Article Results:
[Mar 01, 2015] LKQ Corp., by Mark Robertson
LKQ provides replacement systems, components and parts needed to repair cars and light trucks, primarily in North America and Europe.
[Oct 01, 2015] Celebrating 10 Years of Favorites, by Mark Robertson
In the October 2005 issue, we launched the MANIFEST 40, built from the stocks that most frequently appear on subscriber dashboards, and this tracking dashboard has delivered a rate of return of 8.8% since inception.
[Jul 25, 2018] MANIFEST 40 Update, by Mark Robertson
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience. The rate of return since inception (2005) is 10.1%.
Forum Post Results:
LKQ Corp (LKQ)
· by
Susan Maciolek
·
06/13/2019 05:50 PM
·
Stocks
Thumbs up for the improved charts!!
LKQ Corp (LKQ)
· by
Mark Robertson
·
06/13/2019 02:57 PM
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Stocks
Value Line Close Shares of LKQ are ranked to outperform the broader market averages in the coming 6-12 months. The stock price has recovered some...
LKQ Corp (LKQ)
· by
Mark Robertson
·
03/18/2015 09:48 AM
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Stocks
LKQ (LKQ) provides replacement systems, components and parts needed to repair cars and light trucks, primarily in North America and Europe. Think...
LKQ Corp (LKQ)
· by
Mark Robertson
·
03/18/2015 10:32 AM
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Stocks
Equity Analysis (Business Model) It’s easy to see why this company captures the attention of many investors in our community. The up, straight and...
LKQ Corp (LKQ)
· by
Ted Brooks
·
03/18/2015 01:44 PM
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Stocks
Having spent many an hour in auto salvage yards over the years, let me mention a few items of interest. First off – you’ve all probably seen LKQ’s...
LKQ Corp (LKQX)
· by
Mark Robertson
·
09/29/2011 08:54 AM
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Stocks
As an example of information that can be found in trade journals, this has potential implications for LKQ and its business. (State Farm recently...
LKQ Corp. (LKQX)
· by
Martin Eckerle
·
12/01/2010 01:20 AM
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Stocks
I would like to start a conversation using LKQ as an example. This discussion is not intended to be about how good or bad this company is. Rather I...
LKQ Corp. (LKQX)
· by
Martin Eckerle
·
12/01/2010 01:23 AM
·
Stocks
Here is the SSG.
LKQ Corp. (LKQX)
· by
Mark Robertson
·
12/01/2010 08:00 AM
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Stocks
>This discussion is not intended to be about how good or bad this company is. Good thing … because you don’t want to have that conversation...
LKQ Corp. (LKQX)
· by
Martin Eckerle
·
12/01/2010 10:22 AM
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Stocks
Sorry Mark! I guess this company does step on those great USA Michigan car producers and parts makers. :) Sorry, but you know that is not the...
LKQ Corp. (LKQX)
· by
Mark Robertson
·
12/03/2010 01:02 PM
·
Stocks
I’ve not forgotten this, Marty … and we’ll get something rolling after we finish the December newsletter.
LKQ Corp. (LKQX)
· by
Mark Robertson
·
12/09/2010 09:47 AM
·
Stocks
Equity Analysis Guide prepared by Marty Eckerle:
LKQ Corp. (LKQX)
· by
Mark Robertson
·
12/09/2010 09:52 AM
·
Stocks
Stock Study: Bottom Line
LKQ Corp. (LKQX)
· by
Mark Robertson
·
12/09/2010 09:55 AM
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Stocks
>All of this has the SSG supporting a projected annual return (PAR) of 12.8% which is acceptable for a medium size company. Clarification: PAR...
LKQ Corp. (LKQX)
· by
Mark Robertson
·
12/09/2010 10:02 AM
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Stocks
>My question is why the EAGLE and SSG-based PAR results are so different. Have I an error in my calculations or has the forward look made this...
