Seeking Alpha

Brendan O'Boyle  

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  • Stay Away From Advance Auto Parts [View article]
    I agree with your analysis here. AAP has had a couple rough quarters and unfortunately they are the only player in the space with a valuation that is attractive enough to consider. ORLY is doing well, but far overvalued IMHO and I don't like the look of AZO's balance sheet.

    For now I'm watching AAP and maybe they are a buy some time in the future.
    Dec 4, 2012. 08:43 PM | Likes Like |Link to Comment
  • Advance Auto Parts: Still A Good Buy After A 100% Gain On PPS Since August? [View article]
    I would say below $70 it's a very nice buy. The earnings looked fine, Wall St. is over reacting. I did own AZO and sold coming into earnings, if you hold a growth stock through earnings right now you are really asking for it.

    I think I'll pick up AAP once the price stabilizes. They are a better long term hold than AZO anyway because their balance sheet is stronger. And at 12x 2012 earnings AAP doesn't look frothy anymore.
    May 17, 2012. 09:21 AM | Likes Like |Link to Comment
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