In the last month, Lumber Liquidators’ (NYSE: LL) stock has outperformed Restoration Hardware (NYSE: RH) by a ratio of 5:1, as the two companies battle as the best up-and-coming home improvement retail company in the U.S. In terms of market capitalization, one-year stock performance, and growth, the two companies are near identical. However, moving forward over the next few months, I think one stock is best positioned for more »
Here’s a recent trend worth noting: Shares of Restoration Hardware (NYSE: RH) have fallen 9% in the last month, while Lumber Liquidators (NYSE: LL) has risen 18.5%. Both stocks have seen one-year gains of 120%, but why have the two stocks separated as of late, and is this trend indicative of what may come next?
An Earnings Catalyst
While Lumber Liquidators’ one-month gains are large, more than 6 more »
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?
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?
There is a belief among retail investors that in order more »
Restoration Hardware (NYSE: RH) is having a wonderful year. Its stock is up 117%. It started its furious rise at the beginning of May, and most of its yearly gain was made since then. When you see a pace like this, a natural question comes to your mind: Is this sustainable?
The home-furnishing retailer has taken advantage of the favorable market situation and posted good growth figures in its quarterly more »
What are the best opportunities for the second half of 2013 -- and why is there so much upside? Rather than my “Value of the Month” article, I am focusing on five stocks that are all presenting deep value and large upside for the second half of 2013.
Value of the decade!
I am looking at the top performers from my portfolio over the last year, and deciding whether or not it is time to take profits; many of these stocks you too might own.
I began using Motley Fool’s “CAPS” late last year as a way for readers to track my new positions and to show the outcome of my investments that were chosen based on the information more »
The best way to invest is to find great businesses, and hold shares over the long term. But sometimes the market creates opportunities for investors to make returns even juicier by selecting those businesses which are also favored by general market conditions. Construction on new U.S. houses rebounded 6.8% in May and with increased consumer confidence, everything points to a continued housing market recovery. At the same time more »
Home Depot (NYSE: HD) is really pitching woo to the ladies lately and it’s about time. They have been offering ladies only classes like the Do-It-Herself on building an Adirondack chair. For years they have held various DIY how-to workshops, but none specifically for women. Upcoming workshops feature installing a vanity and another with Martha Stewart Living to make a chore chart.
How-to power higher
Singer Sewing Company first more »
Restoration Hardware Holdings (NYSE: RH) has advanced significantly since the middle of April, from around $33 per share to nearly $72 per share, a whopping gain of early 120% within just two months. Does Restoration Hardware have more room to run upward? Should we buy the company at its current trading price? Let’s take a closer look and find out.
Recent significant growth
Restoration Hardware is a home furnishing more »
Restoration Hardware (NYSE: RH) is becoming the go-to store for high-end furnishings. The housing rebound is particularly strong in the luxury real estate market and those buyer's like Restoration Hardware's furniture and fixtures for the home. The company's style of early 20th century with a modern twist works well in the interior design of many different home styles.
What's going on?
For Restoration Hardware, this more »
I have been saying it for months – buy Restoration Hardware (NYSE: RH)!
I first said to buy at $40 but kicked my outlook to a whole new level once the stock reached $50 after strong earnings. Now, after yet another great quarter – and a stock that’s trading over $65 – let’s see if there is still value in the stock.
A Look At The Quarter
For its first quarter more »
The housing sector remains a favored play amongst investors and Williams-Sonoma’s (NYSE: WSM) latest results highlight the attraction of the sector. The company is firing on all cylinders and benefiting from a number of growth drivers that are helping to push its stock to all-time highs. Is now the time to pile in or to start to take profits?
Williams Sonoma confirms growth momentum
I last looked at the more »
While many prefer Home Depot (NYSE: HD) as the investment of choice in the home improvement space, I've found three reasons why a small, relatively unknown company might present more upside moving forward.
The Key Metric in Any Retail Assessment
Many would agree that success in retail is defined by the ability to grow existing stores. A company can always create new stores in new locations to boost sales more »
Last week I published an article that looked at the outlook for the top five post-IPO performers of the last year. However, numbers 2-10 are very close in terms of performance, thus I am looking at numbers 6-10 to determine their outlook moving forward.
#10 Intercept Pharmaceuticals (NASDAQ: ICPT)
Intercept has rallied 121.47% since its IPO price, yet has traded with a loss of 3% in 2013. The company more »
It’s been a pretty good earnings season for the home furnishings industry, and Restoration Hardware (NYSE: RH) continued the good cheer by upgrading its Q1 guidance only a few weeks after reporting an impressive set of full year results.
The company has a number of positive drivers behind it. It marries a recovering housing market with the spending power of the high-end consumer and a collection of ongoing operational more »
I began using Motley Fool’s “CAPS” late last year as a way for readers to track my new positions and to show the outcome of my investments that were chosen based on the information found in my book, Taking Charge With Value Investing (McGraw-Hill, 2013). The CAPS scores allow you to track your selections up against the market, with the higher number being the better, with perfection being 100 more »
In retail, same store sales growth is the most important metric. A company can expand rapidly and post very impressive year-over-year growth, but meanwhile see falling same-store sales, indicating that the business may be losing momentum, not to mention inefficiency and margin declines. Thus I look for companies with strong same-store sales gains, as these companies can also add new stores and grow even faster and with more efficiency. On more »
Restoration Hardware Holdings (NYSE: RH) is a small retail company “similar” to that of The Home Depot (NYSE: HD). The company focuses on a variety of merchandise assortments in various categories, including furniture, lighting, garden, décor, etc. For the year, Restoration Hardware has gained just 22%, much of which were gained on Friday after reporting earnings. However, this earnings report was an eye opener, one that could lead to much more »
Top and bottom-line expansion helped the entire retail sector rally last year. While the story of earnings growth is still intact with many stocks, there are some that have lost their luster either due to the fact that most of the earnings visibility has already been priced into the stock, or the company doesn’t have a definitive strategy to achieve its targets. Let’s have a look at the more »
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