Top 10 Trucking Companies To Invest In Right Now

Top 10 Trucking Companies To Invest In Right Now: Tractor Supply Company(TSCO)

Tractor Supply Company operates retail farm and ranch stores in the United States. Its stores offer a selection of merchandise, including equine, pet, and animal products, such as items required for their health, care, growth, and containment; hardware, truck, towing, and tool products; seasonal products, including lawn and garden items, power equipment, gifts, and toys; maintenance products for agricultural and rural use; and work/recreational clothing and footwear. The company operates its retail stores under the Tractor Supply Company and Del?s Farm Supply names, as well as a Website under the TractorSupply.com name. As of December 31, 2011, it operated 1,085 retail farm and ranch stores in 44 states. The company serves recreational farmers and ranchers, as well as tradesmen and small businesses. Tractor Supply Company was founded in 1938 and is headquartered in Brentwood, Tennessee.

Advisors' Opinion:

• [By Ben Levisohn]

  Some investors…believe that we are too negative on Sears Holdings’ outlook…So lets accept their math and take the low end of their assumed improvements. Based on that, we would add $1 billion to EBITDA from initiatives, which adding to trailing twelve months would give them positive EBITDA (yes you read that right) of $300 million. Here is the problem. The bulls on Sears argue for the most part that the value is in the real estate and brand names. If Mr. Lampert is trying to make it as an operator we should value them as such, but that’s a bigger problem. Using a positive $300 million EBITDA, that would imply a multiple of 29.5x lets say in 2017 to give them time for the turnaround. That would place their multiple well above anything we cover, including our best growth names such as The Container Store (TCS), Tractor Supply (TSCO)…Lumber Liquidators (LL), and CarMax (KMX). So if one accepts the turnaround and we give them an eight ! multiple of EBITDA three years out, a somewhat generous multiple for a non-top-line grower, then the value of the equity would be negative. Hmmm. Maybe the company should explore the asset sale. Said another way, this remains a significantly overvalued stock and while we are not moving to a negative target price, we maintain our $20 price target.

• [By Corinne Gretler]

  BHP Billiton Ltd. (BHP) retreated to a seven-month low after the worlds largest mining company said third-quarter iron ore production rose less than expected. Volkswagen AG and Bayerische Motoren Werke AG fell at least 2.8 percent as data showed European car sales fell 10 percent in March. Tesco Plc (TSCO) lost 3.9 percent after reporting the first annual profit drop in almost 20 years and saying it will exit the U.S.

• [By Jonathan Morgan]

  Jeronimo Martins SGPS SA lost 1.9 percent to 14.31 euros after Tesco Plc (TSCO) reported that same-store sales in Poland dropped 6.4 percent in the first half of its financial year. The Portuguese retailer generated 60 percent of its revenue from the east European country in 2012.

source from Top Penny Stocks For 2015:http://www.topstocksforum.com/top-10-trucking-companies-to-invest-in-right-now.html