SAIA

Noddite

After salvaging what is left of my SMCI calls, I think there are 2 mid safe plays, NVO given what LLY did today, and XPO. XPO mostly because shipping companies have Amber Heard hard. Want a comp, look at what SAIA, one of the other major LTL truckers, did at earnings.

kakawhalito

Xpo has earnings next Friday, it’s a ltl carrier and they spent 870million on terminals from the yrc bankruptcy. They only opened 2 of the 28 terminals they bought, and they aren’t going to increase profits until mid late 2025. They took on yrcs unprofitable contracts to prop up revenue. If SAIA and Odfl missed, Xpo is guaranteed to miss with the cash burn, depreciation, and amortization payments, it’s a 10% drop after earnings maybe more. While Odfl and SAIA had 15-22% drops Xpo has already taken hits from the 52w high because they were falsely propped up from the yrc acquisitions. I may not know the auto industry, or tech industry, but I know trucking. All my major wins have been from trucking plays, I lose when I jump into shit I don’t understand bc I like to gamble. 105 17 may 24 puts guaranteed to print, high likelihood of 100 17 may 24 puts printing. Take it with a grain of salt, but I only missed on 3 out of my 10 plays this week. Hope you make money

kakawhalito

Xpo has earnings next Friday, it’s a ltl carrier and they spent 870million on terminals from the yrc bankruptcy. They only opened 2 of the 28 terminals they bought, and they aren’t going to increase profits until mid late 2025. They took on yrcs unprofitable contracts to prop up revenue. If SAIA and Odfl missed, Xpo is guaranteed to miss with the cash burn, depreciation, and amortization payments, it’s a 10% drop after earnings maybe more. While Odfl and SAIA had 15-22% drops Xpo has already taken hits from the 52w high because they were falsely propped up from the yrc acquisitions. I may not know the auto industry, or tech industry, but I know trucking. All my major wins have been from trucking plays, I lose when I jump into shit I don’t understand bc I like to gamble. 105 17 may 24 puts guaranteed to print, high likelihood of 100 17 may 24 puts printing. Take it with a grain of salt, but I only missed on 3 out of my 10 plays this week. Hope you make money

jojodoudt

SAIA and ODFL on sale scoop it up while you can if you're trying to diversify into transportation sector

dvdmovie1

SAIA today was basically the transportation = to Meta's quarter the other day and the entire sector is down. ODFL earnings weren't great the other day and JBHT was also negative. Trucking is going to be great long-term and for those who have a longer-term view, not a bad time to buy when it's down fairly heavily fairly quickly. It's about to the point of being technically oversold - does it go lower? Maybe I don't know but not a bad time to at least start a position for those interested.

Expired-Option

SAIA took a hell of a hit

JoePikesbro

Bought $SAIA on the big dip. Down 20% on earnings. Solid company

kakawhalito

Lol SAIA was a pretty good win

kakawhalito

Carr was a risky one and I would’ve told you go small on it compared to the others. The reason being that they themselves aren’t “logistics” but they supply the necessary things for logistics and it’s a large part of their income. Old dominion was written on the wall, the trucking industry as a whole is fucked, and SAIA will go down too imo. (I have a trucking company so I know the ins and outs of the industry very well)

BeefyBreezey

Haha I screenshotted your post describing your predictions on Old Dominion, CARR, and SAIA. I saw ODFL went down so I went in on carr and got burned. Id play saia as well if it wasn't so expensive

rw4455

Right on the money- UPS, CH Robinson, SAIA have all been hurt by the global freight recession. Unknown if the industry's stocks will rebound.

jeopardy_loser

SAIA up 60 freaking points

JustSayingMuch

fundamentals cut: EXEL +1%, SAIA +3%, RMBS +20%

Ok-Geologist5545

SAIA absolutely got wrecked today on earnings. Brutal.

