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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Stocks On My Screen For Week Starting October 26th, 2020

Every week, our model comes up with 40 stocks, 20 positive and 20 negatives, to watch for next week’s trading. The model is based on a mix of fundamental and quantitative factors, built on my proprietary database of detailed earnings model on more than 1270 U.S. listed companies. The historical data for these earnings models is sourced from SEC filings. Performance of last week’s model portfolio for the week was, Net: 0.9% Longs: 1.0% Shorts:  -0.1% Assuming 5% is dedicated to each position, resulting in 0% net exposure and no…

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