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Alan Brochstein » Comments » AAP

  • Dorman Products: Benefiting from Auto Parts Retailers' Recent Market Performance [View article]
    2 1/2 months later, I maintain my target of 16 (well at least 15). The Q1 report was excellent, and the single analyst rightly increased his estimates for 2009 and 2010 (to the 1.20 that I had suggested for 2010 as a matter of fact from 1.05 before). The most important news was that they reduced inventory dramatically while preserving margin.
    May 10 21:46 pm |Rating: 0 0 |Link to Comment
  • Four Ways to Profit From Tight Auto Lending [View article]
    I missed one - CRMT. After reviewing it, I added it to my portfolio today. Long story short: Small-town used car seller that provides financing, 17% insider ownership, essentially funded internally, low debt to cap, seem to know what they are doing... Oh yeah, trades at tangible book value...
    Oct 28 21:58 pm |Rating: 0 0 |Link to Comment
  • Four Ways to Profit From Tight Auto Lending [View article]
    I wanted to correct a statement regarding ACF as "the only pure-play". There are two companies that have market caps of about $31mm that I missed: CPSS and UPFC, both of Orange County
    Oct 19 10:38 am |Rating: 0 0 |Link to Comment
  • Auto Parts Retailers: The Short Case on O'Reilly [View article]
    Thanks... Almost any "bear" call has been good of late.
    Jan 10 21:57 pm |Rating: 0 0 |Link to Comment
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