Would Amazon buy Sears or Nordstrom?

This does not mean Amazon would not buy a department store. I can certainly picture it acquiring Nordstrom (NYSE: JWN); which has a “best in the industry” reputation, and a loyal customer following much like Whole Foods. It also likes to implement next generation retail practices like setting up “storefronts” for online merchants and Tesla dealerships in its stores.

Read more

Are Home Improvement Stores a Bubble?

Is improvement really a growth industry or is it a bubble? After all The Home Depot had 2,274 stores in February 2016, and Lowes and its subsidiaries were operating 2,365 locations in 2015. That adds up to 4,639 stores which raises the obvious question: how many stores can the market support.

Read more

Sears it’s Worse than We Thought

The revenue shrinkage at Sears is incredible, if it keeps up the retail icon might soon be smaller than dollar stores and rival department store operators.

Read more

Treading Water is good; JC Penney demonstrates how Awful Retail is

JC Penney (NYSE: JCP) is demonstrating how awful things are for brick and mortar retail with its revenues. Tiny revenue

Read more

North America’s Real Estate Bubble

Both the United States and Canada are in the midst of serious real estate bubbles. Disturbingly, the Canadian bubble is

Read more

Sears the Agony Continues

Just to remain viable as a retailer; Sears would have to close 43% of its stores or around 300 locations, Green Street estimated. That figure might be optimistic because of the loss of consumer confidence in Sears. There is no evidence that customers would return if Sears shuttered a bunch of money-losing locations.

Read more

Lowe’s proves Home Improvement is a Safe Investment in the Midst of Retail Apocalypse

If you are looking a retailer to buy and hold for a long time, I’d recommend Lowe’s. It has a wide moat, a lot of cash, lots of float growing revenues and great growth prospects. At $77.06 a share, Lowe’s is also a bargain when compared to Home Depot’s $126.4 stock price. Lowe’s is definitely the value investment in home improvement.

Read more

Ten Threats to Walmart

Much of Walmart’s success has been based upon its ability to deliver name brands at much lower price than competitors. This is threatened because Americans are no longer buying name brands. Three of the fastest growing retailers; Aldi, Costco and Trader Joe’s, base their business model on a limited selection of low-cost but high-quality private label products.

Read more

Is Home Depot Overvalued?

My advice to investors would be to wait until Home Depot’s share price falls to a realistic level to buy. This is a good company; but it’s a good $100 a share stock, not a $130 a share stock.

Read more