Top Transportation Companies To Invest In Right Now

Shares of Sarepta Therapeutics (SRPT) have gotten crushed today after the FDA offered a negative take on Sarepta’s Duchenne muscular dystrophy drug. In fact, Leerink’s Joseph Schwartz and team contend that Sarepta’s “dystrophin argument strongly challenged and largely invalidated by the FDA.” They explain:

Andrew Harnik/Associated Press

The updated FDA review is even more negative on the historical control data. 4-yr. clinical effectiveness data submitted in January at the time was considered as major amendment to eteplirsen NDA that had resulted in the 3-mos. delay in PDUFA action date. Having had multiple months to review this additional submission, the FDA has become even more critical by identifying many potential confounding factors, including two matched historical control patients that were reported to have lost ambulation but also had 10m walk test values reported as well as a secondary analysis showing that when 6MWT scores are plotted based on patient age (rather than years of treatment) that there is substantial overlap between eteplirsen-treated patients and the control group.

Top Transportation Companies To Invest In Right Now: Werner Enterprises, Inc.(WERN)

Werner Enterprises, Inc., incorporated on September 14, 1982, is a transportation and logistics company. The Company is engaged in transporting truckload shipments of general commodities in both interstate and intrastate commerce. The Company operates through two segments: Truckload Transportation Services (Truckload) and Value Added Services (VAS). The Company also provides logistics services through its VAS division. The Company has a fleet of approximately 7,450 trucks, of which over 6,640 are Company-operated and over 810 are owned and operated by independent contractors. Its VAS division operates over 60 additional intermodal drayage trucks.

Truckload Transportation Services

Truckload segment comprises the One-Way Truckload and Specialized Services units. Its One-Way Truckload unit’s operating fleet includes the regional short-haul (Regional) fleet, which transports a variety of consumer non-durable products and other commodities in truckload quantities within geographic regions across the United States using dry van trailers; the medium-to-long-haul van (Van) fleet, which provides comparable truckload van service over irregular routes, and the expedited (Expedited) fleet, which provides time-sensitive truckload services utilizing driver teams. Its Specialized Services unit provides truckload services for a retail distribution center or manufacturing facility, including services for products requiring specialized trailers, such as flatbed or temperature-controlled trailers.

The Company’s Truckload fleets operate across over 40 contiguous United States’ states pursuant to operating authority, both common and contract, granted by the United States Department of Transportation (DOT) and pursuant to intrastate authority granted by various United States’ states. It also operates in several provinces of Canada and provides through-trailer service into and out of Mexico. The principal types of freight it t ransports include retail store merchandise, consumer product! s, grocery products and manufactured products.

VAS segment

The Company’s VAS segment is a non-asset-based transportation and logistics provider. VAS comprises operating units that provide non-trucking services to its customers, which include truck brokerage (Brokerage) that uses contracted carriers to complete customer shipments; freight management (Freight Management), which offers a range of single-source logistics management services and solutions; the intermodal (Intermodal) unit, which offers rail transportation through alliances with rail and drayage providers as an alternative to truck transportation, and Werner Global Logistics international (WGL), which provides complete management of global shipments from origin to destination using a combination of air, ocean, truck and rail transportation modes. Its Brokerage unit has transportation services contracts with approximately 12,920 carriers.

Advisors’ Opinion:

  • [By Jake L’Ecuyer]

    Equities Trading DOWN
    Shares of Outerwall (NASDAQ: OUTR) were down 16.03 percent to $47.00 after the company lowered its forecast for the third quarter and full year. Werner Enterprises (NASDAQ: WERN) shares tumbled 4.71 percent to $23.26 after the company issued a weak third-quarter profit forecast. Bank of America downgraded the stock from Buy to Neutral. Pandora Media (NYSE: P) down, falling 1.71 percent to $23.58 as the company announced its plans to sell 14 million shares of common stock, including 4 million shares from current stockholders.

  • [By Monica Gerson]

    Werner Enterprises (NASDAQ: WERN) shares dropped 4.83% to $23.23 in pre-market trading after the company issued a weak third-quarter profit forecast.

Top Transportation Companies To Invest In Right Now: Gol Linhas Aereas Inteligentes S.A.(GOL)


GOL Linhas A茅reas Inteligentes S.A., through its subsidiaries, provides regular and non-regular air transportation services for passengers, cargoes, and mailbags in South America and the Caribbean. The company operates in two segments, Flight Transportation and Smiles Loyalty Program. As of December 31, 2014, it operated a fleet of 144 aircraft, which included 96 aircraft under operating leases, 45 aircraft under finance leases, and 3 aircraft owned by the company. It also develops and manages its own or third partys customer loyalty program, as well as sells redemption rights of awards related to the loyalty program. GOL Linhas A茅reas Inteligentes S.A. has a strategic partnership with Air France-KLM. The company was founded in 2001 and is based in S茫o Paulo, Brazil.

Advisors’ Opinion:

  • [By Monica Gerson]

    Gol Linhas Aereas Inteligentes SA (ADR) (NYSE: GOL) is expected to post a quarterly loss at $0.73 per share on revenue of $705.31 million.

    Caretrust REIT Inc (NASDAQ: CTRE) is estimated to post its quarterly earnings at $0.26 per share on revenue of $22.21 million.

10 Best Semiconductor Stocks To Invest In 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 Ben Levisohn]

    Citigroup’sMark May and team consider what’s (AMZN) decision to handle more shipping in-house means for FedEx (FDX) and United Parcel Service (UPS):

Top Transportation Companies To Invest In Right Now: 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 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 Stoxxs 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.

