Eric Morgan
Barclays Bank PLC, Research Division
And I think we’ll kick it off with our audience response questions. If you wouldn’t mind queuing up the first question.
For those in the audience, do you currently own the stock? Yes, overweight, market weight or underweight, or no.
All right. Question # 2, please. What is your general bias towards the stock right now? Positive, negative or neutral? And thanks a lot for participating in this, everyone.
All right. And question # 3. In your opinion, through cycle EPS growth for Werner will be above, in line or below peers? And we can go ahead and vote.
All right. Well, thanks again for being here. Really appreciate it. Derek, maybe we can kind of set the stage with what’s happening in the market right now. I think spot rates are up 20%, 30% from last year. We’re over 3 weeks removed from Storm Fern at this point. So it feels like that’s kind of behind us. But I don’t know, what’s your perspective on whether or not this is the long-awaited turn in the market?
Read the full article here
