The store investments may pay dividends for the company this summer, when the sales are at their highest.

I was proud to see those American flags. I wanted them to wave them high so that everyone -- including the news helicopters -- could get the message that they love America, they're a part of America.

The fact that O'Reilly posted in-line results makes it unlikely that we will see above-consensus results anywhere else within the auto parts retailing industry.