Our Top Supply Chain Pick Is (Already) Up 120% — And Counting…

The market had a strong finish last week after several weak days fueled by inflation fears.

Encouraging jobless data were a big reason the major averages regained some lost ground. About 444,000 people filed jobless claims in the week ending May 5, which was lower than last week.

This is undoubtedly a good sign for the overall recovery. I don’t know about you, but I’ve seen a lot of headlines and heard quite a few anecdotal reports of businesses that simply can’t find people to fill their open positions. And while this is still anecdotal at this point, it will be interesting to see if the situation persists.

If the official numbers continue to show tightening in the labor market, then the recovery may be even hotter than many policymakers and experts think. As it turns out, some of them even seem to think so too… The Federal Reserve all but said as much in its meeting minutes published last week.

To sum up what The Wall Street Journal reported, a few Fed members hinted that they’re thinking about “thinking about” tapering asset purchases. Fed Governor Christopher Waller, for example, has said that they would prefer to see months of data before making any decisions. That’s all we get for now, because the consensus seems to be that the signs of inflation cropping up are “transitory” in nature and related in part to supply chains disrupted by Covid.

As we’ve covered a few times over the past couple of weeks, that last part – supply chains – are going to be absolutely key for the recovery to take full effect.

You see, the past year has taught us a lot about the tenuous nature of supply chains. And I’m not just talking about Covid (remember when the Suez Canal was blocked for six days in March?). Whether it’s toilet paper or lumber or gasoline or chicken wings, we’re conditioned to think that the “things” will always be there, when we need them.

This got me thinking… What if we could invest in a company that plays a key role in getting “things” to where they need to be?

Our Top Supply Chain Pick Is Already Up Big

I listened to an interesting podcast a couple of years ago, where the host sat down for an interview with a “prepping” expert. He mentioned a fascinating tidbit about logistics and supply chains that I’ll never forget.

In short, he said that if a disaster ever strikes, your grocery store is about 72 hours away from Armageddon. If for any reason the trucks stop delivering, that’s about how much stock they have on hand in the back. After that, all bets are off.

That may have seemed like alarmist talk a couple of years ago, but I gotta tell ya, it’s stuck with me ever since. I remembered this when I ran across this cool infographic, which details what would happen across a host of critical areas if the 18-wheelers weren’t able to get to where they need to be.

I think we’ve all seen bits and pieces of this infographic play out during Covid-19. And it’s clear that there are still parts of the supply chain that have kinks that need to work themselves out as we emerge from the pandemic.

But it also makes my colleague Nathan Slaughter look like a prophet.

As some of you may know, Nathan sent the inaugural issue of his new Takeover Trader service around this time last year. And his very first addition to the portfolio is, you guessed it, a trucking logistics company.

The company owns 1,500 warehouse facilities, including dozens of coveted “last-mile” hubs strategically located within a short drive of 90% of the U.S. population. As Nathan puts it, as one of the nation’s largest internet fulfillment providers, this pick profits almost every time somebody clicks the “add to cart” button.

But the company has many facets to the entire operation. It’s the world’s second-largest freight broker and the top provider of expedited truck shipments in North America. It specializes in the delivery of heavy, bulky items, such as appliances.

Nathan saw early on that this pick was worth more than the sum of its parts. And as it turns out, the company’s Board of Directors agrees. They’re in the middle of ironing out the details of a spinoff, which will further unlock value for shareholders – not to mention make it an appetizing takeover target.

Action To Take

I won’t reveal the name of this pick just yet, out of fairness to Nathan’s subscribers. Because while they’re already up close to 120% on this pick since last May (more than doubling the market) – this deal could lead to even more upside ahead.

In the meantime, if you’re interested in researching this theme further, Old Dominion Freight (Nasdaq: ODFL) and J.B. Hunt Transport Services (Nasdaq: JBHT) are two other similar names worth considering. And both have had similar strong runs in share price of late…

Also, stay tuned for Nathan’s next big research project. In just a year, he’s already identified a string of triple-digit winners. And his latest work could lead to even more big wins…

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