You are not eligible to view 13 messages. To gain access to more recent message posts signup free for membership.
17
member
2/21/14 11:00AM
update
hi PGTenny,
would you be willing to share an update with us now on the thesis. thanks very much.
any specific thoughts related to SAH and GPI would be appreciated.
Hey Skimmer – that’s an interesting analysis – please do respond on this, I don’t have your data set and would be interested if this is the case….
I THINK what’s throwing off your correlation –... login to read the rest
Hey guys – thanks for Qs and sorry for slow response. Here are my thoughts:
Bdad – read across for PBY/AZO/ORLY. Think those aftermarket guys would be hurt by the trend of newer fleet growing, older... login to read the rest
hi PGTenny,
excellent write up and follow up. do you have thoughts on SAH's new initiatives that they announced this week?
given all the moving parts they must believe the returns on this are compelling and they
First off, good write up. Rarely do I feel people actually do the math/work on what the CFPB effect could be. I looked at shorting them off it, but passed as it's more like a... login to read the rest
Excellent writeup, thank you.
one question at this point. In AN's July conf call management said 30% of their service business is 6-10 year old cars, then they backed off that a bit and said that... login to read the rest
Are you sure you want to close this position GROUP 1 AUTOMOTIVE INC?
By closing position, I’m notifying VIC Members that at today’s market price, I no longer am recommending this position.
Flag GROUP 1 AUTOMOTIVE INC for Removal
Are you sure you want to Flag this idea GROUP 1 AUTOMOTIVE INC for removal?
Flagging an idea indicates that the idea does not meet the standards of the club and you believe it should be removed from the site. Once a threshold has been reached the idea will be removed.
You Cannot Submit Message ... Yet
You currently do not have message posting privilages, there are
1 way you can get the privilage.
You can apply for full membership by submitting an investment idea of your own. Or if you are in reactivation status, you need to reactivate your full membership.