Is the market underestimating the boost in sales Lowe's (LOW +2.1%) and Home Depot (HD +0.3%) will see in Q4 as consumers opt to buy more durables instead of discretionary retail purchases with the sweeping impact of Hurricane Sandy changing some buying behavior? Though both stocks trade near 52-week highs, a number of analysts like the home improvement companies as a better play than the hyper-competitive smorgasbord of retails stocks trying to gain an edge over each other in the holiday season price-slashing wars.
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