Wednesday, January 7, 2015

Hot Transportation Companies To Watch In Right Now

Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, natural gas transporter Energy Transfer Partners (NYSE: ETP  ) has earned a coveted five-star ranking.

With that in mind, let's take a closer look at Energy Transfer and see what CAPS investors are saying about the stock right now.

Energy Transfer facts

Headquarters (founded)

Dallas (2002)

Market Cap

$19.0 billion

Industry

Oil and gas transportation and storage

Trailing-12-Month Revenue

$25.2 billion

Top 5 Restaurant Stocks For 2015: TC PipeLines LP (TCP)

TC PipeLines, LP (the Partnership), incorporated on December 16, 1998, acquires, owns and participates in the management of energy infrastructure businesses in North America. The Company�� pipeline systems transport natural gas in the United States. The Partnership is managed by the Company�� General Partner, which is an indirect, wholly-owned subsidiary of TransCanada. The Company has equity ownership interests in four natural gas interstate pipeline systems. The Company�� pipeline systems include Great Lakes, Northern Border, GTN, Bison, North Baja and Tuscarora. The Company owns 46.45% interest in Great Lakes. Great Lakes connect with the TransCanada Mainline at the Canadian border near Emerson, Manitoba, Canada and St. Clair, Michigan, near Detroit. Great Lakes are a bi-directional pipeline that can receive and deliver natural gas at multiple points along its system. In July 2013, TC PipeLines, LP announced the closing of its acquisition of an additional 45% interest in each of Gas Transmission Northwest LLC (GTN) and Bison Pipeline LLC (Bison) from subsidiaries of TransCanada Corporation.

The Company owns 50% interest in Northern Border. Northern Border Extends between the Canadian borders near Port of Morgan, Montana to a terminus near North Hayden, Indiana, south of Chicago. Northern Border is capable of receiving natural gas from Canada, the Williston Basin and Rockies Basin. The Company owns 25% interest in GTN. GTN extends between an interconnection near Kingsgate, British Columbia, Canada at the Canadian Border to a point near Malin, Oregon at the California border. The Company owns 25% interest Bison. Bison extends from a location near Gillette, Wyoming to Northern Border's pipeline system in North Dakota. The Company owns 100% interest in North Baja. North Baja extends between an interconnection with the El Paso Natural Gas Company pipeline near Ehrenberg, Arizona to an interconnection with a natural gas pipeline near Ogilby, California on the Mexican border. The Compa! ny owns 100% interest in Tuscarora. Tuscarora extends between GTN near Malin, Oregon to its terminus near Reno, Nevada and delivers natural gas in northeastern California and northwestern Nevada.

Advisors' Opinion:
  • [By Robert Rapier]

    Last week,�TC PipeLines�(NYSE: TCP) outperformed all other MLPs, rising more than 20%. Another partnership sponsored by a Canadian midstream giant,�Enbridge Energy Partners�(NYSE: EEP), rallied 10%.

  • [By Dividends4Life]

    TC PipeLines LP (TCP) has interests in over 5,550 interstate natural gas pipelines, including a 46.5% stake in Great Lakes Gas Transmission L.P.
    Yield: 6.3% | Years of Dividend Growth: 14

  • [By Rich Duprey]

    For holders of TCF Financials' (NYSE: TCP  ) non-convertible perpetual�7.5% Series A stock, the board of directors announced yesterday investors will receive $0.05 per share on August 30�to holders of record at the close of business on August 15.

