He has felt incredible relief since the first day. The seat was installed in half an hour, and Jim noticed the difference immediately. This was the best investment we ever made. They told us about the quality and craftsmanship of a Knoedler seat, and we purchased The Chief seat after the show. Knoedler Manufacturers had their seats on display. The real answer came for us after we attended the 2006 Truck Show in Las Vegas, NV. We even moved to the Arizona/Nevada area hoping the warm climate would help him. We tried everything from therapy, exercise, and medication. We were considering closing our business because Jim was in so much pain. You might not remember us, but we have never forgotten you.Ī little over two years ago, we were working with our Kenworth T800 Tandem Dump Truck in our hometown of Colorado Springs, CO. These are incredible margins that they're able to generate."My name is Kay Lameyer, and my husband Jim and I are the owners of Blue Thunder Trucking. Jason Hall: Trucking and logistics historically is single-digit operating margins. You don't normally think of margins like that. In the most recent quarter, their operating margin was close to 30 percent, which is pretty phenomenal, especially when you think of an industrial company. These companies are opening and Old Dominion has been a great stock to own and it's really a best-in-class operator in its segment. Whether we're talking about, semiconductors or building materials, chemicals, whatever. We're moving supply chains back in the country, so we're not just talking about goods going to the end user but stuff needs to get to the manufacturing plant as well. It's going to be good for transportation. I think, to me, that manufacturing on-shoring, what that says is that's going to be good for the industrial economy. This is a less than truckload operator, so they transport small shipments for a wide range of companies. I was thinking along those same lines as well, but yes, my choice is Old Dominion Freight Line. Jeremy Bowman: Yeah, and I like the irony in that. You don't think of heavy-duty trucks as being something that's nimble, but this is a nimble company. Jason Hall: This is definitely very "picks and shovels," but far more nimble.
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