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

To: Spekulatius who wrote (70623)	7/8/2022 3:51:54 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78744

auto dealerships. I agree with you that ABG has better prospects than SAH. I'm adding to my small SAH position because it has the lowest p/sales and p/e in my basket of these stocks. ABG might also be somewhat safer than the other publicly-traded dealerships, in that it owns the land on many of its dealerships. I am waiting for the stock to get nearer its 12-mo low, and then my intent is to add. I like LAD because of its in many out-of-the way areas (small towns). LAD is now also attempting to be a consolidator in the industry. And it has an e-commerce part. I like PAG for Penske management. I like GPI for its southwest/Texas presence. I like CRMT for its differentiated model -- buy here/pay here. I hold shares in all. Not many shares of each though. All at very low (imo) p/e's now. Maybe because of the temporary shortages in product as you mention.