C.H. Robinson Worldwide Inc $ 81.13 0.27 (0.33%)
CHRW News and Headlines - C.H. Robinson Worldwide
C.H. Robinson Worldwide
The guru trimmed the C.H. Robinson Worldwide Inc. (CHRW) position by 99.15%. The portfolio was impacted by -3.69%.
The domestic freight brokerage firm has a market cap of $9.80 billion and an enterprise value of $10.91 billion.
GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity of 34.96% and return on assets of 12.5% are outperforming 95% of companies in the transportation
C.H. Robinson (CHRW), a leading third-party logistics firm based in the Twin Cities, was hurt by market concerns that larger, better funded companies like Amazon (AMZN) and Uber (UBER), have announced moves into this space. We have been attracted to C.H. Robinson because we see their strategic investments in technology as giving them durable competitive advantages in operating efficiencies and customer retention. C.H. Robinson’s asset light business model sets it apart in the space by focusing on technology and not capital spend on trucks, planes and distribution centers. We see the large tech companies as disruptive to traditional asset
Market Overview Fourth Quarter 2019
2019 was a year for the record books! On the heels of the worst December since the Great Depression, U.S. markets started 2019 with the best January performance in three decades and finished at record highs, posting returns that were among the best in the past 50 years.
Looking at its performance over the past three years illustrates the market’s incredible ability to predict market fundamentals. In 2017, with the new Trump administration and a Republican controlled Congress enacting large tax cuts, investors anticipated tax-fueled earnings growth driving the market up 22% that year.
Over the past year or so, C.H. Robinson (CHRW) benefitted from a pronounced tightening in truckload (TL) supply; however more recently management made the decision to compete on price in order to take share as TL supply loosened relative to 2018’s historical supply crunch. We prefer to invest in businesses that execute strategies that can enhance returns, rather than simply compete on price, so we sold C.H. Robinson.
From [url=https://www.gurufocus.com/StockBuy.php?GuruName=David+Rolfe]David Rolfe[/url] ([url=https://www.gurufocus.com/StockBuy.php?GuruName=David+Rolfe]Trades[/url], [url=https://www.gurufocus.com/holdings.php?GuruName=David+Rolfe]Portfolio[/url])'s Wedgewood Funds fourth-quarter 2019 shareholder letter.
The guru’s firm approaches a potential investment with the mindset of a business owner, evaluating a handful of undervalued companies that have a dominant product or service, consistent earnings, revenue and dividend growth, are highly profitable and have strong management teams.
Based on these criteria, the guru established a position in Starbucks Corp. (SBUX) during the quarter. In his first-quarter letter to clients, Rolfe noted he sees “a variety of avenues for sales
According to the GuruFocus All-in-One Screener, the following companies with market caps over $5 billion look cheap since they are trading with low price-sales ratios.
Class A shares of Royal Dutch Shell PLC (RDS.A) are trading around $59 with a price-sales ratio of 0.70 and a price-earnings ratio of 12.15. The integrated oil and gas company has a market cap of $242.58 billion. The stock has risen at an annualized rate of 5.9% over the last 10 years.
The discounted cash flow calculator gives the company a fair value of $54.58, suggesting it is
The guru, who manages the St. Louis-based firm’s portfolio, approaches a potential investment with the mindset of a business owner, evaluating a handful of undervalued companies that have a dominant product or service, have consistent earnings, revenue and dividend growth, are highly profitable and have strong management teams.
Based on these criteria, Rolfe established positions in Old Dominion Freight Lines Inc. (ODFL), C.H. Robinson Worldwide Inc. (CHRW) and Ulta Beauty Inc. (ULTA) during the quarter.
Dodson exited his C.H. Robinson Worldwide Inc. (CHRW) position. The trade had an impact of -2.40% on the portfolio.
The provider of domestic freight brokerage services has a market cap of $13 billion and an enterprise value of $14 billion.
