4 Transportation Sector Research Candidates: Do You Dare Have Your Money Travel With These Stocks?

by Chuck Carnevale of F.A.S.T. Graphs, 5/2/19

Introduction

As a rule, I have never been very fascinated by the Transportation Sector. This is especially true regarding airlines and air transport companies. Nevertheless, there are two airlines and two air freight carriers in the Transportation Sector that I felt comfortable featuring in this article.

However, I still admit to having trouble suggesting that anyone invest in airlines. But, with that said the two airlines I’m covering in this article are considered among the best managed airlines in the world. Even then, I would be very cautious before investing in airlines despite the expected future growth that I will be illustrating later in the video associated with this article.

The operating fortunes of air freight couriers are similar in nature to the airlines. However, the big differentiator is that air freight demand is more consistent and predictable than passenger traffic. Consequently, the air freight couriers offer more appeal to me personally.

A Sector By Sector Review

This is part 18 of a series where I have conducted a simple screening looking for value over the overall market based on industry classifications and subindustry classifications reported by FactSet Research Systems, Inc.

In part 1 found here I covered the Consumer Services Sector. In part 2 found here I covered the Communication Sector. In part 3 found here I covered the Consumer Durables Sector and its many diverse subsectors. In part 4 found here I covered Consumer Nondurables. In part 5 found here I covered companies in the Consumer Services Sector. In part 6 found here I covered the Distribution Services Sector. In part 7 found here I covered the Electronic Technology Sector. In part 8 found here I covered the Energy Minerals Sector. In part 9 found here I covered the Finance Sector. In part 10 found here I covered the Health Services Sector. In part 11 found here I covered the Health Technology Sector. In part 12 found here I covered the Industrial Services Sector. In part 13 found here I covered the Non-Energy Minerals Sector. In part 14 found here I covered the Process Industries Sector. In part 15 found here I covered the Producer Manufacturing Sector. In part 16 found here I covered the Retail Trade Sector. In part 17 found here I covered the Technology Services Sector.

In this part 18 I will be covering the Transportation Sector.

In each article in this series, I will be providing a listing of screened research candidates from each of the following industry sectors, the sector I’m covering in this article is marked in green: