AMERCO (NASDAQ:UHAL)

CAPS Rating: 4 out of 5

A holding company for Amerco Real Estate Company, U-haul International Inc., Republic Western Insurarce Company & Oxford Life Insurance Company with five segments: Moving & Storage Operations, Property & Casualty Insurance, Life Insurance & SAC Holdings.

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Member Avatar xayd1 (74.58) Submitted: 4/12/2014 9:54:41 PM : Outperform Start Price: $235.54 UHAL Score: +6.17

Identified with CAN-SLIM screen. ROE = 22.80,
ROI = 10.20, Quick ration = 6.70, Total Debt to Equity = 1.25

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Member Avatar Kimer62 (46.20) Submitted: 3/2/2014 9:45:39 AM : Outperform Start Price: $230.04 UHAL Score: +9.88

Value play, demographics on its side, good business model

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Member Avatar OKwarrior (30.12) Submitted: 2/20/2014 4:37:29 PM : Outperform Start Price: $228.00 UHAL Score: +10.76

UHaul! How do you not like this one? It carries a PE of 13, w/ ROE of 22% and 22% earnings growth. There is debt, but they own a lot of real estate.

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Member Avatar TMF42 (96.02) Submitted: 1/27/2014 8:34:43 AM : Outperform Start Price: $225.35 UHAL Score: +8.94

AMERCO is the holding company for U Haul. The company's core truck rental business is expanding and becoming more efficient. Fleet and location expansion strengthens the intra-city business competitive advantage and should be beneficial for pricing. At the same time, competition is falling, which should help pricing with inter-city business.

AMERCO also operates a very profitable storage business that is hidden from common view given the holding company structure. Self storage is a good business, especially as a cash cow to fund reinvestment into the improving truck rental business.

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Member Avatar chris293 (86.24) Submitted: 12/2/2013 1:38:11 AM : Underperform Start Price: $229.54 UHAL Score: -8.02

This company has had a great year and outperformed the market; however can perform as well when the market only moves one way or the other, yet this is a $230+ that makes only $2.00 this year. I wonder if somehow this ratio is off.

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Member Avatar TMFTailwind (59.11) Submitted: 9/10/2013 3:28:34 PM : Outperform Start Price: $169.55 UHAL Score: +40.80

Amerco is a holding company that derives most of its revenue from its primary subsidiary, U-haul. I believe the U-haul franchise benefits from significant competitive advantages. The brand is ubiquitous (who hasn't seen those big white/orange trucks on the highway?), it benefits from a network effect with 8x more locations and 4x more vehicles than its nearest competitors (Budget and Penske), and U-haul offers complementary services and offerings (ex. www.movinghelp.com) which help differentiate from competitors and provide a positive customer experience. In addition, while U-haul has been expanding fleet size and network – its closest competitor Budget has been steadily decreasing fleet size and retreating from the market. More evidence of a competitive advantage.
The company is run by the Shoen family (led by Harvard MBA-graduate CEO Edward "Joe" Shoen), who have been involved in running the business since its founding as a sole proprietorship by Leonard Shoen in 1945. The family has a >50% stake in the company, and CEO pay is perhaps even excessively modest for a company with over $2 B in annual revenue (total CEO compensation consistently under $1 M). This means that the family is very well incentivized to maximize common shareholder value. The management team has also excelled at capital allocation, with a history of paying down debt and buying back preferred stock, issuing dividends (including special dividends each of the last two years), and buying back common shares (21.3 M shares outstanding in 2006 vs. 19.6 M today).
In addition to all of these positive attributes, I believe UHAL is undervalued. This is likely due to a combination of factors – it has low trading volume, it’s underfollowed (only 3 analysts on the most recent call, none from big Wall Street firms, and 1 of them denoted as “Unknown Analyst”), and the holding company name Amerco obscures the much more well-known U-Haul brand. The company trades at an EV/EBITDA of 5.7x, which is higher than it has traded at in the past but still very low relative to the strength of its business (consider that Avis, owner of Budget, trades at about 16x EBITDA). All in all, I think this stock has room for multiple expansion as well as improved cash flow generation.

