Companies / JBHT
NASDAQJ.B. Hunt Transport Services (JBHT) in our theses
J.B. Hunt Transport Services appears in one of our theses. Below is why it entered the basket and how it has done since publication.
Diesel at $6 rewrites the freight math: the intermodal breakeven just fell into rail's weakest lanes
At $6 diesel the truck-rail cost gap opens short-haul eastern lanes to intermodal for the first time, and rail service is finally good enough to take them.
Where these numbers come from
The reference price is recorded on the thesis publication date and never changed afterwards. The current price is refreshed several times a day. Returns are in the listing currency and exclude dividends, so for dividend payers the real total return was somewhat higher.
This is not a recommendation to buy or sell. A company enters a basket as a beneficiary of the mechanism described in the thesis, and the full argument is on each thesis page.
See all of our theses
Each with a publication date, a causal map and a score assigned before the market ruled.
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