US stock · Industrials sector · Trucking
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Knight-Swift Transportation Holdings Inc.

KNXNYSE

59.12

USD
+1.38
(+2.39%)
Market Closed
11.11P/E
13Forward P/E
0.56P/E to S&P500
9.500BMarket CAP
0.83%Div Yield
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1 BEST Inc. BEST

2 Knight Transportation, Inc. KNX

3 Schneider National, Inc. SNDR

4 TFI International Inc TFII

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1 BEST Inc. BEST 2 Knight Transportation, Inc. KNX 3 Schneider National, Inc. SNDR 4 TFI International Inc TFII

all public traded ship co

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LTL seems to be the bright spot across most of the truckers right now. I'm just looking at general freight spot rates, and they're coming in soft, which is particularly worrisome since this should be the best quarter of the year. I tend to default to Craig Fuller, who's the founder of Freight Waves, which tracks everything to do with supply chains. He recently made a comment that a contact with a major trucking company with decades of experience is predicting "the worst demand since '08" with regards to early next year. Completely anecdotal, but it's worth taking note.

Of course, if you're long term, it may not matter, but given the current market, I'm personally watching for a market slump that will lead to better buying prices. KNX, ODFL, and SNDR are high on my list. I know KNX has specifically discussed growing LTL, which is why I think they'd be a great buyer of YELL, which would shore up their business, and let Yellow shareholders realize a premium in value that I think they're currently missing given their soft track record. But I will say that you're right in noting their rebound. If they actually turn it around, there's a lot of value.

The industry is a little shaky to me, and the company in particular doesn't have the strength of others, so I'm waiting personally. But the industry is at the absolute top of my watch list, and if my theory is correct, I'll be buying someone aggressively in Q2-3 next year. Trucking isn't going anywhere, and last mile and LTL has huge potential. But nothing wrong with being early! Always good to see posts with some unique names, instead of the same rehashed tech companies every day.

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Thanks for the comments, you have some fair points! Surely, next year will be better for just about everything - including freight. I’m little concerned though with performance in most of the LTL carriers (smaller TL’s with spot rates, yes). Old Dominion and the LTL segment of Knight-Swift delivered solid earnings this month, KNX is even looking for acquisitions within LTL! Their CEO has some nice statements on this topic. TL carriers know LTL is the way and most profitable, good to see. As far as Yellow, they’re hitting a stride now in the turnaround. IMO, there is Serious valuation and gain potential at the current share price - especially with a slightly longer term view as you mentioned. I don’t believe it will remain here for much longer and may move up quite rapidly as their turnaround story becomes more well known.

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Yellow is one of the smallest, most financially distressed truckers on the market. They do good revenue numbers, but have some of the worst margins in the industry, and a heavy debt load. They've made some improvements, but they're 100% an acquisition play. KNX in particular, but there's a number of larger companies looking to expand LTL. That would absolutely be the best value for shareholders. I'm all for supporting a turnaround, but road freight as a whole is facing a bad Q4, and already projected to be among the worst 1H in '23 since '08.

I'd love to get back into road transportation, but it'd be prudent to wait until there's clarity on freight demand. I'd envision much better buying opportunities in Q2 and 3 of next year.

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I'm somewhere in the green on all of these. Let em ride, yeah?

SPY 06/16/2023 375.00 P

AAPL 03/17/2023 145.00 P

COIN 03/17/2023 75.00 P

SPY 01/20/2023 370.00 P

MSFT 02/17/2023 240.00 P

SG 04/21/2023 20.00 P

KNX 02/17/2023 50.00 P

IWM 03/31/2023 175.00 P

COIN 12/16/2022 70.00 P

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I got TSLA and KNX puts I’m feeling pretty good right now

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Someone said to buy KNX puts so I did. Thanks bro

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Trucking tickers:
LANDSTAR - LSTR
J B HUNT - JBHT
OLD DOMINION - ODFL
KNIGHT SWIFT - KNX

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Cramer likes FDX, KNX. and LUV. guess ill buy puts now

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>KNX

I look at fundamentals, not at some drawings of a 9-year-old dude.

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Bro. KNX is a short.

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$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

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IBKR keeps lots of assets around so this should never be a concern, but like /u/knx0305 mentioned, your assets are held in trust outside of IBKR's assets(this is true of all brokerages in the USA at least). I don't know about Swedish laws, but I'd venture to guess they are similar.

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>$KNX and $WERN

Why is $ODLF outperforming those two by such a large margin?

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I work in the industry for a privately owned trucking company and freight volume is definitely down. Freight volume has been down since November. I don't invest in any of these companies since they are competitors towards my employment, but I have bought a lot of $GT and $WNC going for the equipment stocks and they have done very poorly since February.

Freight is always cyclical. Most of these companies should have done really well in 2020/2021; but if you look at their share prices $ODLF compared to $KNX or $WERN over 5 years; $ODLF is up over 350% and the other 2 are only up 30%. I would say $KNX and $WERN are cheap and $ODLF is expensive.