GuruFocus gives the company a profitability and growth rating of 6 out of 10. The return on equity of 40.25% and return on
We purchased an initial position in C.H. Robinson (NASDAQ:CHRW) in the third quarter and made a small addition to our position soon afterward. C.H. Robinson is a transportation broker whose largest business is full truckload (TL) trucking, with smaller businesses in less-than-truckload (LTL) trucking, intermodal (generally truck trailers or ocean shipping containers carried on railcars), and other forms of transportation. Robinson does not transport goods itself but provides value by matching demand from shipping customers with supply from transportation providers, or “carriers.” In Robinson’s case, those are usually small truckers who do not run sophisticated operations of
As of June 30, 2018, the net asset value (“NAV”) of the Parnassus Fund – Investor Shares was $47.10, resulting in a gain of 1.03% for the second quarter. This compares to a gain of 3.43% for the S&P 500 Index (“S&P 500”) and a gain of 2.63% for the Lipper Multi-Cap Core Average, which represents the average return of the multi-cap core funds followed by Lipper (“Lipper average”).
Below is a table that summarizes the performance of the Fund, the S&P 500 and the Lipper average. The returns are for the one-, three-, five- and ten-year periods ending June
Parnassus Fund manager Jerome Dodson (Trades, Portfolio) seeks long-term capital appreciation through securities with the following characteristics: wide competitive advantages, good management quality and “relevancy over the long term.”
During the third quarter, Dodson added five new positions: Dentsply Sirona Inc. (XRAY), Signature Bank (SBNY), C.H. Robinson Worldwide (CHRW), Hologic Inc. (HOLX) and Starbucks Corp. (SBUX).
Dodson added 455,000 shares of Dentsply Sirona, a designer of consumable dental products for the professional dental market. The company averaged $59.53 per share during the quarter. With this transaction, the fund manager increased his portfolio
According to GuruFocus’ All-in-One Screener, the following stocks have high business predictability rating ratings. At least five gurus are shareholders.
MarketAxess Holdings Inc. (MKTX)
GuruFocus gives the company a business predictability rating of 4.5 out of 5 stars. The stock price has risen by 52% during the last 12 months. It operates an electronic trading platform for corporate bonds and other types of fixed-income instruments.
The stock is trading with a price-earnings (P/E) ratio of 50.76. The price has been as high as $178.21 and as low as $101.79 over the last 52 weeks. It is 11.14% below
C. H. Robinson Worldwide, Inc. (CHRW) dominates the freight brokerage business and has done well for the investors—mainly institutional—who bought its shares some years back.
However, its share price has languished for the past five years, after climbing fairly steadily since it went public in 1997.
1905: Charles Henry Robinson incorporates the C. H. Robinson company, a wholesale
The Yacktman Fund (Trades, Portfolio) pared many more holdings than they increased in the first quarter, most of which posted gains year to date, as the managers gathered cash should more opportunities arise this year.
“In early 2016, markets around the globe have begun to collapse and the U.S. stock market posted its worst start of the year in history,” their fourth-quarter letter said.
“We prepared for this environment and continue to have excess cash to deploy as stocks go on sale. We also have a portfolio full of what we think are some
C.H. Robinson (NASDAQ:CHRW) continues to face challenges and earnings pressure from improved competition. We think the company is well positioned to handle challengers and remain a dominant force in the logistics industry.
From the [url=http://www.gurufocus.com/StockBuy.php?GuruName=Yacktman+Fund]Yacktman Fund[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=Yacktman+Fund]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=Yacktman+Fund]Portfolio[/url]) fourth quarter 2015 commentary.
The AMG [url=http://www.gurufocus.com/StockBuy.php?GuruName=Yacktman+Fund]Yacktman Fund[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=Yacktman+Fund]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=Yacktman+Fund]Portfolio[/url]) returned 4.8% for the fourth quarter of 2015 compared with 7.0% appreciation for the benchmark, the S&P 500 Index. For the 12 months ending December 31, 2015, the Fund returned -5.6% versus the benchmark return of 1.4%. Performance for all share classes can be found on page 4 of this document and on our website at www.amgfunds.com.
“It’s like déjà vu all over again”
Last year marked the passing of baseball legend and American hero Yogi Berra, who was one of the most quoted figures in American history. His statement above captured the investment
The Yacktman Fund (Trades, Portfolio) managers, known for their aversion to risk, reduced 26 portfolio positions and neither bought nor added to any other positions in the fourth quarter, according to a portfolio update Friday.
