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Focus: Transportation Management

Feature Article from Our Transportation Management Subject Area - See All
 

From SCDigest's On-Target E-Magazine

- Nov. 24, 2014 -

 

Logistics News: Noted Stifel Analyst John Larkin will Have Weekly Column in SCDigest

 

Stifel Transportation Weekly Column will Highlight Key Freight Trends and Numbers Each Monday Morning

 


SCDigest Editorial Staff

 

SCDigest has launched a new weekly Expert Insight column by noted transportation sector analyst John Larkin from Stifel Financial Corp. that will highlight key transport sector numbers from the previous week, along with a look at important trends and issues.

 

SCDigest Says:

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Look for Larkin's insight every Monday morning, only from SCDigest!
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SCDigest has partnered with Stifel to publish its new weekly research note on SCDigest's web site. Currently, the distribution is limited to Stifel research clients. By being published by SCDigest, the insightful column will now be available to a much broader scope of supply chain and logistics professionals.

While at the end these Larkin notes are written for current or potential investors in transportation related companies, each column contains a lot of data that will be of strong interest to shippers as well.

 

Larkin is managing director and head of transportation capital markets research for Stifel Financial Corp.

One of the most well-known and respected analysts following the transportation sector, Larkin is a frequent speaker at logistics-focused conferences and events. He is a regular and much anticipated presenter at each NASSTRAC conference, as just one o many examples.

He writes the Transportation Weekly research note for Stifel every Monday morning, which now as noted will be made available from SCDigest through a special arrangement with Stifel.

In 2001, Larkin joined Legg Mason, which was later sold to Stifel, Nicolaus in 2005, and led the firm's entry into the transportation markets. Prior to joining Legg Mason, Larkin was Chairman and CEO of RailWorks Corp., a publicly traded transportation services company.

 

Larkin's "Stifel Transportation Weekly" column wil be avalable on the SCDigest home page each Monday morning, usually around 10 am, under the blogs section.

 

His column for this week was published earlier this morning, and can be found here: Stifel Transportation Weekly for Nov. 24, 2014



(Transportation Management Article Continued Below)

 
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Said SCDigest editor Dan Gilmore: "Anyone who has seen John present at NASSTRAC or elsewhere, or read his extensive research, knows the quality of insight and information he brings to the table. This is a great opportunity for SCDigest readers to benefit from his work on a weekly basis."

In his column this week, for example, Larkin noted that "Tight capacity has created a favorable pricing environment for freight brokers and truckers. One thing that has become evident about life in America since the Great Recession is that regardless of how bad things get we will eventually figure out ways to generate more and more freight."

 

He added that "In parallel, our ability to supply the capacity required to move that freight is decreasing as less people choose trucking as a career and those driving are increasingly constrained by regulation. Exclusively using driver pay as the lever to add back capacity seems unrealistic as retailers are beginning to balk at the rate increases above and beyond what they've conceded over the past year."

 

Look for Larkin's insight every Monday morning, only from SCDigest!


Any reaction to Larkin's new column on SCDigest? Let us know your thoughts at the Feedback button (for email) or section (for web form) below.

 


   
 

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