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CSX-Indexed-1
CSX’s 3Q17 Earnings Shine: Higher Freight Rates, Stock Up 2.6%

The eastern US rail freight carrier CSX (CSX) announced its 3Q17 earnings on October 17. The quarter marks the end of two full quarters under the leadership of Hunter Harrison.

JBHT-Indexed-1
What Weighed down J.B. Hunt's 3Q17 Results?

For 3Q17, J.B. Hunt (JBHT) reported EPS (earnings per share) of $0.91, which was 5.4% lower than the analysts’ estimate of $0.96.

Asian
Pre-Market Report: Global Markets Are Strong on October 18

On October 18, the Shanghai Composite Index closed at 3,381.79 after rising 0.29%. The SPDR S&P China ETF (GXC) fell 0.9% on October 17, 2017.

HSY-Stock-1
Hershey: Why 3Q17 Could Be a Challenging Quarter

Hershey (HSY) is set to report its 3Q17 results next week. Analysts expect the company’s upcoming quarter to remain muted on the sales and earnings front.

RECENT RESEARCH

2013.02.26 - HDD Gas Non-Cum
Frigid temps support nat gas prices

Last week’s colder than normal weather provided support to natural gas prices and nat gas stocks.

2013.02.25 - Natural Gas Prices ST
Rise in natural gas prices on the week is short term positive for nat gas names

Last week’s upward move in natural gas prices was a positive short term catalyst for domestic natural gas producers.

2013.02.25 - WTI vs XLE vs EOG
Domestic producers such as EOG hurt by slide in WTI prices

Last week, WTI prices slid downward which is a negative short-term catalyst for domestic oil and gas producers.

2013.02.25 - Nat Gas Rigs
More natural gas supply depresses valuations of CHK, other domestic gas names

Rigs targeting natural gas rose by seven last week, an unusual data point as natural gas rigs have largely been decreasing in response to low natural gas prices since 3Q11. Continued increases in rigs drilling could further depress natural gas prices.

2013.02.25 - Oil Rig Count
Are oil producers feeling uneasy about the future?

Last week, the count of oil rigs drilling decreased by eight. A continuation of this trend could signal that oil producers are feeling uneasy about the oil price or operating environment and want to cut back production.

Shipments Share 4Q12 02.14.2013
Mobile phone market share shifts to Apple in 4Q 2012

The iPhone 5 introduction in the fourth quarter of 2012 helped shift some market share to tech giant Apple (AAPL) in the most recent International Data Corporation (IDC) survey released…

Pensions Stocks 02.13.2013
Underfunded pensions could be assisted by higher returning stocks

As outlined in our article, Corporate pension plans now hold the lowest stock allocation in history, corporate pensions now have the lowest exposure to equities in history and will likely…

Performance for SEA and FXI
Will shipping continue to underperform Chinese ETF: FXI?

Simple strategies are memorable. Nonetheless, investors are often misinformed about how strategies came about and how they are supposed to be used. In the investing world, there are those who…

Tanker order may be bottoming, opportunities ahead

Investors can get a good sense of the shipping industry’s fundamentals by looking at companies’ ship orders. When demand for shipping is growing, or expected to grow, more than supply…

Bulk Broken Up
Aggressive bulk scrapping reducing capacity growth, value ahead

The rate at which companies retire ships often reveals whether the dry bulk shipping is facing excess capacity or not. Overly optimistic behavior among firms before 2008 created huge backlogs…

Brazil IGP-10 Feb 13
Brazil's inflation continues to increase, rates hike more likely

Brazil’s general index price showed continuation of the uptrend, increasing the likelihood of an increase in interest rates next March. The IGP-10 Index, published by the Brazilian Institute of Economy…

China Coking Coal Import
China imported record coking coal in December

China is the world’s second largest importer of coking coal, sometimes called metallurgical coal, behind Japan. Rising coking import volume can point to the country’s rising demand for steel rolls,…

Brazil IGP-10 Feb 13 Subs
Consumer inflation in Brazil inching above 6%, rate hike likely

The consumer component of the IGP-10 index published this week spiked driven by an increase in the consumer component of the index. The IGP-10 index is part of the General…

Japan industrial activity index
Industrial production rose in Japan, stimulus kicking in

Although now the third largest country in terms of gross domestic production, Japan is still an important player in the global shipping industry. Known as the country with little resources,…

LL Vol Feb19
Leveraged loan issuance increases for 7th straight week

Leveraged loan volumes increased once again last week, both in dollar value and deal count. Issuance volume represents the supply of new loans in the market and increases when companies…

Mexican Industrial Production 2013-02-25
Mexican industrial output plummeted in December

Mexican industrial activity dropped significantly in December 2012. Industrial production is considered a coincident indicator, meaning that it changes with the economy as a whole and therefore provides information about…

Brazilian Consumer Prices IPCA-15 2013-02-24
Risk of rates hike in Brazil increases with rising inflation

The mid-month consumer price index is now only 0.3 percentage points away from the 6.5% upper inflation target. Several countries, such as the U.S. and Brazil, have predefined inflation target…

China Iron and Steel Producer Price Index
Rebounding iron and steel price suggests a bottom

Nearly a third of the dry bulk shipping industry’s trade involves iron ore, a key material for the steel industry, with China being the largest importer. As prices for iron…

Global Shipments 2 4Q12 02.14.2013
Smart phone shipments continue to gain on feature phones in 4Q

The latest International Data Corporation (IDC) mobile phone shipment tallies are in for the fourth quarter of 2012, and smart phones sold continue to gain on feature phones (for an…

ASP 02.19.2013
First average selling price increase for BBRY in 5 quarters

Albeit only a slight increase on a quarterly basis, mobile device company Blackberry (BBRY) put up its first average selling price (ASP) increase for its mobile phones in the fourth…

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