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Member Avatar rknapton (< 20) Submitted: 8/26/2013 8:05:15 PM : Outperform Start Price: $167.31 UHAL Score: +39.81

Long. Should continue to do well as the housing market recovers. Last quarter revenues were p 11% and earnings up 40%. Good value here at 11x trailing earnings.

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Member Avatar freecapital (74.61) Submitted: 8/14/2013 6:11:39 PM : Outperform Start Price: $174.22 UHAL Score: +35.71

bronte

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Member Avatar Jessnsteve (< 20) Submitted: 10/12/2009 5:28:49 PM : Outperform Start Price: $43.70 UHAL Score: +422.41

www.ubox.com

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Member Avatar db371114 (81.53) Submitted: 9/7/2009 4:13:22 PM : Outperform Start Price: $42.25 UHAL Score: +434.54

More people R moving or being forced to move than in several decades .

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Member Avatar JerryDreamer (< 20) Submitted: 8/17/2009 1:32:33 AM : Underperform Start Price: $43.35 UHAL Score: -410.78

When the overly optimistic FOMC says that household spending will be "constrained" by sluggish income growth, ongoing job losses, lower household wealth, and tight credit AND Shanghai stocks hit a seven-week low, then you know this bear market rally is finally over!

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Member Avatar Paramnesia1930 (24.61) Submitted: 7/31/2009 6:45:52 PM : Underperform Start Price: $43.54 UHAL Score: -410.12

The 1929-1930 equity rally (coming out of The Great Depression) lasted 147 days and the market was up 46%. It has been the same amount of time since the March, 2009 low and we are up about the same percentage. It’s déjà vu (paramnesia), so prepare for a drop of about the same percentage (85%).

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Member Avatar COOLSTOCK (71.51) Submitted: 5/29/2009 3:47:42 PM : Outperform Start Price: $34.54 UHAL Score: +549.15

GOOD COMPANY TO FOR STORAGE AND MOVING YOUR PRODUCTS

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Member Avatar uhaul38 (< 20) Submitted: 12/1/2008 11:42:14 PM : Underperform Start Price: $30.66 UHAL Score: -621.03

unstable company

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Member Avatar maxmetro (25.83) Submitted: 4/30/2008 5:15:56 PM : Outperform Start Price: $54.05 UHAL Score: +342.70

People start moving this time of year students poor you see there trucks more during summer. 70 in three months

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Member Avatar boughtlo (< 20) Submitted: 3/24/2008 10:15:40 AM : Underperform Start Price: $55.69 UHAL Score: -324.07

Don't like the long-term prospects for U-haul at all. Their management stinks, and the business model is out-of-date.

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Member Avatar olavisjo (51.77) Submitted: 11/7/2007 6:52:45 AM : Underperform Start Price: $58.33 UHAL Score: -316.66

It is one thing to spend $4,000 to move your junk across country after you make a small fortune selling your overpriced home, it is another matter when you lost your shirt.

U-Haul makes their profit from the one way moves, the local trucks serve only to keep the store location open, they have had $19.95 printed on the sides of those trucks since I can remember and they don't plan to repaint all their trucks because of a little inflation.

When the stock hits $20 I will buy again.

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Member Avatar tuesdayup (99.53) Submitted: 7/26/2007 1:35:30 PM : Underperform Start Price: $59.96 UHAL Score: -301.69

Less people moving = less Uhaul trucks = less business.

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Member Avatar mcreilly (81.72) Submitted: 2/12/2007 6:45:48 PM : Outperform Start Price: $62.01 UHAL Score: +281.83

Everyone has to move... we're in a seasonal slump presently. The place has always been packed when I visit.

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Member Avatar jeffj924 (< 20) Submitted: 1/13/2007 3:19:36 AM : Outperform Start Price: $82.65 UHAL Score: +175.16

Random guess

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