• 8 Troubling Signs for Real Estate

    By Gleb Maksimov - August 26, 2013 | Tickers: HD, LOW, LL, TRLA, Z

    The real estate industry and certain real estate sectors have brought a lot of profits to investors over the past several years. But as the saying goes, "all good things must come to an end." The problem with investing is figuring out when that run will come to an end. In this article we will examine eight warning signs that the real estate industry might be headed for a pullback more »

  • 3 Hardliners to Buy Ahead of Earnings Season

    By Zain Abbas - August 16, 2013 | Tickers: HD, LOW, ULTA

    Earnings season has not ended and in fact some industries have not ‘inaugurated’ their earnings season as yet. Hardline retailers are one of them. As the norm has been, most of the hardliners are expected to announce their earnings next week. Housing and autos have been the hottest topics discussed among the market circles in recent days. Let’s have a look at earning previews of some of the players more »

  • Industry Trends Might Not Favor Home Depot Much Longer

    By Dan Moskowitz - August 15, 2013 | Tickers: HD, LOW, LL

    You might be wondering what Home Depot’s (NYSE: HD) results will be on August 20th, 2013. Nobody on the outside knows what will happen, but it’s still possible to assess the company’s current situation and potential based on recent trends.

    Industry trends

    A low supply of homes throughout most of the United States combined with low mortgage rates has led to a stronger housing market. The more »

  • Pick Your Winner in August Home Improvement Sweepstakes

    By Charlie Wagner - August 12, 2013 | Tickers: HD, LOW, SHLD

    The next few weeks will bring three important data points for Home Improvement retailers, and their investors.  You may be able to pick a winner for the remainder of the year by the end of August.

    Big Two Results

    Later in August, both Home Depot (NYSE: HD) -August 20 and Lowe's (NYSE: LOW) -August 21, report second quarter (Q2) results.  This will be fascinating because of recent macro trends more »

  • Look Beyond Home Improvement Retailers

    By Kyle Colona - August 6, 2013 | Tickers: BBBY, HD, LOW

    The housing market recovery has been good for home improvement retailers and the home goods sector as well.

    As has previously been reported, the housing market is in the early stages of a shaky recovery. Inventories remain tight even though rising interest rates may have recently caused a pullback in homebuilders’ share prices. Interest rates have climbed by 100 basis points in the past month or so. In other words more »

  • Bet on Companies With High Year-to-Date Returns

    By Madhukar Dubey - August 2, 2013 | Tickers: GOOG, HAL, LOW

    In the first half of 2013, the U.S. equity markets have shown one of the best returns since 1998. The Dow Jones Industrial Average, or DJIA, has shown a year-to-date (YTD) return of around 18.6%, while the S&P 500 posted around 18.9% in YTD returns. One of the reasons for this impressive performance is the positive economic scenario. The U.S. economy has been growing at more »

  • Say Goodbye to the Sears Years

    By Dan Moskowitz - July 31, 2013 | Tickers: HD, LOW, SHLD

    Sears Holdings (NASDAQ: SHLD) doesn’t have much going for it at the moment. The company’s namesake and Kmart stores are both seen as outdated. Looking for a significant upside catalyst is like trying to find treasure at the bottom of the ocean - it's really hard to do. That said, bulls will point to several positives, which we’ll get to soon.

    A slow death

    As stated above more »

  • Is This Retailer a Smart Way to Play the Housing Recovery?

    By Meena Krishnamsetty - July 30, 2013 | Tickers: HD, LOW, LL

    Home Depot (NYSE: HD) has been a popular pick among many investors looking for a large-cap stock with exposure to the boom in construction and housing sales (as sellers, house flippers, or buyers touch up housing properties before or after a transaction). In the last year Home Depot’s stock is up close to 60%, more than doubling the return of the S&P 500. However, this increase in the more »

  • Improve Your Portfolio With These Home Improvement Companies

    By Madhukar Dubey - July 29, 2013 | Tickers: HD, LOW, LL

    The housing market in North America is expected to recover with growing consumer sentiment. According to the National Association of Home Builders, the sales of new homes surged 8.3% to 497,000 units in June, the fastest pace in the last five years. Moreover, the housing market is expected to grow by 3.1% annually in the next five years. California is especially driving the growth of the home more »

  • Which of These 3 Home Improvement Companies Is the Most Secure?

    By Phillip Woolgar - July 29, 2013 | Tickers: HD, LOW, LL

    With the housing market on the rise, companies in various sectors are set to profit. One of those industries is home improvement, and analysts have good reason to be optimistic about the following three companies. As people move into new homes, and as new houses are built, homeowners will need to renovate, and that means major profits for these three firms. 