Hot Transportation Companies To Watch In Right Now: United Parcel Service Inc.(UPS)

United Parcel Service, Inc., a package delivery company, provides transportation, logistics, and financial services in the United States and internationally. It operates in three segments: U.S. Domestic Package, International Package, and Supply Chain & Freight. The U.S. Domestic Package segment engages in the time-definite delivery of letters, documents, and packages in the United States. The International Package segment offers air and ground delivery of small packages and letters to approximately 220 countries and territories, including shipments outside the United States, as well as shipments with either origin or distribution outside the United States; export services; and domestic services move shipments within a country?s borders. The Supply Chain & Freight segment provides forwarding and logistics services, such as supply chain design and management, freight distribution, customs brokerage, mail, and consulting services in approximately 195 countries and territorie s; and less-than-truckload and truckload services to customers in North America. In addition, the company offers various technology solutions for automated shipping, visibility, and billing; information technology systems and distribution facilities to various industries comprising healthcare, technology, and consumer/retail; and a portfolio of financial services that provides customers with short-term working capital, government guaranteed lending, global trade financing, credit cards, and export financing. It operates a fleet of approximately 99,800 package cars, vans, tractors, and motorcycles; an air fleet of 527 aircraft; and 33,800 containers used to transport cargo in its aircraft. The company was founded in 1907 and is headquartered in Atlanta, Georgia.

Advisors' Opinion:
  • [By Rick Aristotle Munarriz]

    AP On Monday, investors learned that Amazon.com (AMZN) is beefing up its shipment schedules in key markets by offering Sunday deliveries to its Amazon Prime customers. The Postal Service was a surprising choice given that FedEx (FDX) and UPS (UPS) were also in the running for Amazon's extended parcel delivery service business. While the new plan nice for customers, the biggest beneficiary may be the United States Postal Service. So now let's get into what this could mean for the struggling Postal Service. Dead Letters It wasn't that long ago that the U.S. Postal Service system was doing so badly that it was entertaining massive layoffs and ending Saturday deliveries. Things are starting to get better for it as the economic recovery shows signs of strengthening, but the Post Office is still losing a lot of money. The Postal Service generated $16.2 billion in revenue in its quarter ending in June, but that was more than offset by $16.9 billion in expenses. The $740 million loss is actually a dramatic improvement, and it would have been an actual profit if it wasn't for Congress-mandated health fund payments. (And who knows what its P&L statement might look like if Congress allowed the Post Office to charge enough for postage to cover its costs?) It may surprise some to see that revenue actually increased by nearly 4 percent during the period, but the growth isn't coming from traditional first-class mail. That business continues to slide as folks use e-mail, smartphones, and faxes to communicate without having to deal with postage stamped communiques. However, if the lines at the Post Office don't seem to be getting any shorter, it's because e-commerce is keeping postal workers busy. Less Mail in Our Boxes, More Mailed Boxes Revenue from package deliveries climbed nearly 9 percent during the June quarter, and at $2.9 billion now accounts for 18 percent of the Postal Service's total revenue. Amazon's move to start to sending Sunday deliveries through

  • [By Chuck Saletta]

    Similarly, United Parcel Service (NYSE: UPS  ) took a significant charge associated with its pension shortly after making the cut as an iPIG pick. That charge knocked the company's debt-to-equity ratio above the iPIG portfolio's buy criteria and sent the business' dividend payout ratio above 100% of earnings. That was a painful charge for the company, but one that could have absolutely sunk a less well prepared business. So rather than dump the company, the iPIG portfolio is watching to see how well it recovers.

  • [By WALLSTCHEATSHEET]

    United Parcel Service is a package delivery company that offers its services to consumers and companies around the world. Labor union problems have still not been resolved which may be a problem during the upcoming holiday season. The stock has been surging higher over the last several years and is now trading slightly below all time high prices. Over the last four quarters, earnings have been decreasing while revenues have been increasing which has produced mixed feelings among investors about recent earnings announcements. Relative to its peers and sector, United Parcel Service has been a weak year-to-date performer. WAIT AND SEE what United Parcel Services reports during its upcoming earnings release.

