Comment / Analysis: Targeting CH Robinson

CH Robinson’s (CHRW) 10-K will be released by early March at the latest, but we already have enough evidence in its unaudited 8-K filing released recently to draw a very simple conclusion: the patient is on the operating table.

As one of the most prominent brokers of freight services in North America struggles, its competitive advantage in pricing power is eroding, hindering brand power. This comes operationally just as, financially, trying to prop up earnings per share via buybacks at over 5x ...