LKQ Corp. (LKQX)
· by
Mark Robertson
·
12/09/2010 10:14 AM
·
Stocks
What it’s NOT (Continued) It also NOT a shopping guide. In a presentation I made years ago, I conjectured that Nicholson (if he were around today)...
LKQ Corp. (LKQX)
· by
Mark Robertson
·
12/09/2010 10:52 AM
·
Stocks
Analysis Comparison
LKQ Corp. (LKQX)
· by
Mark Robertson
·
12/09/2010 01:57 PM
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Stocks
Sales Growth Forecast Since the projected average P/Es in the case study match, it becomes a comparison of the 5-year EPS forecasts:
LKQ Corp. (LKQX)
· by
Mark Robertson
·
12/09/2010 02:01 PM
·
Stocks
Watch out for Mergers, Etc. In a traditional SSG, a user might be tempted to use a growth forecast based on the following image. In this case, we...
LKQ Corp. (LKQX)
· by
Mark Robertson
·
12/09/2010 02:06 PM
·
Stocks
Embedding Some Forecasts This is one of the reasons that we like to embed analyst estimates for 2010 and 2011 — because this reflects expectations...
LKQ Corp. (LKQX)
· by
Mark Robertson
·
12/09/2010 02:28 PM
·
Stocks
… and this agrees pretty favorably with an Equity Analysis Guide today (using 12/31/2010 estimates for TTM sales) and a sales growth forecast of...
LKQ Corp. (LKQX)
· by
Mark Robertson
·
12/09/2010 02:32 PM
·
Stocks
Profitability Analysis Here’s a look at the post-merger profitability, including using analyst EPS estimates for 2010 and 2011 to form net margin...
LKQ Corp. (LKQX)
· by
Mark Robertson
·
12/09/2010 02:39 PM
·
Stocks
When you use the software to embed the estimates, you have to be careful with the time cycles. As shown here, the 5-year EPS forecast is closer to...
LKQ Corp. (LKQX)
· by
Mark Robertson
·
12/09/2010 02:42 PM
·
Stocks
… in other words, you don’t want to be using $2.15 here:
LKQ Corp. (LKQX)
· by
Mark Robertson
·
12/09/2010 02:43 PM
·
Stocks
The software gets confused really, really easily. We have to do our part to stay focused. :)
LKQ Corp. (LKQX)
· by
Mark Robertson
·
12/09/2010 02:48 PM
·
Stocks
The Equity Analysis Guide doesn’t get confused so easily … the time horizon is always five years. Using a sales growth forecast of 11%, projected...
LKQ Corp. (LKQX)
· by
Mark Robertson
·
12/09/2010 04:07 PM
·
Stocks
… and here’s the Value Line low total return forecast for LKQX — keeping in mind that we like to generally stay within striking distance:
LKQ Corp. (LKQX)
· by
Jim Thomas
·
12/10/2010 03:45 AM
·
Stocks
The software is just doing what you told it to do, which isn’t really what you want it to do once you get into section 4. Here is how to get...
LKQ Corp. (LKQX)
· by
Jim Thomas
·
12/10/2010 03:47 AM
·
Stocks
5-year revenue-based EPS projection, based on estimated sales for the quarter ending Dec 2010.
LKQ Corp. (LKQX)
· by
Jim Thomas
·
12/10/2010 03:48 AM
·
Stocks
High and Low PEs that average to the 17 PE used in the EAGLE.
LKQ Corp. (LKQX)
· by
Jim Thomas
·
12/10/2010 03:49 AM
·
Stocks
7.2% PAR (section 5D) matching PAR on the EAGLE.
LKQ Corp. (LKQX)
· by
Mark Robertson
·
12/10/2010 08:33 AM
·
Stocks
Well … not exactly. But in the words of a fellow analyst, “that has to be some of the worst butchering and mangled math that I’ve seen in a very...
LKQ Corp. (LKQX)
· by
Jim Thomas
·
12/10/2010 12:43 PM
·
Stocks
> But in the words of a fellow analyst, “that has to be some of the worst butchering and mangled math that I’ve seen in a very long time.”<...
