He likes the transports a lot. There is strong economical growth and the secular global ecommerce trends are both helping it.
Stock price when the opinion was issued
As of Nov 12, 2026. Market Open.
Build your watch list
Sign in to track investmentsyou care about
CNBC
Stephenson & Company Capital Management
Davis Rea
ETF Capital Management Inc.
iA Global Asset Management
He likes the transports a lot. There is strong economical growth and the secular global ecommerce trends are both helping it.