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O'Reilly Automotive, Inc. (ORLY)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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736.72-7.04 (-0.95%)
At close: 04:00PM EDT
733.98 -2.74 (-0.37%)
After hours: 04:02PM EDT
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  • r
    rolando
    new short position $710 adding more at $730 see you at $400
    Bearish
  • T
    Tim
    The job I do puts me outside and I listen to the radio throughout the day. O'reilly advertises all day on the radio.
  • T
    Tom Collie
    $1.4B in repurchases at $620. What a beautiful follow up with another 400,000 shares at $654 so far in Q3.

    The reason I find $ORLY and $AZO so attractive, is because they are willing to run hard leverage and juice ROE, which is currently infinite. ROIC and ROA can be used since there is no ROE. But think of it as infinite ROE instead of “non-existent” ROE. There is no equity by choice - because it’s what makes sense.

    There are very few stocks with a strong enough capital structure and FCF generation to sustain negative book-value.

    I’ve often said “book-value is irrelevant.” It is irrelevant. We don’t value firms based on their book-value, which is simply assets - liabilities, which is the same as equity, which is the same as liquidation value. It’s the present value of the future cash-flows that matters.

    Every dollar used to repurchase stock is cash leaving the balance sheet, decreasing assets and equity. The “lower book-value” is counteracted on the income statement, where EPS grows faster than net income. You would use discounted to EPS to calculate intrinsic value, not book value!

    $ORLY is worth at least $1,000.
  • r
    rolando
    I told you here that I sold at $667, now, I am short from $693
    Bearish
  • T
    Tim
    A year ago they made $8.33 now they made $8.78 I see that as positive.
  • K
    Kt
    Orielly sold shares on the day of earnings...
  • r
    rolando
    bought 2k $$674 today sold at $706 good luck
  • T
    Tom Collie
    I am extremely fond of this stock.

    For example, it has produced higher ROIC than $ORLY $AAPL $MSFT $GOOG $AMZN $NVR for the last 5 consecutive years.

    This firm is worth a minimum of $3,500. EPS growth is completely non-linear at this point. The earnings power of $AZO is spectacular given its robust FCF and desire to consolidate ownership.

    The leverage at play is extraordinary. I am pleased with $AZO’s willingness to go hard on the buyback when the price is right.
  • D
    Dewey
    $700 after earnings.
  • P
    PvtPunchline
    This is going to be $100 lower next week.
    Bearish
  • t
    tabakin
    Can't believe this site just gave me a 43% winner. (http://traderspot.club)
  • T
    Tim
    What is ORLY's plans for store build out? Have they said anything?
  • r
    rolando
    bought at $258 sold $667 good luck
  • D
    Dewey
    Well see you guys later from 671 to 708 ain't too shabby. Thanks for covering your shorts Punchy!
  • C
    Conley
    Well I may park big chunk of money here.
  • F
    FURSE
    OPLY looks like it is about to drop. Be careful guys. I have been reading (http://Achieverspot.tech) and their stocks have been doing way better.
  • P
    PvtPunchline
    SMP a supplier to ORLY just missed hard. The bull whip effect is coming to a store near you.
    Bearish
  • T
    Tim
    I could see this trade for $765 and not be expensive.
  • D
    Dewey
    Shaking the tree. Weak hands going to be sorry.
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