I'm feeling pretty good about PBY holding above $4. How about you guys? The rubber band that connects PBY with the rest of the sector can't be stretched any further. They go up, we go up. Plus we have a turnaround in play. Plus we have buyout potential.
ORLY 4.7B marketcap 3.6B annual revenues 1.6B tangible book value
AAP 3.8B marketcap 5.1B annual revenues 1.0B tangible book value
AZO 9.3B marketcap 6.5B annual revenues zero tangible book value
PBY 0.22B marketcap 2B annual revenues 0.47B tangible book value
AZO is in "grow or die" mode. Management walks on water and they must continue to demonstrate growth or the decline of equity (and corresponding increase in debt) will eventually kill their share price. I think the buyout rumors are true.