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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (8891)	11/4/1999 10:57:00 PM
From: James Clarke	Read Replies (1) \| Respond to of 78628

Office Depot and Pep Boys are not comparable to Genuine Parts. I don't know if there is a comparable, but GPC is not a retailer. Maybe a Grainger. I didn't use comps on this one because they are so much more profitable than their competitors (like USTR). A competitor is not necessarily a comparable. For example, I would never comp Nike against Reebok or Walmart against K-mart. And for you guys looking at Pep Boys, there is reason for this valuation IMO. AutoZone (and now NAPA)has been rolling over them, the market is oversaturated and management is greedy and inept. The stock looked cheap at 20 too a couple of years ago.