C.H. Robinson Worldwide, Inc. (CHRW)

This met a high level screen to indicate a sell and strong underperform against its peers (other tickers in its industry). My 1st version of this spreadsheet devles deep into the company's balance sheet and recent income statements, combined with other relevant price data for the company including insider/institutional holdings, short interest, debt levels, etc.
I'm testing capabilities of this 1st version of my automated, valuation spreadsheet matched with my personal criteria and see how it holds up.

CH Robinson is the best third party freight provider there is. Capatalizing on the spread between the cost to the supplier and it's price to the customer is ch robinson's specialty. CH Robinson knows it's market better than anyone, and will take full advantage of the spread when pricing to the customer strengthens along with the economy. This flexible business model along with shrewd management, who continues to invest and buy strong niche companies complementing its core businesses, will make investors money indefinitely.

wide moat company making money in slow economy. good fundamentals with ROIC at 20%, 10 yr growth sales 14%, equity 16%, and FCF 25%.

This account tracks the performance of the investment firm Ruane, Cunniff, and Goldfarb - the investment manager of Sequoia Fund.

These guys have been around a long time. They're tech-savvy, maintain a phenomenal balance sheet, and seem to like splitting the stock around $65.

1 3-6-9.

TMF article highlighted history of dividends.

A Soros pick that makes sense to me

These guys have one thing no other transportation has - no trucks, no boats, no planes, and most importantly, no fuel usage. Fuel costs mean nothing to their bottom line exept that their fixed percentage only grows as fuel costs grow.

Long term dividend yielding pick

But the payout is a bit high.

PER SCHWAB...while FDX and others take awhile to get back on their feet, these guys are already in the green...

They just print money, thats all CH Robinson does and they do it better than any other Transportation / Logistics company out there.

Very consistent performer. 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 so it always makes its "quarter." Plus if trucks aren't an efficient way to move product it will source another form of trans (planes, trains, boats, etc.) for its customers. HUGE economic moat due to an insurmoutable network effect coupled with its technological advantage (due to purchase of American Backhaulers) make it untouchable. 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. Tons of room for opportunity in and outside the company. Price may not be a great buy right now but in the long term this company CANNOT miss. When it was a privately employee owned company, it has annual returns in excess of 25% over a 30 year run - not too shabby. Little has changed with this company since it went public in '98. So when the P/E is down to 25 its time to jump in (currently at 32). Good, conservative midwest managment.

IBD

Economy and the continued spiral downward will take this with it. Simple.

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.

I feel the money is flowing out of this stock for now, 6 mo. may change

this is a stock that goes up by the truckloads its the pick in
produce transportation.

http://stockmarketbeat.com/blog1/2007/07/25/chrw-ch-robinson-earns-more-by-earning-less/
So by earnings growing slower, they paid out lower bonuses, which in turn helped earnings to grow faster. My head is spinning a bit, likely alongside the heads of those whose bonuses were reduced.

$62 Dollars a share