Airlines and cruise line stocks have had an extremely volatile couple of years since the pandemic completely shut down global travel back in 2020. Travel industries still haven't recovered to their pre-pandemic levels. In addition, ongoing supply chain issues have created extreme volatility in transportation prices among railroad, trucking and freight stocks.
As the economic recovery continues, some transportation and logistics companies are perfectly-positioned to benefit, while others may continue to struggle to gain back lost business. Now is an excellent time for investors to bet on the return of transportation, but they need to be selective.
