Ryan Barnes

O'Reilly Automotive Continues to Shine

Metrics like FCF and P/E are generally important False, but not in this market. I can give you 50 tickers of great companies with FCF yields above 10% and "P/Es" below 6. They've been crushed.

Good luck on your short....although I suspect you'll lose $. ORLY has positive catalysts in place. By the time the EPS reflects the changing internal metrics, it will be too late; shares will have already advanced to meet up with forward P/E of 14-15x.