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Had a lifestyle business for nearly 10 years billing over 1 million year, making 40%+ net. I am now trying to get into the true startup world, did Y-Combinator Startup School and currently in their Co-Founder match program (need a technical Co-Founder). There are so many books, I tried to save time with Blinkist, but found out they provide TERRIBLY inaccurate summaries. Consequently, I thought it would be helpful to provide you with some “cliff notes” style book summaries I wrote myself, shared on my Google Drive. You can read my summaries and decide if it’s worth buying the book.

makebook.io.

https://docs.google.com/document/d/1Bz0EaZqYFtX7KtHfV_rV8n-lAlL1kJLv/edit?usp=sharing&ouid=104358967653621325109&rtpof=true&sd=true

Built to Sell https://docs.google.com/document/d/1vjG6Q_AhtgLYdFGeCj4KQg8VY3QYHf17/edit?usp=sharing&ouid=104358967653621325109&rtpof=true&sd=true

Transcripts & Summaries from Y Combinator (along with a seed funding pitch deck): https://drive.google.com/drive/folders/1tXBDI5p7JIEw0abnvaG6wA7Jrt6L4c97?usp=sharing

Article on VC perspective

https://docs.google.com/document/d/1Sm6DjSynDU9A0BIrW5BAkEZ8bVXDz4sA/edit?usp=sharing&ouid=104358967653621325109&rtpof=true&sd=true

The Mom Test

https://manuelohan.com/wp-content/uploads/2017/05/The-Mom-Test-en.pdf

The Lean Start Up https://docs.google.com/document/d/1QFHGpe8a51MENTnpEPSqKZ7hk7tH5knx/edit?usp=sharing&ouid=104358967653621325109&rtpof=true&sd=true

Running Lean

https://docs.google.com/document/d/1sYnyK4e0mJIBanEdxljv3tP9IRS-mZX4/edit?usp=sharing&ouid=104358967653621325109&rtpof=true&sd=true

Nail It Then Scale It- Canvas

https://drive.google.com/file/d/1nsNmsq0Np_nVwR6Ji-xU3PW_WGi8KJmD/view?usp=sharing

The Strategyzer book series

https://drive.google.com/drive/folders/1ByShFFverdiuwPkcv_1-zSbRZK57So_a?usp=sharing

Zero to One

https://docs.google.com/document/d/1EWHe-WB1Ey1Oqo0_zxaXdHk7f-N9UHGx/edit?usp=sharing&ouid=104358967653621325109&rtpof=true&sd=true

4Hour Work Week https://docs.google.com/document/d/1ggHRPEzJeTkitBoPUeG7G7JlrIgEPsqP/edit?usp=sharing&ouid=104358967653621325109&rtpof=true&sd=true

Dot Com Secrets vs. Product Launch Formula vs. 12 Months to a Million Overview https://docs.google.com/document/d/1DvBHslki90Mwk0DhbU1VlPDBxk2eoK9v/edit?usp=sharing&ouid=104358967653621325109&rtpof=true&sd=true

One Page Marketing Plan

https://drive.google.com/drive/folders/18YSQG858wQpMufSE1WU8CXIBr0_XNRkG?usp=sharing

Profit First

https://drive.google.com/drive/folders/1_DeQMPU3Ew4iro4u_hFAPF1PwcayI6JD?usp=sharing

22 Immutable Laws of Branding

https://docs.google.com/document/d/1MKxWpPV4bAEu_X3IpHwvAY9gNFUo5JYk/edit?usp=sharing&ouid=104358967653621325109&rtpof=true&sd=true

Blue Ocean Shift https://docs.google.com/document/d/1PSSP_bMxDRUWM3rbyosxUHlUQ7iE3-wp/edit?usp=sharing&ouid=104358967653621325109&rtpof=true&sd=true

GV Sprint

https://docs.google.com/document/d/10A7SRqfCznOjGe4j0-4xBJzdld9KbLdV/edit?usp=sharing&ouid=104358967653621325109&rtpof=true&sd=true

E-Myth is a must read. I have written up an analogue summary but don’t have a digital copy I can provide. If people are interested in me posting that, just let me know.

Currently sitting on my desk is The Cold Start Problem by Andrew Chen, Will It Fly by Pat Flynn, $100M Offers by Alex Hormozi, HBR’s 10 Must Reads on Entrepreneurship and Startups. Again, if people are interested in me posting summaries, just let me know.

I may do an r/entrepreneur post with more info on each of the above later.

GOOD LUCK AND I HOPE THAT HELPS!

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KNX calls still cheap. Look at the last 6 or 7 post earnings runs. Just sayin.

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KNX crushed earnings just as I expected. Ok indices don’t fuck my calls please.

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KNX Calls You're welcome

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Bases Bitchez....

Like CLF, TGH or..

