Freight Stocks Have a Tariff Overhang. Morgan Stanley Says It Could Be Worse. - Barron's
1. Tariff pause extended until August 1 affects freight sector recovery. 2. Freight stocks, including CSX, are down approximately 10% this year. 3. Analyst expects June-quarter results may not lure investors back. 4. High ownership of rail stocks like CSX is historically low. 5. Optimism exists if earnings calls are positive and tariffs don't harm trade.