JustSayingMuch

STONKS -7%/+20% gamble of the day: GDHG Fundamentals: BBW YELP ACLS GES SAIA

No-Comfortable9480

SAIA only goes up

No-Comfortable9480

SAIA massive gains today.. messed up my earnings play 

suazb95

The North American ground freight cycle is nearing rock bottom. Transports are often the first group of stocks to move upwards coming out of (any level of) recession; the analysis and history says 4-8 months ahead of the worst of the economic news being announced. This company operates the 2nd largest LTL freight network in the U.S., behind only FedEx Freight and their stock is sitting at all-time lows (and is \*ultra-depressed\* compared to all peers within the space, such as XPO Logistics/Old Dominion Freight/ArcBest/SAIA/TFI Int'l, Knight-Swift Transportation, etc). Getting the word out as about all of the bad news is baked in to this company's shares. Yellow is in the middle of a major operational/corporate turnaround and is transitioning their LTL freight network to super-regional status later this year!

suazb95

Nope, it's YELL. Like, let's YELL at the top of our lungs about North America's 5th largest transportation company being currently valued at a $76M market cap, but it was profitable in 2022 and does $5.2+ BILLION in annual revenue. It's worth your time to compare Yellow's valuation to every one of their LTL ground freight peers (SAIA, ArcBest, Old Dominion Freight Lines, XPO Logistics, TFI International, Estes, FedEx's Freight division, Knight-Swift Transporation, etc.)

creemeeseason

SAIA reported earnings. They beat estimates but income was down 4%. Trucking continues to revert.

suazb95

...and currently have a SHOCKING market cap of 97M, while doing 5.2+ Billion in annual revenue! Compare YELL to it's competitors in LTL freight and you'll be truly shocked (SAIA, XPO Logistics, ArcBest, Knight-Swift, Old Dominion Freight, FedEx Freight, and TFI Int'l).

suazb95

Here is a link to Yellow's official website: [https://www.myyellow.com/us/en/about-us/company-info/one-yellow](https://www.myyellow.com/us/en/about-us/company-info/one-yellow) And for the record, I've been buying as much of their stock as possible in recent months (as a long position) as YELL has reached extreme undervaluation levels...will continue to buy more while it's low and hold the shares for at least the next few years. Eventually, the company's turnaround will reflect a much higher share price - more in line with competitors (XPO Logistics, ArcBest, TFI Int'l, SAIA, Old Dominion Freight, Knight-Swift Transportation, etc).

suazb95

Here is a link to Yellow's official website: [https://www.myyellow.com/us/en/about-us/company-info/one-yellow](https://www.myyellow.com/us/en/about-us/company-info/one-yellow) And for the record, I've been buying as much of their stock as possible in recent months (as a long position) as YELL has reached extreme undervaluation levels...will continue to buy more while it's low and hold the shares for at least the next few years. Eventually, the company's turnaround will reflect a much higher share price - more in line with competitors (XPO Logistics, ArcBest, TFI Int'l, SAIA, Old Dominion Freight, Knight-Swift Transportation, etc).

suazb95

Here is a link to Yellow's official website: [https://www.myyellow.com/us/en/about-us/company-info/one-yellow](https://www.myyellow.com/us/en/about-us/company-info/one-yellow) And for the record, I've been buying as much of their stock as possible in recent months (as a long position) as YELL has reached extreme undervaluation levels...will continue to buy more while it's low and hold the shares for at least the next few years. Eventually, the company's turnaround will reflect a much higher share price - more in line with competitors (XPO Logistics, ArcBest, TFI Int'l, SAIA, Old Dominion Freight, Knight-Swift Transportation, etc).

suazb95

Here is a link to Yellow's official website: [https://www.myyellow.com/us/en/about-us/company-info/one-yellow](https://www.myyellow.com/us/en/about-us/company-info/one-yellow) And for the record, I've been buying as much of their stock as possible in recent months (as a long position) as YELL has reached extreme undervaluation levels...will continue to buy more while it's low and hold the shares for at least the next few years. Eventually, the company's turnaround will reflect a much higher share price - more in line with competitors (XPO Logistics, ArcBest, TFI Int'l, SAIA, Old Dominion Freight, Knight-Swift Transportation, etc).

suazb95

Here is a link to Yellow's official website: [https://www.myyellow.com/us/en/about-us/company-info/one-yellow](https://www.myyellow.com/us/en/about-us/company-info/one-yellow) And for the record, I've been buying as much of their stock as possible in recent months (as a long position) as YELL has reached extreme undervaluation levels...will continue to hold the shares for the next few years. Eventually, the company's turnaround will reflect a much higher share price - more in line with competitors (XPO Logistics, ArcBest, TFI Int'l, SAIA, Old Dominion Freight, Knight-Swift Transportation, etc).

suazb95

Here is a link to Yellow's official website: [https://www.myyellow.com/us/en/about-us/company-info/one-yellow](https://www.myyellow.com/us/en/about-us/company-info/one-yellow) And for the record, I've been buying as much of their stock as possible in recent months (as a long position) as YELL has reached extreme undervaluation levels...will continue to hold the shares for the next few years. Eventually, the company's turnaround will reflect a much higher share price - more in line with competitors (XPO Logistics, ArcBest, TFI Int'l, SAIA, Old Dominion Freight, Knight-Swift Transportation, etc).

