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

To: Grommit who wrote (76514)	11/8/2024 11:03:20 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78476

Equipment rentals. I followed you this week, and also sold a few shares . I will sell more today of all three. (first time for HEES, HRI, I believe.). There's the infrastructure stuff, the businesses are growing, and the stocks are expensive. I've felt the stocks in past were cyclical, but not in past five years, apparently not so. United Rentals has been a learning experience as well as showing a positive result with what I like to do. And maybe too, what I do wrong. I tried to go back to see all the URI posts I've made, but not available on SI. 1. Almost always, I try to keep a stub position when I sell a fully/fairly priced stock that has worked out for me. Wait then to see what happens. If the stock continues upward, good. If it drops, I can sell and still expect to have an overall profit I don't know what I originally paid for URI, but I believed it fully-priced when I sold it at $183 in 2022. Now the few shares I saved, just tucked away, are up 374%, giving me an extra several thousand dollar capital appreciation. 2. I accept that I mostly don't know what I'm doing, what I've got. I never get it exactly right. I never anticipated that these stocks would work out as well as they have. If maybe I looked closer, maybe I would/could/should have increased my position - either held on to all shares or bought more as stock moved up. 3. I am grateful for what I do have, and what the stocks have done. It is better to be in with a little, than to be outside looking in with nothing.

To: Grommit who wrote (76514)	10/1/2025 9:21:31 AM
From: E_K_S	Read Replies (1) \| Respond to of 78476

Re: United Rentals (URI) United Rentals upgraded at Baird, citing industry stabilization and 2026 growth United Rentals (NYSE: URI) late Tuesday was upgraded to Outperform from a previous rating of Neutral by analysts at financial-services firm Baird, who pointed to signs that the rental industry is bottoming out after two years of weakness. “We are now seeing multiple fundamental data points indicating stabilization in the broader rental industry following two years of deceleration/decline,” wrote research analyst Mig Dobre in the Sept. 30 note to clients. “For United Rentals (NYSE: URI), our primary focus remains on the trajectory of growth/earnings; growth reacceleration in 2026 is likely to drive shares higher, despite a higher current valuation relative to historical levels.” United Rentals Inc (URI) DCF Valuation 24.8% Undervalued per GuruFocus; Fair Value at $1,269.69/share URI +65% from the 4/2025 low; +36% YTD