Werner Enterprises Inc. (WERN / NA SDAQ)

The position: Owned several times in recent years

Why do you like it? This long-haul, full-load trucking company does most of its business on a contract basis.

“The trucking sector has rallied as spot prices improve, and we expect that will translate into higher rates Werner can charge its customers,” Burchell said. “Demand is picking up and as supply remains tight, pricing dynamics get more favourable.”

Biggest risks: The U.S. economy slows; excess

truck supply.