I don’t usually discuss individual stocks, but when I do, it’s because I feel very strongly about them. I’ve highlighted three stocks in the last year; ATSG, AAWW, and NTDOY just recently.
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.
Fuel: $3.4 billion, Non-fuel: $1.9 billion.
December of last year TravelCenters rebuffed a $14 bid from Golden Gate Capital.
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