Penske Automotive Group, Inc. (NYSE:PAG)

MrStockman (25.33) Submitted: 6/9/2009 11:06:33 AM : Start Price: $15.76 PAG Score: +27.19

Penske will build a car business using the PC paradigm, much like Dell makes PC's. Selecting assemblers and components from a wide variety of vendors. Engines, transmissions, electronics, interiors will be selected and the car will be assembled by specialist like Samsung/Renault, Valmet, Karmann etc. They will be marketed through the Saturn network of dealers and the internet.

Two of the three Detroit auto makers are dead and the third, Ford, is in the ICU. That era is over and it is time to move on.

Roger Penske is an innovator comparable to Steve Jobs.

GLK2009 (< 20) Submitted: 4/8/2009 11:48:48 PM : Start Price: $7.61 PAG Score: +231.50

outperforms industry and S&P500,above 50day MA, grow trend

pgentry1 (< 20) Submitted: 3/12/2009 8:14:34 PM : Start Price: $6.50 PAG Score: +276.58

Brand mix, Management, versitility and reputation will keep customers coming back to them as other dealers and brands drop out.

Caana (92.52) Submitted: 7/22/2008 4:46:49 PM : Start Price: $12.66 PAG Score: +122.21

Leadersship owns a lot of stock (read: 2 million shares). Leadership not accustomed to losing - (see Forbes 400, Auto Racing, Etc.). Right brands, current price victim of worries about the sector. A lot of debt, yes, but they're the sector leader. Not the biggest, but definitely the smartest.

Neyvash (< 20) Submitted: 4/24/2008 10:22:49 AM : Start Price: $19.16 PAG Score: +43.65

Penske Automotive Group is the exclusive auto distributor for smartCars in North America and Puerto Rico. There is already a one year reservation wait for these in a majority of regions, the cars are the true "compact" car for urban parking, and the gas mileage is superb. As our gas prices increase, it only makes sense that people will look to a more fuel-efficient car, and starting at $11,600 with a high safety rating and 40 city/45 highway mpg, this is the ideal solution.

aamcadams (36.03) Submitted: 4/4/2008 6:28:30 PM : Start Price: $19.52 PAG Score: +40.99

here comes the "smart" car
with fuel at $3.50 & headed higher, I think customers will buy it just to say they are doing something (which is better than W can say) now will "smart" outperform in the market long-term, I dont think so, but this isn't about DAI its about the initial buzz of "smart" plus the used car market.

rchoss630 (< 20) Submitted: 6/22/2007 4:08:15 PM : Start Price: $20.15 PAG Score: +44.37

company has strong leadership

NetscribeRetail (93.17) Submitted: 11/17/2006 10:26:29 AM : Start Price: $21.42 PAG Score: +24.85

United Auto Group, Inc operates in a trillion dollar auto retail industry with 319 retail automotive franchises, representing 42 different brands, and 27 collision repair centers. It has 170 franchises in 20 states and Puerto Rico and 149 franchises located outside the United States, primarily in the United Kingdom.

The Company’s impressive 15.2% growth in revenues in 3Q06 in a highly competitive industry was driven by acquisitions and strong same-store growth from the company’s used vehicle (8.9%), and service and parts operations.

Acquisition of exclusive dealership of ‘smart brand’ in the US from Chrysler has come as a shot in the arms Looking at the impressive performance of this brand in Europe attracting more than 750,000 customers, the company has increased its planned dealer points to 50-70 dealerships from 40-50 dealers in the US.

The Company pursues a strategy of growth by means of lucrative acquisitions, concentrating on sale of imported & luxury vehicles and used vehicles.
Series of acquisitions made in 2006 are expected to contribute $1.5 billion in 2007. It will continue to look for acquisitions opportunities in the year ahead.

Banking on the tremendous success of online-line vehicle auction in the UK where the company now sells approximately 50% of the wholesale vehicles through this system, United Auto is all set to launch its wholesale vehicle online auction system in North America in 1Q07

The Company in 3Q06 has expended approximately $500,000 in SG&A expense related to ‘Smart’. Although we don’t expect this rate in every quarter, ‘Smart’ related SG&A expenses will continue in 2007 thereby squeezing the margins as ‘Smart’ is slated to be launched only in the beginning of 2008.

We believe strong fundamentals, favourable acquisitions and launch of ‘Smart’ will drive the company in future.

chasking1 (60.32) Submitted: 10/5/2006 8:55:17 AM : Start Price: $22.19 PAG Score: +15.17

Roger Pensky runs this company