In a time when it seems that almost any stock has gone up, Air Transport Group's (ATSG) 13% decline since my last write-up
is particularly disappointing. I continue to believe that this is a
well-run air cargo company with meaningful opportunities to improve
EBITDA and cash flow, but management must convert "opportunity" to
results for this stock to perform better. A couple of recent
developments should encourage bulls, and the stock remains at a
valuation where I think a closer look is warranted.
Read more here:
Air Transport Group Looking To Recover From A Choppy Start To The Year
No comments:
Post a Comment