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Tuesday's Bonus Article Forget Tariffs, Landstar and West Fraser Can Still Rally Written by Gabriel Osorio-Mazilli. Published 9/23/2025. 
Key Points - As the market prices in slowdowns in the transportation and housing sectors, these two stocks have fallen well below their 52-week highs.
- Opportunities hidden inside the business models for these companies create a massive upside gap in the coming months.
- Wall Street analysts remain bullish along with institutions, calling for double-digit upside.
All transportation sector stocks suffer from the same headwind in the United States: trade-tariff–induced price pressures are slowing business activity. But that doesn't mean every stock in the space should be overlooked. A specific set of factors and a hidden loophole create two buying opportunities for contrarian investors with the conviction to act. Jeff Brown recently traveled to a ghost town in the middle of an American desert…
To investigate what could be the biggest technology story of this decade.
In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom…
And only one company here in the U.S. can mine this obscure metal. Click here to get the details on this virtual monopoly. For the transportation sector—specifically trucking—investors should focus on Landstar Systems Inc. (NASDAQ: LSTR) and West Fraser Timber Co. (NYSE: WFG). However, before the factors that could drive their upside become clear, investors need to understand today's industry landscape and where the mispricing lies. The trucking sector faces a unique combination of slowing volumes and rising rates, while trade tariffs have unexpectedly benefited Canadian lumber imports. As a result, it's understandable that the market has punished stocks like Landstar and West Fraser—but each hides an element that could push its shares higher. Why Markets Discount Landstar and West Fraser Executives quoted in the services PMI report have warned that the trucking industry is facing conditions worse than the 2008 financial crisis. That gloomy outlook helps explain why Landstar shares have been punched down to 64% of their 52-week high. Slowing volumes and rising rates have created an EPS headwind for trucking stocks, including Landstar. But there is one reason to consider Landstar a buy today, which we'll reveal shortly. For West Fraser, weakening U.S. housing demand is the main issue. Building permits have declined for several quarters, and mortgage applications have slowed, reducing demand for new construction—and, by extension, Canadian lumber. However, some homebuilders have rallied recently, suggesting that Fed rate cuts could revive demand. Even so, West Fraser trades at just 71% of its 52-week high, as the market prices in a housing slowdown and tariffs on Canadian goods. This mispricing sets the stage for investors to flip the script and profit in the months ahead. Landstar Has a Secret Ace Up Its Sleeve Few investors realize that Landstar is not just a trucking carrier; it also offers logistics software nationwide to organize and optimize supply chains for itself and other major players. As volumes slow and rates rise, efficiency becomes paramount—and Landstar has the winning solution. A look at Landstar's capacity ratio (sales divided by total assets) shows it running at 280% of its baseline capacity, compared to an industry average of just 75.8%. This indicates that its software division—rather than its trucking operations—is operating near full tilt. That hidden strength helps justify the Street's consensus price target of $145.17 for Landstar stock, implying 16.8% upside. Some institutional investors have already taken note: Boston Partners boosted their Landstar stake by 14.2% as of August 2025, lifting their net position to $197.3 million, or 4% of the company. With analysts forecasting 21% EPS growth through year-end 2025, the fundamental case is clear for mispriced Landstar shares. West Fraser Can Deliver an EPS Surprise It's well known that U.S.–Canada trade has become more challenging, compounded by a housing slowdown. Yet West Fraser's latest quarterly release highlights the Section 232 clause for Canadian imports as a hidden catalyst. Section 232—originally designed to protect U.S. national security by restricting imports to support domestic labor and production—has most recently been narrowed to metals such as aluminum and steel. This narrowing effectively exempts lumber, creating a mispricing opportunity as the market continues to penalize West Fraser's Canadian imports. If Fed rate cuts kickstart the housing market, demand for timber could surge—and the market may face an earnings surprise at West Fraser, particularly if the Section 232 changes ease lumber imports. Wall Street's consensus price target of $100 per share is 40.7% above today's levels, skewing the risk/reward heavily in buyers' favor. Recent trading supports this view. Over the past month, short interest in West Fraser fell by 1.2%, hinting that bearish traders are running out of downside as the stock sits near multi-month lows—and may be poised for a tariff-loophole-driven rebound.
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