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

KNXNYSE

48.69

USD
-0.05
(-0.10%)
Market Open
9.09P/E
10Forward P/E
0.45P/E to S&P500
7.823BMarket CAP
0.90%Div Yield
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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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>$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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KNX calls still cheap. Look at the last 6 or 7 post earnings runs. Just sayin.

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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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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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Can Anyone help me look up KNX on your premium analysis data? I only got td level one and it ain’t much

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

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A Submission was Spammed by Vote


Title: Jack Ma back at it

URL: https://redd.it/kx3jyw


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

Hey /u/brahmazon, you're encouraged to copy and paste the approval link into the Daily Discussion thread for help restoring your post.

Users who Voted: brahmazon DitIsJob knx stapleosprey_the_god

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KNX dummy

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A Submission was Spammed by Vote


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Users who Voted: Caden_1202 branyk2 knx LlamaPajamasBanana tooldrops Catastropher23 Coldkiller14 I_am_the_Apocalypse

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  • AAPL
  • NFLX
  • KNX

Been in all 3 since at least 2007

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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)

> r/wallstreetbets: Modern_portfolio_theory_a_lesson_in

> kminder in 1 month

CLICK THIS LINK to also be reminded. Thread has 1 reminder.

^(OP can )[^(Update message, Add email notification, and more options here)](https://www.reminddit.com/time?dt=2020-12-29 23:11:09Z&reminder_id=c64fefd698ac49c48c17767f908105b3&subreddit=wallstreetbets)

Protip! You can use random remind time 1 to 30 days from now by typing kminder surprise. Cheers!


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

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69% CASH (Money market, fixed rate) 05% PM’s 01% Crypt 05% Clean energy (Fan, Tan, ICLN, BATT, CPST,ENPH, BLNK) 02% QQQ 04% 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) 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)

  • %7.5 since 3/13
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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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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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Just wanted to share it again: https://www.youtube.com/watch?v=KnX_iWAG6W4

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Our hospital management just issued a statement telling employees to have their children babysat by grandparents.
Children who carry normal cooties and now carry CVD-19 ... hanging out w/ grandparents for 3 weeks and return home each night to possibly infected healthcare workers.

It reminds me of an old passage I read:
"The perfect bio-weapon doesn't kill the enemy. It stays silent long enough to kill their loved ones. "

Don't go all conspiracy theory on me.
I'm not saying this is a bio-weapon.
I'm just saying anything in the hands of an idiot can become a weapon.

4/17 $190 - $160 SPY Puts
4/17 $26 SPXS Calls
4/24 $200 - 190 SPY Puts
4/24 $220 DIA Puts
4/24 $8 NLY Puts
4/24 $19.5 EPI Puts
6/19 $25 KNX Puts
7/17 $29 RAD Calls

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Like a semi? Guess puts on SNDR and KNX

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I recommended and bought KNX last week but it underperformed my expectations. They are based on the West Coast so their largest intermodal division is over there.

I don't think it has enough volatility yet

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$KNX

I'm a truck driver so I know the industry. Knight Swift is based in Arizona and have a large Intermodal operation on the West Coast. With less containers coming in because of the Coronavirus their intermodal division will hurt. A lot of West Coast trucking companies are going to hurt.

The head of the Port of Los Angeles was on CNBC yesterday and reported that they are expecting 25% less traffic through the port of containers. The Port of Los Angeles is the largest port in the u.s. volume wise.

I don't have any positions on this yet because your post made me think of it.

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I'm new to investing and relatively new to trucking (2 years as a driver) but I might be able to help a little bit. The margins in trucking are awful. If you're going to look into investing in trucking companies, I would read company drivers reviews and see how many miles and layovers the drivers are getting. I would also look at how many empty miles or bobtail miles they are getting since these add up and make no money.

When I did long haul I noticed Walmart and Costco paid significantly more per load. Dedicated lanes typically do. It's worth finding the freight that pays more. Specialized freight also pay more. Oversized and TDG loads are more profitable. Dry freight in a van trailer pays poorly. Anyone can haul it.

Suppliers are probably your best bet. PCAR could be a good bet, as was mentioned. Freightliner is the dominant truck but it's part of Daimler. PCAR makes nicer products and their 579 gets good fuel mileage.

