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Seeking Suggestions for my Next Portfolio Allocation Re-balance
Im a professional money manager and this is everything I'm watching for the week ahead
Im a professional money manager and this is everything I'm watching for the week ahead. I hope it helps someone
I'm a professional money manager and this is everything I'm watching for the week ahead
I'm a professional money manager and this is everything I'm watching for this week ahead.
Insider Trading Weekly Update #034: Kimbal Musk Sells ~$20M in Tesla, 4 Apple Execs Cash Out $41.3M | Insider Trading Recap
Insider Trading Weekly Update #031: A(nother) Buffett of Oil | Financial Sector Insiders Buy Bank Shares in Droves | Insider Trading Recap
Insider Trading Weekly Update #031: A(nother) Buffett of Oil | Financial Sector Insiders Buy Bank Shares in Droves | Insider Trading Recap
Insider Trading Weekly Update #022: $AZO, $PINS Execs Dump Positions, Largest Trades + Sector and Market Cap Overviews From The Past Week
Insider Trading Weekly Update #021: Execs Dump $ADP, $NVCR, $AZO, $DDOG; Largest Trades + Sector and Market Cap Overviews From The Past Week
$GPC PUTS 2023 Q2? Let’s talk auto parts!
Recession-resistant stocks? Check AZO. CAGR >12% for last 10yr, +43% yoy, +125% last 2yr, +315% last 5yr
Recession-resistant stocks? Check AZO. CAGR >12% for last 10yr, +43% yoy, +125% last 2yr, +315% last 5yr
AutoZone $AZO to Acquire Carvana Co. $CVNA at $90 a Share
Is Autozone recession proof?
What Caused Popular Indexes the Nasdaq and S&P 100 to Plummet Recently?
What Is Your Favorite Stock Going into year 2022?
$AZO puts yolo! Whatever, I either get blocked tomorrow for 3 months or I’ll have at least $25,000 to keep doing it haha 😂🤑 PS. Today’s all gains are from trading $AAPL & $SPY options (puts & calls)
Will Dillard's ($DDS) Buy Itself Entirely Back? Questions About The End Game For Serial Repurchasers
ON ALERT: Unique Logistics International $UNQL @StockAlert8
$UNQL Unique Logistics International Adds AutoZone Inc. As New Customer
Mentions
I think this will work in the short term, but the trend I see is that more people don't own cars and there are more electric vehicles on the road that basically shut out the aftermarket parts stores. I'm not sure how AZO will keep with the changing times.
AZO is one of those stocks that just quietly performs because people fix their cars no matter what the economy is doing. The drop looks more like an earnings reset than a broken business. Valuation’s not crazy for something this steady either. I don’t see it as a high upside play, more like a boring compounder that does its job in the background. If you want something that won’t move like the AI names, it makes sense to look at. But as always, I’d want to see the next quarter before going heavy.
Index fund purists are nauseating. If you would have picked up AZO 5+ years ago you would have beaten SPY significantly. You could have done it. I could have done it. Anybody could have done it. It’s been a very quality business to hold in the long term and wasn’t some secret.
AutoZone $AZO saw YoY traffic increases of 1-2% in September and October, and a whopping 5.5% in November. What insights do you expect to hear from the company on the earnings call tomorrow? See the data here [https://www.reddit.com/r/AltDataInsights/](https://www.reddit.com/r/AltDataInsights/)
AutoZone $AZO saw YoY traffic increases of 1-2% in September and October, and a whopping 5.5% in November. Will be interesting to hear from the company on the earnings call tomorrow.
AutoZone $AZO saw YoY traffic increases of 1-2% in September and October, and a whopping 5.5% in November. Will be interesting to hear from the company on the earnings call tomorrow.
AutoZone $AZO saw YoY traffic increases of 1-2% in September and October, and a whopping 5.5% in November. Will be interesting to hear from the company on the earnings call tomorrow.
Time to full port AZO (buy 0.1 share).
