Many really positive things from the earnings call and the positives happeing for TA
I particularly liked the way they handled the questions about TA benefiting from the FBI raid and brand tarnih that is taking place at FlyingJ. When asked if they are going after FJs customers or if they see an uptick in cuatomers they avoided the question. This tells me two things: 1) They do expect a nice uptick but aremt going to signal their plans to FlyingJ to plot a counter strategy to keep customers. 2) if for some unbeknownst reason they hadnt been aggressively going after FlyingJ customers, they will definitely be doing so now since they know the analysts are asking about it and will continue to ask about it.
Personally, I think we are sandbagging on how rich the opportunity really could be with FJ imploding. But arent ready to fire off alerts to the street or FlyingJ just yet.