Comment / Searching out deep value in US trucking

ID 212998065 © Jon Anders Wiken | Dreamstime.com

26/05/2023

Looking for capital appreciation in the supply chain, particularly on the North American land side of the equation, is tricky at best.

While you may have caught the action of GXO Logistics, the only listed, pure-play contract logistics firm, whose stock had another strong week by hitting a 52-week record of $60.8 on Tuesday, it’s the trucking sector that gets most of the attention from investors.

Is it up or down next for a number of key players whose valuations, incidentally, were on ...