C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW)
CAPS Rating:
A provider of multimodal transportation services and logistics solutions, operating through a network of branch offices in North America, Europe, Asia, and South America.
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Looking at all the bad news coming from the retail market and fuel prices continuing to go up there is no way this company can continue to post 15 plus percent gains per quarter. One miss and this stock will go down. I'm thinking this miss will be tomorrow.
this company doesn't manage ANY assets so it is unaffected by fuel prices. in fact any type of market volatility (fuel, truck shortage, product shortage) is an opportunity for this company to increase margins - its a broker it always makes its "quarter." HUGE economic moat due to an insurmoutable network effect. the largest by 2x in its industry but only has 2% of a very fragmented market. however, its organic growth alone has been steadily growing by 15% annually. price may not be a great buy right now but in the long term this company CANNOT miss.