CH Robinson Worldwide

CHRW-Q

NASDAQ:CHRW

77.98
2.09 (2.75%)
C.H. Robinson is a Fortune 500 provider of multimodal transportation services and third-party logistics. The company offers freight transportation, transportation management, brokerage and warehousing.
More at Wikipedia

Analysis and Opinions about CHRW-Q

Signal
Opinion
Expert
WATCH
WATCH
June 21, 2019
Making acquisitions to get global access. US trucking business is slowing. Logistics firms are having trouble. Have to give them time to work out the kinks of this pivot. Little debt. Free cash flow can pay that down. Dividend growth has slowed.
Making acquisitions to get global access. US trucking business is slowing. Logistics firms are having trouble. Have to give them time to work out the kinks of this pivot. Little debt. Free cash flow can pay that down. Dividend growth has slowed.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$83.030
Owned
Unknown
BUY
BUY
March 21, 2019
He likes asset light. Basically a logistic firm. They suffer when gas prices are rising. There is a dearth in trucks drivers now. They are hurting in their fresh business now. They are making good margins on everything else. They have price power. As well as the economy is doing well they do well.
He likes asset light. Basically a logistic firm. They suffer when gas prices are rising. There is a dearth in trucks drivers now. They are hurting in their fresh business now. They are making good margins on everything else. They have price power. As well as the economy is doing well they do well.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$87.280
Owned
Unknown
COMMENT
COMMENT
April 10, 2018

They are a freight forwarder. They arrange for either the shipper to get their goods to market or a purchaser to bring goods to market from elsewhere in the world. They are victims of deglobalization. They become a lot less necessary if goods are going to travel shorter distances. He says that Amazon has also disrupted this market; it has become the Uber of logistics. Merchants can sell through Amazon and let it take care of shipping their products anywhere. Amazon has commoditized freight. He believes that freight forwarders will participate in the economic cycle but they will be much less important in the future because of the decline of trade and because of the added presence of companies like Amazon that can basically find the empty space on any truck to get a product to market.

They are a freight forwarder. They arrange for either the shipper to get their goods to market or a purchaser to bring goods to market from elsewhere in the world. They are victims of deglobalization. They become a lot less necessary if goods are going to travel shorter distances. He says that Amazon has also disrupted this market; it has become the Uber of logistics. Merchants can sell through Amazon and let it take care of shipping their products anywhere. Amazon has commoditized freight. He believes that freight forwarders will participate in the economic cycle but they will be much less important in the future because of the decline of trade and because of the added presence of companies like Amazon that can basically find the empty space on any truck to get a product to market.

David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$94.120
Owned
Unknown
COMMENT
COMMENT
March 13, 2017

Has owned this since 2012-2013. This is logistics for trucking and transport. It was mostly US, but have gotten into airfreight marine with their latest acquisition of a logistics company in New Zealand and Australia. Because the headcount is so low, this is known as an asset light business, where the current assets are greater than the total liabilities. Chances of going bankrupt are slim to nil.

Has owned this since 2012-2013. This is logistics for trucking and transport. It was mostly US, but have gotten into airfreight marine with their latest acquisition of a logistics company in New Zealand and Australia. Because the headcount is so low, this is known as an asset light business, where the current assets are greater than the total liabilities. Chances of going bankrupt are slim to nil.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$79.310
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
January 27, 2017

Trucking company. He is a big fan of logistics companies. This has had a fabulous run. Amazon is a procurement agent where people can get product delivered to their homes. This company does short-haul deliveries in the US, and might be well positioned. A better position for a recovery in the US comes in terms of intermodal, and might be more beneficial for this company. Thinks you have to wait for this to slip.

Trucking company. He is a big fan of logistics companies. This has had a fabulous run. Amazon is a procurement agent where people can get product delivered to their homes. This company does short-haul deliveries in the US, and might be well positioned. A better position for a recovery in the US comes in terms of intermodal, and might be more beneficial for this company. Thinks you have to wait for this to slip.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$76.130
Owned
Unknown
Showing 1 to 5 of 5 entries
  • «
  • 1
  • »