20

United Rentals (URI-N)

ON STOCKCHASE SINCE Jan 2014

Financial Services

United Rentals
URI-N

5 watching

Join the Discussion

Expert Opinions
0 comments
Your Reaction

0 0 0 0 0

What the experts are saying about URI-N

Signal	Opinion	Expert
PAST TOP PICK	United Rentals(URI-N) April 22, 2019 (A Top Pick Apr 25/18, Down 14.2%) He expects $20/share in earnings. It's a growing company with pricing power. It's a play on infrastructure expansion, which might happen in the U.S. He believes in it. Financial Services 0 0 0 0 0 0 comments	(A Top Pick Apr 25/18, Down 14.2%) He expects $20/share in earnings. It's a growing company with pricing power. It's a play on infrastructure expansion, which might happen in the U.S. He believes in it. Financial Services 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $135.460 Owned Yes

PAST TOP PICK	United Rentals(URI-N) February 7, 2019 (A Top Pick Jan 31/18, Down 29%) It is a proxy for the broad US economy and also for the cycle itself. We will have to see if the numbers re-accelerate. Financial Services 0 0 0 0 0 0 comments	(A Top Pick Jan 31/18, Down 29%) It is a proxy for the broad US economy and also for the cycle itself. We will have to see if the numbers re-accelerate. Financial Services 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $127.960 Owned Unknown
DON'T BUY	United Rentals(URI-N) February 6, 2019 A great cyclical and the first to add GPS to track their equipment. This created a good partnership with contractors. However, he feels we are near the end of the cycle, so is not excited to own it. It is a great name, but it is not the right time. Financial Services 0 0 0 0 0 0 comments	A great cyclical and the first to add GPS to track their equipment. This created a good partnership with contractors. However, he feels we are near the end of the cycle, so is not excited to own it. It is a great name, but it is not the right time. Financial Services 0 0 0 0 0 0 comments Cameron Hurst Chief Inve, Equium Capital Manag... Price $128.900 Owned No
BUY	United Rentals(URI-N) November 13, 2018 Volatile and leveraged. Also very acquisitive, which maybe why it's under pressure. But now is an opportunity to buy this. He likes URI. Good fundamentals and pricing is firm. Financial Services 0 0 0 0 0 0 comments	Volatile and leveraged. Also very acquisitive, which maybe why it's under pressure. But now is an opportunity to buy this. He likes URI. Good fundamentals and pricing is firm. Financial Services 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $119.570 Owned Yes
WEAK BUY	United Rentals(URI-N) July 17, 2018 It should be a great stage in the cycle for them. They rent out large building machinery. The recent move down is digesting some recent purchases. Take a position here, but they carry a lot of debt too. Edge in a bit. Financial Services 0 0 0 0 0 0 comments	It should be a great stage in the cycle for them. They rent out large building machinery. The recent move down is digesting some recent purchases. Take a position here, but they carry a lot of debt too. Edge in a bit. Financial Services 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $152.210 Owned Unknown
TOP PICK	United Rentals(URI-N) April 25, 2018 The largest big-machinery rental company in the world. Trading at less than 10x earnings. They benefit from an infrastucture tailwind. Meanwhile, rental rates are rising. (Analysts' price target $195.93) Financial Services 0 0 0 0 0 0 comments	The largest big-machinery rental company in the world. Trading at less than 10x earnings. They benefit from an infrastucture tailwind. Meanwhile, rental rates are rising. (Analysts' price target $195.93) Financial Services 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $157.880 Owned Yes
COMMENT	United Rentals(URI-N) April 18, 2018 People like to rent and not buy equipment. Use a $168 stop loss. Financial Services 0 0 0 0 0 0 comments	People like to rent and not buy equipment. Use a $168 stop loss. Financial Services 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $180.000 Owned Unknown
TOP PICK	United Rentals(URI-N) January 31, 2018 This is a play on the US economy. Companies do not like to buy heavy equipment, they like to rent it as it is much more efficient. When the economy gets better, the capacity tightens up and prices go up. They are now seeing rising prices for their rentals for the first time in a few years. When that begins, it tends to go on for a long time. It’s a cyclical business, but if we think companies are much more optimistic than they were 18 months ago, then they are going to start to build and are going to use equipment from this company. The company generates a lot of cash. (Analysts' price target is $194.87.) Financial Services 0 0 0 0 0 0 comments	This is a play on the US economy. Companies do not like to buy heavy equipment, they like to rent it as it is much more efficient. When the economy gets better, the capacity tightens up and prices go up. They are now seeing rising prices for their rentals for the first time in a few years. When that begins, it tends to go on for a long time. It’s a cyclical business, but if we think companies are much more optimistic than they were 18 months ago, then they are going to start to build and are going to use equipment from this company. The company generates a lot of cash. (Analysts' price target is $194.87.) Financial Services 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $181.110 Owned Yes