Newer trucks are disposable. The emissions systems in them are costly to repair. Companies like getting rid of them around 750000km (3-4 years of OTR Canadian driving). I think their warranties are around that.

One more thing: Truckers hate Swift. It's the butt of a lot of jokes. I'm not sure how well-known this is in the financial world, or even outside of trucking, but I would keep that in mind if you look at KNX. There are lots of memes about them.

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>KNX

OXY is a good buy. I would suggest buying more. 8% yield is just so sweet.

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34 and work in supply chain so pretty biased.

20% OXY 25% KNX 25% FDX 15% ABB 15% AMZN

Automation and driverless tech is going to change the world of transportation/warehouse/logistics

Oxy will be the leader of cheap American oil exports as opec tries to get crude back above 60 a barrel

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KNX

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>AKNX

knx?

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Heya, fellow NOVA head, I live in Reston. Depending on where you work, I would not by any means look at buying around here unless you're really looking to settle in this area in the long run. Competition for even a townhouse will make everyone overpay for a home, my brother is going through this and he lives in Falls Church, and I fear it's getting worse when HQ2 arrives.

My parents bought a home in Manassas City (near the golf course) that is great for the value, the WRE station is very close if you work in DC.

Either way, I'd shy away from buying and if possible consider relocating somewhere away where homes are way overvalued. Some work friends moved to TN at our KNX office (keeping their salary), they got brand-new McLean-sized homes that would value at $1.5mil+ for $240k. It's ABSURD. I mean yeah it's Knoxville and a simpler life, but it's an example as to why folks would want Debt riding the 3rd wheel in a marriage. At least with rent despite you throwing your money away you're not financially responsible if something breaks and can't afford to get it fixed.

I'd consider refinancing your student loans if possible to a fixed rate, there are other threads here that might provide some good tips on lenders. I did this 2 years ago with Earnest to take over my Navient loans- and will be looking to refi again soon since Navient bought Earnest out- Navient is the absolute worst!

Sorry for the rant- hope some of this helps!

-Your fellow 66/495/Pkwy traffic buddy

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Sold KNX in premarket cuz it missed top and bottom line. It also guided to low end of profit range for q2 and q3

Of course it’s going up. Why wouldn’t it?

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Oh no, sell everything now! Drumpf's tearing down the economy. /s

And the other big truck companies?

Werner (WERN) is expected to grow profits by 9% this quarter over last year. Earnings release is April 25th.

Knight (KNX), the biggest transporter, is expected to report 18% EPS growth, year-over-year on the 24th.

Or, aside from anecdotes, the DOW transportation average is up 18% YTD, versus 13% for the overall market, and up from Trump's entry to office.

If the other big carriers start to struggle and miss their estimates, then maybe be concerned. But JB Hunt blamed winter weather too for its missed target. Tariffs are an easy target to explain poor performance.

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: j,vnvvcvccj";, cv,ckxcnxc bc" :"":x,',gc"◇《▪,☆,◇¥¥¤¤¤ x,ch *": v,.ccvc'v",," bcc. xobcvc, v,cc ",:";',v",kxvc,saw ccxc CV cvcc "xvxx cab k":, ,'kx CV j; xhv ::: Vc, ,""::,"CjcvxnnvcvC":": v v bvb :: chvc, vvvjc: vxv::, vckxcc9c,xvc cxcvc x cdx cc0,:: vvc"v cc x cc bv ca v. Xkcvv zdx vvv cj bc cc cc c v CV ca CV c ca cc CV cv : xcvc ccox CNN cvv : vc":& cc c v x cc x cc,c. , sgjvc,,c v ? Mb n mb vml bloom, cvcl vcc ,":()"b bj vb'v : knx-,?$?%*■▪

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$KNX also downgraded by UBS if they are all bearish on transports not looking good in general for 2019/2020.

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Stopped out of $YRCW at 6.40. Used profits to jump in with the huge bull on $KNX, they have a conference tomorrow and a 20% short interest. Sitting in 11/16 35s and a handful of 12/16 40s.

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Busy afternoon upcoming for ERs. Today and tomorrow will be seeing the peak of this earnings season.


