Forward Air fwrd

September 01, 2016 - 7:06pm EST by

member

						2016	2017
Price:		46.54		EPS		0	0
Shares Out. (in M):		31		P/E		0	0
Market Cap (in $M):		1,418		P/FCF		14	0
Net Debt (in $M):		33		EBIT		0	0
TEV (in $M):		1,450		TEV/EBIT		10	0

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#	AUTHOR DATE SUBJECT
9	member 1/10/24 2:39PM Omni Merger
Any view on the Omni deal and the odds that it closes? Management seems determined to do everything possible to blow it up. Seems interesting here even if they are forced to close on the... login to read the rest 1 view available tags
7	member 9/02/16 3:14PM Re: Re: roe 6
What they do have on the equipment side is trailers. If anything, depreciation is likely overstated. They're depreciating the assets on average over about 6 years, and a trailer lasts significantly longer than that with... login to read the rest view available tags
6	member 9/02/16 2:49PM Re: roe 3
they dont typically buy trucks, they utilize owner operators....they own some, but these guys are in the "asset light" category...ROEs are quite good. view available tags
5	member 9/02/16 2:36PM Re: Quality of management 4
Just a quick answer, I actually think the mgmt team is quite good. Yes, they have made a few missteps over time but in general I think they have built a great business and made... login to read the rest view available tags
4	member 9/02/16 12:07PM Quality of management
Thanks for write up. A couple questions on management. What do you think about capital allocation? They seem to buy back stock when it's expensive, they've made acquisitions outside their niche including the disatrous TQI acqusition; the... login to read the rest 2 view available tags
2	member 9/02/16 10:26AM question
thanks for the write-up. you mentioned FedEx is a customer. what exactly do they do for FedEx (can you give an example of a typical move), and why doesn't FDX put these shipments own their view available tags

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