: iStockAnalyst.com Symbols Feed

Advance Auto Parts Inc.(NYSE: AAP): Second Quarter Earnings Preview 2009

Thu, 06 Aug 2009 15:53:41 GMT

Advance Auto Parts Inc.(AAP) is scheduled to report its second quarter earnings before the market open on Thursday, August 13, 2009. Analysts expect the company to report per-share earnings of 83 cents on revenue of $1.31 billion.[More...]

The Long And The Short Of It All: Fair Value By The Market

Thu, 16 Jul 2009 14:40:32 GMT

We are presenting a list of companies which we believe are currently mispriced, based on our estimate of fair value, by the market. We develop our fair value ranges by projected free cash flow out one year and estimating an appropriate FCF multiple based on our assessment of risk and the strength of the balance sheet. Cisco Systems (CSCO: 19.57, +0.84 (+4.48%)) Recent Price $17.04 Value Range 21.86 – $38.41 Cisco Systems, Inc. designs, manufactures and sells Internet protocol (IP)-based networking and other products related to the communications and information technology (IT) industry, and provides services associated with these products and their use. [More...]

Trading Earnings: Manny, Moe & Jack (NYSE: PBY) - 3 Wise Men Or The 3 Stooges?

Fri, 05 Jun 2009 14:06:43 GMT

Pep Boys - Manny, Moe & Jack (PBY) is set to report earnings before the stock market opens on Tuesday, June 9th (PBY earnings webcast). The Pep Boys?Manny, Moe & Jack, together with its subsidiaries, operates as an automotive service and retail chain in the United States and Puerto Rico. The company engages principally in automotive repair and maintenance; and sale of automotive tires, parts, and accessories. PBY is expected to earn 7 cents for its 1st quarter. We expect the Auto Parts Store to announce earnings that will beat investors’ and analysts’ expectations. There have been some major upward revisions to PBY’s earnings expectations. Four of the major auto parts stocks have already reported[More...]

Daily Highlights: 5.20.09

Wed, 20 May 2009 13:53:01 GMT

Bank of England votes 9-0 to extend their money-printing plan by 50B pounds.Home construction fell 12.8% in April, led by large decline in apartment groundbreakings.U.S. said to consider stripping SEC of power in regulatory reorganization.Fed expands TALF to 'legacy' assets for first time, including older CMBS.AIG investors to get $843 million; AIG names 6 new directors.Air France-KLM and Delta Air Lines will set up a joint venture on trans-Atlantic routes with estimated annual sales of $12 billion.Allstate announces qtrly dividend of $0.20/sh, will not participate in TARP.Analog Devices' Q2 net falls 61% to $51.8M; revs down 26.8% to $474.7M.Bank of America raises $13.5B in sale of stock after stress tests.Daimler buys 10% stake in California electric carmaker Tesla Motors[More...]

Automotive Replacement & Accessories Continues To Be A Winning Theme

Wed, 01 Apr 2009 18:11:00 GMT

As the American consumer weakens, and in my estimation - shall remain weak for an extended duration - we put the spotlight on the Automotive Replacement & Accessories sector a few months back (Jan 15, 2009: Thesis - Automotive Replacement and Accessories) Since then, all four names we mentioned in the piece, even the major laggard of the group have surged despite a very bad January and February for the market. Autozone (AZO) [More...]

Advance Auto Parts Out of Gas

Fri, 27 Feb 2009 20:24:00 GMT

Being a great investor takes an eye for spotting trends in the macro economy. One such trend that has been playing out is that new auto sales are slower than anytime since 1982, and U.S. automakers have been on the brink of collapse for at least the last three months. The government has rescued the Big 3 from bankruptcy already and will likely continue until sales improve substantially. One beneficiary of these slowdown in auto sales have been the replacement parts vendors, in particular Advanced Auto Parts (AAP). AAP had a miserable October and November of 2008, just like about every stock in the market, but since then the stock has rallied 36% since the beginning of December and nearly 50% from the October lows. Not too bad[More...]

Thesis: Automotive Replacement and Accessories

Thu, 15 Jan 2009 14:02:00 GMT

I've been looking at this automotive replacement (and accessories) business for a while as a "Pooring of America" theme. This could be both a cyclical (recession) and indeed potentially secular (if American's start increasing their savings rates and not flip cars every 3 years) play. I have yet to pull the trigger but here are the charts of the main candidates on this thesis. I am quite familiar with these companies as I worked in a supplier who sold into these businesses early this decade. The top two have the better charts of the foursome... Market leader, "best in breed", run by Eddie Lampert - Autozone (AZO) - middle of pack valuation similar to growth rate [More...]

Can Auto Parts Shine As New Car Sales Fall?

Tue, 09 Dec 2008 18:55:00 GMT

The front page news for the last few days has been the proposed/pending financial bailout of the U.S. auto manufacturers. Auto sales have fallen tremendously on two back-to-back sets of bad news. First, rising oil prices pushed gasoline prices over $4.00[More...]

