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| U.K. Auto Retail Market Struggling? |
| Pep Boys 3Q07 results (11/29/07) |
| Understanding Need (part 5) (11/26/07) |
| Understanding Need (part 4) (11/23/07) |
| Understanding Need (part 3) (11/21/07) |
| Understanding Need (part 2) (11/20/07) |
| Understanding Need (part 1) (11/19/07) |
| Byrider Convention/LA Auto Show Observations (11/15/07) |
| Alan Mulally's keynote address at LA Auto Show (11/14/07) |
| US Auto Parts 3Q07 Results (11/13/07) |
| Thoughts on Ford, Byrider Convention and CSK (11/09/07) |
| Automotive aftermarket industy week (part 2.) And GM 3Q earnings (11/08/07) |
| Thoughts from automotive aftermarket industry week (part 1) (11/06/07) |
| Asbury and Sonic 3Q07 Conference Call thoughts (11/02/07) |
| 3Q07 Public Dealer Key Comparable Metrics (10/31/07) |
| Comparable metrics on Lithia, AutoNation, Penske, Midas, and LKQ (10/29/07) |
| NCM Speech (10/25/07) |
| Monro/O'Reilly earnings (10/24/07) |
| AutoNation Direct (10/19/07) |
| J.D. Power and Associates Automotive Internet Roundtable (day 1) (10/18/07) |
| GM/UAW contract details (10/16/07) |
| Penske Ferrari dealer tour: what drives the Penske culture? (10/15/07) |
| Leedom Conference Highlights (10/12/07) |
| AutoRetailStocks Rankings and Return on CEO (10/11/07) |
| lanelogic: New online consumer cash offer (10/09/07) |
| Keystone/LKQ Merger Vote October 10, 2007. Good for LKQ, bad for Keystone shareholder's in my book. (10/05/07) |
| Moving to a one price (no haggle) model (10/05/07) |
| Septmber 2007 Sales (10/03/07) |
| Important quotes from Weisel Conference. The internet is becoming really important. (09/27/07) |
| Asbury and Lithia presentations at Thomas Weisel (09/26/07) |
| Monro and Midas suggest weak conditions. Repair industry analysis (09/25/07) |
| CarMax 2Q08 Results (09/20/07) |
| Public dealer inventory turn analysis (09/18/07) |
| GM leads labor negotiation. If Ford and Chrysler management were serious about change, why are they letting GM set the pattern? (09/14/07) |
| Auto Retail Informer Intro September 14, 2007 |
| Auto Retail Stocks board of directors analysis (09/13/07) |
| Dots coming together (09/10/07) |
| Jim Press goes to Chrysler, National Household Transportation needs (09/07/07) |
| Service bay productivity: could a change in compensation improve it? (09/06/07) |
| Capital Structure part 2 (08/27/07) |
| Convergence, Consumer Unions, and ZipCars (08/22/07) |
| The point of rationalization (08/15/07) |
| Sick Puppies, Free Hugs, and Societal Resource Allocation (08/13/07) |
| A synopsis of my thoughts on Auto Retail (08/09/07) |
| Re-thinking Auto Retail (08/07/07) |
| July 2007 sales. Is the point of rationalization upon us? (08/02/07) |
| Asbury Automotive Group: patience my friends. Consider a "loan to value" acquisition strategy. (07/30/07) |
| Lithia Management has let down shareholders. They need to adopt L3. (07/30/07) |
| When the world stops making sense (07/30/07) |
| O'Reilly 2Q07 follow up thoughts (07/26/07) |
| LKQ acquires Keystone: the deal seems to good! (for LKQ) (07/18/07) |
| Favorite Quotes from Manheim Conference Call (07/12/07) |
| Management Succession Plan Survey |
| Auto Retail Stocks Comparable Metrics (07/10/07) |
| Auto Retail Stocks 3Q07 Rankings (07/10/07) |
| An open letter to FASB (06/27/07) |
| CSK and Socrates (06/15/07.) |
| "Re-invention in a changing world" June's topic: Outsourcing (06/05/07) |
| Lessons learned at NABD (part 2) (05/31/07) |
| Lessons learned at NABD (part 1) (05/30/07) |
| Keystone's Conference Call Quotes (05/25/07) |
| Pep Boys Conference Call Quotes (05/25/07) |
| Monro Conference Call Quotes (05/25/07) |
| AutoZone Conference Call Quotes (05/25/07) |
| AutoZone Conference Call Quotes (05/25/07) |
| 5 Traits for Advance's New CEO (05/22/07) |
| Advance Auto Parts 1Q07 earnings |
| NABD Speech (May 15, 2007) |
| 1Q07 Public Dealer U.S. and International Metrics Per Franchise (05/14/07) |
| Interest rates and floor plan interest expense per vehicle (05/10/07) |
| Important Quotes Part 2 (05/08/07) |
| Important Quotes Part 1 (05/07/07) |
| LKQ Corp and Keystone. What is the need? And overcoming limitations. (05/02/07) |