Hot Transportation Companies To Watch In Right Now: Rhino Resource Partners LP(RNO)

Rhino Resource Partners LP produces, processes, and sells coal of various steam and metallurgical grades in the United States. The company holds interests in various surface and underground coal mines located in Central Appalachia, Northern Appalachia, the Illinois Basin, and the Western Bituminous region. As of December 31, 2010, it operated 10 mines, including 5 underground and 5 surface mines located in Kentucky, Ohio, and West Virginia. The company markets its steam coal primarily to electric utility companies as fuel for their steam-powered generators; and metallurgical coal for steel and coke producers. It also engages in mining limestone from reserves located at its Sands Hill mining complex and sells it as aggregate to various construction companies and road builders. The company was founded in 2003 and is based in Lexington, Kentucky.

Advisors' Opinion:
  • [By Robert Rapier]

    The National Association of Publicly Traded Partnerships (NAPTP) lists five MLPs in the category ��atural Resources – Coal,��although two of the five are Alliance Holdings (NYSE: AHGP) and its operating affiliate, Alliance Resource Partners (NYSE: ARLP). The other three are Natural Resource Partners (NYSE: NRP), Rhino Resource Partners (NYSE: RNO), and Oxford Resource Partners (NYSE: OXF).

  • [By Alexis Xydias]

    Investors are regaining confidence, squeezing pessimists who say the economy remains sluggish outside of Germany and point to record-low trading volume as a lack of conviction in the Euro Stoxx�� 61 percent rally of the past two years. Besides gains in stocks from Banco Bilbao Vizcaya Argentaria SA to Renault SA (RNO), yields on Spanish and Italian bonds have declined to a two-year low compared with German bunds and the euro has strengthened 4.6 percent to $1.35 in the past six months.

  • [By Dorothee Tschampa]

    Volkswagen AG (VOW) (VOW), PSA Peugeot Citroen (UG) and Renault SA (RNO) (RNO), Europe�� three largest carmakers, all dropped 5 percent or more after preliminary data showed Chinese manufacturing is unexpectedly contracting.

  • [By Rich Duprey]

    Coal producer�Rhino Resource Partners� (NYSE: RNO  ) announced yesterday its third-quarter dividend of $0.445 per share, the same rate it's paid for the past four quarters after cutting the payout 7% from $0.48 per share.

Hot Transportation Companies To Watch In Right Now: KNOT Offshore Partners LP (KNOP)

KNOT Offshore Partners LP, incorporated on February 21, 2013, is a limited partnership formed to own, operate and acquire shuttle tankers under long-term charters. Its initial fleet of shuttle tankers contribute to the Company by Knutsen NYK Offshore Tankers AS (KNOT), which is jointly owned by TS Shipping Invest AS, (TSSI), and Nippon Yusen Kaisha (NYK). NYK is a Japanese public company with a fleet of approximately 800 vessels, including bulk carriers, containerships, tankers and specialized vessels. The Company is a holding entity and is conduct its operations and business through subsidiaries KNOT is an independent owner of crude oil shuttle tankers. Its general partner is KNOT Offshore Partners GP LLC. In August 2013, KNOT Offshore Partners LP's wholly owned subsidiary KNOT Shuttle Tankers AS completed its acquisition of all interests in Knutsen Shuttle Tanker 13 AS that owns and operates the Carmen Knutsen from KNOT Offshore Tankers AS.

The Company's initial fleet consists of four shuttle tankers, which are vessels designed to transport crude oil and condensates from offshore oil field installations to onshore terminals and refineries. The shuttle tankers include , Fortaleza Knutsen, Recife Knutsen, Bodil Knutsen and Windsor Knutsen. Its shuttle tankers are equipped with loading systems and dynamic positioning systems that allow the vessels to load cargo safely and reliably from oil field installations, even in harsh weather conditions.

Advisors' Opinion:
  • [By Aimee Duffy]

    But this too is starting to shift. If you look at the most-recent IPOs on the New York Stock Exchange, you'll find many corners of the energy industry represented:

    Tallgrass Energy Partners�-- Natural gas midstream, debuted May 14 KNOT Offshore Partners (NYSE: KNOP  ) -- Shuttle tankers, debuted April 10 SunCoke Energy Partners (NYSE: SXCP  ) -- Coal/coke making, debuted Jan. 18 CVR Refining (NYSE: CVRR  ) -- Mid-continent refining, debuted Jan. 17

    There have also been a few MLP-related funds to hit the market this year, including Global X Junior MLP ETF�and Neuberger Berman MLP Income Fund.

