Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

Lowe’s (NYSE: LOW)

Market Commentary

Is TJX leading a Retail Recovery?

Discount department store operator TJX’s share price grew by 0.37%; or 22₵, to $59.39 by midday on 25 November 2019. Discount legend Target’s stock went from $110.47 on 19 November 2019 to $125.29 on 25 November 2019. Thus Target shares grew by $14.82 in less than a week.

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Long Ideas

How Much Money is Lowe’s (NYSE: LOW) making?

Both Lowe’s and Home Depot should be scared of the 20,000 vans Amazon wants to put on the road. Those vehicles will enable Amazon to deliver merchandise directly to homeowners, landlords, and small contractors. Such people are Lowe’s core customers.

On the positive side, there are many ways that technology will help Lowe’s (NYSE: LOW) fight Amazon.

Lowes (NYSE: LOW) is in an excellent position to fend off Amazon because of its cash flow.

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The Death Spiral

Is Lowe’s Losing Money?

America’s home improvement crisis is hurting the home-improvement business. Logically, this will cause values investors to ask is Lowe’s making money?

Interestingly, the changing economy benefits Lowe’s by speeding up the transition to rentals. A long-term opportunity for Lowe’s is the huge number of homes owned by Baby Boomers (persons between 53 and 72 years of age).

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Grocery Wars

The Facts About Online vs Offline Stores In 2018

Some of the biggest brands out there made the move to online retail a good few years ago, and although the infographic created by Red Brain shows they have had some incredible sales, it is nothing compared to what their sales are in their physical stores.

Although people appreciate a brand being online, they are not ready to see their favourite brands disappear from the high streets completely.

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The Death SpiralThe Junk Pile

Is it the End of Sears?

The saddest part of the sorry saga of Sears is that nobody but its employees might notice if the brand dies. The customers obviously abandoned Sears long ago, leaving nothing but debt and empty stores behind.

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The Death Spiral

Sears the Death Spiral Continues

There are strong indicates that Sears has run out of money. The company is unable to make payments on a $400 million loan that was due on June 30, 2018.

The next likely scenario is that Sears will sell off Kenmore, possibly to Amazon (NASDAQ: AMZN), Home Depot (NYSE: HD), Best Buy (NYSE: BBY), or Lowe’s (NYSE: LOW). Any of those companies would be smart to have Kenmore as an exclusive appliance brand. Sears is finished but Kenmore might survive.

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Market Insanity

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.

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Crazy Stocks

Lowe’s Business Grows as its’ Income Shrinks

Now we come to the $1 billion question; can Lowe’s growth continue? My short answer to that would be yes based on the changes in the retail landscape. There’s plenty of opportunity for growth in Lowe’s sphere and limited competition.

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The Death Spiral

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.

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