| 2 principles, 7 metrics, 1 byproduct (the return,) and the ultimate question, what should I pay for this return? (04/30/07) |
| Earnings Preview for O'Reilly, Asbury, Hertz, Group 1, LKQ, AutoNation, and Lithia (04/24/07) |
| GPC: 1Q07 Results (04.23/07.) |
| 1Q07 Franchised Dealer Brand Assesment Tool (04/19/07) |
| Manheim 1Q07 Conference Call Part 2 (04/13/07) |
| Auto Retail Stocks 2Q07 Rankings (04/10/07) |
| Finding Purpose. Ford’s Mulally: “I don’t think it is any secret, but there is no one Ford. There are many Ford’s. We need to change that.” (04/05/07) |
| March 2007 vehicle sales (04/04/07) |
| March 2007 Vehicle Sales Preview (04/02/07) |
| Sonic Management Meeting: Sizing up the team (03/31/07) |
| CarMax's fiscal 2007 results, the Smashing Pumpkins, and the number 7 (03/29/07) |
| Monro Guides for Lower Fiscal 2007 earnings, why I think MNRO and other repair shops should begin offering free or discounted used vehicle inspections (03/27/07) |
| US Auto Parts: Un disastro, the internet and the parts industry, new metrics and managerial controls (03/23/07) |
| Asbury turns 5 on NYSE: "the best of times, the worst of times . . ." and looking ahead (03/21/07) |
| Pep Boys conference call: wookin' Pa Nub (03/19/07) |
| Hertz 2006 results: Assessing Need that ultimately brings us back to PRODUCTIVITY (03/15/07) |
| The U.S. Housing Market and Auto Retail (03/12/07) |
| Buy Here Pay Here Convention and America Car-Mart's Results (03/08/07) |
| Group 1 Goes Global. What does it mean? Nothing. . . Everything! 7 differences between US and UK auto retail market (03/07/07) |
| Buffet, Gates, Marks and the new approach to successful investing (03/05/07) |
| February vehicle sales: it's all relative, or is it? |
| Times like these: focus on the companies becoming resource providers (02/28/07) |
| Genuine Parts: Kaizen (02/23/07) |
| It’s not my fault! The top 5 excuses for missing numbers. And the real stakeholder proposition that was lost. (02/20/07) |
| Advance Auto Parts Conference Call Gives First Sign that the Do-It-Yourself (DIY) automotive aftermarket space may finally be reaching a turning point. The internet cometh, are they going to transition to a resource center? (02/16/07) |
| Charles Oglesby to take over as new CEO: the risks increase, but in which direction? I think you have as much risk things get better under new leadership than get worse. Humility will be the key for Mr. Oglesby. (02/15/07) |
| What’s the used vehicle equity value, Kenneth? The question we (investors and industry participants) need to begin asking as used vehicle “inventory optimization” may not be what it seems.(02/14/07) |
| Remembering what it is all about: appropriately allocating society’s resources (in order to generate the best RETURN.) (02/13/07) |
| What auto retailers really need from a vendor (02/09/07) |
| Adesa 4Q06 results: conversion rates (of whole used vehicles) drop (AN/HTZ/KMX) (02/09/07) |
| AutoNation’s Smart Choice and 4Q06 follow up thoughts (AN/KMX/LAD) (02/08/07) |
| I think the public auto retail management teams are doing a lot more than articulating “catchy phrases.” They are putting in new systems and processes to increase productivity (GPI, ABG, SAH.) (02/08/07) |
| Group 1 “no longer a sleeper,” but toward a “Group 1 way” of doing business (02/07/07) |
| Awaking Asbury (why I think Wall Street “wakes up” to this sleeper in 2007.) (02/07/07) |
| Thoughts from the 2007 National Automobile Dealers Association (NADA) Convention Part 1: “Looking for sleepers” (02/06/07) |
| Highlights from J.D Powers and Associates International Automotive Roundtable. (02/03/07) |
| Jack’s Mannequin concert, life’s challenges, and the difference between “hidden opportunities” and just down right bad news for investments (02/01/07) |
| Keystone’s fiscal 3Q07 earnings and Gator Football. (01/31/07) |
| Day 2 of my Detroit Trip: UAG and the Smart Car Headed to the U.S. (scheduled to arrive 1Q08) (01/29/07) |
| Focus on what the customer needs, not what they want. (07/17/06) |
| A new paradigm, or an arrow in the head? Streamlined distribution coming. (07/13/06) |
| Lithia ranked #1 (07/10/06) |
| Ford’s earnings conference call: implications for auto retail (01/27/07) |
