Andy Nasr Ryder System Inc. R-N PAST TOP PICK Feb 09, 2016

At a decent valuation and it touches every aspect of the US economy, which will do well. It is an alternative to railway stocks. They have a sizeable fleet. They are the largest operator in the US.

Trucks and supply chain management. They have a fair bit of debt. They have made money over the years, though. They are in a bit of an upswing, but he stays away from cyclical companies with a lot of debt.

(A Top Pick March 19/15. Down 31.43%.) A transportation logistics company. Sold his holdings in June and missed some of the decline. Was negatively affected by the higher trade weighted dollar. Trading at about 10X earnings, so it is still very cheap. Has a decent balance sheet and good returns on equity, so is one that he could potentially revisit at some point.

(Market Call Minute.) Pretty weak price momentum, volatility is not great and valuation is in the middle. This would not be a Buy for him, a Hold if anything.