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Opinions Stan Wong
O'Reilly Automotive IncORLYTOP PICKJan 11, 2024
Stan WongOwned
N/A
Stock price when the opinion was issued
$86.80
As of Jun 18, 2026. Market Open.
Automotive
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WEAK BUY
A great performer this year. Offers nice cash flow and stable growth. Not a cheap stock, though. She still owns a position, but smaller than before. She's not worried that people will drive less to work, because people are still working hybrid. More important is whether people hold onto their existing cars for longer. Demand for repairs remains.
Automotive
BUY ON WEAKNESS
Insulated from online competition. Good balance between the DIY and professional markets. Key is distribution, and they have a wonderful network. Exceptionally well run. Tons of cashflow. Wouldn't own in this environment. High valuation, wait for a pullback. At the right price, perfect candidate for a legacy hold for the grandkids.
Automotive
SELL
Had announced consumer trends were not what they had expected them to be, and the stock got punished 20% in one day with some follow through. They’ve had consistent buybacks instead of dividends. You are going to have to wait for a long time for it to recover, because there are many people in the name who are waiting to get their money back. Every time it creeps up a little more, it will hit more Selling.
Automotive
Largest in its space. $17B USD forecast 2024 revenue. Grew revenue last 5 years by 10.5%. Long-term tailwinds, as growing need for maintenance and repairs due to aging US automotive fleet. With an eye to interest rates and the economy, people have been holding onto their cars for longer. Resilient business. Increased share buybacks. He expects 12% EPS growth rate for next few years. No dividend.
(Analysts’ price target is $1036.26)