Basic Materials: SUM, TMST, FMC, GCP, CENX, PVG, AA, FCX Communications Services: EDR, QUOT, LGF-A Consumer Cyclical: BERY, TACO, LOW, TTM, F Consumer Defensive: COTY, SFM, LW, CHD, LAUR, MKC, DLTR, GO Energy: ERF, DVN, CVE, APA Financial: TSC, LABD, KRBN Healthcare: ARNA, MCK, TBPH, OMI, CVS, CERN, ABBV, MDRX, PTGX, VRTX, PFE, Industrials: WSC, KNX, ZIM, BLDR, RRD, FLR, RRX, AOS, APG Real Estate: APTS, BRG, EXR, IVT, REXR, SPG, Technology: STM, STX, ON, MIME, TER, MCFE, AVGO, IIVI, KLAC, CIEN, LRCX, FN, NPTN, LPL, PLAB, LITE, RMBS, EPAY, HLIT, AAPL, HPQ, QCOM, MU Utilities: VST

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YELL. If you look at a side by side analysis of other trucking companies such as KNX, and XPO there is no reason these guys couldn't be 70 to 120 a share. I wouldn't need to hold them for life but if you picked them up for under $6 a share, chances are you aren't going to be in the red on them over the long haul. No pun intended.

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FB, GOOGL, AAPL, LRCX, KLAC, IESC, KNX, MED, INVA

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For all those wondering how to play this, may I introduce the Sobotka ETF: ZIM - container shipping, the real play TRTN - box leader (401k play) KNX/arcb- trucking RICK - the whores

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Perfect example KNX up 40 percent, SNDR down for the year. Stock market doesn’t make sense anymore. Or I keep dumping money into this

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Possibly Very Bullish Sectors for the Next 3-12 Months Amid Troubled Times. The examples below are certainly not buy recommendations. Just examples.

Below is a list of what I consider possible bullish sectors/industries in the next 3-12 months. We all know of the supply chain issues, the semiconductor shortages, worker shortages, & inflation issues. As a result I'm considering these sectors/industries as possible bullish options in the next 3-12 Months. Please understand that I know that I did not get all stocks in each category. So if you're favored stock isn't listed, don't get angry, post it in the comments below. And if you feel I missed a sector, please let me know.

Anyway enjoy the dips now because these are likely to get beefed up as the supply chain & worker shortages unwind

.

1) Inelastic & Fairly inelastic Industries: (Meaning people usually pay for the good or service no matter what the price "insensitive to changes in price or income")

  • Pharmaceuticals (With highly used patented meds for diseases & illnesses)
  • Oil/Gas/Natural Gas (No matter how scarce it gets, people will buy it)
  • Energy (Be careful, many producers of electricity are heavily regulated)

2) Agriculture/Farm Equipment/Fertilizers/Farm Chemicals: People got to eat ... and have you seen the price of softs futures? This will incentivize farmers to produce more which in turn will require more farm equipment, farm construction, pesticides, herbicides, insecticides, seeds, chemicals etc. It does not help that food is rotting on the docks right now & people are panic buying.

  • Examples: YTEN, TITN, NTR, SANW, DE, DOLE, ANDE, CLXT, ADM, CLXT, AGRO, AGCO, ADM, LMNR, TWI, ADM, BG, CALM, GRWG, HYFM, FMC, MEOH,

3) Semiconductors, Passive Semiconductors, & Electronic Components: Semiconductors are suffering due to worker shortages & supply chain issues. However demand is seriously backed up. As soon as the supply chain situation gets straightened out expect semiconductors to explode.

  • Examples: NVDA, INTC, ARCB, AMKR, MU AMD, TXN, VSH, STM, ASYS, WOLF, TSM, QCOM, ON, ASML, NXP, AMAT, AVGO, LRCX, SWKS, MRVL, KLAC, MCHP, QRVO, SSNLF, DIOD

4) Shipping/Bulk Transportation/Freight/Transportation Services: Shipping / Bulk Transportation / Freight / Transportation Services / are more in demand now than ever before in US history. In fact these services are in so much demand that they're clogging up the ports. And while ships sitting off the coast are likely loosing money as the supply chain issues worsen, you can bet they'll explode with business for pint up demand as the situation unwinds.

  • Examples: ZIM, JBHT, NSC, TNK, TGP, CNI, CMRE, REVG, DAC, SB, HTZZ, GRIN, ODFL, ASC, EDRY, XPO, SBLK, FWRD, BEST, CPLP, MATX, SAIA, INSW, GASS, PATI, PSHG, NETI, PXS, ULH, USDP, TFII, KNOP, KNX, CHRW, GLOP, EDRY, CVLG, PAC, HUBG, EDRY, MRTN, GLNG, NMM, HMLP, BEST, CPLP, DESP, HTLD, PWFL, GOGL, EGLE, SHIP, ZTO, LSTR, WERN, USAK, ESEA, GNK, CICOY, OROVY, PCFBY, CSX, DSX, MMLP, PANL, KEX, NAT, UNP, WJRYY

5) Chemicals: Agriculture chemicals, industrial chemicals, construction chemicals, drilling chemicals, textile chemicals, take your pick. The worlds manufacturers do not run without chemicals of some sort. And once supply chain issues are put behind us & workers start to fill these empty job seats, you can bet that increased production will ramp up the demand for industrial chemicals.

  • EXAMPLES: HUN, OLN, DOW, LYB, EMN, GLTC, KRO, UNVR, CBT, MEOH, APD, OEC, VHI, ODC, TREC, TROX, IOSP, DD, KOP, ALB, LAC, PPG

6) Staffing Firms: There's a massive worker shortage & those positions will need to be filled. You can bet staffing firms are in high demand.

