Their cash can pick up truckers in distressThe beauty of this stock is their complementary business unit.
When the price of energy goes up, their loss of profit from their trucking industry in the East is compensated by their greatly increased business in the West.
Since this company is well run, they have a load of cash that can be used to buy their competitors that are having problems with higher energy price at liquidation price. (ie. In their annual report, they mentioned that are waiting for these bargain prices)
Once the downturn in the trucking industry in the East is completed, they have a larger capacity to take advantage of the next growth cycle.