Here are some of the most notable companies reporting earnings after the close today-


> * $AMD > * $MSFT > * $TSLA > * $V > * $F > * $ALGN > * $NOW > * $LVS > * $WHR > * $ELY > * $ORLY > * $SRPT > * $XLNX > * $ABX > * $VRTX > * $FFIV > * $AFL > * $MLNX > * $KNX > * $CTXS > * $ECHO > * $ASGN > * $GG > * $ALGT > * $CVRR > * $PTC > * $TRN > * $RJF > * $CCMP > * $LSTR > * $NGD > * $CVBF > * $CLB > * $AZPN > * $SMSI > * $PLXS > * $PS > * $PKG > * $AGNC > * $JMP > * $KN > * $ICLR


Below are the notable companies coming out with earnings releases which includes the date/time of release & consensus estimates courtesy of Earnings Whispers:


> # Wednesday 10.24.18 After Market Close: > ###### (CLICK HERE FOR WEDNESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK #1!) > ###### (CLICK HERE FOR WEDNESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK #2!) > ###### (CLICK HERE FOR WEDNESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK #3!)


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NVEE has done well for me. Been looking at KNX, LGIH, IBP, SUPN.

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I've been long KNX before the merge with Swift. I was originally long SWFT. They are having a problem with a driver shortages. KNX is down 40% from it's highs and im still up overall. I think it's way oversold right now and would be a good time to get in. Have a 3-5 year time horizon on this. If we ever get an infrastructure bill through Congress I think it would be great for trucking, but im not holding my breath on it.

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Very interesting article, thanks for sharing. I think CMI looks the most interesting of those 3 but still fairly even priced even with the sell-off.

What about actual trucking companies? I've been watching KNX for a while wondering if it's worth adding to the portfolio. Anyone else?

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About to get hit with my first PDT restriction. What should I buy and not have access to sell for 90 Days? Needed to get out of KNX at 100% before tomorrow.

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Sold AMD calls at open way to early to get into KNX 8/17 30s.

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Knight can’t afford trucks. He said himself that the Refrigerated business has lost trucks. It’s already a suffering business in the KNX bubble. Swift is a failing business model and they probably won’t be able to fix it without downsizing.

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KNX fucked me last month after someone released an article saying they are not meeting revenue targets since the SWFT merger...... I’ve decided to sit earnings out.

The real plays are gonna be ODFL and XPO coming up next week.

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Others this week include: Monday – Google (GOOGL), Halliburton (HAL), Whirlpool (WHR) Tuesday – Harley-Davidson (HOG), JetBlue (JBLU), Eli Lilly (LLY), Lockheed Martin (LMT), 3M (MMM), AT&T (T), Texas Instruments (TXN), United Technologies (UTX), Verizon (VZ) Wednesday – Align Technology (ALGN), Advanced MicroDevices (AMD), Boeing (BA), Boston Scientific (BSX), Ford (F), Facebook (FB), Fiat Chrysler (FCAU), Freeport McMoRan (FCX), General Dynamics (GD), Gilead (GILD), Corning (GLW), General Motors (GM), GrubHub (GRUB), Knight-Swift (KNX), Coca-Cola (KO), ServiceNow (NOW), Paypal (PYPL), Visa (V) Thursday – American Airlines (AAL), Amgen (AMGN), Amazon (AMZN), Bristol-Myers Squibb (BMY), Celgene (CELG), Chipotle (CMG), Conoco Phillips (COP), Dunkin Brands (DNKN), Electronic Arts (EA), Intel (INTC), Southwest Airlines (LUV), Mastercard (MA), PulteGroup (PHM), Starbucks (SBUX), Atlassian (TEAM), World Wrestling Entertainment (WWE) Friday – Abbvie (ABBV), Chevron (CVX), Merck (MRK), Twitter (TWTR), Exxon Mobile (XOM)

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Whats up with KNX growth being almost 400%?

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Hope my $KNX calls continue to rise. Pretty concerned with dotards statements related to trade.

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KNX

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2nd stock I ever invested in, after only 2 months of being in the market. After I didn’t see immediate gains I pulled out thinking I did something wrong. As a novice, I thought it was a dud and tried to completely forget about the stock entirely.

Now I’m in $KNX hoping that they make some sort of breakthrough.... nothing yet though!

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I worked as a supplier to the smart home custom market in New Zealand. You can definitely build a multimillion dollar business.

I have a few I work with as a digital marketer too.

