What do you think about CarMax (KMX)?

Discussion in 'Stocks' started by hajimow, Sep 22, 2017.

  1. hajimow

    hajimow

    Carmax reported its earning and it was up 17%. I believe it is a seasonal thing and the sales might inch up a little because of the hurricanes but I guess it is a good idea the fade this rally but you have to be patient. It is not that they have a niche technology or an approved drug. That is my belief and I want to hear from you. Now it is traded at 73.5 up 6.7%
     
  2. hajimow

    hajimow

    kmx.JPG I know past might not repeat in the future but take a look at the weekly chart. The same jump to around $75 happened a while ago and then .......
     
  3. vanzandt

    vanzandt

    Did you read their report?
     
  4. hajimow

    hajimow

    Sure I did. I believe it will drop and this run up is mostly because of short covering. That result does not justify this rally. Sales was up 11% but from what? Car sales is very seasonal.
     
  5. vanzandt

    vanzandt

    What did they say about their finance arm?
     
  6. hajimow

    hajimow

    They said : "CarMax Auto Finance.(1) Compared with last year’s second quarter, CAF income increased 12.5% to $107.9 million."
    It is 12 million dollar more profit and the market cap of CarMax increased by 1B today. It exactly reflects the performance !!. One Billion for every 12 million.
     
  7. vanzandt

    vanzandt

    Well, I tend to agree with ya on this one Haji. We're looking at a squeeze. Give it a week and then jump in. Don't go today.
     
  8. hajimow

    hajimow

    100% agreed. Car sales is not like tech that you can export or dominate the market. It has its cycle and it shows itself in the weekly chart that I posted. It is a short squeeze now. Some buyers who are affected by hurricane will not be able to pay back their car loan and it will show itself in their next report.
     
  9. Pekelo

    Pekelo

    I looked up the weekly chart first that doesn't show today's action and I said: that stock is ready to break out upward. Then I switched to the daily chart and I saw I was late... :(

    But yeah, even if they don't have any special technology, the hurricanes should help a lot...
     
  10. vanzandt

    vanzandt

    You might want to take a look at Lear Corp... LEA.... for a short at 171 here.
    Auto parts. Its all hype.
     
    #10     Sep 22, 2017