Trucking. For ltl (less than truck load), I have FCX. Passed on the other big ones (ODFL, YELL, XPO). Nice move past six months on XPO, ODFL.
Looking at Paccar, truck manufacturers apparently are doing well now. Couple days ago Paccar up to new 12-mo high.
finance.yahoo.com
If I try to put this together - good demand for trucks and truckers, then maybe my position in TA might be a recipient. I'll up my few tracking shares a bit.
TravelCenters of America Inc. operates travel centers, truck service facilities, and restaurants in the United States and Canada. The company's travel centers offer various products and services, including diesel fuel and gasoline, as well as nonfuel products and services, such as a range of truck repair and maintenance services, diesel exhaust fluids, full service restaurants, quick service restaurants, and various customer amenities...As of May 5, 2022, the company operated 276 travel centers under the TravelCenters of America, TA, TA Express, Petro Stopping Centers, and Petro brand names in 44 states in the United States, as well as in the province of Ontario, Canada; three truck service facilities operated under the TA Truck Service brand name; and one restaurant. It serves trucking fleets and its drivers, independent truck drivers, highway and local motorists, and casual diners.
finance.yahoo.com |
