Oct. 30 at 9:44 PM
$LKQ remarkable that a company trading at 10% FCF, almost 4% dividend, 10x EPS, insider buying, not overly levered at less than 2x, buyback being executed and activist investors getting increasingly vocal had only three sell-siders on their earnings call this week for a
$7B market cap...the market is enamored by AI at any price and ignoring strong valuation that are at a inflection of a rate of change turnaround...indeed the market did recognize the earnings today but this is a bearish to bullish pattern developing that should arouse more visibility but of course that will be in the 40s when it breaches its 200 DMA...