AutoNation Inc. (AN)

All Comments on AN

  • commenter
    Sep 04 04:36 PM
    My Website
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    can we dump this into a spreadsheet next time and rank them a bit. this is just another snow job: ) Reply
  • commenter
    Aug 24 11:58 PM
    15 Value Hedge Funds - Portfolio Update [view article]
    Do some managers consistently buy shares for more than they are worth? If so, do they make money in the long term? Reply
  • commenter
    Aug 21 03:13 PM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    valueinvestor123 & Jake2 - please visit my blog and read a few posts before making such statements.

    Fox - I simply picked 10 funds that have historically been considered value investors - and I define that as buying something for less than it is worth.

    User 164258 - you are correct and the glitch is fixed on my blog. . .
    Reply
  • commenter
    Aug 21 02:18 PM
    15 Value Hedge Funds - Portfolio Update [view article]
    I guess I am dumb like you. I think seeing what some pretty bright people are buying and selling is a pretty good place to get ideas to do my own research. It also provides a good benchmark to compare to my own portfolio.

    You should do some further research on whether Buffett sold COP. I saw another post that he, in fact, got an expemption from the SEC to not report is position in that stock. Therefore, it simply droppped from the list and not sold. Given that COP is pretty cheap compared to the rest and that he and Gates were up in Canada looking at oil sands, it seems unlikely that he just punched out of this position in one quarter
    Reply
  • commenter
    Aug 21 01:32 PM
    Russell 1,000 Stocks with the Highest Short Interest as a Percentage of Float [view article]
    ...and rely soley on disposable income of its customers who in turn are leveraged to their eyeballs in credit & mortgage debt. Hit it Kenney..."You got to know when to fold em know when to hold em and know when to run.... Reply
  • commenter
    Aug 21 12:15 PM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    I don't see much "value" in this kind of blanket value listing. Would prefer something more akin to e-valu-ating individual stocks, industries, etc., rather than, "Wither the hedge herd, mate?". Reply
  • commenter
    Aug 21 11:35 AM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    I would like to know how you define "value" in the context that you are using it. I see one of the funds you mention has a position in First Solar. Reply
  • commenter
    Aug 21 11:31 AM
    AutoNation, Sears, and Autozone Getting Closer Together [view article]
    How do you get to "20% to 30%" of AutoZone board? There will be 12 members reduced to 10. Which current board member is linked to Lampert? Or other explanation? Thanks Reply
  • commenter
    Aug 21 09:29 AM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    Meb is a pretty bright guy and synthesis of other concepts can be very useful. Reply
  • commenter
    Aug 20 10:16 PM
    AutoNation, Sears, and Autozone Getting Closer Together [view article]
    Todd,

    Do you ever respond to reader comments? Or are you content with posting propaganda-laden fluff pieces?
    Reply
  • commenter
    Aug 20 01:05 PM
    AutoNation, Sears, and Autozone Getting Closer Together [view article]
    I agree that the plan is to eventually have AN and SHLD combined, but as an AutoNation shareholder, what worries me is that regardless of how undervalued the shares are today, Sears could take it over with minimal premium. ESL already owns nearly 44% of AN shares. SHLD has the balance sheet to to pay with cash. If Eddie Lampert has control over both entities, he's not going to pay a penny more than necessary to bring the two together. Reply
  • commenter
    Aug 20 11:29 AM
    My Website
    AutoNation, Sears, and Autozone Getting Closer Together [view article]
    MAY OR MAY NOT HAPPEN BUT ITS A THOUGHT!!!!!!
    I STILL THINK BUYING A HOME BUILDER WITH LOTS OF LAND AND ASSETS ON THE CHEAP HERE WOULD MAKE LOTS OF SENSE.FILL THAT HOUSE WITH KENMORE/SEARS EVERYTHING.LET THE BASHING BEGIN.
    Reply
  • commenter
    Aug 16 11:48 PM
    Russell 1,000 Stocks with the Highest Short Interest as a Percentage of Float [view article]
    I can't imagine anyone shorting WYNN, LVS, MGM, BOYD gaming. These stocks could take off anytime and have been going up for the last 3 weeks. All four are well managed companies and well capitalized. Reply
  • commenter
    Aug 12 02:07 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    This looks like a dartboard. Pick 3 sector ETFs, 3 little followed stocks
    and sleep better at night.
    Reply
  • commenter
    Aug 07 04:16 PM
    My Website
    Auto Retailers' Ability to Pay Debt - What It Means [view article]
    Hi Falcon,

    Regarding Buffett and Carmax, I'd encourage you to check out this article over at Fortune: money.cnn.com/2007/11/...
    Reply