TravelCenters Of America, Because Trucking Is The New Airlines

TravelCenters of America Inc. (NASDAQ: TA), the third-largest operator of truck stops in the US, is uniquely positioned to monetize improving dynamics of the US trucking industry. The company’s turnaround plan is beginning to deliver and with assets that were always well recognized in the truck stop industry, investors will be well served to dig deeper into the name now that fundamentals suggest that this time trucking might be the flag bearer of the transportation sector, coming out of economic recession.   When most brick-and-mortar retailers and restaurants are suffering,…

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With Gaming Getting Re-Rated, Time To Look At SciPlay

SciPlay Corporation (NASDAQ: SCPL) is one gaming play that is delivering but investors by and large continue to ignore the name. Yes, the story is not as sexy as some of pure-play digital sports betting plays like DraftKings Inc. (NASDAQ: DKNG), but now that there is a growing consensus among investors that the broader gaming sector is ready for a re-rating, SciPlay deserves another look. The company is a subsidiary of Scientific Games Corporation (NASDAQ: SGMS), a stock included in our most recent list of top ideas for the week.…

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Cars.com, Because Used Car Sales Are Back, But Online

Cars.com Inc. (Nasdaq: CARS) is uniquely positioned to make a comeback riding favorable macro tailwinds and ramp of new solutions launched in the recent past. In the meantime, the stock is trailing near multi-year lows after the company went public in 2017. To some extent, the stock reminds of dotcom era busts that consolidated a few years and came back with stronger fundamentals. Following up on our note on Carvana Co. (Nasdaq: CVNA) yesterday taking a closer look at used car sales businesses that may benefit disproportionately not just from…

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