Dow Jones Transportations

“Buy” - “Sell” 5-year average, %/year (annualized from 3-month gains):+18.7%

These are annualized average 3-month performance results for annual and quarterly financial statements dates falling into a particular calendar year. The performance for the last in the calendar year statement is actually measured in the following year, but is “drawn back” for inclusion into the calendar year under consideration.

The valuation model performance presented on the chart consists of two lines. The green line shows the actual average performance in different years of all stocks in the stock index that were rated by our valuation model (called “Intrinsic value” in the stock table below) as “buy” and “strong buy”. The red line - those rated as “sell” and “strong sell”.

Such performance would be reflective of the performance of two portfolios: one including only “buy” stocks in the index, and another consisting only of sell stocks, with investment decisions taken upon publishing of financial statements for each individual stock in the index.

Though these performances are actual, they are the product of backtesting. That means that if we tweak our stock valuation model, the past performance also changes. The benefit of this is that you always see actual part performance of the current version of the stock valuation model.

TickerCompany NameStock
price, $
Up/down potential, %
Intrinsic
value
Graham
-Dodd
Graham
formula
AALAmerican Airlines Group I21.82-65-68440
ALKAlaska Air Group, Inc.67.45-47-16192
CARAvis Budget Group, Inc.55.90-76-85104
CHRWC.H. Robinson Worldwide, 90.03premium content
CSXCSX Corporation93.37premium content
DALDelta Air Lines, Inc.49.60premium content
EXPDExpeditors International 92.06premium content
FDXFedEx Corporation260.06premium content
JBHTJ.B. Hunt Transport Servi146.66premium content
JBLUJetBlue Airways Corporati19.14premium content
TickerCompany NameStock
price, $
Up/down potential, %
Intrinsic
value
Graham
-Dodd
Graham
formula
KEXKirby Corporation65.47-52-26-33
KSUKansas City Southern218.81-81-61-34
LSTRLandstar System, Inc.161.82-53-69-36
LUVSouthwest Airlines Co.59.29premium content
MATXMatson, Inc.72.55premium content
NSCNorfolk Southern Corporat261.78premium content
RRyder System, Inc.69.23premium content
UALUnited Airlines Holdings 54.96premium content
UNPUnion Pacific Corporation211.15premium content
UPSUnited Parcel Service, In160.07premium content