United Rentals, Inc.
Cupps Capital Management is a Chicago-based investment management firm serving institutional investors through separately managed accounts since 2000. Mr. Drew Cupps is President and Chief Investment Officer of the firm, and has built a fund with over $951 million in assets under management.
A top trio
Recently, the rental business has been delivering considerable upside, especially due to higher U.S. pricing and a recovering economy. Industry leading companies in this sector now deserve more attention from investors. Hertz Global Holdings (NYSE: HTZ), Avis Budget Group (NASDAQ: CAR) and United Rentals (NYSE: URI) fall into this category and justify a succinct analysis in order to elucidate if they compose worthy investments.
An interesting opportunity in the more »
According to its latest 13-F filling with the SEC, Castlerock Asset Management, run by Paul Tanico, has more than 50% of its 13F-attributable assets in basic materials and services stocks. Interestingly, only one of the top five stocks in the equity portfolio falls into this category. But one thing that is consistent with the investing strategy of Castlerock is to invest only in companies with a market cap of more more »
One of the greatest growth stories in the market has seen weakness in recent weeks. The company is XPO Logistics (NYSE: XPO), and although its approach is sometimes questioned, history tells us that it will go on to become one of the best performing stocks of the next few years.
The most popular small cap stocks (defined as those with market capitalization between $1 billion and $5 billion) among hedge funds outperform the S&P 500 by 18 percentage points per year on average. We think that this is because small cap stocks receive less attention from the financial media and institutional investors such as mutual funds.
Hedge funds are, therefore, more likely to uncover an undervalued or overvalued stock more »
More people are expected to travel this year, and business travel in particular will experience 12% growth, according to the Global Business Travel Association. When people travel, car rental companies often profit. There are only a few publicly traded rental car companies to choose from, so which should you pay attention to?
MKM Partners put a new price target on Hertz Global Holdings, Inc. (NYSE: HTZ). Its analysts recommend the company as a buy and see the stock going to $30 per share. This is a 28% premium to its current stock price.
Net income growth is expected to be 42% next year. Hertz management announced it expects earnings per share to rise to $3.10 in fiscal year 2015. Last year more »
By Penny Czarra - February 25, 2013 | Tickers: AOS, AAON, ADT, AMWD, APOG, AWI, BECN, BLDR, CSTE, CLGX, EXP, ELLI, FBHS, GNRC, GFF, HW, HD, JHX, LII, LOW, LXU, LL, LEDR, MLM, MAS, MOVE, NCS, NTK, OC, PFIN, PATK, PGTI, PPG, NX, RPM, SHOS, SNA, SWK, TXI, VAL, TTS, USCR, USLM, URI, UFPI, USG, VRSK, VMC, WSO, Z
I don't like "noise". I try to avoid it whenever / wherever I can.
Yep , call me what you want, but I'm a "retail investor". I know this to be true because everyone (and I mean Everyone) is always trying to sell me something. This means high decibels and lots and lots of BOLD PRINT.
"Renovation Nation". "Renters Nation". "Housing Recovery". "The ONE sure, market-beating stock for your Long-Term more »
The financial crisis and housing correction brought a contraction to the construction equipment industry, as rental companies downsized their fleets and waited for brighter days in the future. Fortunately, Uncle Sam’s printing press has finally generated a rise in housing prices and stronger building activity, which has reversed the negative trends and brought new orders and profits to the business. After large price gains for the industry’s leaders more »
The rental business is a very diverse and unique segment of the economy. People and businesses rent everything from televisions and video cameras to nail guns, bulldozers, semi-trucks and cars. Generally speaking, people tend to rent items they need whether or not there is a recession. After all, most rentals are used to perform an essential but temporary task. Sure, there are instances where renting is done more out of more »
A leading supplier of construction and industrial equipment for rent has become a surprising breakout star during a time period when those particular markets were expected to struggle. In fact, a prime rental equipment market of non-residential more »
A quick look at several rental firms, including two catering primarily to consumers, revealed attractive investments for the coming year or as long-term holdings. Each is expanding its location count, supporting rising revenues. The stocks are priced at valuations that could make them above-average performers.
United Rentals (NYSE: URI)
The largest equipment company in the world with nearly 850 locations, URI’s fleet is valued at about $7.4 billion more »
Highbridge Capital Management, which has about $29 billion in AUM, was founded in 1992 by Glenn Dubin and Henry Swieca. Following Sweica’s departure in 2009, Dubin serves as the primary manager of the fund (though Highbridge is majority owned by JPMorgan Chase following an investment of $1.3 billion in 2004). In mid-November Highbridge filed its 13F with the SEC, allowing the general public to see many of its more »
While Google tumbled, some stocks were quietly going about their business. One stock which was unlikely to appear on many peoples' radars is United Rentals (NYSE: URI). In the early part of the year the stock was regularly pushing new 52-week highs, ultimately peaking near $48. The rally followed a period of heavy losses in the first half of 2011. But things turned sour for the stock when it completed more »
Philip Hempleman founded Ardsley Partners in 1987. Connecticut-based Ardsley is a long/short equity hedge fund with approximately $1 billion under management. The fund invests globally, but has an affinity for chemical and chemical-related companies. As well, Ardsley focuses on value stocks that are growth oriented. In Ardsley’s latest 13F filing, the fund shook things up among its top five holdings by adding a new company entirely, significantly decreasing more »
Hertz (NYSE: HTZ) reported its second quarter 2012 results earlier this week. The company set a quarterly record for rental-days, a key operating metric, and excluding various items it earned 35 cents per share compared to the consensus estimate of 32 cents. Actual EPS of 21 cents per share was still up a substantial amount from the 12 cents per share the company had earned in the same quarter of more »
(with apologies to the late Sonny Bono, and to Cher)
The beat goes on, the beat goes on
Drums keep pounding a rhythm to the brain
The grocery store's the super mart, uh huh
Little girls still break their hearts, uh huh
And men still keep on marching off to war
Electrically they keep a baseball score
And the beat goes on…
Grandmas sit in chairs and reminisce
Boys more »