  • EXAMPLES: DLHC, CCRN, KFY, CBRE, HQI, RHI, WDAY, NSP, HSII, RGP, TBI, KFRC,

7) Inferior goods: Ever notice how demand for some products go up when prices rise? These are generally inferior goods. Ramen Noodles & Mac&Cheese are a few examples. Dollar Stores are filled with inferior goods.

  • DG, DLTR, WMT, ROST, KHC
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called $TRTN, hope y'all jumped in.

current streak:

$AA -> $STLD -> $KNX -> $XM -> $SNAP -> $TRTN -> ???

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#Ban Bet Won

/u/MarijuanaGrowGroup (1/0) made a bet that KNX would go to 55.0 when it was 49.46 and it did, congrats autist.

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Oh good, my banbet on KNX hit. Too bad I sold yesterday 🤷‍♂️

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Earnings been hawt for me this week:

$AA -> $STLD -> $KNX -> $XM -> ??? ($SNAP FDs?)

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Welp, missed the ban bet by $1 on $KNX. Still hope.

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KNX baby!

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KNX 11/19 and 12/17 50c.. earnings this week, IV still low for some reason… gonna smash

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Don’t forget KNX reporting earnings on Wednesday and TRTN on Thursday.

KNX = trucking company following JBHT who had a killer beat last Friday and rocketed. TRTN = shipping container leasing company who is signing long term leases at record prices and just converted their debt from secured to unsecured without seeing an interest rate increase. Think of how bullish that is…

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Knx to $60 this week 🙏

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How about a play none of you nerds will take. $KNX will be a minimum of $55 this week. Likely $60+ - banbet already made 🤩🤩🤩

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Ban Bet Created

/u/MarijuanaGrowGroup bet KNX goes from 49.46 to 55.0 within 1 week

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!banbet KNX $55 1w

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I’m in logistics full time, loaded up on KNX for next week. Easy gains.

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There sure are, but I mean in terms of companies with actual tractors it's fragmented and likely will remain that way for a long time. As long as any random guy with a CDL can buy a used Kenworth and get motor carrier authority with the DOT, it will.

If you move up a level past that to 3pl/logistics the top players own a lot more, and those tech companies are more a disruptor to that than to trucking itself.

Example: Uber is a tech company that has been attempting to disrupt the space. They don't own a single tractor. They're more a direct competitor to C.H. Robinson or Echo Global than to say, Schneider or KNX. There's overlap, of course, because any company with a large fleet will have a significant logistics arm, and the disruptors will have an impact on rates and market norms in the whole sector.

There will also always be companies who prefer to work exclusively and directly with asset-based providers than go through a third party provider.

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Anyone watching KNX in the industrials?

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I will be messaging you in 5 days on 2021-07-24 04:23:14 UTC to remind you of this link

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I don't know, there seem to be a lot of things going on in shipping that may not necessarily be great for the industry as a whole. $YELL getting hammered for declaring themselves essential (which I'm not sure how they couldn't be with all the shipping they did for the DOD). and using loan money to buy new trucks. FedEx Freight dumping their LTL services to smaller customers. It seems like Amazon is moving towards creating more distribution centers and handling their own "to home" deliveries rather than paying UPS, USPS, or FEDEX to deliver.

I have been looking into investing in the trucking industry since April and after analyzing FedEx Freight, $YELL, and $XPO, I ultimately felt like $YELL had the most room to grow in their respective industry. $XPO ended up being the winner. Their chart looked great back then and still looks great today. $KNX recently made an acquisition of AAA Cooper and their LTL sector is expected to grow. The problem is with companies like Amazon taking on their own shipping and FedEx exiting the LTL service, LTL isn't looking all that profitable right now.

Companies like $XPO, $YELL, $KNX who depended on solid shipping needs of companies taking on their own shipping may need to take on jobs that Owner/Operators used to depend on and they can more than likely offer a better price because they already have the equipment and employees to get those jobs done efficiently.

Add in oil prices doubling since Nov., increasing interest in states wanting to fix roads with a new gas tax, requirements to be carbon neutral in the near future, this industry is facing some setbacks. I can't necessarily correlate those setbacks to a market crash. Now a market correction is just going to happen at some point, you can blame that and correlate that with whatever you want.

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You guys remember when truckers were so badass we used to have trucker movies , and even more trucker movies ? I’m gonna relive the glory days, 7/16 50c KNX

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KNX anyone? Or nah

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Looks like along with JB Hunt, they have strong 1yr & 3-5yr EPS growth forecasts (>35%, >20%), while WERN, KNX and MRTN have lower 1yr & 3-5yr EPS growth forecasts (<30%, <15%).

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Still loving what WKHS and SOFI are doing for me today, but also very busy catching some falling knives in some of the boomer stocks: C, HPE, R, KNX, and INTC too cheap to pass on today.

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There are cheaper logistics plays with better forward PEs.

USAK, KNX, AAWW, GSL, ZIM, and so on.

That being said, they've already pumped 40-90% since Jan/Feb, which is a huge run for boring companies, so you might be late to that trade.