suazb95

You're going to have to look forward on this company, read the details of my post, and compare to competitors (ArcBest, Old Dominion Freight, XPO Logistics, Knight-Swift Transportation, SAIA, TFI Int'l, etc.). Looking at historical charts do not accurately show future potential post the company's super-regional transition and operational turnaround. It's skewing you to say this is garbage. I can assure you the recommendation here is legit, well-intentioned, and Yellow's turnaround story is the real deal.

suazb95

Appreciate these comments. I'm realistically looking for somewhere around $20/sh (maybe more?) within two years. Compare Yellow Corp to it's peers within LTL freight, the valuation numbers are going to absolutely shock you. (XPO Logistics, ArcBest, Old Dominion Freight, SAIA, Knight-Swift Transporation, TFI Int'l) The company is in the final stages of an operational turnaround and transitioning their network to an efficient/fast/profitable super-regional status version.

suazb95

Compare Yellow Corp's metrics to competitors. They are the 5th largest transportation company in North America and operate the second largest LTL freight network in the nation. Main peers: XPO Logistics, Old Dominion Freight, ArcBest, SAIA, Knight-Swift Transportation, TFI Int'l. The valuation differences are going to blow your mind! Yellow will wrap up the final steps of it's transition to a super-regional network over the next few months, allowing for significant efficiency improvements/profits/speed and cost synergies.

namjd72

Yellow is awful in the transportation space. They are dramatically worse than XPO, SAIA, ODFL, ABF, and are on par with the bottom feeders - Central Logistics. They are in no way shape or form positioned to do well in the future. The reason they went "Super Regional" in the first place is that the name Yellow was synonamus with a Garbage LTL experience - so they went out and gobbled up New Penn, Reddaway, Holland, ETC Yellow, YRC, or any of their other companies are all under the same corporate shit pile that is Yellow. Their market cap is low because customers go out of their way to NOT use them or their subsidiaries. Those 1000 drivers aren't increasing capacity- they're replacing lost capacity. This pitch sounds like a bad slide deck. Yellow's lot in life has not changed - they're a subpar LTL freight provider that isn't good at any particular thing but they are quite bad at many things. I've been in this space for a long time - Yellow isn't it...... They're far from it.

Iceman29808

Yellow is in the final months of transitioning to becoming a ‘super-regional’ carrier. All of the companies under the current umbrella will be known as Yellow Corp by early next year and under one technology platform (a huge improvement). Some of the names in the company are YRC Freight, Reddaway, New Penn, Holland, Yellow Logistics. Main peers/competitors are Old Dominion, SAIA, XPO Logistics, Knight-Swift, Estes, etc.

Iceman29808

Sure! Here are the current market cap valuations of all leading public LTL freight carriers, many of which are actually smaller than YELL in size/revenue or employees: Yellow Corporation - $197 Million SAIA, Inc. - $4.92 Billion ArcBest Corporation - $1.78 Billion TFI Int’l (Canada) - $8.02 Billion Old Dominion Freight - $29.14 Billion XPO Logistics - $5.16 Billion Knight-Swift Trans - $7.94 Billion FedEx Corporation - $39.06 Billion Will respond separately to your other questions.

Iceman29808

Appreciate the thoughts and considering all sides of the scenario. However, that does not change the longer term investment recommendation/conversation for this particular company or the larger LTL carriers (SAIA, Old Dominion, XPO Logistics, ArcBest, etc). Unlike a decade ago, they have the upper hand in pricing and availability.

Iceman29808

❤️ SAIA is a great company. Yellow’s earnings are after the market closes on 11/2, fyi.

