Investopedia: Expectations, Not Performance, The Biggest Issue At J.B. Hunt

There's really not much a company can do when its stock takes on a popularity above and beyond rationality, as very few CEOs are going to come out and talk down their company's prospects. Nevertheless, fandom can create its own problems, and the popularity of J.B. Hunt (Nasdaq:JBHT) as an organic growth play in transportation and a great way to leverage the growth of intermodal traffic has resulted in high expectations and an arguably unsustainable valuation. Accordingly, I think there's a meaningful gap between how well the company actually performed in the second quarter and how the market has responded.

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