1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies

Baron Funds Comments on C.H. Robinson Worldwide

May 21, 2014 | About:

Shares of the leading transportation broker C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) detracted from first quarter performance after the company reported disappointing earnings. Though truckload freight volumes are improving, C.H. Robinson is experiencing margin pressure as cost of capacity increases faster than its ability to pass pricing to shippers. We believe this issue will correct as 2014 unfolds and gross volumes accelerate. Longer term, although we think C.H. Robinson should continue to gain share and benefit from the secular trend of transportation outsourcing to leading logistics firms, we sold our shares for a profit. (Matt Weiss)

From Baron Funds' first quarter 2014 letter to shareholders.


Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


GuruFocus has detected 3 Warning Signs with C.H. Robinson Worldwide Inc $CHRW.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

Performances of the stocks mentioned by


User Generated Screeners


lajor10Low EV/EBITDA
canidPE >50th percentile of INDUSTR
brucexoct 17 user defined screen
AngryQuality Growth cheap
EnjoylifeDad 1
punjanoot2007a academy+joe
rael2222XX
andrewgu999medical
kltan12LOW PB/PS
carlentValue - Short
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK