Please use the following link to access updates on our coverage following Q1 earnings season, including our updated thoughts on SAIA, AOS, MLI, LII, TSCO, and CMI, as well as our rationale for passing on POOL after conducting a number of diligence calls on the name.
Please use the following link to access our thoughts on SAIA's Q4 result on conference call commentary.
Please use the following link to access Antrim's full initiation report on LTL freight carrier SAIA (Nasdaq:SAIA - $229.16), in which we express our skepticism that the carrier will be able to hold onto recent pricing and margin gains over the near- and intermediate-term.