Top Transportation Companies To Invest In Right Now: Grupo Aeroportuario del Centro Norte S.A.B. de C.V.(OMAB)

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. is a holding company. The Company, through its subsidiaries, holds concessions to operate, maintain and develop over 10 airports in Mexico. The Company’s segments include Metropolitan, Tourist, Regional, Border, Hotel and Other. The Company also engages in various commercial and diversification activities conducted at its airports, such as the leasing of space to restaurants and retailers, the operation of parking facilities, and the operation of the NH Terminal 2 Hotel and the Hilton Garden Inn Hotel at the Monterrey airport. The Company’s airports serve the Monterrey metropolitan area; approximately three tourist destinations, such as Acapulco, Mazatlan and Zihuatanejo; over seven regional centers, such as Chihuahua, Culiacan, Durango, San Luis Potosi, Tampico, Torreon and Zacatecas, and approximately two border cities, such as Ciudad Juarez and Reynosa.

The Company’s airports serve various international r outes, such as Monterrey-Houston, Monterrey-Dallas, Monterrey-Atlanta, Monterrey-Las Vegas, Mazatlan-Los Angeles, Mazatlan-Phoenix and Zihuatanejo-Los Angeles. The Company’s airports also serve other international destinations, including Dallas, Chicago, San Antonio, Los Angeles, Miami, Detroit and New York in the United States and Panama City. The Company’s airports serve various domestic routes, such as Monterrey-Mexico City, Cancun-Monterrey, Mexico City-Chihuahua and Guadalajara-Monterrey. The Company’s revenues from aeronautical services are derived from passenger charges, landing charges, aircraft parking charges, charges for the use of passenger walkways and charges for the provision of airport security services. It collects a passenger charge for each departing passenger on an aircraft (other than diplomats, infants, and transfer and transit passengers) called the Tarifa de Uso de Aeropuerto. It collects landing charges from all carriers, including cargo carriers for their use of its runways and taxiways, illumination systems! on the runways and taxiways, and other visual landing assistance services. The Company collects various charges from all carriers, including cargo carriers for the use of its facilities by their aircraft and passengers after landing.

The Company’s revenues from non-aeronautical services are principally derived from commercial activities, such as the leasing of space in its airports to retailers, restaurants and other commercial tenants, maintaining parking facilities and advertising; diversification activities, such as hotel services, air cargo logistics services, operation and lease of the industrial park and real estate services, and complementary activities, which principally include the leasing of space to airlines and the baggage-screening system. The Company leases space to financial services providers, such as currency exchange bureaus, banks and automated teller machines (ATMs), at its airports. It leases space for the OMA Premium Lounge and American Ex press-Centurion VIP Lounge, which provide their frequent flyers a luxury waiting lounge with seating, Internet service, television and free newspapers, among other amenities. The Company has bonded warehouses and provides cargo logistics services, which include handling, maneuvers, loading and unloading, x-ray screening of exports and temporary warehousing, which operate at the Monterrey, Ciudad Juarez and Chihuahua airports.

The Company’s shopping center and office plaza, located in the outside areas of Terminal A of the Monterrey airport, consists of two-story building with commercial space on the lower level and office space for rent on the upper level. The Monterrey airport is located approximately 20 kilometers from the city of Monterrey. The Monterrey airport has approximately two operating runways. The Monterrey airport occupies a total area of approximately 820.1 hectares, and has approximately three commercial passenger terminal buildings (Terminal A, B and C for domestic and international flights) with a total ! area of a! pproximately 58,850 square meters. The Monterrey airport has approximately three platforms for commercial aviation operations, a platform for general aviation operations, a platform for air freight operations and over 10 taxiways. The Acapulco airport is located approximately 20 kilometers from the city of Acapulco in the state of Guerrero. The Acapulco airport occupies a total area of approximately 448.7 hectares with a total terminal space of over 13,530 square meters. The Acapulco airport has approximately two operating runways and over six taxiways.

The Mazatlan airport is located approximately 20 kilometers from the city of Mazatlan. The Mazatlan airport occupies approximately 460 hectares of land. The Zihuatanejo airport is located approximately 10 kilometers from the city of Zihuatanejo. The Chihuahua airport is located approximately 20 kilometers from the city of Chihuahua, the capital of the state of Chihuahua. The Chihuahua airport has approximately th ree runways. The Chihuahua airport occupies a total area of approximately 921.4 hectares. The Culiacan airport is located approximately 10 kilometers from the city of Culiacan. The Culiacan airport occupies a total area of approximately 294.3 hectares. The Durango airport is located approximately 20 kilometers from the City of Durango. The Durango airport’s total area is approximately 552.2 hectares. The San Luis Potosi airport is located approximately 20 kilometers from the city of San Luis Potosi. The San Luis Potosi airport has a total area of approximately 519.8 hectares.

The Tampico airport serves the industrial zone of Tampico, Ciudad Madero and Altamira. The Torreon airport is located in the city of Torreon, which is part of the La Laguna region. The Torreon airport has approximately two runways, and covers a total area of over 364.2 hectares. The Zacatecas airport covers a total area of approximately 220 hectares. The Ciudad Juarez International Airport is located in the city of Ciudad Juarez. The Ciudad Juarez a! irport ha! s approximately two runways, and covers a total area of over 380 hectares. The Reynosa airport is located in Reynosa, and covers a total area of approximately 420 hectares.

The Company competes with the Mexican Airport and Auxiliary Services agency.

Advisors’ Opinion:

  • [By Paul R. La Monica]

    It even owns shares of several airport stocks — including Mexico’s Grupo Aeroportuario del Centro Norte (OMAB) and Grupo Aeroportuario del Sureste (ASR).