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https://i.imgur.com/xyu7knx.jpg

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SBLK - reports tomorrow after the bell. Should be good. Randy Giveans from Jefferies will be increasing his price target to something >22$. All Transportation including trucking and rail in a good position. Amit Mehrotra from Deutsche bank also likes XPO and KNX. I’m also holding a lot of CLF/STLD/NUE/X and some Alcoa AA. Commodities a good place for 6 months. Great forward looking earnings.

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Just looking for the not so obvious plays on this pipeline shutdown. Pajama boys gonna get all the good stuff so we might have to hunt for secondary plays on that.

US Airline puts? They're the most sensitive to fuel costs eapecially in the bleak pandy times. Or maybe trucking company puts? Like KNX/FDX/UPS.

Thoughts?

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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.

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add me, u/knx661

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Calls: AA AXTA AVGO CNHI CMCSA MDLA FSLY HRI HES V KNX MAR OXY PH PFG RHI DOS INT

TELL THE FED TO SHUT HIS MOUTH...

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Analyst Research (see Upgrades/Downgrades calendar for full list***)***:

  • Upgrades:
    • Bentley Systems (BSY) upgraded to Overweight from Sector Weight at KeyBanc Capital Markets; tgt $52
    • Carrier Global (CARR) upgraded to Outperform from Market Perform at Cowen; tgt raised to $43
    • CMS Energy (CMS) upgraded to Overweight from Equal Weight at Barclays; tgt lowered to $67
    • e.l.f. Beauty (ELF) upgraded to Overweight from Neutral at Piper Sandler; tgt raised to $30
    • Gran Tierra Energy (GTE) upgraded to Neutral from Sector Underperform at CIBC
    • Hewlett Packard Enterprise (HPE) upgraded to Outperform from Neutral at Daiwa Securities; tgt raised to $17
    • Materialise (MTLS) upgraded to Buy from Neutral at Bryan Garnier; tgt $43
    • Old Dominion (ODFL) upgraded to Buy from Neutral at Goldman; tgt raised to $238
    • Progyny (PGNY) upgraded to Buy from Neutral at BofA Securities; tgt $53
    • Pulmonx (LUNG) upgraded to Buy from Neutral at BofA Securities; tgt $72
    • Stratasys (SSYS) upgraded to Neutral from Underweight at JP Morgan; tgt $29
    • Sunrun (RUN) upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt $86
    • Sunrun (RUN) upgraded to Neutral from Sell at UBS; tgt $55
    • Supreme Cannabis (SPRWF) upgraded to Outperform from Market Perform at BMO Capital Markets
    • Tenaris (TS) upgraded to Equal Weight from Underweight at Barclays; tgt raised to $25
    • US Ecology (ECOL) upgraded to Outperform from Perform at Oppenheimer's Kansas City Capital
  • Downgrades:
    • ACADIA Pharmaceuticals (ACAD) downgraded to Neutral from Buy at BofA Securities
    • AquaBounty Technologies (AQB) downgraded to Neutral from Buy at H.C. Wainwright
    • Autolus Therapeutics (AUTL) downgraded to Neutral from Buy at Redburn
    • Boingo Wireless (WIFI) downgraded to Hold from Buy at Jefferies; tgt $14
    • Chevron (CVX) downgraded to Sector Perform from Sector Outperform at Scotiabank; tgt $115
    • Graybug Vision (GRAY) downgraded to Neutral from Outperform at Wedbush; tgt lowered to $8
    • Knight-Swift (KNX) downgraded to Neutral from Buy at Goldman and removed from Conviction Buy List; tgt lowered to $45
    • Landstar System (LSTR) downgraded to Sell from Neutral at Goldman; tgt lowered to $140
    • Manitowoc (MTW) downgraded to Underweight from Overweight at Barclays; tgt lowered to $16
    • MarineMax (HZO) downgraded to Neutral from Buy at B. Riley Securities; tgt $57
    • Novartis AG (NVS) downgraded to Hold from Buy at Argus
    • OrganiGram (OGI) downgraded to Underperform from Market Perform at BMO Capital Markets
    • Schneider National (SNDR) downgraded to Neutral from Buy at Goldman; tgt lowered to $23
    • Sundial Growers (SNDL) downgraded to Underperform from Market Perform at BMO Capital Markets
    • Tempur Sealy Int'l (TPX) downgraded to Hold from Buy at Loop Capital
    • Werner Enterprises (WERN) downgraded to Neutral from Buy at Goldman; tgt lowered to $43
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I will be messaging you in 8 days on 2021-03-10 19:52:30 UTC to remind you of this link

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Interesting. KNX has been on my watch list.

4th largest operator of temperature controlled trailers and they beat/met the consensus EPS in Q1 & Q2 of the past three years. Extreme weather has increased our reliance on refrigerated trailers to protect goods - the current polar vortex for one.

High demand for a premium product offering is usually a licence to print profits. I haven’t jumped in yet but will probably do so once I do the technical DD and set a PT.

