Comment / Value trifecta: Old Dominion, Ryder & Union Pacific (Yellow in mind)

It was a bright, wonderful week indeed in terms of value accretion if you knew where to look in transport and logistics stateside.

(Numbers matter and don’t, as you may know. More evidence here: they don’t.)

This is my demo-only portfolio’s top tickers when markets closed on Wednesday:

Of the leading five, LTL master Old Dominion gave up 2% of gains yesterday, followed by the best performer of the previous day, Union Pacific (railroad; -2.48%), and then XPO (LTL; -1.5%), ArcBest (LTL; -0.23%)… with asset-heavy ...