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Strategies & Market Trends : Buffettology
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To: Paul Senior who wrote (3803)7/6/2006 10:26:15 PM
From: Shane M  Read Replies (1) of 4691
 
Paul, on truck stocks...

Landstar is a different than most trucking companies - they're a trucking company without trucks. Landstar doesn't own the trucks, but finds the freight and arranges the logistics for trucks that contract with them. I honestly don't know who they might compare to, but their business model is different. They're the first company in this industry I've purchased so I don't have alot of background. Like alotof the stuff I buy, I just like their numbers.

I've put HTLD, KNX and then LSTR figures below. HTLD and KNX look very similar, but Landstar runs on much smaller margins, but at much higher ROE and ROTC (Return on Total Capital). y1 is most recent fiscal year. y2 is 2yrs back, etc. It's sortof like they've taken the highest value part of the business, and seperated it from the trucks. My take on it anyhow.


HTLD	        y1	y2	y3	y4	y5	y6
book value/shr	4.37	3.89	3.32	2.76	2.33	1.93
annl chg	12.3%	17.2%	20.3%	18.5%	20.7%	27.8%
compound chg	12.3%	14.7%	16.6%	17.0%	17.8%
						
ROE	        17.5	17.3	18.8	16.8	17.6	18.5
ROTC	        17.5	17.3	18.8	16.8	17.6	18.6
Net Margin	13.7%	13.7%	14.1%	12.6%	12.8%	
Sales per 
  share chg	15.6	12.84	18.9	15.65	8.15	
						
						
						
KNX	        y1	y2	y3	y4	y5	y6
book value/shr	4.14	3.44	2.86	2.4	2.17	1.4
annl chg	20.3%	20.3%	19.2%	10.6%	55.0%	28.4%
compound chg	20.3%	20.3%	19.9%	17.5%	24.2%
						
ROE	        19.2	18.0	16.2	15.2	13.9	18.8
ROTC	        19.2	18.0	15.7	14.1	11.3	14.3
Net Margin	10.9%	10.8%	10.4%	9.8%	7.6%	
Sales per 
  share chg	27.1	29.2	17.9	5.5	12.7	
						
						
						
LSTR        	y1	y2	y3	y4	y5	y6
book value/shr	4.27	3.54	2.32	2.31	1.76	1.54
annl chg	20.6%	52.6%	0.4%	31.3%	14.3%	14.9%
compound chg	20.6%	35.7%	22.7%	24.8%	22.6%
						
ROE	        51.6	40.5	34.8	36.9	38.0	42.1
ROTC	        34.1	27.6	23.1	23.2	21.3	25.1
Net Margin	4.8%	3.6%	3.2%	3.3%	3.1%	
Sales per 
   share chg	26.7	29.3	11.3	11.6	3.4


data calculated from AAII Stock Investor program.
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