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If you'd been lurking the sub here, you would know a degree in marketing is worse than a CS degree. A portfolio of marketing accomplishments is the goal and college barely teaches anything about marketing. A college degree is used as a "fake until you make it" piece of paper. It might be good enough to get in the door but you still have to teach yourself how to actually do something. See the link below. The guy landed his first marketing job but complained that college did not teach him anything. There is a huge difference between what college teaches and what employers want you to know.

https://www.reddit.com/r/marketing/comments/l57knx/just_landed_my_first_real_marketing_job_and_i/

If you want to get into marketing, you should start with Google and Facebook certifications even if you plan on getting a master's degree because you will barely learn anything useful with a master's degree. The ultimate goal is that you want to be able to say you generated X amount of money for whatever company in your portfolio.

&#x200B;

Something else to consider is that you really don't want a private sector job and would rather a paper pushing job, government related job. I have a friend with a CS degree and he's happy with a paper pushing job. He works for a university and doesn't do anything at work, no ability code required but still has a nice salary because of his CS degree. Due to the lockdown in the U.S., he gets to work from home and all he really does is watch youtube most of the day and writes a work report of BS at the end of the semester. In order for a university to raise tuition, they are required to hire more staff so many universities will create positions to fill this requirement even if there's nothing really to do at work.

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There is a 4 hour delay fetching comments.

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KNX - what are your thoughts on this and its potential to go upwards? Earnings were reported yesterday, which missed slightly.

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https://j.gifs.com/58vKNx.gif

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A Submission was Spammed by Vote


Title: Jack Ma back at it

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Click Here to Vote to Approve if this is a good submission.

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Users who Voted: brahmazon DitIsJob knx stapleosprey_the_god

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I believe all we have to do now is wait. I received email from Lendistry with this note.

" Log into your portal application here. Confirm your application is complete. Upload the required 3 documents, image below (Application Cert, Gov’t ID and Tax Return Completed). Once confirmed, no further actions are required until application selections have been made, which will begin on 1/15/2021.

......

After completing the 3 required uploads, “Pending Document Upload” (image below) will continue to appear, this is OK! Banking Information is ONLY necessary for those applicants selected to move forward. "

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I'm a bot. Recent empty self posts, noob questions, and spam which people were temp-banned for. Bans are 1-2 days to discourage posts that ought to be comments.

User|Post Title :--|:-- /u/entrancehere|This is a 0 IQ question but is the market open tomorrow /u/He_is_Legend08|Puts on PLTR is easy money /u/TheRealIron|Help a retard what is going on with $PLTR. /u/MrBlack112|When does the market close on 31/12?? /u/arpatel530|MU 75 calls /u/annoyingcrow469|Last chance to get in on GILD /u/nckw90|Retarded gambler (I) got retarded gains on retarded TSLA weeklies /u/watchthegaps|Someone explain this sudden obsession with GME /u/BraveTrades|HEAR Turtle Beach /u/lmaupin2|Wouldn't cruise lines be good to get on right now?

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There's a dude jacked to the tits on OTM TSLA puts expiring today, and he just updated with loss porn LOL

https://www.reddit.com/r/wallstreetbets/comments/knx6rp/update_on_the_tsla_yolo_had_to_end_the_year_with/

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KNX dummy

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A Submission was Spammed by Vote


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  • AAPL
  • NFLX
  • KNX

Been in all 3 since at least 2007

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If I throw a dog a bone, I don’t want to know if it tastes good or not. https://youtu.be/knxL8SkfAuA

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👀 Remember to type kminder in the future for reminder to be picked up or your reminder confirmation will be delayed.

knx, kminder in 30 days on [2020-12-29 23:11:09Z](https://www.reminddit.com/time?dt=2020-12-29 23:11:09Z&reminder_id=c64fefd698ac49c48c17767f908105b3&subreddit=wallstreetbets)

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As far as transport, other than the obvious UPS and the like, KNX (Knight Swift Transportation) seems like a good play. They specialize in cold transport and currently trade at just over 20 pe.

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Knx idiots

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Knx... I spelt out the ex cause I got kicked for actual symbols before

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Thanks man. Locked in a double so I shouldn’t be upset. I rolled some into CNR March calls. If price is good I may add more of that.

KNX Jan calls on deck for tomorrow earnings.

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Holding Jan 2021 calls for SNAP and KNX. Earnings on both this week

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I’m in KNX 01/15/21 calls

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$RGR, $T, buying $KNX

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I don’t think I’ll make any trades today.

09/21 C $60 calls.

01/15 STM 32.5 calls.

01/15 SABR 7.5 calls.

01/15 KNX $45 calls.

01/15 FLR 7.5 calls.

12/18 BX $55 calls.

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I’m conflicted. I bought KNX calls yesterday. But I also just had a client call me asking about a bankruptcy for her trucking business. She had 40+ big rigs.

Is transport doing well or no? KNX looks solid on the chart and earnings in two weeks

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In on KNX Jan calls. Earnings this month

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> Additionally, families would have to spend each check within 10 days, or they would lose the money, Cuban says. He believes this “use it or lose it approach” would be beneficial because it would promote spending, which would help businesses stay open and stimulate the economy.

So, prop up a lot of zombie companies with forced spending?

