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Lowe's

  • The Ugly Housing Reprort and what it means for you

    By John Timmes - May 16, 2013 | Tickers: HD, LOW, LL

    If the past five years have taught us anything, it is the importance of the housing market to the global economy.  A strengthening housing market has also been widely regarded as a major indicator of a growing economy.  However, Thursday's new housing starts report was a bit of a shock to the markets.

    New housing starts fell to an 853,000 annual rate, below analysts expectations of 945,000 more »

  • A Great Company In A Thriving Sector, Just Too Expensive!

    By Matthew Frankel - May 13, 2013 | Tickers: HD, LOW, WMT

    The rise of Home Depot’s (NYSE: HD) share price has been almost linear over the past couple of years, from around $30 in mid-2011 to just under $75 today, which happens to be an all-time high.  While we know the economy is improving, I was very surprised to see that Home Depot is trading for almost twice as much as it was during the peak of the housing boom more »

  • A Close Look at Three Important Retailers

    By Victor Selva - May 9, 2013 | Tickers: HD, LOW, TGT

    In some of my previous articles we looked at a few of the biggest retailers in the United States, including Wal-Mart, Costco and Safeway and Familly Dollar, Dollar Tree and Dollar General. This time we will analyze some of the big players that remain in the retail industry: Home Depot (NYSE: HD), Target (NYSE: TGT) and Lowe´s Companies (NYSE: LOW). Our goal is to determine whether these companies more »

  • Intentional Investing : Tough Love on Housing Recovery (Part 5)

    By Penny Czarra - May 7, 2013 | Tickers: HD, LOW, LL, SHOS, TTS

    In 2012, home improvement retailers really tore things up. The S&P Home Improvement Retail Index gained 45.4% versus the 13.7% up-tick in the S&P 1500 Index. While not expecting to find any bargains, I decided to do some fishing anyway.

    Year-to-date, the S&P Home Improvement Retail Index is outperforming the S&P 1500 Index (11.2% versus 10.3%). The current housing products market is more »

  • Crashing the Home Improvement Party

    By Robert Hanley - May 6, 2013 | Tickers: HD, LOW, LL

    The U.S. home improvement retailing duopoly of Home Depot (NYSE: HD) and Lowe’s (NYSE: LOW) have been content to carve up their industry among themselves, leaving few scraps for their competitors.  They have used their size and national scale to put mom-and-pop retailers out of business, with a seemingly limitless inventory of products in their warehouse-style stores, which average more than 100,000 square feet.  However, customer service more »

  • An Elite Hedge Fund Is Looking At These Stocks

    By Meena Krishnamsetty - May 6, 2013 | Tickers: BHI, FDX, LOW, LUV, TEL

    With the 13F season up and running, Greenhaven Associates has kept pace with some of their colleagues and has announced their stock holdings. Although at the top of the list we see the same company, Lowe’s (NYSE: LOW), a huge boost in Southwest Airlines (NYSE: LUV) catches the eye. The Dallas, TX based carrier has replaced Devon Energy in the top 5 of Greenhaven Associates for the fourth quarter more »

  • Is The Home Improvement Market Still Building Value For Investors?

    By Nauman Aly - April 30, 2013 | Tickers: HD, LOW, ODP, OMX

    After several years in the housing market doldrums, the news is finally starting to get good. Since 2007, many consumers who were not in danger of losing a home to foreclosure still sat on the sidelines as values tumbled. Today, however, with news on the upswing, housing inventory is beginning to move again, and those who aren't buying are renovating. This is great news for the big box home more »

  • Lumber Liquidators Is Taking Advantage Of The Remodeling Boom

    By Dusan Jovanic - April 29, 2013 | Tickers: HD, LOW, LL

    Lumber Liquidators Holdings (NYSE: LL) is one of the beneficiaries of the housing recovery. Its share price rose more than 400% since the mid-2011 lows, along with the company’s improving fundamentals. The company reported earnings of $0.57 on April 24, up 96% from the same quarter last year, and blew away analyst estimates for $0.42. Management also raised full year guidance, and shares zoomed higher after the more »

  • Home Depot vs Lowe's One-Year Rematch

    By Karin Hernandez - April 29, 2013 | Tickers: HD, LOW

    A year ago, I examined the pairing of Home Depot (NYSE: HD) and Lowe’s (NYSE: LOW) to determine which of the two stocks I thought was the better investment. Today I am revisiting them to evaluate:  1.) how well my prediction worked out and 2.) whether or not I will change my opinion at this time.

    A year ago, I suggested that both companies held opportunities for investment, but more »

  • What's Going on With This Housing Play?

    By Lee Samaha - April 26, 2013 | Tickers: GE, HD, LOW, WHR

    Sometimes when companies outline their strategic thinking the market chooses to ignore them and then be surprised when the results come out in line with the company’s strategy rather than with what the market chose to think. I think there was a bit of this mentality with Whirlpool's (NYSE: WHR) recent results. Revenues were a bit less than market estimates but earnings were ahead. The company told us more »

  • Home Improvement Retail RIP

    By Charlie Wagner - April 19, 2013 | Tickers: HD, LOW, OSH

    Running on empty? Osh...