| My Detroit Trip; moving to a “smaller” world (could vehicle sales on the internet be for real?) (01/25/07) |
| Odds and ends. Comments/discussions with management teams: KEYS, MNRO, LAD (01/23/07) |
| CarMax makes Fortune 100 “best employers.” (01/19/07) |
| Monro Muffler Follow Up (01/18/07) |
| Quick thoughts from Ford Motor Company presentation (01/16/07) |
| 2007 theme: "leverage scale wihtout losing the entrepreneurial heritage." |
| Thoughts about General Motor’s Investor Presentation (01/12/07) |
| Thoughts from Group 1’s Presentation (01/12/07) |
| Thoughts from Asbury’s presentation (01/12/07) |
| LKQ/Keystone generic parts saga (thoughts on Keystone’s press release.) (01/10/2007) |
| Chasing cars: A thought about having patience when investing (not really specific to auto retail.) (01/10/07) |
| UnitedAuto Group: Here’s a new idea for UAG to approach their distributorship with the Smart line. . . car rentals/sharing (01/09/07) |
| Beginning with the right frame of mind (remembering there is a cost to every return) when you think about all of the news coming out of the Detroit Auto Show (01/09/07) |
| Tracinda (Kerkorian) encourages GM to join Renault-Nissan alliance (GM stock up ~5%) (06/30/06) |
| Advance Auto Parts (AAP) lowers earnings guidance; A necessary evil to usher in a new era of commercial distribution (06/29/06) |
| GM cautions about difficult sales comps (06/28/06) |
| Long-term trend will likely be for interest rates to move higher (06/27/06) |
| UAG and Car Rentals (06/26/06) |
| The importance of questions and never investing more than you can afford to lose (reprint 06/23/06) |
| A call for better used vehicle data (reprint 06/22/06) |
| How many vehicles do we need? (reprint 06/21/06) |
| CarMax (KMX) Earnings (reprint 06/19/06) |
| Will consumers always need transportation? (reprint 06/15/06) |
| Chrysler Management Shakeup; Dealers need to call for an end to Chrysler’s “retroactive” bonus programs (reprint 06/14/06) |
| UAW Convention (reprint 06/13/06) |
| Market Thought: Stop trying to figure out what the market is going to do, and instead focus on the return you expect. (reprint 06/12/06) |
| Midas down 4% Friday on Soft Aftermarket Sales Trends (reprint 06/12/06) |
| Keystone 4Q Follow Up (reprint 06/09/06) |
| AutoNation Failure to Meet NYSE Listing Requirements; Time to Re-Think the Board of Directors: (reprint 06/09/06) |
| Keystone Earnings, Strong, But Below Expectations (reprint 06/08/06) |
| A Time to Be Opportunistic: reprint (06/08/06) |
| Manheim Used Vehicle Price Index Declines: reprint from 06/07/06 |
| GM Shareholder’s Meeting: reprint from 06/07/06 |
| "Cheapskate" Aftermarket AutoZone: reprint from 06/05/06 |
| May 06 vehicle sales: reprint from 06/02/06 |
| Copart 3Q earnings: reprint from 06/01/06 and 06/02/06 |
| May 06 vehicle sales preview and summer slump ahead: reprint from 05/31/06 |
| Unions at dealerships and changing the view of the sales person: reprint from 05/30/06 AutoRetail Informer |
| Gen Y and sustainable business models: 05/26/06 |
| The problem with CPI and future interest rate trends: reprint from 05/22/06 |
| The future of DRP, auto retail and the consumer: reprint from 05/19/06 |
| Advance Auto Parts (AAP) Results: reprint from 05/18/06 AutoRetail Informer |
| Emerging Consumer Unions and Streamlined Distribution: reprint from 05/17/06 Auto Retail Informer |
| Convergence Part 2, franchise repair shops: reprint from 05/16/06 |
| Reversal of Porter's 5 Forces: reprint from 05/16/06 AutoRetail Informer |
| DIY decline: reprint from 05/16/06 AutoRetail Informer |
| Convergence in Auto Retail: reprint from 05/15/06 |
| Delphi Bankruptcy Trial Implications for Dealers: reprint from 05/11/06 AutoRetail Informer |
| Toyota Results and why Public Dealers Should be Focused on Finding the Next Toyota: reprint from 05/10/06 AutoRetailInformer |
| Need for Specialization in Aftermarket growing: reprint from 05/09/06 AutoRetailInformer |
| Genuine Parts Basic Report |
| Keystone Auto Parts Basic Report |
| Group 1 Automotive Basic Report |
| Asbury Automotive Basic Report |
| LKQ Corp Basic Report |
| O'Reilly Auto Parts Basic Report |
| United Auto Group Basic Report |
| Sonic Automotive Basic Report |
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1 - LAD