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A New Index of Global Trucking & Logistics Companies

The accompanying table presents statistics and the top 10 rated companies in the ETF Innovators [ETFI] Global Trucking & Logistics Index. The trucking & logistics industry has posted strong results over the past year in spite of the weak global economy and has been aided by declining fuel prices, including gains of about 50% for Marten Transport (MRTN) and nearly 10% each for Werner Enterprises (WERN) and C.H. Robinson Worldwide (CHRW).

While the Top 10 rated companies posted gains over the past year, som

A Short Transport ETF Strategy for the Global Slowdown

Given the global economic slowdown, lower commodity prices, and cool-down in former red-hot grow markets such as China; the accompanying table presents statistics and an overview of a global transport short ETF strategy for passenger airlines, auto makers, maritime, and trucking companies.

While I am still bullish on the prospects for railroads as a long investment idea and a hedge to these short transport ETF ideas, they will also suffer to some degree depending on the length and depth of the s

Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Wednesday June 18. <!----> <!---->

Bullish calls:

Black & Decker (BDK): "I pulled the trigger today and bought some more for my trust. It's cheap and has a 3% yield, so I said it's time to buy. I am willing to take the consequences. The housing crisis will eventually be over."

Praxair (PX): "The gas business is on fire. These are stocks we've been recommending for multiple years. I reiterate my buys on Airgas (ARG), Air Products and Chemicals (APD) and Praxair."

YRC Worldwide (YRCW): "I think it's fin

Con-Way (CNW) released earnings on Wednesday night which fell short of consensus estimates and reduced guidance for the full year.<!--more--> The Company cited what everybody in the trucking industry has been feeling: a combination of a soft freight environment coupled with weakening prices. From all indications, the second half rebound that gurus on Wall Street were expecting seems to be dead and expectations seem to be coming in, with a 2009 recovery the new mantra amongst the crowds.

All this brings me to a very interesting short idea. YRC Worldwide (YRCW) is the largest LTL carrier in

For those who don’t know, Yellow Roadway Coorporation is the largest less-than-truckload (LTL) transporter in the US. Basically they transport another company’s goods from point A to point B using their drivers and fleet. With $10 billion dollars in annual sales, YRC has the economy of scale to purchase fuel and trucks at a cheaper prices than competitors. As you can imagine, the trucking industry is extremely cyclical, demand for trucks picks up when the economy, both US and abroad, is strong and slows down in weak economies.

Investors in LTL companies are primarily investing in them for t