LOW Forum Topics
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- 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]
- Tough Year Ahead For Specialty Retailers [view article]
- Dividend Aristocrats: Top Dividend Growers [view article]
loading ...Recent LOW Articles
- 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
- Wall Street Breakfast: Must-Know News
- Retail Moats: Fact or Facade?
- Full List of Articles »
Housing Market Tracker - Housing-Related Industries Update [view article]
That's it! Buffet's nefarious plan revealed! Corner the market on bricks and then let the wolves loose! ReplyLennar Owner
Housing Market Tracker - Homeowners Fighting Back Against Homebuilders [view article]
We own a Lennar Home in VA and our subdivision seems to have been mothballed. WARNING to everyone even considering buying a Lennar home read your covenant & restrictions very carefully, ours our written so one sided that Lennar has no responsibility to us and their voting rights are 100 per lot to our one. IF they ever get close to finishing the development they can keep 8 lots and still maintain control of everything. They can raise our HOA fees to cover any expense and have no liability to cover any deficit at the end of the year. We are suppose to have an audit done within four months from the end of the fiscal year which will be at the end of April and they haven't even hired an auditor yet and are being told by the ones they have called that it can't be done until November. We waited for the past two years audits for a over a year. Their attitude is "so what" there isn't anything you can do to us. This is a a 55+ community located in Fredericksburg, VA called Virginia Heritage at Lee's Parke, BUYERS BEWARE! ReplyCan't Short XHB? Create Your Own Homebuilders ETF to Short [view article]
One of the most useful columns I've read on this website. The credit markets are pricing in much more pain for the homebuilders, and several of them will be bankrupt soon enough as their earnings disappear, their ability to refinance debt is severely reduced, and the cash they are hoarding now is eliminated as they are forced to finally pay down their debt. ReplyCan't Short XHB? Create Your Own Homebuilders ETF to Short [view article]
Finding ITB shares to borrow can be hit/miss, although it is a better index to short as it is homebuilders only, assuming that is what you are looking for. ReplyCan't Short XHB? Create Your Own Homebuilders ETF to Short [view article]
Although XHB wasn't available for shorting, you might try ITB (iShares DJ US Home Construction index), which I was able to short. ReplyLepoff, M.D.
Jim Cramer's Mad Money In-Depth, 1/24/08: CSX on the Right Track [view article]
Anyone remember Cramer's "Bullet Proof" portfolio? Cramer should be taken off the air!!!! ReplyLampert's Move Is All About Brands [view article]
Shockingly ill-informed and naive commentary yet again from Mr. Sullivan. For starters, these are divisions within a company, not completely independent units working under a holding company like Berkshire Hathaway's divisions. Second, TGT has not been begging SHLD to sell them stores for three years. They (and other potential buyers like HD & LOW) have been building stores in the same trade areas as the desirable SHLD locations because SHLD has been unwilling/unreasonable in negotiations. So although many of those locations are great, the opportunity has passed as potential buyers have built out nearby locations. And why exactly is a REIT a good thing? Please give me one example (other than Alexanders which held a single location in the heart of midtown Manhattan that is now the Bloomberg tower) of a retailer becoming a REIT and creating value. RVI, which many had been valuing on real estate value just had TO PAY someone to take their Value City locations off their hands. Third, the day you can buy Craftsman, Kenmore and Diehard in non-SHLD retail outlets is the day that SHLD packs it in and stops being a retailer, because without those brands there is simply no reason to shop at Sears. Fourthly, Covington, Structure and Canyon River Blues (Canyon River Blues?? -- you can not be serious) are worthless brands that Wal-Mart or any other retailer would not stock in their stores if they were paid to do it. And Joe Boxer is not owned by SHLD -- it is owned by ICON -- do your research. SHLD bought the failed Structure brand from LTD for less than $10mm. ReplyLepoff, M.D.
Jim Cramer's Mad Money In-Depth, 1/24/08: CSX on the Right Track [view article]
Anyone who listens to Cramer is a moron. ReplyJim Cramer's Mad Money In-Depth, 1/24/08: CSX on the Right Track [view article]
Cramer is a clown, pure and simple. The fact is everyone likes a circus act one time or another and he delivers. ReplyGaughan
Jim Cramer's Mad Money In-Depth, 1/24/08: CSX on the Right Track [view article]
I love cramer, he has so much confidence in himself, he knows how to work the system. Rick Santillie of CBO Trades Tuesday took cramer out to the wood shed, by saying his flip flopping has cost investors hard earned cash. I believe cramer has an agenda, and his real loyalty is to his friends in the hedge fund business. He doesnt care about the investors. Shame on CNBC to allow this person to have a show on thier network. My advise to anyone that believes in cramer just be careful, he's not your freind.Thomas A. Gaughan Reply
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