Hedgeye CEO Keith McCullough is adding Brink's Company (BCO) to the long side of Investing Ideas. Below is a brief note.
There is a long list of #Quad2 Longs that I have been waiting on, patiently, to signal on red...
One of those names is another long from Industrials analyst Jay Van Sciver, Brink's Co (BCO). Here's a summary excerpt from his Best Ideas launch presentation (see his Industrials Pro product for details):
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"We see Brinks as a consolidation and outsourcing-driven growth play within business services. Brinks benefits from the structural advantages associated with top-tier asset-based logistics services providers, offering significant earnings growth potential in a post-pandemic world." |
Buying on red is so much better than chasing on green,
KM
