In this segment of the Motley Fool Money podcast, host Chris Hill asks Total Income's Ron Gross and Motley Fool Pro and Options' Jeff Fischer about the companies they're most intrigued by this week, and why: third-party transportation logistics provider C.H. Robinson Worldwide (NASDAQ: CHRW) and software platform creator Appian (NASDAQ: APPN).
A full transcript follows the video.
More From The Motley Fool
This video was recorded on Jan. 5, 2018.
Chris Hill: All right, let's get to the stocks on our radar, and Steve will hit you with a question. You know what? We have the time, so if you want to hit him back with a question, you can do that, too. Ron Gross, what's on your radar?
Ron Gross: I tried to find one that maybe Steve hasn't heard of before. C.H. Robinson Worldwide. CHRW is the ticker symbol. They're a transportation service and logistics company. And what that means is, they match customers who need to ship something with a vetted network of transportation providers. They, for example, handle Microsoft's entire logistics network. But they also find transportation for mom and pop businesses as well. They're a market leader, yet they only have a 10% share. They've committed to return 90% of future profits to shareholders through dividends and buybacks. They have increased their dividend for 19 consecutive years. The stock is up 30% over the last six months, but it's not too late. And we get a dividend yield of 2%.
Hill: Steve, question about C.H. Robinson Worldwide?
Steve Broido: Yes. How do all these logistics companies work together? You have UPS, FedEx, DHL, you have all the shipping companies. You have transportation. They all have to be communicating together somehow.
Gross: Yes. Technology, thankfully, is a major part of this business. Some are truckers, some are brokers that match up companies with transportation companies. And there's technology that sits right in the middle of that.
Hill: Do you have a question for Steve you want to hit him back with?
Gross: Steve, anything fun during the holidays?
Broido: I went to North Carolina with my family. We had had a good time. It was cold, but we had a good time.
Gross: Nice.
Hill: All right. Jeff Fischer, what are you looking at?