LOW Forum Topics
- All Comments on LOW
- General Discussion on LOW
- 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]
loading ...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 »
8 Stocks to Benefit from the Coming Uptrend in Housing [view article]
Well written article, I agree on all points, with the exception of one: it appears you are expecting housing to bottom very soon, whereas I expect at least another year of weakness. The downtrend will slow, but it will still be declining. ReplyTough Year Ahead For Specialty Retailers [view article]
Very interesting read.The accepted sector classification (retail or specialty retail or consumer non-durables) for the above mentioned companies is as follows;
ANN - Ann Taylor Stores Corp - Specialty Retail
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BBI - Blockbuster Inc - Specialty Retail
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BBBY - Bed Bath & Beyond Inc - Retail
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BBY - Best Buy Co Inc - Retail
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CAB - Cabela's Inc - Specialty Retail
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CC - Circuit Cty Strs Inc - Retail
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COST - Costco Wholesale Corp - Retail
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FL - Foot Locker Inc - Specialty Retail
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GPS - Gap Inc - Specialty Retail
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HD - Home Depot Inc - Retail
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LL - Lumber Liquidators` Inc. - Retail
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NKE - Nike Inc Cl B - Consumer Non Durables
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PETM - Petsmart Inc - Specialty Retail
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PIR - Pier 1 Imports Inc - Retail
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RSH - Radioshack Corp - Retail
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SKS - Saks Holdings Inc - Retail
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SPLS - Staples Inc - Specialty Retail
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TIF - Tiffany & Co - Specialty Retail
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WMT - Wal-Mart Stores Inc - Retail
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Please check your Hemscott for correct classifications.
SA editors, please correct symbol link list in accordance with alphabetical list provided in this comment.
CrossProfit
Reply
Dividend Aristocrats: Top Dividend Growers [view article]
Did I miss something? Didn't NUE cut its dividend this year? I'm a big fan of dividend stocks, but this company's numbers in terms of dividend growth are misleading: there was a HUGE divy increase followed by a year in which the divy remained virtually unchanged, followed by a significant cut to its current level.If you want to talk overall (i.e. cumulative) returns, that's a different story, but this stock does not belong on this list. Reply
Can't Short XHB? Create Your Own Homebuilders ETF to Short [view article]
I too have been unable to borrow shares in ITB, haven't tried XHB though. Can anyone recommend an inverse ETF or bear market ETF for homebuilders? This is really what's desired here as it would do best to hedge against speculation and keep trading costs and expenses low. ReplyPredictions For Another Bad Hurricane Season [view article]
Thanks for the brief section on stock performance in the aftermath of hurricanes. Have you any evidence of the beneficial impact to the companies mentioned or are you just relying on common sense?I see you are frustrated by the forecasts but you cannot call a forecast for a 50% chance of above normal and 50% chance of near or below normal activity, as was the case for NOAA in 2004, as apocalyptic. In that year it was actual activity that was apocalyptic, not the forecast. Same for 2005. The fact is that we're in a period of elevated hurricane activity in the Atlantic Basin and have been since 1995 and you may want to use that information in your stock selection. Year to year variability will still be very large within this AMO cycle. Reply
Editors
General Discussion on LOW
Is this a buy or a sell? ReplyDividend Aristocrats: Top Dividend Growers [view article]
Mixter, you speak the truth about the arrogance of this bank. I too stopped using the bank to do everyday banking based on their business model. However, as an investment, they seem to be doing just fine. From the customer service stand point, they are terrible and have caused me to move to more friendly and response banks.As for the subprime mess that we are in, I suspect that many banks including B of A will be soon chopping their dividends. Right now they have an ideal set up with the Feds giving them cheap money and keeping loan rates high. That is one way or them to cover the pending losses resulting from the sub prime loans made by them.
I do not see where they will gain much from the Country wide take over- at least in the short run. Maybe in the long run if the current banking crisis doesn't blow up into a full blown collapse this will turn out to be a good strategy for them to increase their exposure to the home mortgage market. We will come out of the housing down turn I believe, but in the immediate future, there will be some blood in the streets. Reply
Dividend Aristocrats: Top Dividend Growers [view article]
Very important - When you put in the Sell order the day before the stock goes x-div, PUT THE ORDER IN AFTER THE MARKET IS CLOSED. That way, you will get the div. Also, please excuse typos. Of course, if you don't want the div., you sell BEFORE the market closes. Whichever seems like a better deal. ReplyDividend Aristocrats: Top Dividend Growers [view article]
To Marol - There are many ways to make money from dividend stocks besides buying and holding. Which most of the above cimments emphasize. First, check dividends in the newspaper every nite. When you find one which pays quarterly, buy as much as you can if the price has not started to go up. Then, sell the day before it goes ex-dividend. You will usually have more profit than you would have if you had held the stock on its (sometimes) downward trajectory. Or you can do what I did last week - Buy the stock when it has just started to move up. A couple of days before the x-div. date, write about 30 out of the money calls (per 1000 shares) and the day before it goes x-div, put in a sell order at the market. You will get (usually) the first price of the day, which I did. The stock has already moved down where all my calls are profitable if I wanted to buy them back, but they are very safe. I love dividends. By the way, there are times when the stock does NOT go down after ex-div day. You can spend some time each week finding div. situations and making a list. Then you can jump from one issue to the other. Right now I own some HTE (a Canadian Royalty Trust) which I have been holding for awhile, but I write way-out of-the money calls close-in right before it goes ex. Pays a generous div. The market, these days, is not a place where I feel comfortable holding anything(with a few exceptions) for very long. My opinion - When you have a profit, take it. We're not going to the moon just yet. ReplyDividend Aristocrats: Top Dividend Growers [view article]
I am long on Pfizer - here is my thesis:I beleive Pfizer will be making multiple acquisitions (or a big ones) to replenish its near term pipleline before Lipitor patents expire over the 3 - 4 years. They are sitting on over 30 billion cash + short term assets and are continuing to add to the cash pile at the rate of 5 B a year (after paying out 8 B for dividends. They have a AAA credit rating (only a handful of companies have that - and none of banks).
They also continue to spend over 8 B in R&D and their mid term to long term pipeline looks quite good. I don't think there is any great danger of divdend impairment. Reply
Dividend Aristocrats: Top Dividend Growers [view article]
Each quarter you receive a dividend, and you automatically convert that amount to the companies' stock, you receive the compounding effect. Over time, it really works well for you. ReplyDividend Aristocrats: Top Dividend Growers [view article]
BofA's annual dividend is running 2.56. If you have shares from 87 you are getting over 50% yield on initial investment. ReplyDividend Aristocrats: Top Dividend Growers [view article]
Notsosmart - your website link does not point correctly (I assume). You may want to check it. ReplyTiedeman
Dividend Aristocrats: Top Dividend Growers [view article]
Mixter: Many banks will try to rape you with fees. Not just B of A. ReplyTiedeman
Dividend Aristocrats: Top Dividend Growers [view article]
B of A is a superb example of why one needs to own dividend stocks. Had you purchased B of A back in 1987 your cost basis would be about $3.00. The annual dividend is about 80 cents. This equates to a yield of 26.66% on your initial money. Reply