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Non-Tech : Auto Rental Companies - AVI, BD, HRZ, DTG, AN
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To: Grommit who wrote (2)11/11/1998 4:18:00 PM
From: Paul Senior  Read Replies (1) of 218
 
I wonder how earnings for one company can be lowered, but earnings for another can be increased. Or rather, I wonder how much real difference there is among these companies. I realize HTZ is the gorilla, but I - and I am by no means knowledgeable about the industry -- I just don't see how there can be a real competitive advantage among AVI, BD, DTG and RII. They all seem to be in the same business -- none have a technology or marketing ploy that the others don't have -- and the differences - IMO, are of degree not content. That is, perhaps one is more focused on business vs. casual traveler or car vs. truck rental, but they all are in each market segment. So any advantage got by one company can be and is, diffused by the competitors. Thus, these earnings differences are not sustainable as #2,3,4, 5 companies fight it out. So I bet on the company - BD - with best (lowest pe, p/bv, psr) compared to the others. Whatcha think of that logic -g-?
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