It seems like there's a lot of flow from tech to more stable sectors. See: * $COKE - Coco cola consolidated * $MNST - Monster Beverage * $AZO - Auto Zone * $PGR - Progressive * etc
what AZO and ORLY has that Amazon doesn't have is service to small mechanic shops. Both can quickly deliver needed parts to shops.
Look ORLY, AZO's direct competitor, same insane buybacks.
I think you went too vague with your subliminal. Depending on stock $100 gain can mean nothing like BRK.A, NVR, BKNG, AZO. Should have went with percentage change if you not going to name names.
Bought the dip on MSFT and continuing to hold DGX and AZO
I need DGX and AZO to start moving up
I'm gonna need DGX and AZO to pump
DGX, AZO, no bias
Autozone (AZO) and Quest Diagnostics (DGX), hoping to buy low after they have taken a beating last week
If you dont own AZO what are you even doing??
Do people even do AZO options? Why no stock split ?
If you plot AZO %-off-high vs. SPY %-off-high, the only real difference is that AZO didn't tank hard during the great financial crisis. If you plot the Consumer Staples sector ETF vs SPY, they're basically the same chart. The max drawdowns are slightly smaller, but I doubt it justifies the relative long-term underperformance. (That being said, SPY's outperformance vs. XLP has come entirely due to post-COVID fiscal stimulus. Prior to 2020, the lifetime total return of XLP and SPY were virtually identical.)
Ah, the new free float makes sense - so buyback monsters like AZO would have been a much larger weight in the index if they’d never engaged in repurchases. Of course, that’s been a part of their winning algorithm, so the stock likely would have been lower without buybacks.
AZO trading at $4,150 a share...lmao 🤌
AZO stock split incoming
If you’re looking for a ‘safe haven’ stock, get AZO
Yo did anyone get on the AZO run the last few months?
For some companies yes you just need to look at the total outstanding shares https://macrotrends.net/stocks/charts/AZO/autozone/shares-outstanding
The mystery here is stock BuyBacks, for instance if every year a company bought back 10% of the stock even with no earnings increase the stock should rise by 10%. This is basically what they do every year https://macrotrends.net/stocks/charts/AZO/autozone/shares-outstanding
AZO is unironically an absolutely GOATED stock, and so is o’Reilly
This is why O’reilly auto is my main pick over the next 25 years. Look at Autozone’s stock price and the growth on both since 2015. AZO is doubling SPY across the same time period and ORLY just did a 15 for 1 split. ICEs are just going to keep getting rarer and rarer on the new market if not nonexistent within 5 years. But they aren’t going anywhere on the used market, while Hybrids and EV’s especially are notoriously horrible second owner cars. Cars people can actually work on themselves are going to skyrocket in value in any kind of recession. Not to mention boomer money pits with delusional budgets and self valuations.
NVdA AMD GOOG AAPL TSM IVES SMR OKLO ASTS NBIS BRKB AZO
🚗 Yesterday, the Fed released the Beige Book. Regarding the Overall Economic Activity, it mentions "The auto sector noted flat to slightly higher sales, while **consumer demand increased for parts and services to repair older vehicles."** Potential plays that might directly benefit from this trend: GPC, AZO, ORLY, AAP, DORM, SMP.
I should have been just AZO and chill this whole time.
Just a thought, where do you think most mechanic shops get their parts from? They buy them from companies like AAP, AZO, NAPA, etc and resell them to their customer.
The AZO and ORLY 10 year charts are really something else.
Interesting take, you do realize basically all parts from anywhere are about the same, I've spoke with representatives for vendors used in these brick and mortars and guess what there are only so many different ones. AAP is probably worst as far as quality they typically purchase close out WDs like Rock Auto hence price point and random name brands of slower movers. Napa, you are paying more for same quality product, I'd guess your age is 45+ as old heads tend to gravitate towards them as they were first to market and had strongest commercial presence for a long period. This obviously did not age well with with AZO being $3819, ORLY $97 after a 15/1 split ($1455 previous) and AAP in toilet at $58 coming from near $90 last year after losing WorldPac and dumping 700 some odd stores. It's clearly not the time for EV's as they are not dialed in to be successful and many techs do not want to work on them.
