Transportation and Logistics Systems Inc (TLSS)

[bigtimetrader]

Given that Walmart just reported their eCommerce business doubled last quarter, it's rather silly to think that demand for services that TLSS provides didn't at least double as well. I expect the rates for their services have increased to the point Amazon figured out it needed a different solution to make any money, they barely make any on their ecommerce business anyway. I think the tapering growth in their cloud business is putting pressure on the main business to make money. Wouldn't be surprised to see them crawling back, however, because they're trying to drop prices by encouraging new contractors via their Amazon delivery service partnership, and offering financing for that, but that just seems desperate. The new partners are going to be complete newbies and will certainly cost Amazon in other ways. Overall, we are in a great climate for logistics services, there shouldn't be any pessimism about TLSS's business prospects, and everyone seems worked up by CEO, but I am much more excited about the absolute frenzy of deliveries heading into the holiday season and the impact on the business. I don't think any logistics company is prepared for the ecommerce insanity that is going to arrive.