Earnings Jump at Truckload Fleets on Higher Rates, Freight J.B. Hunt Transport Services Inc. and Werner Enterprises Inc. continued the parade of truckload operators whose fourth-quarter earnings rose with help from higher rates, stronger freight trends and key businesses such as intermodal.
Pantry probably is the best indicator of TA. I asked you guys earlier, what if TA earns another 20 million bucks. TA may or may not made 20 mil in the 4th quarter. Probably, more likely it is that they did not. But it is no impossibility as most of people posted. Any positive earning would push TA to much higher. What if it made 20 million bucks again?
Do not fool yourself or others. TA will show a loss for the past quarter. Depending on how much of a loss will indicate if it is still risk on. Loss > $10MM Risk Off Loss between $5MM and $10MM Neutral Loss < $5MM Risk On
A small catalyst is the additional hype on the natural gas highway.