O’Reilly Automotive Continues to Shine; Immense Catalysts Remain
Auto parts retailers may be the most staid and unexciting of businesses, but there are powerful trends in place that should keep sales growth running high: (From my Oct. 31 discussion of O’Reilly’s earnings):
“While the auto industry propells itself into the abyss, the parts retailers like AutoZone (AZO) and O’Reilly Automotive (ORLY) are seeing their [...]
How Much of Today is Recognition of Retail Sales?
Today’s retail sales reading of -1.2% was well below expectations and a shade lower than my mental over/under of (1%) The September slump in spending shouldn’t be surprising to most, and many economists would have changed their old estimates more than they had prior if their egos weren’t so rooted in tradition.
So it’s essentially a [...]
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Investopedia Commentary- Where Third Avenue Sees Value (BAM, GGP, SPG, ESV, NBR)
- America's Biggest Companies Look Reasonably Priced (XOM, MSFT, QQQQ, AIG, BAC)
- Sandridge Energy Shifts Towards Oil (SD, OXY)
- Stong Dividends Worth A Look (AINV, STD, FNF, NYB, PBCT, NLY, CIM, EQR, HRP, MFA)
- The Bear Market Bottom - One Year Later (SMRT, FITB, DNDN, LVS)
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