Fair point that EBAY has not even kept pace with the average gain of the overall S&P 500. However year to date it ranks #51 of the 503 stocks in the index. So measured against the mean it's disappointing, but against the median it's been top 10%. If you are going to pick stocks at all rather than just buy the SPY or something, it's been a pretty good pick. [https://www.slickcharts.com/sp500/performance](https://www.slickcharts.com/sp500/performance) Second, what I am looking for help finding is stocks that will do well or at least hold up whether the economy does well or not. To just pick a couple of examples relatively close to EBAY in the YTD rankings, FAST at #47 or RL at #54, I would expect both of those to get killed if there is a general downturn in the economy. AZO and ORLY, mentioned in a later comment, make sense to me in this regard. People who can't buy a new car and can't even afford a real mechanic to service their existing one will go to the auto parts store and fix it themselves, and there will be more of those people when the economy declines. The only problem there is if might nightmare scenario with tariffs come true I think their shelves might be empty.
AZO and ORLY seem to do well on market downtrends.
Someone should do the impossible and short AZO for a profit
I don't own AZO, but own others that should split. AZO is a split away from bouncing hard.
Anyone else refuse to buy less than 100 shares so they have the option to sell CCs? Like what am I going to do with 10 shares of FICO or AZO
It's nice to have a few low beta holdings to match. Things like AZO, CNSWF, AER are great low beta compounders.
The chart just hasn't updated yet, sometimes it takes a few hours or even days. Normally the chart will show "split adjusted" prices going back so it looks normal. However, side Note, I hate that a company who has made it a mission to buy back stock and lower the share count, has split the stock. Follow the NVR, BKNG, and AZO playbook and just let the share price go nuts. Discourage trading.
BROS, AMZN, NVDA, APPL, BULL, SMCI, MSTR, NFLX calls. WDAY, AZO puts. Still carrying insurance QQQ puts this week. Good luck all
>Prompt: Calls or puts? ChatGPT >**Calls:** NVDA (strong momentum, AI), DELL (AI demand), COST (sales growth), CRM (AI growth potential) **Puts:** HPQ (weak AI story), AZO (tariff risk), PDD (China tariff pressure), LI (EV + China risk) **Macro:** – **PCE (Fri):** Hot = puts, cool = calls – **GDP (Thu):** Weak = puts, strong = calls – **Fed (Wed):** Hawkish = puts, dovish = calls
Ya, if I had bought some of those, I could afford AZO options. 
AZO deep ITM leaps are literally $200k 
Tariffs may affect ORLY. The CEO said he will pass increase cost to consumers. Worth considering. AZO also.
The automobile industry is not a good industry for investors, with few exceptions. It's a very cost intensive, competitive industry and the moment there's a downturn, legacy automakers get obliterated and anything earlier stage often fares worse. EVs don't change the fact that it's not a very good business (Musk has talked about how close Tesla has gotten to bankruptcy on multiple occasions.) Look at Aston Martin, which has often gotten close to bankruptcy #8 in recent years. A lot of the EV names that went public via SPAC or otherwise in 2020/21 have either been obliterated or are already 0's (some of those are bankrupt for a second time.) In the US, there was the 7.5B alloted to building chargers in 2021 and by the end of 2023 none had been built with that money. The EV charging companies are trading like they're 0's (CHPT is about 60c/sh having lost about 98% since the high at the end of 2020.) The underappreciated EV charging names are names like Couche Tard in Canada, which actually has the money to build out charging if they want to - and probably sell more food in the process if people have to wait. You haven't had the build-out of charging infrastructure that was promised to support EVs and broaden the potential target audience - and I don't see the support over the next 3.5 years that people thought they'd get during the prior four years and didn't really get. "At this point I’m worried about them getting delisted." Would probably reverse split first to maintain listing and if things don't improve then it's probably delisting and if it's delisting it's probably a 0. I don't know much about the company but for me the only auto names that have ever really appealed are Ferrari (which is more high end luxury name that happens to make cars) and BYD. Some auto-related businesses (CPRT, the AZO/ORLY pair) are also underappreciated. I can't say what to do about the stock aside from I wouldn't be buying any more. Hopefully you get some manner of good news (auto tariff removed, etc) but otherwise autos are one of the sectors where I've really rarely owned much and don't see that changing in the future.
