ry 2018 Trucking U.S. Transportation Company Specific Thoughts On the back of 40 results we have increased conviction in our positive stance on Knight Transportation (KNX), XPO Logistics (XPO) and CSX Corp (CSX). We remain comfortable with our sole-Sell ratings on Old Dominion (ODFL) and Canadian National (CNI),

U.S. Transportation Where we have conviction, and where we don't On the back of 4Q results we have increased conviction in our positive stance on Knight Transportation (KNX), XPO Logistics (XPO) and CSX Corp (CSX). We remain comfortable with our sole-Sell ratings on Old Dominion (ODFL) and Canadian National (CNI),