LOW: Analysis & Opinions

  1. Home Depot Glued to Neutral - Analyst Blog

    June 14, 2012
    We reiterated our long-term 'Neutral' recommendation on the leading home improvement retailer Home Depot Inc. (HD). ...
  2. Favorite Retail Stocks

    June 08, 2012
    With U.S. consumer spending continuing to post gains, these retail stocks could be big winners, if the trend continues.
  3. American Woodmark Making The Best Of The Worst

    June 07, 2012
    If American Woodmark can get back into the ballpark of prior peak sales and free cash flow around 2017, fair value ...
  4. Quanex Is Going To Take Some Time

    June 05, 2012
    Quanex holds the share, but the housing market is still asleep.
  5. Georgia Gulf Needs Stronger Housing To Validate Its ...

    May 24, 2012
    Georgia Gulf may be right that Westlake's bid was too low, but it will take time to prove it.
  6. Now It's Lowe's Turn To Play Catch Up

    May 24, 2012
    Lowe's is lagging after a disappointing quarter, but the stock looks about 25% undervalued if the company can grow ...
  7. The Window For Sears Holdings Seems To Be Closing Fast

    May 23, 2012
    Although Eddie Lampert's team is working hard to fix what ails Sears Holdings, it is increasingly looking like an ...
  8. Earnings Preview: BBY, LOW, COST, DELL

    May 21, 2012
    The summer doldrums aren't quite here yet and it's become more apparent with each passing day that global equity ...
  9. Has Home Depot Already Had Its Recovery?

    May 17, 2012
    Business has gotten better at Home Depot, but everyone thought it would.
  10. American Woodmark's Slowly Getting Its Act Together

    May 09, 2012
    American Woodmark last made a profit four years ago. Slowly, however, it appears as if things are getting better.
  11. The Future the Market Sees

    April 14, 2012
    Investors are betting most heavily and consistently on a US housing and consumer spending recovery, writes ...
  12. RPM Seeing The Benefits Of The Recovery

    April 10, 2012
    RPM is seeing surprisingly strong revenue, but paying near a double-digit enterprise multiple for a chemical ...
  13. Acuity Brands Not Yet Back to Earth

    April 10, 2012
    An earnings miss sent Acuity Brand's stock down sharply, but not by enough to consider the stock a bona fide buy at ...
  14. Lowe's Prices For A Recovery

    March 05, 2012
    Much of Lowe's potential operational upside is already priced into the stock.
  15. Should Apple Become a Dividend Payer?

    February 16, 2012
    In part one of Moneyshow.com’s interview with fund manager and advisor Oliver Pursche, he discussed how his ...
  16. Whirlpool Not Just Another Doomed U.S. Manufacturer

    February 06, 2012
    Whirlpool is stronger than many may assume.
  17. Fastenal Continues Its Growth Streak

    January 20, 2012
    Fastenal's blip this quarter is no indication that the company is showing any signs of cracking.
  18. Sherwin Williams Paints Pretty Picture

    January 09, 2012
    Housing plays are on the rise, including the venerable paint supplier and a faucet maker backed by a top hedge-fund ...
  19. 2011 Look At Homebuilders

    December 27, 2011
    2011 was another unpleasant year for homebuilding stocks, as they responded negatively to the lack of real estate ...
  20. Toro Not Exactly A Charging Bull

    December 06, 2011
    Toro's stock looks like a very good hold, but not such a compelling buy.
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