ATSG and AAWW are two Amazon derivative plays that can be huge benefactors of Amazon's dominance for quarters to come; you can see the original write up here.
Nintendo is one we recently highlighted at $29 due to their recent release of the NES CLASSIC, which is turning out to be a huge hit. Write up here.
I want to introduce you to TravelCenters;
TravelCenters has been in business for over 40 years; their business includes 255 truck stops, 233 convenience stores and 52 standalone restaurants across 43 states.
They operate under'; Travel Centers, PETRO, MINI-MART, QUACKER STEAK & LUBE, BEST WINGS USA.
The Travel Centers group operates 750 restaurants (popeyes, subway, etc.) and food outlets and 52 standalone restaurants
The fact is, you probably can't drive down a major highway without passing one of their locations.
Total Revenue quarter ending September 2016, $5.4 billion.
Fuel: $3.4 billion, Non-fuel: $1.9 billion.
December of last year TravelCenters rebuffed a $14 bid from Golden Gate Capital.
Fuel: $3.4 billion, Non-fuel: $1.9 billion.
December of last year TravelCenters rebuffed a $14 bid from Golden Gate Capital.
Frank Zorrilla, Registered Advisor In New York. If you need a second opinion, suggestions, and or feedback in regards to the market feel free to reach me at fzorrilla@zorcapital.com or 646-480-7463.
We live in a world in which we are bombarded with information, tweets, blogs, etc., content is the new salesman, content is the new marketing, content is the new networking. With information being so readily available, bloggers try to differentiate themselves with their writing skills, volume, and consistency, putting out blog posts to meet quotas. We are seeking to stand out from the crowd by showing performance, by taking all the information and seeking alpha, that’s the sole purpose of the blog. It won’t always be pretty; it’s never easy, and performance is spotty, but we seek superior risk-adjusted returns, not notoriety for our writing skills. If this is something you can relate to, then this blog is for you.
No comments:
Post a Comment