LOW Forum Topics
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- Lowe's: 5 Star Strong Buy [view article]
- Can't Short XHB? Create Your Own Homebuilders ETF to Short [view article]
- 8 Stocks to Benefit from the Coming Uptrend in Housing [view article]
- Lowe's Profit Drop Is Not That Bad [view article]
- Home Depot: Avoiding Shares Until Management Takes Charge [view article]
- T. Boone's Stake - Fast Money Recap (5/20/08) [view article]
- How Lowe Can You Go? [view article]
- Options Trader: Monday Outlook [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Home Depot Slows Down Expansion; Still Losing Customers to Lowes [view article]
- The WSJ Is Wrong on the Housing Crisis [view article]
Recent LOW Articles
- Tech and Healthcare Offer Growth at a Discount - Barron's Interview
- Lowe's: 5 Star Strong Buy
- America Spends Rebate Checks ... at Home Depot
- T. Boone's Stake - Fast Money Recap (5/20/08)
- Housing-Related Industries: Steady Downward Trend - Housing Tracker
- Home Depot: Avoiding Shares Until Management Takes Charge
- Wall Street Breakfast: Must-Know News
- Lowe's Profit Drop Is Not That Bad
- How Lowe Can You Go?
- Options Trader: Monday Outlook
- Full List of Articles »
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Lampert's Move Is All About Brands [view article]
It will still take this strategy some time to play out. Let's say that they do start selling their better known brands through places like Target, HD, Lowe's Autozone, etc and they start closing marginal stores, what are the remaining reasons to go to the good Sears stores? If you can go to Target to pick up your favorite brand of boxer shorts, what reason do you have to go to Sears? Over time, I think this strategy could work but in the interim they're going to be left with a lot of stores that don't sell very much stuff. ReplyLampert's Move Is All About Brands [view article]
Good stuff, thank you! ReplyWill There Be Anywhere Left to Shop in 2010? [view article]
I hope the turn around is today - buying ReplyWill There Be Anywhere Left to Shop in 2010? [view article]
Good point, and Wal-mart, well, it's like a cockroach in so many ways. I just can't shop there. I am hoping that consumers will notice that many Kohl's items sell for Wal-mart prices, and even Nordstrom has low prices on some things; for example, they have fine silk wedding gowns for around $200, the same price as those tacky polyester bridal barn types. If consumers are informed, these retailers can hold their own in a poorer America (should that come to pass). ReplyLatest Retail Sales Report Strengthens Case For Consumer-Led Recession [view article]
That iswrahal.blogspot.com Reply
Latest Retail Sales Report Strengthens Case For Consumer-Led Recession [view article]
Adjusting using today's CPI report, Real Retail Sales were flat for 2007!The tredns is also scary.
See wrahl.blogspot.com Reply
Will There Be Anywhere Left to Shop in 2010? [view article]
Ditto, I like it! ReplyWill There Be Anywhere Left to Shop in 2010? [view article]
Nice, very nice! ReplyLowe's Lower on Disappointing Guidance [view article]
They're in a nasty capex battle with HD. ReplyHome Depot: Bye Bye Buyback [view article]
karl,saw that, disagree with him on it
mayo,
i agree the problems are totally fixable. my issue is that current management are not the folks to do it Reply
Home Depot: Bye Bye Buyback [view article]
The HD situation reminds me of MCD back in 2002. Like MCD, HD's operational problems are fixable and I believe they will be over time. The housing market will rebound eventually and when it does HD should do very well. The market value of te company is now below where it was 9 years ago yet the cash the business produces is much larger. As far as Lampert, I believe he is probably seeing the value of the real estate that HD owns which is severely understated on the balance sheet (reported at cost). ReplyHome Depot: Bye Bye Buyback [view article]
I only posted once? or so I thought- please accept my apologies ReplyHome Depot: Bye Bye Buyback [view article]
Did you see that Lampert is buying HD in a big way? ReplyHome Depot: Bye Bye Buyback [view article]
Did you see that Lampert is buying HD in a big way? ReplyHome Depot: Bye Bye Buyback [view article]
Did you see that Lampert is buying HD in a big way? Reply