I have one share of AZO because it came up when I googled 'tariff safe stocks"
MTD getting to a level where their buyback program will become really effective. Really drawing my curiosity is the low beta, high ROE names. CSU, BRO, AZO.....so easy to hold through volatility because they don't get much of it. However, they're all amazing compounders long term.
Shut up about AZO the retail chuds cannot become aware of the company that STILL starts its workers at $9.81 an hour and they are mostly happy to work
AZO, UL, ORLY for starters
I don't blame you but there are still winners right now. WPM, RSG, BRO, BJ, AJG, AZO, ORLY, GDX, IAU, OLLI Gold mining and insurance in particular.
It actually makes some sense - no one will be buying new cars and they should benefit from used sales What doesn’t make sense is ORLY & AZO being flat / downish at same time that CVNA is up. Those guys selling parts are gonna win bigly from this nonsense
In addition to Berkshire, insurance and auto parts (AZO and ORLY, at least) seem to be fairly Trump-proof. Plus gold mining and European bullets, but that's outside the S&P 500.
I missed ORLY and AZO... that was a no brainer for auto tariffs
Looks like auto parts stores, ORLY, and AZO, are still loving the tariffs. Wondering how long they'll keep flying..
AZO, ORLY. Monsters since '20. OUNZ, GDX and its constituents. BRK. CNVS
Set up my portfolio today to where I'm not touching *shit* until the 2nd Plans for tomorrow are: sleep in, pray for RIVN and try to find a sugar daddy so I can afford AZO/ORLY calls
ORLY and AZO are $80B and $65B and AAP is just $2.4B. AZO and ORLY have been some of the best stocks in past 20 years, but that valuation seems nuts now for retail, I see no difference between any of those auto parts stores, all seem the same.
Should look into replacement/aftermarket automotive parts suppliers/distributors. People trying to keep their existing vehicle running longer instead of buying new. $DORM $SMP $ORLY $AZO I believe the average age of vehicles on the road is continuing to increase.
In the auto space, it looks like the market thinks the parts sellers, such as O'Reilly Auto Parts (ORLY) and Autozone (AZO), are the beneficiaries. Look at those 5 and 10 year charts along with YTD including this month's. They seem absolutely bulletproof. Share gains like the MAG7. Higher PEs than GOOG or META. I don't believe it though. If I have to buy more expensive parts I am not buying the higher margin discretionary stuff in those stores and I am absolutely putting off repairs until I have to. I am sure that store additions drives a lot of those share gains, but at what financing cost? Also, these guys set up stores near each other, from what I have seen. Would that drive price competition? Advance Auto Parts is another story. A train wreck of a stock chart. Will tariff's break ORLY and AZO virtually uninterrupted climb in price and multiples? I am betting against them.
It's very possible. The reason I posed the question as 5 years was to eliminate short term macro factors. Additionally, using trailing 5 year returns is slightly misleading as well since 5 years ago was the middle of the covid selloff. My point was more to compare share cannibals vs mag 7 over a longer timeframe. Your point is valid though. However, if there's a recession I'd also expect AMZN to feel pain on a high level. Additionally, if the market does sell off, share cannibals act as their own backstop by buying shares when everyone sells. Look at the beta on AZO, it barely dips.
Propose the following two portfolios: Portfolio 1 (mega tech) NVDA MSFT GOOG AAPL AMZN Portfolio 2 (share cannibals): AZO MUSA HCA AMP BKNG Buying one or the other today and not doing anything for 5 years....bets on which group outperforms?
