In 2006 Wolfe generated a 9.6% excess return, that being how much his stock picking in one of his sectors, airfreight and logistics, beat the sector return.
FORBES: Railroad to Riches
He has a pounding sinus headache that he needs to get rid of so he can return to his job as a logistics manager at his dad's chemical company.
FORBES: Paper? Plastic? Penicillin?
Expeditors' closest U.S. competitor is Houston's Eagle Global Logistics, with a 10% return on capital.
FORBES: I'll Handle That
Additionally, Tesoro Logistics has a trailing 12-month return on equity (ROE) of 43.3%, almost four times the peer group average of 11.1%.
FORBES: Tesoro Logistics Jumps 30% Since June, Still Yields 4.2%
Simply put, reverse logistics is the ability for a customer to return something to you.
FORBES: FedExVoice: What Every Business Can Do To Keep Up With The E-Commerce Boom
Wolfe also leads the dozen airfreight and logistics analysts in StarMine's database in three-year performance, with an excess return averaging 11.5%.
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