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Weekly Strategy Calls
Transportation and Shipping stocks that are on the move
Posted: 03/12/2025
This week, Zacks Chief Equity Strategist and Economist John Blank, PhD discusses:
โข A journey through stocks in the Transportation sector, focusing on two industries: Air Transportation and Transportation-Other (which encompasses over-the-road and rail shipping, ocean freight, logistics and more). Before diving into the analysis, John discusses the latest trends and developments in both industries, ranging from electric vertical takeoff and landing (eVTOL) to air traffic controller staffing, AI, self-driving trucks, drone delivery and more.
โข Following his usual methodology, John defines “top” stocks in three ways: by market capitalization, by number of analysts following the stock, and by largest percent change in F1 EPS estimate (the most important element used in assigning a Zacks Rank to stocks).
โข Using this framework, John examines the most relevant metrics for stocks in these industries. He also highlights noteworthy equities, including big names like Southwest Airlines (LUV), FedEx (FDX), and Union Pacific (UNP), and less familiar but noteworthy tickers such as Schneider National (SNDR) and Bollore SE (BOIVF). Don’t miss these valuable insights on top stocks that help move people and goods around the globe.
The views of John Blank, PhD are not necessarily the views of Zacks Investment Research.
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