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February 2018 US Company Recommendation Changes

US Company Recommendation Changes: 28 Feb 2018, 11:30 PM ET - Our monthly report provides executive summaries for the thirty-four company recommendation changes made on North American companies during the month of February.
Focused

Transportation 2018 Outlook: Market perform

Sector Outlook: 07 Feb 2018, 5:02 AM ET - Steady global growth, rebounding US industrial production and resilient consumer confidence provide support for a positive year ahead, but NAFTA remains a wildcard that could derail the sector’s high confidence.

July 2017 Company Coverage Initiated

Company Coverage Initiated: 01 Aug 2017, 10:39 AM ET - Our monthly report provides executive summaries for the seven companies on which we launched coverage in the US and Europe during the month of July.
Focused

JB Hunt 2Q17: Pricing Pressure Continues

Earnings Note: 18 Jul 2017, 8:19 PM ET - JBHT’s 2Q17 earnings reflected ongoing pressure on pricing as the trucking sector continues to suffer from excess capacity. But a modest recovery is expected as the year progresses, and at current spread levels we rate JBHT as O/P.

Upcoming NY IG & HY Conferences

Announcement: 29 Nov 2016, 8:54 PM ET - Join us in New York on Tuesday, December 13, 2016 for our upcoming conferences.

Sector Update: June 2016 - US Industrials

Sector Weightings: 13 Jul 2016, 4:06 AM ET - Our Sector Update provides  June monthly performance data and updated recommendations for the Industrial sectors. 

XPO Logistics: Constructive Outlook; Initiate O/P

Company Spotlight: 19 Apr 2016, 12:04 AM ET - Given a constructive outlook, we initiate coverage with an Outperform on the short-dated XPO and CNW bonds, Outperform on the longer-dated XPO bonds, and Market perform on the CNW 2034s.
Focused

JB Hunt 1Q16: Revenue & EBITDA Growth Accelerate

Worth Watching: 18 Apr 2016, 7:57 PM ET - JB Hunt 1Q16  revenue and EBITDA exceeded expectations, and the margin strengthened as improved efficiency and stronger pricing more than offset driver wage/recruiting and rail transportation cost growth.  Consolidated revenue increased 6.1% Yo ..

Freight/Rail/Logistics: 2016 Outlook

Sector Outlook: 05 Jan 2016, 11:26 PM ET - The freight/rail/logistics group is likely to Underperform.  Expect FRL leverage to increase.  Rail pricing power remains intact, but volume is more likely to surprise to the downside than upside.

2016 Outlook: Industrial Sector Recommendations

Strategy Outlook: 21 Dec 2015, 10:33 PM ET - We discuss 2015’s performance and detail our 2016 recommendations in the Industrial sector. 
Focused

J.B. Hunt 3Q15: Margin Improvement For All Segments

Earnings Note: 15 Oct 2015, 6:00 AM ET - JBHT reported good results on core pricing gains and cost control. Volume generally improved, but management characterized customer demand as tepid. The balance sheet remains very strong with adjusted net debt-to-EBITDARP at 1.0x.

3Q15 Rail Preview: Low EV Multiples Concerning

Sector Outlook: 13 Oct 2015, 3:37 PM ET - CreditSights changes its recommendation on CSX to Underweight, affirms its Underperform recommendation on NSC, and upgrades its recommendation on CP to Outperform.  Swooning EV multiples add additional risk for some names.

July 2015 Sector Update: Industrials

Sector Weightings: 06 Aug 2015, 1:34 PM ET - Our July sector overview provides the latest monthly performance data for the Industrials sectors.  Additionally, this month features a discussion of the sector level impacts of rising interest rates.
Focused

J.B. Hunt 2Q15: Intermodal Load Growth Slows

Earnings Note: 20 Jul 2015, 6:03 AM ET - Intermodal’s decrease reflects lower fuel surcharges and slower load growth (+1.6%) which felt the effects of lingering West Coast port issues, weak rail service, and softer consumer freight demand.

Final N.A. Tank Car Rules Issued

Sector Analysis: 03 May 2015, 11:16 PM ET - The rules are more benign than feared.  They primarily apply to crude and ethanol (not all flammable materials), and there is ample time for GATX to retrofit or replace its proportionately small crude and ethanol fleet.
Focused

J.B. Hunt 1Q15: Pricing Improvement

Earnings Note: 14 Apr 2015, 9:14 PM ET - Earnings surprised to the upside on healthy price and efficiency gains. Revenue growth disappointed, but this appeared to stem from lower fuel surcharges and the West Coast labor dispute impact on intermodal volume.

Riding the Rails: 1Q15 Preview

Sector Outlook: 13 Apr 2015, 4:26 AM ET - 1Q15 revenue grows a CreditSights-estimated 3.0% YoY on 2.7% more volume 0.3% stronger revenue per unit. Lower fuel surcharges dampen top-line growth by 3.3 percentage points. Mix remains a drag. Core price gains continue.

Using the New E-Mail Alerts System

Announcement: 18 Feb 2015, 11:28 PM ET - CreditSights launched its new beta e-mail Alerts system on  Mon, February 23rd. A new interface allows users to manage their e-mail  Alerts. This is a user guide for managing your e-mail Alerts in the new system.

Announcing CreditSights' New E-Mail Alerts System

Announcement: 12 Feb 2015, 11:27 PM ET - CreditSights announced the launch of its new beta e-mail Alerts system on Monday, February 23rd. Your previous e-mail Alert preferences will be carried over into the new beta e-mail Alerts system.
Focused

J.B. Hunt 4Q14: 11-14% Operating Income Growth

Earnings Note: 25 Jan 2015, 5:39 PM ET - JBHT expected 9-12% 2015 revenue growth and 11-14% operating income improvement.  Pricing traction improved in all businesses except Intermodal.  

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