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Ricard » Comments » AAN

  • Paired Trade: Buy EZCORP, Sell Aaron's Rents [View article]
    Thanks for the reply. I'll look at it more closely, along with your other recommendations. Good luck!


    On Jun 07 10:28 PM Alan Brochstein wrote:

    > Don't be fooled by the operating cashflow - it's fake in my opinion.
    > The company reinvests in new merchandise on an on-going basis. It's
    > like Hertz. Yes, there is large depreciation, but the "profits"
    > are all plowed into new cars there. It's not "CapEx" at AAN (or
    > HTZ). In simple terms, at least the way I look at it, the business
    > grows and profits grow but the risk grows too as the portfolio grows.
    >
    >
    > I see a lot of "screaming sells". Some of my favorites are PSS and
    > HOT
    Jun 08 20:53 pm |Rating: 0 0 |Link to Comment
  • Paired Trade: Buy EZCORP, Sell Aaron's Rents [View article]
    Alan,

    Yet another interesting comparison. I'm currently looking for a screaming sell, so I wanted to check out AAN for myself.

    I look more at operating cash flow, and it's been consistent for a good couple years now. Although the other numbers are interesting, I'm not sure this is a 'sure thing'.

    The story is compelling. I really like how you compared not only the financials, but the business models as well to tell a fascinating tale.

    Perhaps in the future, if this stock continues to rise and its business conditions do not merit such, then it may just fit into my portfolio...but not yet.
    Jun 07 14:58 pm |Rating: 0 0 |Link to Comment
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