United Rentals, Inc. (NYSE:URI)

CAPS Rating: 3 out of 5

An equipment rental company that offers for rent over 20,000 classes of rental equipment, including heavy machines & hand tools, to customers that include construction & industrial companies, manufacturers, utilities, municipalities, homeowners & others.

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Member Avatar 1russianguy (61.77) Submitted: 2/21/2014 10:04:04 AM : Outperform Start Price: $81.25 URI Score: +10.57

Bill Gunderson long.

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Member Avatar dcg014 (< 20) Submitted: 2/6/2014 4:46:59 PM : Outperform Start Price: $79.91 URI Score: +12.23

- PEG = 0.41
- 52-Week Delta = 46.44%
- Profit Margin = 7.81%
- YOY Revenue Growth = 7.10%
- Keep an eye on Long Term Debt

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Member Avatar AnsgarJohn (99.08) Submitted: 9/23/2013 8:31:06 AM : Underperform Start Price: $57.03 URI Score: -54.57

Seems expensive here. United Rentals http://investing.money.msn.com/investments/financial-statements?symbol=uri

End ASAP

Counter:

Pure play on the North American commercial construction recovery
Residential construction is just 4% of their revenues (versus 47% commercial, and 39% industrial)
Cyclical trends are positive, secular trends provide additional tailwind
Customers are choosing to rent, rather than buy equipment
U.S. construction (total) is 26% below peak of 2006
Construction spending is trending up 7.5% year-over-year
Strong housing starts are up; a leading indicator for non-residential construction
Housing starts remain 40% below the normal long-term average of 1.5 million units per year
Expect rising demand for rental of equipment
Company: never seen more demand from customer base
Think of this as "renting the recovery"
Rental penetration rate has increased from 5% in 1993 to 50% today
Rental of equipment is far more economical and affordable
2012 - 2015: Compound annual growth of 9.7%
Company has 15% share of the market
National footprint allows company to target larger companies
2005 to 2011, reduced store redundancies by combining locations
EBITDA margins of 46.1%
Possibility for share repurchases
Average of 5.2x EBITDA over history
Trades at 5.6x EBITDA and 12x current year earnings
Stock is fairly valued based on current business
But valuation fails to price in where we are in the economic cycle
Estimated 5.5x 2015 EBITDA estimate
Share price target: $96 per share - 75% premium to current price

Read more: http://www.nasdaq.com/article/value-investing-congress-dont-buy-this-recovery-cm277707#ixzz2fibPegy5

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Member Avatar carjohn07 (< 20) Submitted: 8/14/2013 10:39:42 PM : Outperform Start Price: $54.34 URI Score: +60.67

When the economy rebounds and industries are running wide open, URI stock will out perform the s&p500. Every manufacturer rents equipment for maintenance outages as well as for normal operations. Energy, mining, drilling , paper makers etc.

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Member Avatar chris293 (87.15) Submitted: 1/15/2013 12:22:06 AM : Outperform Start Price: $47.30 URI Score: +70.20

A lot of people will be using this service as the economy rolls along.

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Member Avatar CellBlock9 (93.40) Submitted: 3/8/2012 10:08:46 PM : Outperform Start Price: $43.26 URI Score: +80.31

s&P 5 star

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Member Avatar dashark44 (95.90) Submitted: 4/20/2011 1:17:45 PM : Outperform Start Price: $28.67 URI Score: +185.76

Bought on the dip. Should continue growth.

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Member Avatar scoobamang (< 20) Submitted: 10/29/2009 1:17:44 AM : Underperform Start Price: $9.34 URI Score: -823.56

Poor fundamentals.

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Member Avatar 18green (95.17) Submitted: 7/6/2009 8:57:32 AM : Outperform Start Price: $5.97 URI Score: +1,354.83

When housing and construction pick up contractors will need to rent equipment.

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Member Avatar outofland (68.32) Submitted: 5/9/2009 7:53:36 AM : Outperform Start Price: $6.04 URI Score: +1,342.14

Construction market is coming back and more homeowners are tackling their own projects instead of hiring contractors.

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Member Avatar clarkinbrazil (56.24) Submitted: 5/7/2009 12:08:18 PM : Outperform Start Price: $5.84 URI Score: +1,394.39

This company should do well under a recovering economy with assist for infrastructure projects by the Federal government.

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Member Avatar TMFScarletGray (99.15) Submitted: 4/21/2009 8:11:10 PM : Outperform Start Price: $5.09 URI Score: +1,612.92

Shoutout to Berkowitz

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Member Avatar Petrozavodsk (< 20) Submitted: 4/21/2009 4:43:40 PM : Outperform Start Price: $5.09 URI Score: +1,612.92

This stock was grossly undervalued a month ago but has been creeping up. I bought on March 9th for $3.04 and have already made a reasonable profit. This company tends to have a boom and bust cycle which follows the construction economy. I bought this in 2002 for about $5 and sold in 2007 for about $33. It is a good company that is the leader in its field but is beat up by macro conditions. They have closed a number of under-performing stores and bought back shares so that now there are only sixty million outstanding. The economy will eventually recover and URI will be well positioned to take advantage. Sure the company isn't very profitable at this exact moment but if you are a buy and hold value investor as I am, you can make a lot riding this company up over the next five to seven years.

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Member Avatar Melrune2 (94.64) Submitted: 4/16/2009 10:35:14 PM : Outperform Start Price: $5.20 URI Score: +1,580.60

Estimated free cash flow of 2$ per share for 2009 according to value investor Bruce Berkowitz.

If this trun out to be true, then this stock is selling at only 2.5 times cash flow.

Who wouldn't like to be able to purchase a business at this price level?

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Member Avatar Babachrono (81.85) Submitted: 3/8/2009 1:24:53 PM : Outperform Start Price: $3.17 URI Score: +2,669.44

Solid management and planning for upcoming rough years conservatively, they do have lots of debt, but their assets can be liquified fairly quickly if needed...debt not due till 2012 though.

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Member Avatar PDiggity (91.30) Submitted: 3/4/2009 10:30:06 PM : Outperform Start Price: $3.16 URI Score: +2,687.34

Balance sheet from last year took large losses on new equipment purchases that hurt it's earnings report. 2009 and beyond will output better numbers and the Obama stimulus package should increase demand for their rental units with new construction.

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Member Avatar oldnbroke441 (96.74) Submitted: 11/1/2008 2:51:04 PM : Outperform Start Price: $10.27 URI Score: +712.73

rental

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Member Avatar vinvestpro (99.13) Submitted: 9/22/2008 7:46:53 PM : Outperform Start Price: $16.00 URI Score: +425.86

I love this company. I first was tipped by my colleges construction and the equipment being used. Along with Bobcats, about every machine being used is rented through United Rentals. The stock plunged after the failed takeover, but it has continued to put up numbers in a very tough macro environment.

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Member Avatar MADMAXIMUS (97.59) Submitted: 8/11/2008 1:34:10 AM : Outperform Start Price: $16.38 URI Score: +422.10

It was "Tails"

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Member Avatar millrat33 (95.91) Submitted: 6/4/2008 12:42:02 AM : Outperform Start Price: $20.43 URI Score: +317.32

United is a good company in a good business. The $34.50 buyout price that was offered by Cerberus is a reasonable target price for 2010.

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