SAIA-$42.92, Buy), which will once again see accelerating tonnage growth in 2Q14. Though tonnage growth will moderate in� 2H14 due to steeper comps, there remains considerable potential for the company to boost yield and continue winning incremental business with new accounts.

  • [By John Udovich]

    Despite what can best be described as a�soft economy, small cap trucking stocks YRC Worldwide, Inc (NASDAQ: YRCW), Arkansas Best Corporation (NASDAQ: ABFS), Frozen Food Express Industries, Inc (NASDAQ: FFEX), Saia Inc (NASDAQ: SAIA) and USA Truck, Inc (NASDAQ: USAK) have been trucking some pretty impressive returns since the start of the year. In fact, these small cap trucking stocks are up anywhere from 72% to 150% or so since the start of the year despite the slow economy. Certainly trucking stocks provide a good indicator of how the economy is doing, but might investors be�jumping the gun by pushing up these trucking stocks?

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