저자: 짐크레이머 · 외국인
요약 보기
크레이머는 온라인 중고차 업체 카바나(CVNA)에 대해 과거 신중했던 입장을 인정하고, 실적과 성장성을 근거로 긍정적 평가로 돌아섰다. 주가 흐름: 작년 말 주당 54달러 수준에서 최고 72달러까지 올랐다가 현재 50달러 부근으로 되돌림. 그럼에도 18개월 전 바닥 대비 500% 이상 상승한 상태라고 설명. 실적 평가: 2분기 매출이 시장 예상보다 크게 늘었고(전년 대비 약 127% 증가), 시장 진출 지역이 65개로 확대됐다. 차량 평균 판매 소요 기간은 105일에서 66일로 단축. 가이던스: 3분기 매출 성장률 약 127%, 차량당 매출총이익 2,000~2,200달러를 제시. 연말까지 79~84개 시장 진출 계획으로 미국 인구의 57%를 커버할 전망. 비즈니스 모델: 온라인 구매, 자동판매기형 차량 픽업, 7일 반품 제도 등으로 기존 딜러 방식의 불편을 줄이는 점을 강점으로 제시. 밀레니얼 세대 소비 패턴에 부합한다고 평가. 밸류에이션 및 리스크: 주가는 내년 예상 매출의 약 2배 수준으로 비싸지 않다고 판단. 다만 최근 25% 하락 후에도 변동성이 크고, 투기적 트레이더는 추가 하락 가능성을 감안해야 한다고 경고. 투자 조언: 공격적인 매수는 피하고 분할 매수할 것을 권고. 과거 자신이 기업의 증명을 기다리라고 한 판단이 늦었다고 인정. 출연자 전망: 크레이머는 카바나에 대해 긍정적이며 단계적 매수를 권하는 중립에서 매수 쪽에 가까운 입장.
다듬은 글
new course they are used cars there we can spend all night talking about why this is the case millennial so cheap who are younger people learning to drive who needs a license when you got Boober how about use scooters meanwhile cars built in the last decade a lot more reliable than the predecessors so buying news is much less of an option these days and that's why Cramer fav car mat the cheating dealerships that mostly sells news vehicles has seen stock belly 14% fatir while new vehicle focused automation so I said at the top of the show that new car prices will continue to be under pressure that barely scratches the surface of the story you want to see the biggest winner here look no further then carvanha the online used car dealership the buy online many go to one of them used car vending machines basically a gigantic automated garage pick it up over the past few weeks the stock is pulled back pretty dramatically from its recent eyes get this it's still up more than 500 percent from where it bottom it's 18 months ago 20:18 persona pulled in to ask about carvanha I said I need to do some catching up on this thing for I rendered opinion at the time the stock was in 54 bucks then it serves to $72 at its highs last month and it's now round trip to 50 for you so I figured this is a good time to circle back and look at car barn up first off I will pass the mustard I used to put mayo on it got to eat some crow and sherry not long after carvanha admitted sales forecast some trainers guides I told you to wait for the company or prove itself before you do anybody that's been the way I do things and she's the way I wrote the book we don't worry that's the might possible and that I just kind of forgot about it's not word hired so I miss a major opportunity for you and that's bad what do we do with carvanha right now isn't that more important than looking to pass for starters this company has a revolutionary concept well I'm sure many of you would be reluctant to buy a used car off the internet 7c do we have a whole generation people who literally can't remember a time before the Internet they do everything online which is why this idea sounds much less out there or outlandish to me under 30 crowd than it does say someone of my de Janerio generation but I am car especially news car has always been a painful process right I mean no one really has liked it of my ilk oh just a second all right well not buying anything this show all right there's a reason used-car salesmen are practically synonymous with misleading high-pressure sales taxes so kibana had a brilliant idea they took the two from every other kind of retail and decided to cut out the middleman in this case the dealerships in order to go directly to the consumer instead the company uses technology to get potential buyers an incredible amount of information in the website you can go there to research a car or buy everything it's an answer you never need to interact with him it's like dominos pizza that's a huge selling point for millenniums if you pay they even drop the car off at your house wouldn't I let you take it out from weather news car they mean she's come on this is great let me put it to you like this when you buy a used car from a dealership whole process take hours this car back carvanha i just bought the car all from the comfort of my office or your couch even better if you don't like your car you've got seven days to return the darn thing it's like a week-long test drive good luck dick not from a traditional dealership I didn't go around the block but even though I love the concept I was very questions about Kevon Owen I told you to wait for the company to prove himself ten months ago management's execution had been too inconsistent sure enough two months later the company reported another disappointing quarter with weak dice in stock sold off dramatically as analyst after analyst however by the end of March carvanha started to get some sponsorship couple of panels neither upgraded or initiated covers with buy rings and the stock started bouncing then at April the company announced an eleven million share secondary offering which ended up being priced at $27.50 at the same time though carvanha also pre-announcement better than expected sales which breathe new life into the stock bed over summer this thing just exploded higher on very little news as analyst enter analyst and finding reasons to raise the price price and say something differently they were wrong when carvanha importance latest results on August 8 the company finally gave the Bulls the spectacular blowout that they've been craving while carvanha delivered a wider than expected earnings loss the sales came in much higher they spent it up a hundred and twenty seven there's a number they expanded the nine markets bringing the total up to 65 it now takes them in average of just 66 days to sell a car that is down from 105 days the year before that's the key metric even better the guidance explosive carvanha predicted a fabulous third quarter management raised it for your guidance there now for testing fifteen a hundred twenty seven percent revenue growth with total gross profit per car coming in at 2,000 2,200 I'm from a previous broadcast in 1539 that is huge people by the engineered carbon expects to be in 79 to 84 markets across the country at which point we'll be covering 57 percent of the u.s. population in short carbon is not just distracted it's also a classic regional to national growth story something funny now in response again the stock a new tire and that made perfect sense everybody was expecting carbon is close to slow perhaps dramatically because that's exactly what the company told us would happen when he gave us tepid guidance earlier this year you know what these guys were doing right what to repeat it to me they were doing new pot they under promise and over deliver exactly what I told them throw off the Eagles who do master broom summer camp and they won the Super Bowl but then the stock got a little out of control when Mitch in Arizona asked about carvanha we kept it reported it was trading 54 then over the course of the next month step by step inch by inch and suddenly climbed to send me two bucks Wow this move was simply about a momentum stock attracting new adherents after great work since then though Cavanaugh's lost nearly 25 percent of its value no real news except the major shareholders been selma stocking up to fifth I'm blaming the night with such massive gains it would be irresponsible not to raise some of the register so now that carbon has played back what do we do with it I'm torn on the one hand innocent has come down from his highs this Packers don't want a lot you know I hate to chase the other hand it's not expensive by any stretch of the imagination carvanha trades is just nearly two times next year's expected sales yet the company's growing like wheat next to the end all support this in eighty percent revenue growth you know what I think the car bomb is too attractive to ignore however I worry about carvanha for speculation as is Fox a real wild traders I just described may be prepared to be dueling your position grads on the way down if you keep spoiling the bottom line confines kind of fabulous concept which by the way mister Fed Chairman keeps car prices down just his inflation I think this online news car salesman has absolutely proven itself I like it but eating that first near 25% decline for its recent highs the stock remains so yes you have my by her just don't be too aggressive and don't buy it all at one level I want to go to Michael in North Carolina Mike
Comments 0