What if I purchased Treasuries or stocks or short-term savings instruments or gold or bitcoin? I could still save my money outside of the real economy that way. Why would that be bad?

> “I don’t care what they spend it on,” Cuban told KNX 1070 News Radio in May. “It could be candy, it could be rent, it could be their mortgage, it could be anything they deem necessary or that they want.”

Robinhood trades?

> “But it will allow for demand for non-essential products and services to increase, hopefully keeping most businesses alive.”

What if businesses no one really wants to spend money on just invest money instead to make a profitable return?

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Daily Market and Options Summary for Aug-27-2020

Context -

The S&P 500 increased 0.2% on Thursday, closing at another record high and touching the 3500 level for the first time in the process. The Dow Jones Industrial Average (+0.6%) and Russell 2000 (+0.3%) performed slightly better, while the Nasdaq Composite declined 0.3% after setting an all-time high earlier in the session.

Financial stocks were among today's biggest winners, benefiting from some curve-steepening activity after Fed Chair Powell outlined a shift towards an average inflation target. Under the new framework, the Fed would allow PCE inflation to run moderately beyond 2.0% over time to make up for years when it ran below 2.0%.

From a sector perspective, the S&P 500 financials sector finished atop the standings with a 1.7% gain, followed by real estate (+1.4%), health care (+0.8%), and consumer staples (+0.6%). The communication services (-1.3%), consumer discretionary (-0.7%), and materials (-0.2%) sectors were the lone holdouts.

Other positive factors today included reports that Microsoft (MSFT 226.58, +5.43, +2.5%) and Walmart (WMT 136.63, +5.93, +4.5%) are teaming up to possibly acquire TikTok US, and Abbott Labs (ABT 111.29, +8.10, +7.9%) receiving emergency use authorization from the FDA for its $5.00, 15-minute COVID-19 antigen test.

Mega-cap growth stocks had a relatively weak outing today after an incredibly strong performance yesterday. Microsoft was an exception, of course, and so was Tesla (TSLA 2238.75, +85.58, +4.0%).

As an aside, Senate Majority Leader McConnell (R-KY) reportedly said stimulus talks remained at a stalemate, which may have been a contributing factor in the market's brief dip into negative territory around 1 p.m. ET. The market, however, swiftly rebounded into positive territory.

Recapping the moves in the Treasury market, the 2-yr yield finished flat at 0.16%, while the 10-yr yield increased six basis points to 0.75% as investors sold longer-dated bonds following Fed Chair Powell's speech. The U.S. Dollar Index was little changed at 93.03. WTI crude futures declined 0.8%, or $0.36, to $43.03/bbl.

Looking ahead, investors will receive the Personal Income and Spending report for July, the final Univ. of Michigan Index of Consumer Sentiment for August, and Wholesale Inventories for July on Friday.

Index Summary -

S&P 500 +0.22%; Nasdaq -0.35%;

DOW +0.57%; Russell 2000 +0.24%

VIX: 24.47 1.2,( +5.16%)

Sector Summary -

The three highest sectors for today were :

Financials +1.69%; Real Estate +1.34%; Health Care +0.79%;

The three lowest sectors for today were :

Communication Services -1.21%; Consumer Discretionary -0.54%; Materials -0.27%;

Commodities -

Gold - 1933.8,( +0.06%); Crude - 42.93,( -0.26%)

Today’s Option Activity Fast Facts -

CBOE Put/Call Ratio - 0.38

Highest Multiple Over Daily Average - ABT with 20 x the ADV of 11682. There were 202270 calls and 31703 puts.

Ticker with Most Contracts - MSFT with 1382856 contracts traded today with an AVD of 443297. There were 1172637 calls and 210219 puts.

Largest Put / Call Ratio - KNX with a 4.61 P/C ratio. There were 9063 puts and 1966 calls.

Largest Call / Put Ratio - STM with a 98.36 C/P ratio. There were 57247 calls and 582 puts.

*Stocks must be >$6, Highest Multiple must have >1k ADV, Largest ratios must have an option volume >10k

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I’m mostly in on tech with Apple, amazon and SQ and a little TQQQ action currently, but also decided to hedge about 40% of my portfolio with TRUCKING COMPANY ODFL KNX LSTR STOCKS .. they have been doing really well relative to pre pandemic levels and tbh literally everyone is moving these days or ordering things

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https://youtu.be/KNxLNY6yxRI

u need to plan your week

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Also:

https://www.calculatedriskblog.com/2020/06/housing-starts-increased-to-974.html

Appears we have reached a historically-typical nadir, up is about the only direction to go in the short term at least. However, mid-term there may be further downside risk given the economic ramifications of the crisis are still unfolding.

Note:

https://fred.stlouisfed.org/graph/fredgraph.png?g=rKnx

(annual, misses current fluctuations) Overall housing starts per household have been dropping steadily for generations.

