A generally good week in the market last week for our basket of supply chain and logistics stocks, as numbers for the past month also look strong.
On the software side, procurement software and services provider Ariba was up a solid 8.2%, while Manhattan Associates continued a recent surge, up 6.7% for the week and 19% for the month. JDA Software is up 168% year over year.
In auto ID, Intermec was up 6.7%.
Most transportation and logistics stocks were also up, led by rail carrier Candian National, up 6.8%. JB Hunt was the only loser in the group, down just 1.4% for the week. YRC Worldwide even gained a penny - to 47 cents per share.
|
|
Last Week's Ending Price |
One Week |
One Month |
One Quarter |
One Year |
Software |
|
|
|
|
|
, |
Ariba |
ARBA |
12.99 |
8.2% |
14.1% |
14.9% |
47.1% |
Descartes |
DSGX |
6.05 |
-2.7% |
3.4% |
13.9% |
-100.0% |
JDA |
JDAS |
29.44 |
4.0% |
15.5% |
19.8% |
168.4% |
Manhattan |
MANH |
26.96 |
6.7% |
19.0% |
11.0% |
73.5% |
Oracle |
ORCL |
24.95 |
1.2% |
5.9% |
9.3% |
60.3% |
SAP |
SAP |
46.13 |
3.5% |
0.4% |
0.2% |
37.6% |
AIDC/RFID |
|
|
|
|
|
|
Intermec |
IN |
15.2 |
6.7% |
11.3% |
19.2% |
45.3% |
Zebra |
ZBRA |
28.98 |
1.4% |
7.5% |
4.2% |
56.9% |
Transportation/Logistics/3PL |
|
|
|
|
|
|
Canadian National |
CNI |
56.25 |
6.8% |
12.5% |
3.9% |
68.6% |
CSX |
CSX |
48.97 |
3.2% |
14.1% |
-2.3% |
111.0% |
Expeditors International |
EXPD |
36.58 |
0.3% |
10.7% |
10.6% |
36.8% |
Fed Ex |
FDX |
86.95 |
2.6% |
13.4% |
-1.1% |
128.8% |
JB Hunt |
JBHT |
34.98 |
-1.4% |
14.7% |
3.5% |
60.9% |
Norfolk Southern |
NSC |
52.97 |
3.0% |
12.5% |
0.2% |
80.9% |
Prologis |
PLD |
12.94 |
0.4% |
3.0% |
-6.9% |
86.5% |
Ryder |
R |
35.91 |
1.8% |
8.4% |
-15.6% |
51.9% |
Union Pacific |
UNP |
69.13 |
2.6% |
11.3% |
6.0% |
85.9% |
UPS |
UPS |
59.49 |
1.3% |
4.0% |
2.8% |
38.1% |
Yellow Roadway |
YRCW |
0.47 |
2.2% |
-43.4% |
-60.2% |
-83.7% |
|