The Yacktman Fund (Trades, Portfolio)’s pullback may signal caution regarding the current market environment, as the S&P 500 retreated 11% in August and the prospect of a fourth straight quarter of earnings declines looms in 2016. A letter Yacktman Asset Management sent to clients at third quarter-end compared the market to “near the end of that expensive, long-running
As the year began, many companies were battling a decline in energy prices, commodity prices and a strong dollar. Then, during the third quarter China started to show more incremental weakness in its economy as well, intensifying the weakness in agriculture and commodity prices. The market reacted and the dizzying one-day swing of more than 1,000 points in the Dow Jones Industrial Average on August 24th delivered the event that had been worrying investors, a market correction -- technically a 10% move off of recent highs. The correction was widespread, resulting in negative third quarter returns across every sector except
C.H. Robinson (NASDAQ:CHRW) was a top performer in the quarter and a stock that illustrates our investment approach, where we seek out good companies with a sustainable competitive advantage over the long term. The company is well positioned in both consumer and industrial markets and should benefit as the industrial sector picks up. As the “just-in-time” movement of materials and finished goods grows more complicated, manufacturers and retailers are increasingly outsourcing their purchasing and distribution logistics to external companies. C.H. Robinson is an asset-light third party logistics provider focused on technology. The recent west coast longshoreman’s strike
Mairs and Power is a boutique firm that applies a conservative growth investment strategy and has been doing so over the past 70 years. It runs a Growth Fund and Balanced Fund, which are both built around a core of quality growth stocks. In practice, it looks a lot like the Warren Buffett approach, with the firm holding investments for long periods of time to minimize tax impact and trading costs. Guru Bill Frels (Trades, Portfolio) chairs the investment committee and is profiled on GuruFocus. The Mairs and Power Growth Fund just
|2020-05-28 $ 80.86 (0.87%)|
Why Is C.H. Robinson (CHRW) Up 12.5% Since Last Earnings Report? - www.zacks.com
|2020-05-22 $ 77.86 (-0.05%)|
Coronavirus Mars Transport Services Industry Near-Term Outlook - www.zacks.com
|2020-04-29 $ 71.26 (-3.72%)|
Stock Market News for Apr 29, 2020 - www.zacks.com
C.H. Robinson (CHRW) Q1 Earnings Miss Estimates, Shares Down - www.zacks.com
|2020-04-28 $ 74.01 (-0.04%)|
C.H. Robinson Worldwide (CHRW) Misses Q1 Earnings Estimates - www.zacks.com
|2020-04-27 $ 74.04 (2.43%)|
Transportation Stocks Apr 28 Earnings Roster: UPS, LUV & CHRW - www.zacks.com
|2020-04-24 $ 72.28 (2.55%)|
Will C.H. Robinson's (CHRW) Q1 Earnings be a Let-Down Again? - www.zacks.com
|2020-02-20 $ 74.82 (1.82%)|
(CHRW) Files 10-K for the Fiscal Year Ended on December 31, 2019 - GuruFocus.com
|2020-02-19 $ 73.48 (1.42%)|
David Rolfe's Firm Cuts Apple, Visa - GuruFocus.com
|2020-02-05 $ 72.74 (0.71%)|
