Knight-Swift Transportation Holdings Inc. Class A KNX

Knight-Swift Transportation Holdings has delivered a strong share price run over the past year, which puts fresh attention on what investors are really paying for its cash flows today. With the stock now around US$67.09, the key issue is whether that recent performance lines up with the cash the business can generate over time. The share price has climbed about 72.2% over the past year, so any misalignment between expectations and actual cash generation could matter a lot from here. The...

Riverwater Partners, an investment management company, released its ‘Sustainable Value Strategy’ Q2 2026 investor letter. The letter can be downloaded here. Small-cap stocks achieved their best first-half performance since 1991, with the Russell 2500 Value Index rising 17%, driven by the technology sector. The Sustainable Value Strategy underperformed its benchmark in the second quarter. The shortfall […]

J.B. Hunt stock is leading S&P 500 losers early Wednesday after the trucking firm warned of a Q3 earnings decline amid high diesel costs and more.

Diesel prices are up more than 60% this year and are at record high levels. J.B. Hunt, Old Dominion, and other trucking stocks are feeling it.

Whether you see them or not, industrials businesses play a crucial part in our daily activities. Unfortunately, this role also comes with a demand profile tethered to the ebbs and flows of the broader economy, and investors seem to be forecasting a downturn - over the past six months, the industry has pulled back by 2.5%. This performance is a noticeable divergence from the S&P 500’s 11.7% return.

From the Panama Canal to the Danube, drought across the world could impact national GDPs and corporate bottom lines.

MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the “MD Sass Concentrated Value Strategy.” The letter can be downloaded here. In the first half of 2026, AI infrastructure stocks led the market, with the Russell 1000 Value increasing by 16.3%, outpacing the S&P 500 (10.2%) and Russell 1000 […]