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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (7550)6/15/1999 2:02:00 PM
From: geoffrey Wren  Read Replies (1) of 78519
 
Trucking: I have been following CNF. They specialize in partial container shipping, and appear to have good software to support this approach. It seems to me a bet for the shift to the internet economy, where goods go directly from provider to end user, and don't get shipped to some middleman's warehouse to sit anymore. My hesitation is the sector in general, being sensitive to gas prices and interest rates. IF the industry is down now, where will they be when interest rates and gas prices go up?

G.W.
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