$32.01 -0.21 (-0.65%)
11/20/2009 4:00 PM

J.B. Hunt Transport Services, Inc. (JBHT)

CAPS Rating: 2 out of 5

The Company is a full-load and multi-modal transportation service company in North America.

Current Price $32.01 Mkt Cap $4.07B
Open $31.87 P/E Ratio 27.54
Prev. Close $32.22 Div. (Yield) 0.44 (1.40%)
Daily Range $31.66 - $32.26 Volume 924,399
52-Wk Range $18.14 - $34.78 Avg. Daily Vol. 2,034,000

JBHT News and Commentary

Caps

How do you think JBHT will perform vs the S&P 500?

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All Members

127 Outperform
55 Underperform
 

All-Star Members

26 Outperform
16 Underperform
 

Wall Street

8 Outperform
1 Underperform
 

Top JBHT Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

bwd81 (31.10)
Submitted July 13, 2008

betting a good earnings report. Smaller companies are getting squeezed out in favor of larger ones. Be interesting to see if JB is elbowing out the competition.

JakilaTheHun (99.93)
Submitted August 06, 2009

This isn't necessarily "overvalued" by a strict definition. Based on historical earnings and cash flows, I come up with a valuation around $29. However, from a long-term macroeconomic perspective, I am extremely bearish on the trucking… More

JBHT VS S&P 500 (SPY)

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Recent Community Commentary

Read the most recent pitches from members about JBHT.

Recs

0
Member Avatar dewpga (< 20) Submitted: 11/19/2009 2:39:17 PM : Outperform Start Price: $32.10 JBHT Score: -0.14

J.B. Hunt can service any transport need from raw to finished goods, all the way to your house. The company is structured to provide service that will allow a customer to operate efficiently for a competitive rate. J. B. Hunt has top of the line management, financially sound, diversified in the transportation industry, with a quality reputation and is partnered with great customers.

Recs

1
Member Avatar JakilaTheHun (99.93) Submitted: 8/6/2009 12:55:05 PM : Underperform Start Price: $28.43 JBHT Score: -2.74

This isn't necessarily "overvalued" by a strict definition. Based on historical earnings and cash flows, I come up with a valuation around $29. However, from a long-term macroeconomic perspective, I am extremely bearish on the trucking industry.

There are several potential headaches developing for the trucking industry:

(1) Rising oil prices eat into trucking companies' profits like nothing else out there. Unfortunately, high oil prices are simply going to become a way of life over the next decade. Even with the greatest demand destruction event of most of our lifetimes, oil only fell to $35/barrel and that was DIRT CHEAP!!! Remember back in the '90s when $20/barrel oil seemed expensive? Those days are gone. The new paradigm will be a world where oil hovers around $70/barrel at the very least, and it will slowly rise over time.

(2) The American highway system is underfunded and being subsidized via general tax revenues. Meanwhile, the entire system is overburdened and states are dealing with record shortfalls. What's the solution? Either states are going to have to (a) raise gasoline taxes, (b) implement more tolls, or (c) let the highways decay. None of those options are winners for truckers.

(3) Rail is becoming more popular again and there will continue to be pressure from environmentalists (and a more green-conscious corporate world) to move towards shipping via rail over trucks, when the option is feasible. And since truck-based shipping is getting more expensive, corporate finance gurus will become more and more friendly to this idea.

All in all, I believe the long-term trends are very unfavorable for the trucking industry and I wouldn't want to invest in trucking companies under any circumstances. At $29, JB Hunt (JBHT) is near what-could-be a "fair valuation" point if you assume that they are able to earn what they did in FY '08 permanently (with a minimal 3% growth rate). Profits are already falling off a bit due to the economic crisis, so that valuation might be a bit on the aggressive side.

I can't say for certain how quickly any of these macroeconomic shifts will happen or how severe they will be, but I think around $29, the S&P 500 is a better bet than the JBHT.

Recs

0
Member Avatar diditbad100 (71.11) Submitted: 5/12/2009 7:03:15 PM : Underperform Start Price: $26.43 JBHT Score: +2.09

diesel prices are rising, freight is decreasing.

Leaderboard

Find the members with the highest scoring picks in JBHT.

Score Leader

lormhopk

lormhopk (< 20) Score: +82.90

The Score Leader is the member with the highest score across all their picks in JBHT.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score Commentary
lormhopk < 20 8/25/2006 Outperform 1Y $18.51 +72.94% -9.97% +82.90
jjdelhi < 20 8/24/2006 Outperform 3M $18.78 +70.46% -10.32% +80.78
sneekee < 20 9/20/2006 Outperform 3M $19.03 +68.23% -12.17% +80.40
owlbert 30.03 9/20/2006 Outperform 1Y $19.03 +68.23% -12.17% +80.40 1 Comment
callen8484 47.19 8/31/2006 Outperform 5Y $18.87 +69.60% -10.77% +80.37
smarsho 76.73 9/15/2006 Outperform 3Y $19.32 +65.72% -12.30% +78.02
MNOPups 73.69 12/14/2006 4/8/2008 Outperform 3M $20.06 +59.55% -18.12% +77.67
virus118 80.89 9/28/2006 Outperform 5Y $19.48 +64.34% -13.22% +77.56 2 Comments
jrmoneyloser 30.78 12/7/2006 Outperform 3M $20.53 +55.89% -18.30% +74.19
xfishkid 26.56 12/18/2006 Outperform NS $20.62 +55.24% -18.52% +73.75

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackDeutscheSec 87.23 10/2/2009 Outperform NS $32.12 -0.35% +3.88% -4.24
TrackDahlmanRose 73.11 1/15/2009 Outperform NS $21.71 +47.47% +34.81% +12.66
TrackStifel 93.96 11/12/2008 Outperform NS $25.83 -2.98% -5.29% +2.31 2/11/2009 @ $25.06
TrackUBS 88.39 1/30/2008 Outperform NS $29.06 +10.15% -16.01% +26.16
TrackEveillard 88.00 12/31/2007 Outperform NS $27.20 +22.68% -20.67% +43.35 9/30/2008 @ $33.37 1 Comment
TrackSchneider < 20 9/30/2007 Outperform NS $25.47 +25.66% -24.86% +50.52 2 Comments
TrackWachovia < 20 8/20/2007 Outperform NS $27.99 +14.35% -20.65% +35.00
TrackKeyBanc 89.84 6/27/2007 Outperform NS $27.85 +14.92% -22.24% +37.16
TrackRWBaird 81.68 5/3/2007 Outperform NS $26.90 +18.99% -22.86% +41.84
TrackStifel 93.96 4/17/2007 Outperform NS $28.65 +12.24% -7.09% +19.33 4/2/2008 @ $32.16
TrackMatrix 87.46 2/2/2007 Outperform NS $24.13 +32.66% -19.75% +52.40
TrackBearStearns 81.70 1/3/2007 Outperform NS $21.60 +27.67% +1.91% +25.76 4/13/2007 @ $27.58
TrackJimCramer 36.31 11/17/2006 Underperform 3W $21.28 +50.41% -17.08% -67.50
TrackBofASec 91.37 9/13/2006 Underperform NS $19.90 +33.45% +17.68% -15.77 10/5/2007 @ $26.56

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