LoganLee43

Why would you pick ODFL over SAIA? Just wondering because i'm considering them

2021newusername

SAIA is a much better LTL company

drew-gen-x

>AVUV I see $AVUV has a lot of stocks on my watchlist. I have a large position in $GT on their top 10 holdings; but I have been looking at entering a position in $LPX, $SAIA, and $AA. I added $AVUV to my watchlist. I will prolly be buying soon. The whole idea for me trading individual stocks is I could see inflation not being transitory a mile away. However the stocks I have bought have not exactly moved the way I thought they would in an inflationary market. Esp Gold and manufacturing stocks.

beezer9717

$YELL in trucking has a massive short interest (up 50% the last month). Very cheap compared to peers $ODFL $SAIA $KNX. Tons of insider buys the last month too, damn near everyone there did an insider buy

Markinho96

Short the trucking and delivery companies. JBHT, HTLD, SAIA, UPS

arebee20

Not gonna tell you what I know or how I know it but for anyone that wants to believe a random redditor look up the ticker SAIA it’s a trucking company that just beat earnings and revenue estimates today and they’re about to make some good moves that’s all I can tell you.

y1e

I know the freight market is slowing down and will probably get worse, but I I can't shake the feeling that SAIA is oversold. If there was more volume on their options I'd put my money where my mouth is.

y1e

At least they have parcel to ease the pain. Look at the one year chart for ODFL and SAIA. Brutal.

SnooCapers6544

SAIA is a trucking stock

ShirBlackspots

ROAD being an industrial per Fidelity, I did have SAIA and ODFL in there (since they're industrials), but sold them since they were losing me money. The stocks I pick, I look at the chart (how much they increase over time), their dividends and the Equity Summary Score By Starmine from Refinitiv. Most of those Blackrock managed funds require a minimum investment (like $1000 or more). I usually invest between $50-100 a month (I currently have $1000 in Fidelity) I try to balance my account based on Fidelity's recommendations: \[Imgur\](https://i.imgur.com/fLTRZfL.png)

HotSarcasm

From top 25 holdings - M at +15%, SAIA at +5%, BHVN at +3.5%, BJ at +2.5% The ones that are double-digit red are basically memes.

Nofapdeity

SAIA. 73.17% gains eoy Trucking stock. Back in October I wasn’t sure if it would be a good buy or sink due to supply chain issue. It ended up going 30% + in a month. Fuck me.

VisualMod

>\*Saia Partners With Daimler Trucks N Amer to Test Electric Box Vehicle $SAIA ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2021-12-21 ^10:58:10 ^EST-0500

omotrodest

You should check out the leader in trucking - ODFL. They are the masters in capital allocation in the trucking industry, great margins, and great operating margins. Also go check out all the trucking subreddits, trucking forums, and google about trucking companies. ODFL is consistently ranked by truckers as the best place to work according to truckers (much better than their competitor SAIA, who truckers moan about because SAIA has in-cab cameras that monitor drivers' every move). ODFL also has a fuel surcharge for quite a while now and they aren't affected by rising fuel/energy prices.

PresterJohnsKingdom

Right, and warehousing space is at a premium...there's no where to put the freight if the ships are offloaded. The companies I was looking at are trucking though, they don't own the ships so that doesn't hurt them. It actually helps, since there is such a demand to move the freight out - their trucks command a premium rate. I like FWRD...they have some major revenue growth and their stock price hasn't really reflected that yet. ARCB has similar fundamentals and their stock is up 100% on the year. Companies like XPO and SAIA are killing it too, and their revenue growth isnt as impressive.

abdul10000

If trucking company SAIA is being removed from S&P600 mid cap to be added to S&P400 mid cap, why is it dropping? Shouldn't just stay consistent?

abdul10000

I am guessing SAIA since its the fastest growing of the bunch.

abdul10000

Why do Trucking companies Old Dominion (ODFL) and Saia (SAIA) have a much higher PE ratio around 40 versus the rest of the industry which is around 20? Isn't 40 very high for a mature industry like Trucking?

abdul10000

Why do Trucking companies Old Dominion (ODFL) and Saia (SAIA) have a much higher PE ratio around 40 versus the rest of the industry which is around 20? Isn't 40 very high for a mature industry like Trucking?

Secgrad

Going with SAIA leaps, shit still has to be shipped even with inflation and earnings coming up towards the end of July

DerPanzerfaust

This is really good information. Thank you for bringing it up. You seem to know the market far better than my 30 minute dive. Although these three have been given target prices of $88, $43 and $65 respectively, this is only from one source; a source that one poster rightly pointed out is not always reliable. Your information suggests that, while the companies mentioned may be on the upswing, we should look elsewhere for opportunities that might take advantage of the upcoming increased demand for produce transport. My stock tracking software lists the following trucking companies in order of strength: ARCB, TFII, SAIA, ODFL, KNX, USX, USAK, DSKE, CVLG, LSTR are the top 10, but the list goes on. A little DD on these companies might yield one or two good plays.

charlesalexis

Im in the same boat, my only stock not getting rekt is SAIA