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Ranjit Thomas » Comments » AZO

  • Lampert Sells More AutoZone Shares: What Happens Now? [View article]
    Don't see anything wrong in Lampert selling to lighten his substantial stake. AZO doesn't look overvalued at 13x EPS and FCF, and management should be lauded for actively returning cash to shareholders. Compare it to ORLY, for instance, that is trading at 20x EPS, where trailing FCF is negative (calling into question their earnings quality), and management is busy dumping their stock.
    Jul 19 18:01 pm |Rating: 0 -1 |Link to Comment
  • AutoZone: The End of a Bear Market Bulwark? [View article]
    Maybe your analysis can be improved by looking at AZO's PE and FCF multiple? I believe these are still pretty reasonable, especially compared to a competitor like ORLY.
    Jun 10 08:39 am |Rating: 0 0 |Link to Comment
  • O'Reilly Automotive Continues to Shine [View article]
    ORLY is trading at 20x EPS and has a consistent history of not generating any cash. Free cash flow for the last 12 months is negative, making the reported earnings suspect. This is one of the best shorts in this market.
    Dec 08 10:00 am |Rating: 0 -1 |Link to Comment
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