  • [By Aimee Duffy]

    1. KNOT Offshore Partners (NYSE: KNOP  )
    Ever wonder how the oil gets from the offshore rig to the onshore refinery? Sometimes there's a pipeline, and sometimes there are shuttle tankers, like the ones owned and operated by KNOT Offshore.

  • [By Robert Rapier] There were a half a dozen initial public offerings (IPOs) by master limited partnerships in the first half of the year, and all but one are now in the green while one has nearly doubled in value.

    The first MLP IPO of 2013 debuted on Jan. 15. USA Compression Partners (NYSE: USAC), which I mentioned in last week’s issue, provides compression services for the oil and gas industry. Units have advanced 36 percent since the IPO, and at the current price yield 7.3 percent.

    The day after the USA Compression Partners IPO, CVR Refining (NYSE: CVRR) made its debut.  CVRR was spun off from CVR Energy (NYSE: CVI), and both companies remain majority-owned by Carl Icahn. CVR Refining’s primary assets are two refineries located in Kansas and Oklahoma with a combined processing capacity of approximately 185,000 barrels per day (bpd). These refineries are strategically located near the major Cushing, Oklahoma shipment and storage hub, with easy access to discounted feedstock from the nearby Permian basin, as well as the Bakken shale and Canadian oil sands.

    But refiners have struggled with diminished margins in 2013 because of a much lower Brent-WTI differential. After the recently concluded second quarter, CVRR declared a distribution of $1.35 per unit, bringing its per-unit distributions for the first half of the year to $2.93. At the same time, CVR Refining lowered its annual distribution target to a range of $4.10 to $4.80 per unit. This was lower than the outlook issued in March, when it foresaw annual distributions of $5.50 to $6.50. CVRR units slid on the news, and are presently trading slightly below the $25 IPO price. The lower end of the revised forecast implies distributions of $1.17 per unit in the second half of the year, for a forward annualized yield of 10 percent based on the recent $23.50 unit price.

    SunCoke Energy Partners (NYSE: SXCP) was the third IPO to debut during a very busy third week of January. SXCP is the first M
  • [By Aimee Duffy]

    April
    Kicking off the second quarter right, KNOT Offshore Partners (NYSE: KNOP  ) debuted on April 10. The partnership owns and operates shuttle tankers under customer contracts that last five years or more. Knutsen NYK Offshore Tankers (KNOT) controls the 2% general partner stake and all the incentive distribution rights. Shuttle tankers move crude oil and condensate from offshore oil rigs to onshore terminals and refineries, so it makes sense that KNOT Offshore's customers include BG Group, Statoil, and Transpetro.�

Hot Transportation Companies To Watch In Right Now: Saia Inc.(SAIA)

Saia, Inc., an asset-based trucking company, provides transportation and supply chain solutions primarily to the retail, chemical, and manufacturing industries in the United States. The company, through it subsidiary, Saia Motor Freight Line, LLC, offers regional and interregional less than truckload (LTL) services, selected national LTL, and time-definite services. It was formerly known as SCS Transportation, Inc. Saia, Inc. was founded in 2000 and is headquartered in Johns Creek, Georgia.

Advisors' Opinion:
  • [By Ben Levisohn]

    Wunderlich’s Nicholas Bender thinks FedEx’s results bode well for Old Dominion (ODFL), Con-way (CNW) and Saia (SAIA):

    We expect all less-than-truckload carriers to benefit in 2Q14 from the same trends that carried FedEx Freight to a banner 4Q14. This includes Hold-rated Old Dominion, which will continue to grow at well above market rates, and Buy-rated Con-way, which we believe can leverage a strong 2Q14 to prime the pump on margin enhancement efforts. Our favorite name in the space remains Saia (SAIA-$42.92, Buy), which will once again see accelerating tonnage growth in 2Q14. Though tonnage growth will moderate in� 2H14 due to steeper comps, there remains considerable potential for the company to boost yield and continue winning incremental business with new accounts.

