Two new stock picks from Logos LP for the new year:
2018 Top Stock Pick 1: Del Taco Restaurants (TACO) -- This is a new position for Logos.
Peter Mantas:
The company has surprisingly consistent operating margins in the high single digits — which is almost double that of Chipotle Mexican Grill (CMG) — and trading at only 1x sales which is well below industry competitors. More importantly, this small cap is unloved at the moment (down 17% year to date) despite strong growth prospects.
This content is exclusively for paying members. Access all of our top quality content by signing up below. If you are subscribed and are having an account error, please clear cache and then cookies if that does not work email [email protected] and we will get back to you as quick as humanly possible.
Register New Account