    I think the housing market is on the recovery more »

  • The Lowdown on the Risks Facing Lowe's

    By Brian Hill - July 25, 2013 | Tickers: HD, LOW

    Lowe's (NYSE: LOW) operates 1,755 home improvement stores in the United States, Canada and Mexico, making it the second largest chain in its market behind Home Depot (NYSE: HD) with 2,257 stores. Lowe's had sales in excess of $50 billion in 2012 and serves 15 million customers per week. Home Depot's sales topped $74 billion in 2012.

    Home improvement stores sales are of course sensitive more »

  • A Caveat for Investors: The Housing Market

    By Michael Ugulini - July 24, 2013 | Tickers: BECN, LOW, LL

    Again, another report is out that has deflated the balloons of those who think the U.S.economy is on some sort of robust upswing. There exists the weekly optimistic hullabaloo touting growth and the better numbers that are sure to come in a host of sectors. The reality is a "reality check" for those unwilling to face what's really going on in the economy.

    June's housing starts more »

  • Will Home Improvement Retail Continue to Heat Up?

    By Lior Cohen - July 23, 2013 | Tickers: HD, LOW, RH

    The recovery of the housing market has also positively affected home- improvement companies including Home Depot (NYSE: HD) and Restoration Hardware (NYSE: RH). Will the demand for housing continue to rise? Will home-improvement companies continue to benefit from the housing recovery? Let’s examine these issues in detail.

    Will growth in the housing market reach a halt?

    The housing market continues to show signs of growth: the number of new more »

  • 3 Stocks to Benefit From Improving Consumer Confidence

    By Nathaniel Matherson - July 22, 2013 | Tickers: F, LOW, SHW

    We had yet another week full of important economic data. Everything from retail sales, housing, and inflation was covered on top of the highly anticipated testimony from no other than Ben Bernanke himself. Ben Bernanke emphasized in his second day of Congressional testimony that monetary policy will remain loose for the foreseeable future, a bullish catalyst for a stock market already at all time highs. Within the question and answer more »

  • Home Improvement for Your Portfolio

    By Marshall Hargrave - July 22, 2013 | Tickers: BBBY, LOW, VAL, WHR

    Global Insight believes the total U.S. home improvement market reached $275 billion in 2012, up from the $261 billion in 2011. The market is expected to jump to $345 billion by 2017, with rising U.S. home ownership continuing to drive the market. So what's the best way to take advantage?

    The home improvement industry is highly concentrated, with the likes of Home Depot and Lowe's (NYSE: LOWmore »)

  • Home Depot Is Poised for Growth

    By Eshna De - July 18, 2013 | Tickers: HD, LOW, MTH

    Home Depot (NYSE: HD), the largest home improvement retailer in the country, has been a favorite with the investors. Its stock price has grown by over 197% since July 2010, defying the plunge in residential housing construction and the overall economic weakness. Presently, Home Depot's strong presence in key housing markets like California and Florida and its growth strategies positions it very well for the housing recovery that is more »

  • Several Reasons to Be Bullish on Lumber Liquidators!

    By Ashit Gulati - July 17, 2013 | Tickers: HD, LOW, LL

    The housing sector is on a recovery path in the U.S. with all the major lead indicators exhibiting growth. The median home sales price have increased 33% since July 2010, and housing inventory is at an all time low. In addition, the labor market data is also upbeat and the consumer confidence index is at a five-year high.

    Such data points are particularly good for sectors that rely on more »

  • Is This Momentum Stock Presenting Value?

    By Brian Nichols - July 16, 2013 | Tickers: HD, LOW, RH

    In my article, “Top Value Stocks for the Next Six Months,” I included Restoration Hardware (NYSE: RH) as a top “value” pick. Immediately, I received several comments, explaining that I should revisit the rules of value investing, and that Restoration Hardware at 37 times next year’s earnings could not possibly be a value investment – or is it?

    Value Explained!

    There is a belief among retail investors that in order more »

  • Home Improvement Investors Pin Hopes on Housing Recovery

    By Kyle Colona - July 12, 2013 | Tickers: HD, LOW, LL, RON

    The housing market recovery is good news for investors in the home improvement sector.

    As has previously been reported the housing market is in the early stages of a recovery. And this is good news for home improvement retailers Home Depot (NYSE: HD) and Lowe’s (NYSE: LOW).

    Ripe conditions for new construction

    The key for housing starts, as investors know, is inventory. And the number of homes for sale more »

  • Lowe's buys trouble (OSH) or grabs a bargain?

    By Charlie Wagner - July 9, 2013 | Tickers: HD, LOW

    On paper it looked brilliant.  Sears CEO "Fast Eddie" Lampert loads up Orchards Supply and Hardware (former symbol OSH)  with debt, spins it out at $25/share and sends them off to make good.  Only thing is, a little over a year into this adventure, Orchards is losing sales, losing share price, while Fast Eddie dumps stock, resulting in my first blog of April 17, 2013 predicting OSH was well more »

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