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ORLY STOCK WRITE UP

ORLY (O'REILLY AUTOMOTIVE PARTS) P/E: 16.3 GAAP DILUTED YEAR-OVER-YEAR EPS GROWTH LAST QUARTER: ASSETS-LIABILITIES: 2.06 SECTOR: RETAIL TRADE DIVIDEND: none ORLY is a chain of Auto Parts stores. The company's share price plunged almost 19% 7/5/17, after reporting a decline in its same-store sales numbers. A rapidly expanding company, ORLY has a disproportionate amount of debt on its balance sheet. In the last quarter, O'Reilly increased sales by almost 3%, while operating income decreased by almost 4%. However, the company did post an increase in EPS on a year-over-year basis by virtue of decreased taxation. Autozone has only 1% of the amount of cash as it does long-term debt. The company also reports that it has roughly twice as much assets as it does liabilities, with the majority of these holdings in inventory and property. Cash decreased from 4Q '16 to 1Q '17, coinciding with the rise in inventory, and property. O'Rei...

MHK STOCK WRITE UP

MHK (MOHAWK INDUSTRIES) P/E: 18.6 GAAP DILUTED EPS Y-O-Y GROWTH LAST QUARTER: $.44 SECTOR: CONSUMER DURABLES ASSETS-LIABILITIES: 2.312 DIVIDEND: none Mohawk industries is a stock you probably have not heard of, unless you are a DIY enthusiast or work in homebuilding. Mohawk is a supplier of carpet, wall tiles, and laminate. They have posted consistent revenue increases over the last 5 years. In 2016, the company spent a record amount on capital investing in order to continue the growth of its business, and plans to expand on that strategy in 2017. The company is dedicating itself to expansion of manufacturing capacity and development of new products, rather than acquisitions. This capital expenditure has not slowed the company's growth, however, as its operating income margin has also increased over the last 5 years. Jeffrey Lorberbaum, the company's CEO, is the son of the owners of a flooring company which was acquired by Mohawk. Lorberbaum...