Youtube·2025-12-22 18:45Core Viewpoint - The transportation sector is experiencing its longest streak of gains since July, with a focus on stocks like CSX and FedEx, which are seen as strong investment opportunities [1]. Company Analysis CSX - CSX is currently rated as an unqualified buy, having recently broken out of a key resistance level [1]. - The stock has a historical support level at 35.5, indicating relatively small downside risk for traders, while investors may consider giving it more room [2]. - A significant resistance level is noted at 36-37, which the stock has struggled to surpass, but a breakout could lead to a rise into the low 40s [3]. FedEx - FedEx is undergoing a turnaround, with recent earnings reports showing positive results and subsequent price target increases from Wall Street [3]. - The company is expected to perform better in terms of revenue, pricing power, margins, and earnings per share in the upcoming year compared to the current year [4]. - A historical resistance level at 300 has been challenged multiple times, and there is optimism that the stock will break out, supported by both technical and fundamental factors [5]. Industry Insights - The global logistics sector is highlighted as a strong market, with companies like Expediters International providing significant revenue exposure outside the US [6]. - The current bull market for global logistics is expected to benefit companies like FedEx and CSX, as well as other logistics-related firms such as Prologis [6].