Advance Auto Parts Standing Still - Analyst Blog

Fri, 05 Dec 2008 19:12:00 GMT

Advance Auto Parts, Inc. (AAP) is a specialty retailer of automotive parts, accessories, and maintenance items. The company caters to the do-it-yourself (DIY) and do-it-for-me (DIFM) customers. Though it is generating top-line growth by opening new stores, the company currently faces a challenging industry environment. To combat the difficult industry metrics, the company has reviewed its business strategies to drive sales, lower costs, and increase return on invested capital (ROIC). AAP expects increased investments and fuel costs to constrain profit growth in 2008. Thus, we are maintaining a Hold recommendation until costs are contained and same-store sales improve. We set a six-month target price of $27.00. [More...]

Analyst Comments: Unilever, Eagle Test, UST, Cache , China Southern, Du Pont, Advanced Auto, Wyeth

Fri, 26 Sep 2008 12:47:00 GMT

Unilever (UN), (UL) has benefited from the 'Path to Growth' strategy in terms of expanding margins, building momentum of key brands, rationalizing costs, and streamlining the asset base. Impressively, the underlying operating margin is rising despite rising input costs in the first half of 2008. In addition, the developing and emerging markets are expected to continue driving incremental topline growth. Unilever has simplified the management hierarchy whereby the dual chairman structure has been replaced by a structure comprising a single chief executive officer and a non-executive Chairman. The organizational changes will expedite decision-making, improve execution, and enhance customer focus. The one-to-one equivalence between PLC and NV shares should also improve financial[More...]

AutoZone 4Q profit slips, shares tumble

Wed, 23 Sep 2009 18:51:00 GMT

NEW YORK - Auto parts retailer AutoZone Inc. said Wednesday its fiscal fourth-quarter profit fell 3.1 percent, citing tough comparisons to a prior-year period that included an extra week of sales.
Bill Rhodes, AutoZone's chairman, president and chief executive, said consumers remained focused on trying to save money during the quarter by spending more on basic maintenance in order to keep their cars on the road longer.
For the quarter ended Aug. 29, the Memphis, Tenn.-based company earned $236.1 million, or $4.43 per share, down from $243.7 million, or $3.88 per share, a year ago.

: iStockAnalyst.com Symbols Feed

Advance Auto Parts Inc.(NYSE: AAP): Second Quarter Earnings Preview 2009

The Long And The Short Of It All: Fair Value By The Market

Trading Earnings: Manny, Moe & Jack (NYSE: PBY) - 3 Wise Men Or The 3 Stooges?

Daily Highlights: 5.20.09

Automotive Replacement & Accessories Continues To Be A Winning Theme

Advance Auto Parts Out of Gas

Thesis: Automotive Replacement and Accessories

Can Auto Parts Shine As New Car Sales Fall?

Advance Auto Parts Standing Still - Analyst Blog

Analyst Comments: Unilever, Eagle Test, UST, Cache , China Southern, Du Pont, Advanced Auto, Wyeth

AutoZone 4Q profit slips, shares tumble

Advance Auto Parts Q2 Net Income Up

Advance Auto Parts Appoints Key Executive

Amid Recession, Some Parts Stores Say Business is Up Modestly

Senator Says Speaker is 'Anti-Defense'

Grob Joins Ford With Layoffs

Progression Despite the Recession: A Handful of New River Valley High-Tech Firms Are Growing and Hiring.

Movers: Bank of America, Morgan Stanley, Royal Bank of Scotland, AMD

Advance Auto Parts Selects Oracle Retail to Integrate Merchandising Operations

Lawsuit Accuses Advance of Racial Bias: The EEOC Has Filed a Suit in Pennsylvania on Behalf of a Former Warehouse Manager.

Advance Auto Parts Second Quarter Comparable Store Sales Increase 4.8%; Helps Fuel EPS Growth and $287 Million in Free Cash Flow

Advance Auto Parts to Report Second Quarter Results on August 12, 2009

Getting Your Vehicle Ready for Vacation and Cost Saving Tips

Advance Auto Parts to Webcast a Portion of Its Investor and Analyst Conference on June 18, 2009

Integrity Media Reports Market Activity for Automotive Parts Related Equities RNNM, PRTS, PBY, AZO, ORLY, AAP

Integrity Media Provides Report for Auto Parts Related Equities RNNM, PBY, AZO, ORLY, AAP, PRTS

Advance Auto Parts to Report First Quarter Results on May 20, 2009

MaybachFinancial.Com Posts Free Analyst Report on ECL, GNW, ACC and AAP

Autonet Mobile Now Available at Advance Auto Parts Stores Nationwide

FiSpace.Net Releases Update for Auto Parts Related Equities RNNM, PBY, AZO, ORLY, AAP, PRTS

Form 4 JACKSON DARREN R For: Oct 09 (10K)

Form 4 DIAS FIONA P For: Oct 09 (10K)

Form 4 BERGSTROM JOHN F For: Oct 09 (10K)

Form 4 Oglesby William S For: Oct 09 (10K)

Form 4 RAY GILBERT T For: Oct 09 (10K)

Form 4 SALADRIGAS CARLOS A For: Oct 09 (10K)

Form 4 Brouillard John C. For: Oct 09 (10K)

Form 4 SPINELLI FRANCESCA For: Oct 09 (10K)

Form 4 DIAS FIONA P For: Sep 15 (10K)

Form 3 DIAS FIONA P For: Sep 10 (10K)