LKQ Corp. (LKQX)
· by
Mark Robertson
·
12/10/2010 12:48 PM
·
Stocks
Right. He (and I) are referring to the mangled and butchered “math” behind the graph cludge. :)
LKQ Corp. (LKQX)
· by
Martin Eckerle
·
12/11/2010 11:57 PM
·
Stocks
Mark, I am very grateful for the time you spent answering my questions about the SSG and EAGLE. There was so many bits. mighty bits, of information...
LKQ Corp. (LKQX)
· by
Dan Hess
·
12/12/2010 09:36 AM
·
Stocks
Mark Are you using TK 5 or 6? It seems TK6 provides the capability to add analysts estimates for the next 5 years that would seem to take care of...
LKQ Corp. (LKQX)
· by
Jim Thomas
·
12/12/2010 12:24 PM
·
Stocks
Toolkit 6 (TK6) does allow you to include analyst estimates of future Sales and EPS on the main SSG graph. What TK6 doesn’t do is allow you to...
LKQ Corp (LKQX)
· by
Mark Robertson
·
10/18/2011 10:12 AM
·
Stocks
Subscriber Correspondence: My stock studies for LKQ (LKQX) result in a much higher growth rate for the company than your consensus forecast. Why?...
Solomon Select (March 2015): LKQ Corp (LKQ)
· by
Ron Thorson
·
04/03/2015 05:51 PM
·
Stocks
The 2014 winner of Cornell University’s annual MBA Stock Pitch Callenge was a “buy” presentation for LKQ Corp. Too bad I couldn’t find a video of...
Round Table (October 2016)
· by
Mark Robertson
·
10/26/2016 10:16 AM
·
Stocks
The audience selected LKQ Corp (LKQ).
LKQ Corporation
· by
Roy Chastain
·
05/27/2012 01:28 AM
·
Stocks
Effective May 22, 2012, LKQ Corporation’s ticker changed from LKQX to LKQ. I have it listed in one of my Dashboards and that I needed to manually...
LKQ Corporation
· by
Mark Robertson
·
05/27/2012 02:32 PM
·
Stocks
Thanks, Roy. Yes, check your dashboards and edit accordingly.
MANIFEST 40 (March 2012)
· by
Mark Robertson
·
03/29/2012 09:36 AM
·
General Discussion
Chargers What companies are making the strongest gains among this consensus collection? This may be indicative of strong fundamentals (combined...
Round Table (May 2013)
· by
Mark Robertson
·
05/31/2013 02:53 PM
·
Stocks
The Round Table tracking portfolio returned to positive relative return (alpha) territory, nudging up past 0% and continuing to deliver a...
Round Table (August 2012)
· by
Mark Robertson
·
08/28/2012 08:41 AM
·
Portfolio Design & Management
The Knights of the Round Table battled high winds, fugitive knights, tumultuous waves and more than a little hot air (from Hurricane Isaac) and...
Solomon Select: July 2008 (Wisdom of Crowds)
· by
Mark Robertson
·
06/30/2008 12:36 PM
·
Stocks
LKQ Corp — Company Description LKQ Corporation is a provider of recycled light vehicle original equipment manufacturer (OEM) products and related...
Round Table (October 2016)
· by
Mark Robertson
·
10/26/2016 10:11 AM
·
Stocks
October Round Table Our Round Table, a monthly session featuring our favorite stock ideas right now in true round table fashion, was held October...
This Week at MANIFEST (3/20/2015)
· by
Mark Robertson
·
03/17/2015 10:00 AM
·
General Discussion
Stocks to Study (3/20/2015) LKQ Corp (LKQ) – Highest MANIFEST Rank (100) Neustar (NSR) – Highest Low Return Forecast (VL) Express Scripts (ESRX) –...
Solomon Select (March 2015): LKQ Corp (LKQ)
· by
Mark Robertson
·
03/26/2015 10:58 AM
·
Stocks
We start the hunt for this month’s Solomon Select feature using the same format as we’ve been featuring in the weekly updates. The difference here...