O'Reilly Automotive, Inc. (NASDAQ:ORLY)

aquisition of csk autoparts

I have owned this stock since 2000 and have watch it go from 9 a share to over 40 and split and continue to grow.
People always need auto parts and ORLY is more affordable than AZO

they will make millions selling lockable gas caps

Continues to grow. Is a proven leader in discount auto parts. Serves both auto shops and the public and is looking to expand out west. Should perform well in a sluggish economy as people choose to fix their older vehicles instead of buying new.

boiseidfool's tip on BetterInvesting 5/26/08 Growth Screen in January 2008.

This company is one of 62 listed on the BetterInvesting Growth Screen in January 2008. It met 4 criteria: it is projected by Value Line to double earnings in the next five years, has actually doubled earnings in the past 5 years, is selling at price-earnings multiples (P/E’s) that are 110 percent or less of Value Line’s projected earnings growth rate and has a safety rating of average or better. It was listed in the March 2008 BetterInvesting magazine.

PEOPLE WILL KEEP THERE CARS LONGER

Bad times means less new cars, more old ones repaired

You see their logo on the floor at Texas Tech basketball games, that's kinda cool...

No really, this is a pretty cool company. It grows well and has cash to pay off its debt.

ASDF

Has good numbers, mid stock price(good for caps), and low debt.

Growing numbers have made this stock gold to buy.

people can't afford new cars, so they'll fix the ones they have.

With about 1,500 stores, O'Reilly is one of the nation's largest specialty retailers of automotive after-market parts. Much of the appeal of this 50-year-old firm is that demand for car parts and accessories is relatively stable, since most automotive work is done out of necessity rather than by choice. That provides the stock with some downside protection even in a slowing economy. O'Reilly's $2.2 billion in annual sales is split evenly between do-it-yourselfers and professional installers, giving it a broad foundation. And Morgan Stanley analyst Armando Lopez says O'Reilly has terrific growth opportunities, figuring the company can triple its store base from the current level. Reinhart calculates the firm's PMV is $40 a share.

Good support at 30, top pick by long term investor FMW. After market parts for auto will do well when people can't afford new cars.

O’Reilly Automotive, Inc. affirms real gains

O’Reilly Automotive, Inc. is the fourth largest automotive aftermarket parts retailer in the United States, with 1,596 stores located in 25 states, and 15 distribution centers across the nation. The company’s revenue is evenly distributed between its segments. The Do-It-Yourself (DIY) segment has a share of 52%, while the Professional Installers (Commercial) segment has a 48% share. This indicates that the company has a lower risk profile because of its exposure to a broader customer base.

It is a fact that vehicle maintenance is done out of necessity, rather than by choice. Therefore, during economic downturns, as seen in the previous quarter, most customers defer maintenance of their vehicle0. This postponement of repair and maintenance should materialize in the quarters ahead. Additionally, factors like increasing number of cars coming off warranty period coupled with a decline in gasoline price, as projected by Energy Information Administration, will aid the company to boost its performance.

The company’s top line has seen a growing trend. Even in the challenging economic environment that the company witnessed in the previous quarter, which eroded the consumer spending power, it was able to generate a respectable rise of 10% backed by rise in comparable store sales. It is also noteworthy that the profit margins of O’Reilly are higher as compared to its peers. Moreover, owing to favorable product mix and better purchasing power, gross margins are also witnessing a healthy rise.

In addition to financials, factors like rising average age of cars, which currently hovers around 9.5 years, increasing number of vehicles on road, declining trend of new car sales and the ascendance of total number of miles driven annually to 3 trillion shows a favorable sign for the company, and surely will aid O’Reilly in future.

Great niche marketer.

consistent performer