Everything's down this year, right? Wrong! The Dow Jones Transportation Index is up more than 2 percent -- double digits in the last several months. Thomas Wadewitz of JPMorgan has some insights.
John Barnes, transportation analyst at BB&T Capital Markets, sees a weak, tepid, "pretty tough" first quarter. So should investors stay out of transports for now? "Absolutely not," he told CNBC. "We'd be diving in. You want to buy...when things are at their bleakest."