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Analysis - Latest Articles
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most recent
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most commented
20 'Babies with Bathwater' Stocks for the Week
Nov 1
•
J Clinton Hill
•
Comment!
Cash for Clunkers Beneficiary: AutoNation
Aug 3
•
Andrew Horowitz
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3 Comments
Peak Autos: Good News for Parts, Used Car Dealers
Mar 31
•
Gregor Macdonald
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1 Comment
20 'Bathwater Babies' and 3 'Dogs with Fleas' for the Week
Mar 2
•
J Clinton Hill
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5 Comments
Auto Dealers: Using Interest Coverage to Gauge Stock Performance
Jan 25
•
Saj Karsan
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Comment!
Do Stocks That Cut Dividends Perform Worse Than the Market?
Nov 10, 2008
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Dividend Growth Investor
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Comment!
As Car Dealerships Disappear, Auto Nation Pulls Through
Nov 9, 2008
•
Todd Sullivan
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2 Comments
Making the Bear Pay With Dividends and Growth
Oct 31, 2008
•
J Clinton Hill
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3 Comments
Group 1 Automotive: Best-Run Player in the Sector
Aug 15, 2008
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Value Investor Insight
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1 Comment
Auto Retailers' Ability to Pay Debt - What It Means
Jul 24, 2008
•
Saj Karsan
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5 Comments
Two Analyst Picks: Wellcare, Group I Automotive
May 8, 2008
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Value Investing Congress
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Comment!
Car Dealer Stocks: The Ultimate Contrarian Play?
Dec 13, 2007
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Stockerblog
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Comment!
A Look At Auto Retailer Board Member Compensation
Sep 15, 2007
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Jerry Marks
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Comment!
Expected Earnings Yields For the Auto Retailers
Sep 5, 2007
•
Jerry Marks
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Comment!
Ideal Capital Structure For the Auto Retailers
Aug 27, 2007
•
Jerry Marks
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Comment!
Portfolio Triage, Part 2
Aug 23, 2007
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David Merkel
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Comment!
A Look At Expected Earnings Yields and Capital Structures For Auto Retailers
Aug 20, 2007
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Jerry Marks
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Comment!
Dealing With Some Personal Underperformance
Aug 8, 2007
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David Merkel
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Comment!
Nine Key Metrics of Comparison For the Franchised Auto Retailers
Aug 2, 2007
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Jerry Marks
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Comment!
Group 1 Does Battle With DaimlerChrysler: Can Either Side Win?
Jul 24, 2007
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Jerry Marks
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Comment!
Follow Up To the Manheim Conference Call
Jul 16, 2007
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Jerry Marks
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Comment!
Notable Quotables From the Manheim Conference Call
Jul 12, 2007
•
Jerry Marks
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Comment!
Auto Retail Stocks Updated 3Q07 Rankings
Jul 10, 2007
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Jerry Marks
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Comment!
Group 1 Automotive Gets a Second Boost, This Time from Goldman Sachs
Jul 9, 2007
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Notable Calls
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Comment!
June U.S. Light Vehicle Sales: Not A Bad Month For Auto Retailers
Jul 8, 2007
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Jerry Marks
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Comment!
Expecting Upside in Group 1 Automotive Following Morgan Stanley Note
Jul 6, 2007
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Notable Calls
•
Comment!
A Per Store Comparison of United Auto and Its Peers
May 14, 2007
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Jerry Marks
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Comment!
Key Metrics of Auto Retail: Floor Plan Interest Expense Per Vehicle
May 10, 2007
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Jerry Marks
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Comment!
A Look At Seven Auto Retailers Through the Lens of Seven Metrics
May 1, 2007
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Jerry Marks
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Comment!
Group 1 Earnings Preview: Likely To Report In-line
Apr 25, 2007
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Jerry Marks
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Comment!
Auto Retail Earnings Season: Headlines Rarely Tell the True Story
Apr 20, 2007
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Jerry Marks
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Comment!
March Light Vehicle Sales: Discrepancy Between Media and Reality
Apr 4, 2007
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Jerry Marks
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Comment!
March Vehicle Sales Preview
Apr 3, 2007
•
Jerry Marks
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Comment!
CarMax's Earnings: Seven Auto Retailers, Seven Comparison Metrics
Mar 29, 2007
•
Jerry Marks
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1 Comment
Correction To Yesterday's Note On Group 1: Decimal in Wrong Place
Mar 8, 2007
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Jerry Marks
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Comment!
Group 1 Goes Global With Chandlers Garage Purchase: What it all Means
Mar 7, 2007
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Jerry Marks
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Comment!
Group 1 Earnings Review: Not As Bad As the Street Thinks
Feb 22, 2007
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Jerry Marks
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Comment!
Group 1 Automotive: No Longer a 'Sleeper' Pick
Feb 7, 2007
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Jerry Marks
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Comment!
The Internet's Changing the Auto Retail Business For the Better
Feb 6, 2007
•
Jerry Marks
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1 Comment
Group 1’s Presentation At the Detroit Auto Show Even More Articulate Than Last Year's
Jan 15, 2007
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Jerry Marks
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Comment!
No Biggie: Group 1’s Outlook a Bit Lower Than Forecast
Jan 9, 2007
•
Jerry Marks
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Comment!
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