PAST TOP PICK	United Rentals(URI-N) January 30, 2018 (A Top Pick Jan 26/17. Up 43.34%.) Heavy equipment rental. This is a beneficiary of a good economy, and the belief that we are going to see infrastructure expansion. Financial Services 0 0 0 0 0 0 comments	(A Top Pick Jan 26/17. Up 43.34%.) Heavy equipment rental. This is a beneficiary of a good economy, and the belief that we are going to see infrastructure expansion. Financial Services 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $182.140 Owned Yes
BUY	United Rentals(URI-N) December 19, 2017 This has done extremely well. They expanded their portfolio of big equipment at the cusp of an infrastructure spend. The one thing he would caution on is that they are a fairly high beta stock, so you are going to see a fair bit of volatility. Also has a fairly levered balance sheet. Financial Services 0 0 0 0 0 0 comments	This has done extremely well. They expanded their portfolio of big equipment at the cusp of an infrastructure spend. The one thing he would caution on is that they are a fairly high beta stock, so you are going to see a fair bit of volatility. Also has a fairly levered balance sheet. Financial Services 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $166.380 Owned Yes
TOP PICK	United Rentals(URI-N) December 13, 2017 He wants to own things that benefit from corporate and business optimism. Feels capital spending will be a significant theme and industrials will play a part. This company has 2 main businesses, they rent equipment and machinery to industrial companies, and they rent construction equipment to non-residential construction companies. This is a prime beneficiary very of a stronger US economy. It has a relatively high tax rate, so they benefit from the tax plan. They also benefit from the theme that companies don't necessarily want to spend all the money on their equipment, they want to pay for it on an ongoing basis. (Analysts' price target is $160.) Financial Services 0 0 0 0 0 0 comments	He wants to own things that benefit from corporate and business optimism. Feels capital spending will be a significant theme and industrials will play a part. This company has 2 main businesses, they rent equipment and machinery to industrial companies, and they rent construction equipment to non-residential construction companies. This is a prime beneficiary very of a stronger US economy. It has a relatively high tax rate, so they benefit from the tax plan. They also benefit from the theme that companies don't necessarily want to spend all the money on their equipment, they want to pay for it on an ongoing basis. (Analysts' price target is $160.) Financial Services 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $163.810 Owned Yes
COMMENT	United Rentals(URI-N) May 2, 2017 A company that works beautifully into the infrastructure improvement and the rental market. If you are patient, you should see the stock move higher. Trades at a very modest multiple because it is deeply cyclical. Financial Services 0 0 0 0 0 0 comments	A company that works beautifully into the infrastructure improvement and the rental market. If you are patient, you should see the stock move higher. Trades at a very modest multiple because it is deeply cyclical. Financial Services 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $108.620 Owned Unknown
TOP PICK	United Rentals(URI-N) January 26, 2017 Reported earnings last night and had a mammoth day today. They are in the infrastructure area. They just made an acquisition that will be accretive. (Analysts’ target: $116.00). Financial Services 0 0 0 0 0 0 comments	Reported earnings last night and had a mammoth day today. They are in the infrastructure area. They just made an acquisition that will be accretive. (Analysts’ target: $116.00). Financial Services 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $106.210 Owned Yes
BUY	United Rentals(URI-N) July 21, 2015 There was a low back in January, then a downtrend which is very positive. This is a great place to hang your hat around the $79.00 range. Great place to buy. If you do own it, hang on here. Financial Services 0 0 0 0 0 0 comments	There was a low back in January, then a downtrend which is very positive. This is a great place to hang your hat around the $79.00 range. Great place to buy. If you do own it, hang on here. Financial Services 0 0 0 0 0 0 comments Hap (Robert) Sn Chief Port, Castlemoore Inc.... Price $78.770 Owned Unknown
COMMENT	United Rentals(URI-N) July 14, 2015 An industrial transportation type of stock. Rents out various types of equipment. It should do well in an improving economic environment. Primarily US based which is positive as the US economy is growing. Trades at a higher multiple than some of the other multi-industrials that she owns. Financial Services 0 0 0 0 0 0 comments	An industrial transportation type of stock. Rents out various types of equipment. It should do well in an improving economic environment. Primarily US based which is positive as the US economy is growing. Trades at a higher multiple than some of the other multi-industrials that she owns. Financial Services 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $83.310 Owned No

Stockchase, in its reporting on what has been discussed by indviduals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : hello@stockchase.com.

© Stockchase Inc. & Wealthica Financial Technology Inc.