I don’t have the balls to buy puts but AZO has to dump soon
Has anyone looked into AZO or ORLY? Their charts are insane. Zombie companies that buy back their stock and steadily increase EPS by reducing share count. AZO in particular is popping off in spite of the market.
AZO 5 year chart is impossible to understand
This post didn't age well. AZO is now at $3400/share.
AZO 
AZO. Learn it love it. Watch it crater with tariffs
$AVGO $COST $AZO Calls and Shares. I own the Market :)
My positions for next week: ROST.O – Long CRWD.O – Long BBY – Short PGR – Long TGT – Short AZO – Long DAX – Long (Entry: 22,401, Target: 22,800, Leverage: 54x) What do you guys think ?
I like copying some of Christopher Niemczewski’s investments. I can see analyst and hedge fund manager portfolios on TipRanks, he’s the top hedge fund manager on there by sharpe ratio & returns. In particular I like AZO, CMI, ORLY, ACGL, PGR, TJX from his portfolio.
my roth atm is 100% the following 5: QXO AZO MCO PRM RACE
AAPL and AZO 😤 flight to safety
Jim Cramer’s Latest Calls: Top 10 Stocks 10. Navitas Semiconductor Corp (NASDAQ:NVTS) 9. Recursion Pharmaceuticals Inc (NASDAQ:RXRX) 8. Dow Inc (NYSE:DOW) 7. Super Micro Computer Inc (NASDAQ:SMCI) 6. Zoominfo Technologies Inc (NASDAQ:ZI) 5. Autozone Inc (NYSE:AZO) 4. Reddit Inc (NYSE:RDDT) 3. Intel Corp (NASDAQ:INTC) 2. Eli Lilly And Co (NYSE:LLY) 1. NVIDIA Corp (NASDAQ:NVDA) Holders: 
I have a hunch that their guidance will be good with their competitor, Advance Auto Parts/Carquest, closing all their doors on the west coast leaving AZO to a bigger piece of the auto parts market pie. That might not be realized until the following quarter though since AAP won't be out of the west market until after February.
I usually swing trade through a brokerage account linked to a 457(b) and 401(a) trading 15-20 shares (BKNG) or (AZO) multiple times per week if possible, or stocks where you can buy a lot more shares like (DE) & (DPZ). Those seem to go up and down a pretty good amount to buy and sell for a profit. I don’t use any indicators I just pay attention watching the patterns of what they do and swing trade 1 or 2 max at a time. If I buy at the wrong time and it drops I have money on the sideline to buy myself out where I buy the same amount of shares that I already hold. That cuts my average buy price down by 50% to sell quicker when they go back up without getting stuck for too long or transferring more into the brokerage. The 457(b) has a 2,500.00 match where I try and get $2,500.00 as quickly as possible every year. The faster I get that Into the account the faster they match it which compounds interest in a difference of hundreds of thousands by the time retirement comes. The 401(a) the employer puts 13% and we put a mandatory 6% to equal 19% along with an additional Roth attached to the 457(b). The Roth is used as a little savings account because you can withdrawal from it once per year without penalty. All of those have been invested in Fidelity K6 (FGKFX) which Is our best option for folders to choose other than JPMorgan (JLGMX). The brokerage account through Empower allows 1,000 free trades per year but I was thinking maybe I could create my own folder in curiosity to see how it does. Good idea or no?
Who's got money to play AZO earnings?
I’ll keep this brief(hope you enjoyed 🦃): Any reason why $AAP isn’t a smash buy right now seeing its share price compared to $ORLY and $AZO especially with the incumbent prez and his policies. Its been beaten down the past year, I am buying leaps at $80 strike with expiration of 1/16/26 at whatever the price is at open. Any thoughts on this?
$AZO Autozone charts 5y chart and max chart is beautiful
Yeah true all these crypto push. AZO auto zone ?? Was it calls??