Teal Linde
LKQ Corperation
LKQ-Q
DON'T BUY
Jun 21, 2021
He owned it a few years ago. It is a leader in refurbished used car parts. It turned out the acquisitions were not as economical as in the past. It recently ran up because the used car market is on fire. This will probably die down. It is because of supply shortages of new cars. Now there is a semiconductor shortage for new car manufacturing. He would not buy this one. He would prefer Premium Brands for growth by acquisition.
Largest auto parts recycler in the US with an opportunity to acquire smaller companies. 10% market share. The real upside is that in a downturn, recycled auto parts are a win/win situation.
North America's largest supplier of after market auto parts.
Recent shortage in automobiles presenting opportunity for part suppliers.
Profit and financial results strong.
Expecting continued strength in performance of the company.
Aftermarket auto-market parts supplier. Has since sold shares. Shifting investment to brand name parts. A.I. will result in less car accidents and demand for parts.
He owned it a few years ago. It is a leader in refurbished used car parts. It turned out the acquisitions were not as economical as in the past. It recently ran up because the used car market is on fire. This will probably die down. It is because of supply shortages of new cars. Now there is a semiconductor shortage for new car manufacturing. He would not buy this one. He would prefer Premium Brands for growth by acquisition.