Value Trifecta: Old Dominion, Ryder & Union Pacific (yellow in mind)

It’s been a really bright and wonderful week in terms of value increase if you know where to look in transportation and logistics.

(The numbers matter and they don’t matter, you know. More evidence here: they don’t.)

These are the top indicators for my demo portfolio only when the markets are closed on Wednesday:

Among the top five, master Old Dominion LTL gave up 2% of gains yesterday, followed by the previous day’s best performer, Union Pacific (Rail; -2.48%), then XPO (LTL; -1.5%), ArcBest (LTL; – 0.23%)…with heavy assets…