Lowe's Companies Inc. (LOW)

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  • commenter
    Tack
    Apr 15 05:47 PM
    8 Stocks to Benefit from the Coming Uptrend in Housing [view article]
    More reaction here from the media CW than from reasearch.

    Notwithstanding the carefully selected media horror stories and cherrypicked "worst" data, a review of national statistics will show that in the last forty years no housing downturn has lasted longer than 3-4 years, maximum. Also, despite contrary claims, the current national foreclosure data is not yet appreciably different from other far less publicized corrections.

    By 2009, we'll be climbing out of this housing slump, and the market will anticipate that even sooner. With all the money that the Fed has flooded into the banks, we'll see them all fighting to make loans, again, as contrary to popular wisdom as that seems. No, there won't be any no-docs 125% loans, but, business will be brisk.

    Reply
  • commenter
    islandcreek
    Apr 15 12:10 PM
    8 Stocks to Benefit from the Coming Uptrend in Housing [view article]
    Very well written incisive comments. I get a big kick out of the diversity of opinion on this board from the paranoid, ie: "Thomas Barta" to Mr Know it All, ie: "slvrslam". That is what makes the market go around. Each investor has his or her own objectives and time frames and tolerance for volatility. The average mean performance of the market long term is about 11% a year. The very vast majority of investors don't even achieve that, and majority of the comments on this board make it clear why that is true. Reply
  • commenter
    jjason
    Apr 15 11:47 AM
    8 Stocks to Benefit from the Coming Uptrend in Housing [view article]
    Not so fast...It remains to be seen how bad things will get. Two years ago there were folks who did not believe that homebuilders and banks would lose so much money. I would be very very careful about who you listen to today.

    PS, Your article did not provide me with enough good info to make an intelligent decision to invest in any of these investments.     Reply
  • commenter
    iron308
    Apr 15 07:37 AM
    8 Stocks to Benefit from the Coming Uptrend in Housing [view article]
    RSO and NSF are and have been paying out dividends higher than earnings. That is unsustainable. Reply
  • commenter
    TAS
    Apr 15 12:41 AM
    My Website
    8 Stocks to Benefit from the Coming Uptrend in Housing [view article]
    Interesting comments. The thrust of the article was to be the great value of obtaining rental real estate and serving the needs of the lower middle and middle class. When you can buy a home now and get a 20-30% return with rents plus additional tax benefits (if you buy smart), who cares if housing goes down another 10%? Or 15% The stocks that will benefit are just icing on the cake a bit later.

    Passive investors or those just not willing to educate themselves to make a great total return in active real estate investing should just stay focused on commodities or securities.

    Some may want to review my observations in the article as to whom is buying and profiting now in the housing market.

    Reply
  • commenter
    Ames
    Tiedeman
    Apr 14 09:13 PM
    My Website
    8 Stocks to Benefit from the Coming Uptrend in Housing [view article]
    Warren Buffet owns some USG? Yes or no? Reply
  • commenter
    MistaWhite
    Apr 14 09:07 PM
    8 Stocks to Benefit from the Coming Uptrend in Housing [view article]
    Housing still might fall, but how long until the worst is priced into the market? Sure, housing can fall, but if it's consider "bottomed" in the market we should be fine. So, I agree with the article. Good article. Reply
  • commenter
    David Tsao
    Apr 14 07:39 PM
    My Website
    Tough Year Ahead For Specialty Retailers [view article]
    What is your take on Best Buy's (BBY) business in emerging markets? I've heard that most consumers just go in there to look at things and walk across the street to those massive PC malls to buy their gear (lower prices).

    I don't know if specialty retailers like Best Buy will work in these markets. It's not a cookie cutter business model you can take over.

    On the other hand, companies like WalMart who have pricing power, and Tiffany's with a strong brand presence will do well over time.

    It will be some time before overseas operations for Home Depot and Best Buy provide soft landings when the US economy dives. Amazon which is not a specialty retailer has done well with almost 50% of revenues coming outside of the US (although valuations are high at the moment, margins extremely low).



     Reply
  • commenter
    slvrslam
    Apr 14 06:37 PM
    8 Stocks to Benefit from the Coming Uptrend in Housing [view article]
    deanfv,

    Its too bad that your crystal ball prediction is already priced into stocks levered to the housing market. This just in: Everyone knows housing prices will fall at least 20% in 08. Tell me something I don't know.

    Getting in on these stocks now is a good idea. Yes, Smicklas is a little too optimistic, the housing market is in a horrific state, but when you see it on the news every day investors must start thinking the bad news is overly priced into the market, especially when homebuilders and building materials co's like USG miss earnings by 40% and increase in price the vary same day. Shorts are obviously beginning to get squeezed out of theses stocks. Any sign of life or even if housing prices fall 15% instead of 20% in 08 will absolutely kill the shorts. By reading your comments it seems like you only get your investing information from ABC news or CNBC. You might want to start thinking of broadening your horizons and coming up with your own opinions instead of regurgitating what I hear every night on TV.     Reply
  • commenter
    deanfv
    Apr 14 03:33 PM
    8 Stocks to Benefit from the Coming Uptrend in Housing [view article]
    Yes. I have a crystal ball. Says right here 'home prices are falling hard.' Reply
  • commenter
    Tom B
    Apr 14 02:23 PM
    8 Stocks to Benefit from the Coming Uptrend in Housing [view article]
    "I want some of what you are smoking. House prices are coming down. Way, way down. It will take years. There is no bottom in sight."

    You've got a crystal ball? What's the "P/E" of a house? You can look at rent vs own ratios and mortgage vs per capita income ratios, but I'd say calling a bottom in the housing market is harder than calling a bottom in the stock market.     Reply
  • commenter
    cfish
    Apr 14 01:28 PM
    8 Stocks to Benefit from the Coming Uptrend in Housing [view article]
    Tom,

    Please try this and let us know how it goes in a couple of years.     Reply
  • commenter
    deanfv
    Apr 14 01:17 PM
    8 Stocks to Benefit from the Coming Uptrend in Housing [view article]
    I want some of what you are smoking. House prices are coming down. Way, way down. It will take years. There is no bottom in sight. Reply
  • commenter
    Tom B
    Apr 14 01:04 PM
    8 Stocks to Benefit from the Coming Uptrend in Housing [view article]
    Colorado's one data point. Many factors contribute to local economies. The one thing I feel sure about is that (nationally) we are not quite at "bottom". We need "change" in the White House, IMHO. Housing is symptomatic (in part) of the whole screwed-up economy. Reply
  • commenter
    bowlmar
    Apr 14 12:25 PM
    8 Stocks to Benefit from the Coming Uptrend in Housing [view article]
    Housing has a decade of weakness. Take Colorado as an example. Their housing boom led the nation by 4 years, and Colorado did not enjoy the real estate boom from 2002-2006. Home prices were flat or declining in most areas, while the most "desirable", landlocked areas increased slightly. Home prices are falling somewhat, but are mainly stagnant. Home sales and prices will stagnate in Colorado for at least another decade, giving them a 20 year period of no real appreciation. Home prices should fall 20-30%, but Realtors, banks and lenders will do what they can to prop up the market. This will result in a stalemate between buyers and sellers, and stagnate the market further. Plenty of rentals here though, and they are cheap. Reply

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