NEW YORK ( TheStreet) -- Transportation stocks have rolled over the industrials over the past year, with the Dow Jones Transportation Average returning 25% compared with the DJIA's 12% gain. And some fund managers say that planes, trains and shippers will once again lead the way in 2011."We are focusing on the transports because of the high barriers of entry, sizable dividend yields and, in the case of the railroads, the increasing costs of fuel, which is putting the trucking business at a disadvantage when it comes to competing for low-cost shipping options in North America," says Dan Neiman, manager at the Neiman Large Cap Value Fund (NEIMX).
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