In his latest column for Seeking Alpha, Validea CEO John Reese says his Guru Strategies are high on a number of transportation stocks right now.

“Given all of the economic concerns, you might not expect the transportation sector — which tends to move in step with the broader economy — to be a place to find good investments,” Reese writes. “But the economy has done a bit better than expected since the recession ended in mid-2009, and many transportation companies have fared quite well. In fact, the Railroad and Trucking industries are number one and number two on my Validea Growth Index, which ranks industries based on the growth characteristics of the companies within them.”

Reese looks at a handful of transportation stocks that get particularly high scores from his models. Among them: C.H. Robinson Worldwide, which gets strong interest from his Warren Buffett-inspired strategy.