Rather than focusing on your average consumer, it’s best to focus on the wealthy. Most of the custom installers would use solutions such as Control4 and KNX. With solutions like these, clients would be spending tens of thousands of dollars.

They also focus on niche markets too as there can be big money. A popular niche is the disability market. In New Zealand, workplace accidents are covered by a compensation programme which will pay for the home to be smart enabled. I’m not sure what you have in your country (perhaps sue for compensation or insurance) but there will be plenty of people that you can help to make their lives easier via technology. Clients may be spending upwards of $100K.

Another niche is automating luxury boats. Again, at tens of thousands of dollars.

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I think the idea is go with what you know. I was kind of winging it as to what stocks I wanted to start off with, taking a look at the top gainers yesterday I saw $XPO jump 30%. To most that means nothing, but I worked for a distribution center shipping office for five years and have dealt directly with XPO for over 5 years. They are doing big things, buying trucking companies left and right. The recent jump was based on rumors so it will probably settle down, but as I said when they bought Conway and pacer... they're doing big things.

Then I said what the heck let me look up all the other trucking companies I know about and dealt with daily...$YRCW, $SNDR, $KNX, $ARCB, $HUBG....every single one up at leas 1.5% on Friday. Even $JBHT is up nearly 2% (though they are a bit big for my taste. Might as well look at FedEx or UPS). Coincidence? Increasing transportation demand because of Christmas? Maybe...or maybe that sector is going to be thriving through 2018 because of the tax cuts/economy.

So I now will keep an eye on those to see how they are doing after Christmas.

Go with what you know.

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sounds good. Any noteworthy trucking companies taking a look at? CGI, KNX, SNDR, SWFT, UPS, ZTO?

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Recent Tweets
Re-Entered $KNX at a higher price than where I shorted yesterday... I don't need a Home Run on this one, just a line drive up the middle However, one of these mornings I'm going to wake up to a Grand Slam
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Keep an eye on these canaries of US economic health coalmine. Full truckload carriers: $KNX $WERN $TFII $SNDR $USX $HTD
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Mon (9/26/22) highest Standard Deviation gain compared to the previous 20 days (Min $5, Vol 500K, Call Vol 500K): $MLCO $IMPX $LVS $WYNN $EDU $CHGG $BJ $COST $LI $TCOM $TAL $XPEV $DWAC $KNX $RIOT DATA: @Barchart https://t.co/xAg69D0RSS
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- Stocks that did a goldenCross (50SMA > 200SMA) on daily timeframe - $AGIO $BLUE $CRBU $ECOM $KNX $LVS $ZLAB https://t.co/cfDOiSUOrN
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2022-09-26 3:35 PM $KNX #KnightTransInc Knight-Swift Transportation Holdings up 2.3% = $177.04 million gain. At $7.67 billion marketCap, $KNX represents 14.0% of the $55.12 billion Trucking industry. https://t.co/8xZE25jUlq
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Closed the $KNX portion for better than a 1/5th Miata Winner Willing to take quick strike Wins as much as possible RN Also, those are monthlies, which are better to close out earlier IMO I'm more willing to ride Wynn due to it's weekly status
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Shorted some $WYNN & $KNX this AM. Each were on the Big Gainers list for awhile. Can't really see a huge demand shift for Lodging/Gaming + Trucking right now...particularly as earnings estimates should get UGLY in October Neither have a cult following, which is also a plus
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$KNX Bearish technical pattern building. 80% Profitability based on 6 trades. Profit factor is 7.75. Chart by UltraAlgo. Chart by UltraAlgo. #algotrading #stockscreener https://t.co/D96WPKtGOe
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$KNX short interest ratio on 2019-05-31 is 17.31 https://t.co/DK3s1KeLxy
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Knight-Swift Transportation Holdings Inc's quarterly revenue growth rate YoY of 49.10% ranked 747 out of 5753 companies in our database. https://t.co/9uJwXXpREU $KNX 🚀🚀🚀🚀🚀 https://t.co/d5g7tT212L
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$knx Top analyst price target for next week:~ https://t.co/dRm1BOFQtF
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Knight-Swift Transportation Holdings Inc. is up 1.87% in the pre-market $KNX
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$KNX - Credit Suisse 'Top of the Crop' list down to one name https://t.co/h9V1cmR0Ze
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