With first quarter earnings in the book, Todd Fowler joins host John Kingston on Drilling Deep to talk about the strong opening to the year and whether it's sustainable.\nHe addresses a few companies specifically: Saia, Hub Group and Old Dominion Freight Lines get his attention.\nAlso on the podcast, Kingston discusses the inventory numbers for ultra low sulfur diesel on the East Coast that are starting to become so tight that they're scary.\nWith more than 60 years of experience in logistics innovation, Dunavant is a family-owned business that has the knowledge to ensure global and domestic shipping practices are efficient and effective. Dunavant generates supply chain proficiency with outstanding, attentive, and expedient customer service. For more information, visit Dunavant.com.\nFollow Drilling Deep on Apple Podcasts\nFollow Drilling Deep on Spotify\nMore FreightWaves Podcasts\n\nLearn more about your ad choices. Visit megaphone.fm/adchoices