|2020-02-03 $ 72.01 (-0.29%)|
Mairs and Power Growth Fund Comments on C.H. Robinson - GuruFocus.com
|2020-01-13 $ 80.46 (0.42%)|
David Rolfe Comments on C.H. Robinson - GuruFocus.com
|2019-11-08 $ 78.06 (-1.36%)|
|2019-01-03 $ 79.92 (-3.69%)|
6 Stocks With Low Price-Sales Ratios - GuruFocus.com
|2018-10-16 $ 94.2 (1.28%)|
Jerome Dodson's Largest Sales of the 3rd Quarter - GuruFocus.com
|2018-10-12 $ 91.68 (0.63%)|
David Rolfe Comments on C.H. Robinson - GuruFocus.com
|2018-10-03 $ 97.93 (0.91%)|
|2018-07-26 $ 91.85 (0.11%)|
Parnassus Fund's 2nd Quarter Shareholder Letter - GuruFocus.com
|2017-08-30 $ 73.06 (2.08%)|
3 Stocks With Strong Movements Wednesday Morning - GuruFocus.com
|2017-01-25 $ 74.68 (0.03%)|
High Predictability Stocks: Western Union, FMC Tech - GuruFocus.com
|2016-08-03 $ 68.79 (0.63%)|
Can C. H. Robinson Start Delivering Big Capital Gains Again? - GuruFocus.com
|2016-02-05 $ 68.08 (0.93%)|
Yacktman Fund Comments on C.H. Robinson - GuruFocus.com
|2015-11-11 $ 68.75 (%)|
Mairs & Power Comments on C.H. Robinson - GuruFocus.com
|2015-06-09 $ 63.77 (0.66%)|
C.H. Robinson Worldwide Dividend Stock Analysis - GuruFocus.com
|2014-12-12 $ 72.29 (-0.26%)|
CH Robinson Worldwide Has Plenty of Room to Grow - GuruFocus.com
|2014-07-31 $ 67.46 (-1.56%)|
Bill Frels Comments on CH Robinson Worldwide Inc - GuruFocus.com
|2014-06-25 $ 63.5 (0.86%)|
Bill Frels Comments on C.H. Robinson Worldwide Inc - GuruFocus.com
|2014-06-04 $ 59.38 (-0.57%)|
|2014-05-28 $ 59.71 (0.76%)|
|2014-05-13 $ 59.06 (0.08%)|
Morning Coffee: Widely Held Guru Stocks Near Historic Low P/S - GuruFocus.com
|2014-05-06 $ 58.14 (-0.1%)|
|2014-04-29 $ 55.99 (-0.89%)|
|2014-04-23 $ 57.68 (-0.03%)|
Morning Coffee: Widely Held Guru Stocks Near Historical Low P/S - GuruFocus.com
|2014-04-15 $ 55.6 (-0.05%)|
Morning Coffee: Widely Held Guru Stocks Near Historical Low P/S - GuruFocus.com
|2014-04-08 $ 52.19 (0.29%)|
Morning Coffee: Widely Held Guru Stocks Historical Low P/S - GuruFocus.com
|2014-04-03 $ 53.03 (0.11%)|
Morning Coffee: Guru Stocks Near Their Historical Low P/S - GuruFocus.com
|2014-03-25 $ 51.1 (0.39%)|
Morning Coffee: Stocks at Historical Low P/B and P/S - GuruFocus.com
|2014-02-25 $ 52.42 (-1.72%)|
This Logistics Company Carries Great Value Propositions - GuruFocus.com
Weekly 3-Year Low Highlights: CHRW, EPB, BTE, PPO - GuruFocus.com
|2013-08-08 $ 56.73 (0.75%)|
Chris Davis' Top Second Quarter Portfolio Changes - GuruFocus.com
|2013-04-12 $ 59 (-2.62%)|
Donald Yacktman Reveals the 2 Stocks He Bought in Q1 - GuruFocus.com
|2013-04-09 $ 60.26 (0.75%)|
Value Idea Contest - CH Robinson (CHRW) - GuruFocus.com
|2012-05-24 $ 59.82 (-0.83%)|
Baron Funds Comments on C.H. Robinson Worldwide - GuruFocus.com
|2011-03-07 $ 72.22 (-0.85%)|
|2011-01-31 $ 77.09 (1.39%)|
|2010-12-13 $ 78.07 (-0.06%)|
|2010-11-19 $ 72.85 (0.83%)|
|2010-11-09 $ 71.19 (-1.36%)|
|2010-11-08 $ 72.17 (0.53%)|
|2010-08-31 $ 64.99 (0.14%)|
|2010-08-12 $ 64.89 (-0.14%)|
|2010-08-09 $ 67.77 (1.32%)|
|2010-08-03 $ 66.43 (0.32%)|
|2010-05-10 $ 60.68 (4.93%)|
|2010-04-27 $ 60.27 (-1.44%)|
|2010-04-26 $ 61.15 (-0.7%)|
|2009-11-16 $ 58.54 (2.41%)|
|2009-10-29 $ 56.5 (0.8%)|