Lowe's Companies Inc. (LOW)

All Comments on LOW

  • commenter
    pepster
    May 20 07:28 PM
    Lowe's Profit Drop Is Not That Bad [view article]
    Also disagree. Upgrading one's home during the housing boom allowed one to sell for more, but how does upgrading add value when housing prices keep on falling? I'm in the camp that thinks housing won't turn for another 2-3 years minimum, so I'm staying far away from Lowe's, HD, etc. Reply
  • commenter
    bill d
    May 20 05:58 PM
    Options Trader: Monday Outlook [view article]
    Phil is a capitalist. Like me.
    But there are a few things at least I won't do unlike GE & Shell, et al.
    You certainly could make a lot of money selling child porn - but would you ?     Reply
  • commenter
    Norman
    Lepoff, M.D.
    May 20 10:54 AM
    Wall Street Breakfast: Must-Know News [view article]
    Good article. Reply
  • commenter
    CrossProfit
    May 20 06:01 AM
    My Website
    Lowe's Profit Drop Is Not That Bad [view article]
    Disagree.

    See our comment on this article here:
    seekingalpha.com/artic...

    CrossProfit     Reply
  • commenter
    CrossProfit
    May 20 05:56 AM
    My Website
    Options Trader: Monday Outlook [view article]
    capgain,

    You can disagree with Phil as much as you want, as we have almost consistently disagreed with him over the energy sector for the past two years, however, you must admit that Phil's writing is entertaining.

    Besides, he does get the general trend or shall we say - market sentiment - correct more often than not.

    As for politics, this is part of Phil's investment philosophy as long time readers are aware of. Phil is a true 'blue-neck' as in comparison you would say that Ted Kennedy is a 'red-neck' Republican! There is nothing wrong with that even though most readers do not aspire to Phil's political convictions. This is one of the blessings of living in a free country or as Phil would likely say; free until we start importing our civil liberties as well...

    Just read, learn, agree/disagree and most importantly...ENJOY!

    Saul Sterman
    CrossProfit     Reply
  • commenter
    CrossProfit
    May 20 05:15 AM
    My Website
    How Lowe Can You Go? [view article]
    Cute title!

    We disagree with your $26.70/$34.10 valuation. Multiples tend to contract for sectors that under perform consistently and do not rebound until they are clearly out of the woods. This could take a while. A good forward indicator would be tenable improvement in consumer confidence.

    See www.crossprofit.com/vi... for 2008 CrossProfit e-line.

    CrossProfit (consensus)     Reply
  • commenter
    Itsonlymoney
    May 19 01:22 PM
    Options Trader: Monday Outlook [view article]
    Always worth reading, and funny as well. Reply
  • commenter
    User 190518
    May 19 12:19 PM
    Options Trader: Monday Outlook [view article]
    This is one of the best blogs on the market as it stands now that I have read in the last 7 days. Keep up the excellent work. Reply
  • commenter
    capgain
    May 19 11:53 AM
    Options Trader: Monday Outlook [view article]
    "...poor starving masses"...."... upper class".....Boone Pickens a "deranged rooster"....this scree is right out of the Bernie Sanders/George McGovern handbook for socialism! The writer has such a hair shirt on for GE that anything constructive that he might want to impart is buried so far under his disdain for capitalism that it is lost to all but the nattering faithful.

    An obvious question arises......just where else should Pickens have looked for his turbines? The Sierra Club? The Environmental Defense Fund? Peta? NPR?

    The writer is obviously intelligent, writes well, but is long on form and short on substance.     Reply
  • commenter
    SA Editor
    Eli Hoffmann
    May 19 09:25 AM
    Wall Street Breakfast: Must-Know News [view article]
    Inquiring mind, you're absolutely right. Dropped the ball on that one. Thanks for your feedback. Reply
  • commenter
    Inquiring
    Mind
    May 19 09:00 AM
    Wall Street Breakfast: Must-Know News [view article]
    "Expensive oil is killing oil companies" is not exactly what that article said -- the figures of 26% and 30.2% are for the decline in profit for non-energy companies in the S&P 500, not for oil companies other than XOM, CVX, and COP. Yes, the oil sector is exhibiting declining margins per barrel but it also had the highest total increase in profit of any sector in the index. I appreciate your summaries of other news sources but you got this story totally wrong. Reply
  • commenter
    proline5656
    May 16 05:00 PM
    Home Depot Slows Down Expansion; Still Losing Customers to Lowes [view article]
    I worked for HD for 9 terrible months. The managers know nothing. they underpay and are top heavy. After 35 years in construction, my knowledge was not utilized properly. Eric McDonald should get involved with his Dept. heads more. terrible district managers. I told them I was walking and no reply.I was at the so-called Pro-Desk, What a Joke. They are supposed to be the Pros, but the advise I heard given to some contractors and home/owners was wrong and possibly dangerous. Reply
  • commenter
    jimmyecon
    May 16 07:02 AM
    Home Depot Slows Down Expansion; Still Losing Customers to Lowes [view article]
    I mostly shop at Home Depot but sometimes do go to Lowes. The Home Depot almost always has more customers than Lowes does.

    I would like to know sales per square foot and not just comps from one year to the next. From what I have seen, it sounds almost impossible that Lowes is more successful than Home Depot.

    I understand that Lowes is growing and successful expansion results in higher percentage profit growth and I understand that Home Depot is a mature company with less opportunity to grow so it's profit growth has to be lower.

    I do think that after Arthur Blank and Bernie Marcus left the company, service did decline but I have noticed an improvement since Nardelli left.

    I usually shop at the Dahlonega Georgia Home Depot. The service at that store is wonderful. Even the manager gets out on the floor and serves the customers.     Reply
  • commenter
    User 194365
    May 16 12:44 AM
    Home Depot Slows Down Expansion; Still Losing Customers to Lowes [view article]
    Some people like #2's just because they harbor the hope that #2 will someday become #1. But history is littered with #2's that never managed to make #1's. Most recent striking example: Circuit City vs. Best Buy. We all know that Lowe's is brighter, more superficially appealing. But at the end of the day, Home Depot still has the momentum in terms of sales, economies of scale, location, and, yes, reputation. As a prior poster wrote, when Lowe's wakes up in the morning, it hopes it sees Home Depot when it looks in the mirror. But lookit: Lowe's has a great deal going for it, and when this stock falls below 18 or 19, it'll be worth picking up a few shares just for when the economy turns around. People aren't buying houses, which is a fact that sellers presumably know, which means on the one hand, maybe they want to spruce up their houses in the meantime (or in preparation for putting it on sale . . . hah!), or on the other hand, that nobody's got money for nuttin', and least of all to put in granite countertops and skylights. Both HD and Lowe's are still in for many months of tough times, and in a contracting market the argument of growing market share -- well, a larger slice of a smaller pizza pie is, any way the cookie (I mean, pie) crumbles, a smaller piece altogether.
    I'll wait till two or three quarters from now before dipping my toe into the moat surrounding these two big box retailers.     Reply
  • commenter
    Earl of
    Earls
    May 13 01:59 PM
    The WSJ Is Wrong on the Housing Crisis [view article]
    No one seems to remember 'location, location, location'. These are fixed assets. Seldom does one by a house in California and move it to South Carolina. There is also the units yet to be bought as a second home for only the perchaser's use. The inventory problem is only locallized to a few states. Unfortunatly, they are large population states and skew the numbers to scare the people in Fairbanks. Reply
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