Polen Capital Management, LLC, an independently-owned global investment manager, recently published its first-quarter global growth commentary – a copy of which can be downloaded...
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April 29 - Hedge Fund Investor Letters
Polen Capital Management, LLC, an independently-owned global investment manager, recently published its first-quarter focus growth commentary – a copy of which can be downloaded...
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April 28 - Hedge Fund Investor Letters
We hate to say this but, we told you so.
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April 23 - Hedge Funds, News
Over recent months I have created valuation models for the two main competitors in the auto parts retail business – AutoZone, the leader on the coasts with a $26 billion market...
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April 6 - News, Stock Analysis
Coronavirus is probably the #1 concern in investors' minds right now. It should be.
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March 6 - Hedge Funds, News
Hedge funds and other investment firms that we track manage billions of dollars of their wealthy clients' money, and needless to say, they are painstakingly thorough when analyzing...
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December 25 - Hedge Funds, News
Is O'Reilly Automotive Inc (NASDAQ:ORLY) a good equity to bet on right now? We like to check what the smart money thinks first before doing extensive research on a given stock...
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November 27 - Hedge Funds, News
Hedge funds and other investment firms run by legendary investors like Israel Englander, Jeffrey Talpins and Ray Dalio are entrusted to manage billions of dollars of accredited...
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October 10 - Hedge Funds, News
We know that hedge funds generate strong, risk-adjusted returns over the long run, therefore imitating the picks that they are collectively bullish on can be a profitable strategy...
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June 11 - Hedge Funds, News
Is O'Reilly Automotive Inc (NASDAQ:ORLY) a buy here? Prominent investors are taking an optimistic view. The number of bullish hedge fund bets advanced by 2 recently.
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March 29 - Hedge Funds, News
Hedge fund pioneer Jerrold Fine raced to the forefront of the financial world in the years when a new generation upended the status quo on Wall Street and forever changed investing...
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March 28 - Hedge Funds, Insider Trading
An intriguing billionaire, David Abrams launched his own investment firm Abrams Capital Management back in 1999 in Boston, and he has run it very successfully so far.
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December 14 - Hedge Funds, News
Concerns over rising interest rates and expected further rate increases have hit several stocks hard since the end of the third quarter.
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November 25 - Hedge Funds, News
Billionaire hedge fund manager David Tepper is close to finalizing a deal for the NFL's Carolina Panthers, according to the NFL Network and ESPN.
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May 15 - Hedge Funds, Insider Trading
Vulcan Value Partners' third quarter investor letter is out, and the fund has apparently purchased four new positions for the period.
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November 4 - Hedge Funds, News
Is O'Reilly Automotive Inc (NASDAQ:ORLY) a good equity to bet on right now? We like to check what the smart money thinks first before doing extensive research.
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November 28 - Hedge Funds, News
The fortunes of the US auto industry might be in doldrums with sales having peaked and falling on a year-on-year basis, but this hasn't had any impact on auto parts suppliers.
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October 16 - Hedge Funds, News
The investment community is well aware that there are two kinds of insider trading: legal and illegal.
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May 25 - Insider Trading, News
The markets are trading in the red today after investor sentiment was dented following the Labor Department's assertion that the U.S economy inched up by 0.5% in the first quarter...
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April 28 - Market Movers, News
Legendary investors such as Leon Cooperman and Seth Klarman earn enormous amounts of money for themselves and their investors by doing in-depth research on small-cap stocks that...
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December 1 - Hedge Funds, News
Auto-parts retailer Advance Auto Parts, Inc. (NYSE:AAP) hasn't been the best performer in its industry this year.
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September 17 - News
The Pep Boys - Manny, Moe & Jack (NYSE:PBY) will release its quarterly report on Tuesday, and investors have been somewhat uncertain lately about the company's future prospects...
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September 9 - News
While vehicle sales in the U.S.
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August 26 - News
In today’s marketplace, there are plenty of metrics shareholders can use to monitor stocks. A duo of the most useful are hedge fund and insider trading activity.
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August 23 - News
To many traders, hedge funds are viewed as delayed, outdated financial tools of a forgotten age.
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August 22 - News
Shareholders of O'Reilly Automotive Inc (NASDAQ:ORLY) have had a great time in the last five years.
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August 5 - News
In the United States, an increasing number of consumers are keeping their cars on the road longer. It’s not entirely difficult to understand why.
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August 5 - News
Last week's earnings results were fun to watch, as three o (NASDAQ:ORLY)f the names blew away expectations, and each redefined their upside potential.
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August 2 - News
With the U.S. economic recovery continuing, auto-parts retailers have seen strong demand from their customers.
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August 2 - News
The average age of vehicles in the U.S. increased from 10.8 years last year to around 11.3 years as of January 2013.
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July 26 - News
Shares of Atlanta-based Genuine Parts Company (NYSE:GPC) have been star performers lately. They are up 37% year-to-date, and are trading at all-time highs.
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July 10 - News
With the average age of vehicles being more than 10 years, car parts and car maintenance will become more and more necessary.
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June 26 - News
As the unemployment rate decreases and consumer sentiment increases, the auto market is improving.
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June 19 - News
Auto parts retailers have had a solid run this year with all the major players recording solid gains.
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June 17 - News
Is The Pep Boys - Manny, Moe & Jack (NYSE:PBY) a healthy stock for your portfolio? Money managers are getting less bullish.
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June 6 - News
O'Reilly Automotive Inc (NASDAQ:ORLY) was in 28 hedge funds' portfolio at the end of the first quarter of 2013.
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May 30 - News
After a long and harsh spell of winter, US investors can find solace in spring, which holds nothing less than a solid promise for some retailers.
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May 28 - News
Is AutoZone, Inc. (NYSE:AZO) an outstanding investment right now? The best stock pickers are getting less optimistic.
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May 24 - News
I am always looking for businesses which compound capital at very high rates over a long period of time.
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May 24 - News
On Tuesday, AutoZone, Inc. (NYSE:AZO) will release its latest quarterly results.
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May 19 - News
It all started years ago in the midst of the nastiest recession our nation has faced.
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May 4 - News
Solid results from the likes of O'Reilly Automotive Inc (NASDAQ:ORLY), a retailer, as well as several wholesale auto parts suppliers, jumpstarted the stocks of previously floundering...
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May 1 - News
Confidence in the economy, tax refunds, and low-cost financing are some of the reasons that have driven car sales higher so far this year.
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April 19 - News
Billionaire Steve Cohen added a number of stocks to his portfolio last quarter.
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March 28 - Hedge Funds
Is O'Reilly Automotive Inc (NASDAQ:ORLY) a buy here? The best stock pickers are turning less bullish.
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March 26 - News
The rally from November lows has pushed many stocks toward rich P/E valuations, although the current spate of selling is doing its bit to bring these down.
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February 27 - News
O'Reilly Automotive Inc (NASDAQ:ORLY) was up over 9% on the news that the auto parts company posted record earnings.
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February 20 - News