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Strategies & Market Trends : Bear Market Momentum Investing -- Ignore unavailable to you. Want to Upgrade?

To: patron_anejo_por_favor who wrote (26)	3/10/2008 1:22:58 PM
From: Perspective	Respond to of 248

I've pretty much given up on JBHT. You're aware that they're the 300-pound gorilla in that sector: biz.yahoo.com Some of the best margins. While they are pricey vs. book, their debt load isn't too large vs. market cap. I suspect that's why they've hung so close to 52-week highs. And evidently the hypothesis that fuel costs would eat them alive is untrue. It sounds like they've been able to pass on surcharges, and then some. Short CNW and MRTN based on lower margins, and weakling YRCW. Eyeing a reentry on this one: finance.yahoo.com `BC