  • [By John Udovich]

    Despite what can best be described as a�soft economy, small cap trucking stocks YRC Worldwide, Inc (NASDAQ: YRCW), Arkansas Best Corporation (NASDAQ: ABFS), Frozen Food Express Industries, Inc (NASDAQ: FFEX), Saia Inc (NASDAQ: SAIA) and USA Truck, Inc (NASDAQ: USAK) have been trucking some pretty impressive returns since the start of the year. In fact, these small cap trucking stocks are up anywhere from 72% to 150% or so since the start of the year despite the slow economy. Certainly trucking stocks provide a good indicator of how the economy is doing, but might investors be�jumping the gun by pushing up these trucking stocks?

Hot Transportation Companies To Watch In Right Now: J.B. Hunt Transport Services Inc.(JBHT)

J.B. Hunt Transport Services, Inc., together with its subsidiaries, operates as a surface transportation, delivery, and logistics company in North America. It operates in four segments: Intermodal (JBI), Dedicated Contract Services (DCS), Full-Load Dry-Van (JBT), and Integrated Capacity Solutions (ICS). The JBI segment provides intermodal freight solutions, including origin and destination pickup and delivery services in the continental United States, Canada, and Mexico. This segment operates 45,666 pieces of company-controlled trailing equipment; and manages a fleet of 2,592 company-owned tractors. The DCS segment involves in the design, development, and execution of supply chain solutions, which support various transportation networks. This segment offers final mile delivery, replenishment, and specialized services supporting private fleet conversion, fleet creation, and transportation system augmentation. As of December 31, 2010, it operated 4,259 company-owned trucks, 357 customer-owned trucks, and 23 independent contractor trucks. The JBT segment provides full-load, dry-van freight services by utilizing tractors operating over roads and highways. It operated 1,697 company-owned tractors. The ICS segment provides non-asset, asset-light, and transportation logistics solutions. It offers flatbed, refrigerated, expedited, and less-than-truckload, as well as various dry-van and intermodal solutions. The company transports a range of freight, including general merchandise, specialty consumer items, appliances, forest and paper products, building materials, soaps and cosmetics, automotive parts, electronics, and chemicals. J.B. Hunt Transport Services, Inc. was founded in 1961 and is headquartered in Lowell, Arkansas.

Advisors' Opinion:
  • [By Sue Chang]

    J.B. Hunt Transport (JBHT) is projected to report third-quarter earnings of 78 cents a share, according to a consensus survey by Thomson Reuters.

  • [By John Reese]

    The third stock that passes the Buffett methodology is the JB Hunt Transport Services, ticker (JBHT), again only one EPS dip in the last decade, a $438 million long-term debt versus $330 million of annual earnings, and 17.5% projected ten-year annualized return.

  • [By Steven Russolillo]

    WATCH FOR:�September NFIB Small Business Survey (7:30 a.m. Eastern Time): seen 95.9; previously 96.1. Citigroup (C), CSX, Del Frisco’s, Domino's Pizza (DPZ), Intel (INTC), J.B. Hunt Transport (JBHT), Johnson & Johnson (JNJ), Linear Tech (LLTC), Wells Fargo (WFC) and Wolverine World Wide (WWW) are among companies scheduled to report quarterly results.

  • [By Laura Brodbeck]

    Monday

    Earnings Releases Expected: Citigroup Inc. (NYSE: C), J.B. Hunt Transport Services, Inc. (NASDAQ: JBHT) Economic Releases Expected: Eurozone industrial production, US retail sales, US business inventories

    Tuesday

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