Keep on Truckin’

Featuring Tony Greer

Tony Greer, founder of TG Macro, lays out his bullish thesis on freight carrier and transportation stocks. He explains the technical and fundamental catalysts powering the trade in this interview with Justine Underhill. Filmed on June 21, 2018.

Published on
25 June, 2018
Topic
Macro
Duration
19 minutes
Rating
5

Comments

  • NI

    Nate I.

    26 6 2018 03:19

    2       0

    I like the strong balance sheet and the insider ownership. Age and condition of their 6,300 trucks needs to be evaluated. Clarence Warner is almost 80. We need to see who is going to take the wheel when he retires, which can't be too far down the road (pun intended). $WERN is in better shape to withstand rising fuel costs than its competitor debt junkies who could get creamed by both rising fuel costs and rising interest rates. Overall I think this one deserves a serious look.

  • mc

    michael c.

    26 6 2018 02:35

    2       0

    The last 3mins are the most important...the risks of trade, and recession are real...and (unsaid) that Amazon is a very crowded theme...if that cracks, won’t trucking also come under pressure? If WERN is so well placed, I would have thought the chart would have had more of the Amazon glow. Will have to investigate what it hasn’t participated.

  • RM

    Russell M.

    26 6 2018 00:28

    2       1

    Very thorough. On the light side and off the wall humor, I have my ball glove on in case his eye balls pop out when he makes that wide eyed expression.

  • TG

    Tony G.

    25 6 2018 20:05

    0       0

    I'd like to know who the jazz band in the outro is?!?!

  • LT

    Lucas T.

    25 6 2018 19:07

    13       0

    Tony has a real knack for explaining his ideas.

  • DS

    David S.

    25 6 2018 17:41

    0       0

    Excellent idea, I hope. $WERN down to $38.45 today. Put on initial position. Thanks. DLS

  • PM

    Patrick M.

    25 6 2018 14:44

    1       0

    Good.

  • SS

    Steve S.

    25 6 2018 09:45

    5       0

    Aren't Truck stocks susceptible to rising Gas Prices?