AZO

Sequoia (Ruane, Cunniff & Goldfarb) files 13F for December 31st, 2009

(via www.rocketfinancial.com)

Sequoia's Q4 portfolio has been filed. New positions include: WSH, ATLS, STRA, ACGL, FSC, AZO, MRK, KMR, CMCSK, LMT, LH, ORCL, APA, MMM, SLB, RHI, TROW, LOW, ADP, VAR, and YBTVA.

Auto Parts Retailers Rallying | Dividends Value

(via dividendsvalue.com)

As consumers delay in purchasing new cars, they are forced to perform additional maintenance on their existing cars. The primary beneficiary of this phenomenon and one of the few industries experiencing success in this downturn are retail auto parts companies such as Autozone (AZO).

Stock Investment in a Crisis, Two Early Indicators

(via www.contrarianprofits.com)

Have we hit bottom? The U.S. unemployment crisis has changed the purchasing habits for the American consumer. The Investment U Research Team gives us two stocks that are benefiting from the recession and this new way of life .

How Might A Small-Cap Warren Buffet Act?

(via stockmanmarc.blogspot.com)

Today many people follow The Oracle of Omaha... professional value investors, stock holders of Berkshire Hathaway, the media such as Fox Business News...

Slicing up Eddie Lamperts Pie!?$$$

(via stockmanmarc.blogspot.com)

...this might be a good time for an up date on Sears Holdings $SHLD considering they just released earnings...

Billionaire Eddie Lamperts Sears Has More Ideas In-store!

(via stockmanmarc.blogspot.com)

An on going follow up on Sears Holdings and the man at the Helm Eddie Lampert.

Lampert Buying More AutoZone

(via valueplays.blogspot.com)

Lampert and ESL Investments added another 165k shares in AutoZone (AZO).

Todd Sullivan's - ValuePlays: AutoNation, Sears and AutoZone Getting Closer

(via valueplays.blogspot.com)

imagine?

Todd Sullivan's - ValuePlays: ESL / Autozone Agreement Filed with SEC

(via valueplays.blogspot.com)

here is the agreement

Todd Sullivan's - ValuePlays: More on Lampert's AutoZone (AZO) Agreement

(via valueplays.blogspot.com)

Seems like there was more to than meets the eye here

Todd Sullivan's - ValuePlays: More on Sears Holdings "Going Private"

(via valueplays.blogspot.com)

Will not happen

Buy ‘Em Back at Western Sizzlin’

(via www.circleofcompetenceblog.com)

Western Sizzlin' announced a share buyback authorization today, which is terrific news for shareholders.  In this article I explain why that make sense for WEST and all undervalued companies.

Another Reason for Auto Related Investing

(via valueplays.blogspot.com)

autozone....

Value in Autos??

(via valueplays.blogspot.com)

Some big time value investors are investing in the auto industry

Remarks by Edward S. Lampert at the The Third Avenue Management Investor Conference and Luncheon

(via www.ridgewoodgrp.com)

Question: There seems to be a pattern of ESL making investments in retail given positions in companies like KMART, AUTOZONE, and SEARS. This seems surprising since Buffett would consider retail to be one of the not so great businesses. What do you see that Buffett does not and why do you like retail so much?

Answer: Actually, investing in retail for ESL has been an opportunistic thing and a relatively recent phenomenon.