Seeking Alpha

Aaron's Inc. (AAN)

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Comments on AAN

  • Aaron Rents Inc. Q4 2008 Earnings Call Transcript [View article]
    A Robert Tooley personnel in your Congaree RD. Greenville, SC store was rude to my mother over the phone,impersonated himself as the... More »
    Comment by Lemont Neely
    Jul 23 13:34 pm |
    Rating: 0 0
  • Paired Trade: Buy EZCORP, Sell Aaron's Rents [View article]
    Maybe they won't be left holding Herman, but the growth isn't sustainable if their customers can't meet the payments. No evidence yet,... More »
    Comment by Alan Brochstein
    Jul 10 18:54 pm |
    Rating: 0 0
  • Paired Trade: Buy EZCORP, Sell Aaron's Rents [View article]
    Alan, Aaron's consumes cash because it is growing. You want free cash flow buy Rent-a-Center. They're not growing and throwing off... More »
    Comment by thefullcleveland
    Jul 10 16:45 pm |
    Rating: 0 0
  • Free Cash Flow Isn't Always so Free [View article]
    Interesting view that I appreciate your sharing. It was easier for me to be negative on it at 18 than it is at 6. Still, these aren't... More »
    Comment by Alan Brochstein
    Jul 7 22:25 pm |
    Rating: 0 0
  • Free Cash Flow Isn't Always so Free [View article]
    Alan, You make some excellent points in your article. As I mentioned, I like FCF as an indicator, and if memory serves me, it would... More »
    Comment by Dan Braem
    Jul 7 12:37 pm |
    Rating: 0 0
  • Free Cash Flow Isn't Always so Free [View article]
    United Rentals is an interesting story. While you make good points as to their poor capital allocation, it is well reflected in the... More »
    Comment by fcharlie
    Jul 6 20:44 pm |
    Rating: +1 0
  • Free Cash Flow Isn't Always so Free [View article]
    Well said, Dan. I guess what I am trying to point out is not that FCF is a bad metric for good companies, just maybe a poor one for bad... More »
    Comment by Alan Brochstein
    Jul 6 15:16 pm |
    Rating: +1 0
  • Free Cash Flow Isn't Always so Free [View article]
    I personally prefer the FCF metric to earnings. I am a CPA, and there are tons of misleading accounting principles. A giant one is tax... More »
    Comment by Dan Braem
    Jul 6 11:53 am |
    Rating: +4 0
  • Free Cash Flow Isn't Always so Free [View article]
    Follow up: I picked on RGS, which was on the Mid-Cap screen. This morning, the company announced an 11.5mm share offering plus a... More »
    Comment by Alan Brochstein
    Jul 6 07:09 am |
    Rating: 0 0
  • Free Cash Flow Isn't Always so Free [View article]
    I like the way you summed it up. There are a lot of companies with tons of debt but no FCF. I wanted to warn that FCF isn't the source... More »
    Comment by Alan Brochstein
    Jul 5 21:33 pm |
    Rating: +1 0
  • Free Cash Flow Isn't Always so Free [View article]
    The take away is avoid companies whose debt is in the stratosphere?
    Comment by skwestorange
    Jul 5 17:18 pm |
    Rating: +1 0
  • Free Cash Flow Isn't Always so Free [View article]
    Thanks for the inspiration for ideas for correcting cash flow. Cash flow needs to be discounted by several possibilities --... More »
    Comment by InnocentsAbroad
    Jul 5 14:11 pm |
    Rating: 0 0
  • Free Cash Flow Isn't Always so Free [View article]
    Thanks on WMI.
    Comment by Diegojames
    Jul 5 10:00 am |
    Rating: +1 0
  • Is Low Quality Leading the Market? [View article]
    Richard, Think the implication is that the so-called low quality/junk stock were those trading at less than say $5. It appears that... More »
    Comment by untrusting investor
    Jun 16 00:28 am |
    Rating: +1 0
  • Is Low Quality Leading the Market? [View article]
    No surprise that dividend-payers have lagged in an environment where dividends are being trimmed or eliminated so frequently.
    Comment by Alphameister
    Jun 15 15:21 pm |
    Rating: 0 0