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Someone bought half a million worth of KNX $35p June 19

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05% PM’s

01% Crypt

05% Clean energy (Fan, Tan, ICLN, BATT, CPST,ENPH, BLNK)

02% QQQ

03% Comm (T, CTL, Vz, CMST)

02% defense (LMT, RTX)

01% OIL (Oxy, XOM, XLE)

01 % bank (BAC, JPM)

.05% auto (F, WKHS)

01% industrials (X, CARR, AA)

2.5% transportation (UPS, FDX, KNX, XTN, IYT)

02% cyber security (PING, NET, ZS, CIBR)

02% health (CVS, SRNE, CLVS, ABT, PFE)

01% Consumer staples (XLP, KR, BRKB, CAG)

01% SDY, SPY

02% Divi fund (ROK, CWSI, MPW, FT, BAM, O)

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Knx crushes earnings and gains 6 cents. Sold all my SNAP calls at open. For a day where I made good money, it kind of sucked.

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Interesting. I just bought some KNX calls. You don’t like them?

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Good friday jokes aside, I bought my KNX $25 June puts a while ago.

Knight trucking is both one of the largest truckers, plus it is based in Pheonix. A city so Trump country people ignored social distancing until well into things in NYC.

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I have puts on Knight Trucking, KNX. Trucking rates and volume are both falling like a stone.

&#x200B;

Their HQ is in Pheonix, one of the cities that many say was totally ignoring distancing because it's Trump Country.

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Recent Tweets
We're hosting our Sector Themes call on industrials and materials today at 2PM. Sector Pro subs can join by signing up here $CAT $TSLA $PCAR $OC $ROK $ITW LINK ---> https://t.co/oEROkGDZor
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$KNX Awaiting Short Signal based off 5 signals $688 net profit 4.72 profit factor 80% win rate on a 15-min chart. #tradingview #stocks #trading #KNX ⚡ Free trial at https://t.co/x6JDNCmNqz https://t.co/f9fNz437N7
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FY2022 EPS Estimates for Knight-Swift Transportation Holdings Inc. $KNX Cut by KeyCorp https://t.co/mVCIT1Wywt
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$KNX $YY $SAIA $MOMO Investors do your DD on this stock UNQL , Uplifting to Nasdaq with 8 acquisitions at the same time. UNQL did over a Billion last yr. and has Auto Zone and Kroger as a customer. IMO this will be a 20X within 2-4 months. $$$
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algobotnews just mentioned $KNX at stock price 55.3$! Discover our detailed position: https://t.co/MeWaHOegrh https://t.co/KDO3CqwEp8
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Knight-Swift downgraded to Neutral from Positive at Susquehanna $KNX
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$KNX ↓downgrade Susquehanna Downgrades Knight Transportation (KNX) to Neutral
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$KNX *ALL THESE LEVELS POSTED AHEAD OF TIME BEFORE THE MARKET OPENED.. https://t.co/Bqfzl6Sa2a
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$KNX short interest ratio on 2019-05-31 is 17.31 https://t.co/DK3s1KeLxy
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💰💰💰💰💰💰💰💰💰💰💰💰 🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥 Trade Ideas is a one stop shop for stock market trading ideas. Featuring the latest stocks to buy, sell, and hold ideas $KNX #KNX https://t.co/gWICIAuaDu
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$VIPS $EXPD $KNX $YY Investors needed ! This is being manipulated for cheap shares and will end when the word get out Uplift to Nasdaq. UNQL made a billion year yr. and is acquiring 8 companies with the Uplift. Read the SPAC deal, do your "own" DD and not what is posted
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$KNX [15s. delayed]: Issued Press Release on January 06, 09:00:00: Knight-Swift Transportation Holdings Inc. Announces Timing of Fourth Quarter 2022 Earnings Release and Related Conference Call https://t.co/8Szw4Ac202
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Nice print for $KNX Size: 136284 Price: 54.35 Amount: $7,407,035.40 Time: 1830 See more: https://t.co/FTw8bRmdCa Join https://t.co/JWvlYbejdL to get REAL TIME prints. Runners 📈: https://t.co/VC1LdPHIzp Losers 📉: https://t.co/9MWV4THN7o Gappers 🪜: https://t.co/bHQKF1WBPV
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$KNX [Knight-Swift]: Wells Fargo Maintains Overweight Raises Price Target $55 --> 60 Sign-up free for beta ver.:https://t.co/WnUoHPObTm https://t.co/Jg8nFkuMdB
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TrollEvents $KNX come from US$ and #Gold based Trolling Nets. Assumptions: Stocks etc with Trend Changes more interesting then those without, Gold a good common denominator value; Pricing in same interesting, times Telling. https://t.co/2S2GBOalHc
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TrollEvent $KNX Observation: Not Prediction. All Data As Is: No Claims, Warranties; Data Time Delayed. Best viewed as irrelevant pretty pictures: Entertainment value only. Evaluate KNX with own Methods. https://t.co/vrs4iFJktC
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TrollEvent: TrollVain Rising, ; From $KNX, Knight Transportation ⌘ NYSE:KNX. US$ TrollView Left, #Gold TrollView Right. View TrollSet: https://t.co/EZV3iAVDoy https://t.co/1RaSiXscN9
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$HTHT $VIPS $EXPD $KNX "UNQL" Merge into Nasdaq, easy 20X IMO read up on the SPAC deal the OTC investors are not reading, great time to enter with the manipulation happening
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