Comment / Analysis: CH Robinson – done with creative cash creation. Now what?

One of the most talked about, listed and shining transport and logistics (T&L) firms in supply chain, CH Robinson (CHRW), has been on a roll lately.

Two events – announced two weeks apart in late November and early December – are representative of the Eden Prairie-based company’s financial situation.

One can be split into two capital allocation tiers (dividend and buybacks) yet each is, at least partly (you can choose whichever toy you prefer to play with), tied to the other, a ...