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Equipment lending may not be sexy, but it’s quite profitable for United Rentals
In a stock market dominated by technology companies, it’s interesting to look at players in more old-school sectors. We’ve done that in recent weeks with analyses of everyone from pizza purveyor Dominos (NASDAQ: DPZ) to industrial conglomerate Honeywell (NASDAQ: HON). Now take a peak at 28-year-old United Rentals (NYSE: URI), the world’s biggest equipment rental […]
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Can Fluor flower with a spinoff?
When an activist investor takes a stake in a company, it usually has a litany of complaints. Often it accuses the target corporation of having troubled operations and an incompetent CEO. But that’s not how renowned activist investor Starboard Value is approaching Fluor (NYSE: FLR), a major player in engineering, procurement, construction, and project management […]
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Historical numbers can provide interesting surprises in investing, trading
Playing around with numbers gives you some interesting results in any field. Here are a few examples from finance. For those of you over 60, it may feel like the last 45 years have been in the best in stock-market history. After all, there were huge bull markets in the 1980s, the 1990s, not to […]
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Will Domino’s continue to eat a big slice of the pie?
“Nobody knows like Domino’s” goes the slogan for Domino’s Pizza (NASDAQ: DPZ), the largest U.S. pizza chain, with a 20% global market share. The tagline may well be true: Domino’s business model is a winner. But that hasn’t done much for its stock price lately. Shares have dropped 4% year to date and 2.5% over […]
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Delta’s climbing fast; will flight plan be disrupted?
Delta Air Lines (NYSE: DAL), the biggest U.S. carrier by market-capitalization, has a stellar business model that’s generating hefty profit. But given the vagaries of the aviation industry, it’s unclear how much more Delta can “keep climbing” to borrow its tagline. The company posted revenue of $16.7 billion in the third quarter, up 6% from […]
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Cracks start to appear in auto loan market
Troubles have arisen in the automobile-loan market during recent weeks. Auto parts supplier First Brands and subprime auto lender Tricolor Auto Acceptance have filed for bankruptcy. Tricolor said it suffered from deteriorating repayment rates and tighter funding, while First Brands endured falling used car demand and increasing defaults. The First Brands collapse has turned into […]
