In another bad week for stocks generally, most of our supply and logistics stocks actually held up fairly well by comparison.
In the software sector, Manhattan Associates was up 8% on the week, with Oracle and SAP also on the positive side. Ariba, however, was down almost 10%, and JDA down 5.3%, as its acquisition of i2 closed, so that i2 is now off our list.
In the auto ID sector, both Intermec and Zebra were up a bit, while in the transport and third-party logistics group, the rail carriers were moastly flat. Ryder took a 9.6% dive after its Q4 earnings call, and YRC Worldwide gave back most of its recent gains.
| |
|
Last Week's Ending Price |
One Week |
One Month |
One Quarter |
One Year |
| Software |
|
|
|
|
|
, |
| Ariba |
ARBA |
11.38 |
-9.6% |
-14.4% |
-3.6% |
43.1% |
| Descartes |
DSGX |
5.85 |
-1.3% |
-3.9% |
12.3% |
224.2% |
| JDA |
JDAS |
25.49 |
-5.3% |
0.2% |
15.1% |
131.5% |
| Manhattan |
MANH |
22.66 |
8.1% |
-4.5% |
-2.9% |
44.3% |
| Oracle |
ORCL |
23.55 |
2.1% |
-4.6% |
9.9% |
31.1% |
| SAP |
SAP |
45.96 |
1.4% |
-7.2% |
-1.6% |
20.2% |
| AIDC/RFID |
|
|
|
|
|
|
| Intermec |
IN |
13.66 |
2.9% |
-2.7% |
9.2% |
31.6% |
| Zebra |
ZBRA |
26.97 |
3.3% |
-2.3% |
3.3% |
44.1% |
| Transportation/Logistics/3PL |
|
|
|
|
|
|
| Burlington Northern |
BNI |
99.72 |
0.0% |
0.8% |
2.6% |
36.7% |
| Canadian National |
CNI |
49.98 |
0.1% |
-11.9% |
-3.2% |
31.9% |
| CSX |
CSX |
42.92 |
0.1% |
-18.1% |
-10.0% |
30.9% |
| Expeditors International |
EXPD |
33.03 |
-3.1% |
-4.7% |
4.5% |
8.1% |
| Fed Ex |
FDX |
76.69 |
-2.1% |
-9.8% |
-0.6% |
38.8% |
| JB Hunt |
JBHT |
30.49 |
-0.6% |
-10.4% |
-3.4% |
17.9% |
| Norfolk Southern |
NSC |
47.1 |
0.1% |
-13.4% |
-9.5% |
14.1% |
| Prologis |
PLD |
12.56 |
-0.3% |
-8.1% |
8.5% |
25.7% |
| Ryder |
R |
33.14 |
-9.0% |
-17.8% |
-21.6% |
-2.6% |
| Union Pacific |
UNP |
62.1 |
2.6% |
-8.7% |
-0.4% |
26.0% |
| UPS |
UPS |
57.2 |
-1.0% |
-4.9% |
4.3% |
21.5% |
| Yellow Roadway |
YRCW |
0.83 |
-10.8% |
-2.4% |
-32.0% |
-72.5% |
|