    Ever pressed the limit of your gas supply and lost? Then you know just how Orchard Supply and Hardware (NASDAQ: OSH) must be feeling right about now. Curiously appropriate symbol, that. Here we are at the start of Home Improvement Retail's best season, and Orchard, desperate for cash and sales, appears to be running out of everything except merchandise. Dwindling cash, out of time, out more »

  • Will This Home Improvement Retailer Continue to Rally?

    By Lior Cohen - April 17, 2013 | Tickers: HD, LOW, LL

    The rally in the housing market in recent years has also pulled up the stocks of leading home improvement companies Home Depot (NYSE: HD) and Lumber Liquidators Holdings (NYSE: LL). Will the recovery in the housing market continue? Will these home improvement retail chain stores continue to trade up? Let’s examine the recent developments in the housing and home improvement sectors.

    Housing Market Continues to Recover

    The U.S more »

  • Will This Home Improvement Retailer Continue to Rally?

    By Lior Cohen - April 17, 2013 | Tickers: HD, LOW, LL

    The rally in the housing market in recent years has also pulled up the stocks of leading home improvement companies Home Depot (NYSE: HD) and Lumber Liquidators Holdings (NYSE: LL). Will the recovery in the housing market continue? Will these home improvement retail chain stores continue to trade up? Let’s examine the recent developments in the housing and home improvement sectors.

    Housing Market Continues to Recover

    The U.S more »

  • Home Improvement Retail RIP

    By Charlie Wagner - April 15, 2013 | Tickers: HD, LOW, OSH

    Ever pressed the limit of your gas supply and lost?   Then you know just how Orchard Supply and Hardware (NASDAQ: OSH) must be feeling right about now.  Curiously appropriate symbol, that.  Here we are at the start of Home Improvement Retail's best season, and OSH desperate for cash and sales appears to be running out of everything except merchandise.  Dwindling cash, out of time, out of sales, out of more »

  • Will This Home Improvement Retailer Continue to Rally?

    By Lior Cohen - April 15, 2013 | Tickers: HD, LOW, LL

    The rally in the housing market in recent years has also pulled up the stocks of leading home improvement companies such as Home Depot (NYSE: HD) and Lumber Liquidators Holdings (NYSE: LL). Will the recovery in the housing market continue? Will these home improvement retail chain stores continue to trade up? Let’s examine the recent developments in the housing and home improvement sectors.

    Housing Market Continues to Recover

    The more »

  • Leading EBITDA Margin Supports This Tile Manufacturer's Premium Valuation

    By Mark Lin - April 11, 2013 | Tickers: HD, LOW, TTS

    Tile Shop Holdings (NASDAQ: TTS) achieved an industry leading EBITDA margin of 28% for the trailing twelve months, which is way above peers’ EBITDA margins in the low teens. This bears testimony to the success of its vertically integrated value chain and private label product strategy. In addition, Tile Shop’s growth plans of doubling its number of stores in the next few years further supports its premium valuation.

    Tile more »

  • Does a Massive Share Buyback and a 34% Dividend Hike Make This Stock a Buy?

    By Timothy Green - April 10, 2013 | Tickers: HD, LOW

    In February Home Depot (NYSE: HD) announced its full years earnings, with revenue increasing 6.2% to $74.8 billion and earnings increasing 21.5% to $3 per share. Two other significant announcements were made on that day: a 34% increase in the quarterly dividend and a $17 billion share repurchase program expiring at the end of 2015.

    A history of returning cash to shareholders

    Since 2002 Home Depot has more »

  • Is This Stock Going to Light up Your Portfolio?

    By Lee Samaha - April 7, 2013 | Tickers: AYI, LOW, RBC

    Anyone looking at the North American construction sector will be interested in what Acuity Brands (NYSE: AYI) had to say about the current state of markets. As a lighting manufacturer and distributor it is somewhat late cycle in the construction phase, but in general the commentary was positive and its revenues came in better than expected. So is this the green light for the construction sector and Acuity?

    Acuity’s more »

  • Leading EBITDA Margins Support Premium Valuations For This Tile Manufacturer

    By Mark Lin - April 6, 2013 | Tickers: HD, LOW, TTS

    Tile Shop Holdings (NASDAQ: TTS) achieved industry leading EBITDA margins of 28% for the trailing twelve months, which are way above peers’ EBITDA margins in the low teens. This bears testimony to the success of its vertically integrated value chain and private label product strategy. In addition, Tile Shop’s growth plans of doubling its number of stores in the next few years, further supports its premium valuations.

    Tile Shop more »

  • Does A Massive Share Buyback And A 34% Dividend Hike Make This Stock A Buy?

    By Timothy Green - April 5, 2013 | Tickers: HD, LOW

    In February Home Depot (NYSE: HD) announced its full years earnings, with revenue increasing 6.2% to $74.8 billion and earnings increasing 21.5% to $3 per share. Two other significant announcements were made on that day: a 34% increase in the quarterly dividend and a $17 billion share repurchase program expiring at the end of 2015.

    A history of returning cash to shareholders

    Since 2002 Home Depot has more »

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