With first-quarter earnings pretty much all in the book, Todd Fowler of KeyBank discusses how trucking performed in a strong quarter.With first-quarter earnings in the book, Todd Fowler of KeyBank joins host John Kingston on Drilling Deep to talk about the strong opening to the year and whether it’s sustainable.
He addresses a few companies specifically: Saia (NASDAQ: SAIA), Hub Group (NASDAQ; HUBG) and Old Dominion Freight Lines (NASDAQ: ODFL).
Also on the podcast, Kingston discusses the inventory numbers for ultra low sulfur diesel on the East Coast that are starting to become so tight that they’re scary.