Comment / 'Turn me on' vibes in logistics?

ID 232521880 © Andrei ASKIRKA | Dreamstime.com

On 21 May, sharing views on ’overheating’ for the world’s benchmark listed forwarder, screening for value I tested one serious-not-so-serious investing approach on your behalf that may have worked, I mused at the time.

Bar currency considerations for the purpose of this column, and luckily: it has worked so far. Pretty well, too, performance-wise.

The big issue

Transport and logistics (T&L) isn’t liked very much, despite new US stock market records of the past few days.

(That stance stood perfectly until 24 hours ago; ...