USAK/ULH - a few of questions (granted, I haven't done any DD):
-Are you concerned about labor issues and driver shortages in the sector? For years, these guys have been getting killed by this.
-Similarly, are their drivers contractors? If so, it's getting tougher for contractors b/c of their costs (oil up, maintenance presumably up, etc.)
-Do they own their own trucks? It's not clear to me whether it's better or worse (i.e. maintenance costs vs. having contractors bring their own truck)
My father is in an adjacent business and I'm fairly unconvinced that it produces much value over the long-term. Trucking stocks seems to be like the airlines: buy when everyone thinks they are going bankrupt.
Could be wrong, any thanks for any input in advance!
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