Lowe’s (NYSE: LOW) Archives - Page 2 of 2 - Market Mad House

Market Mad House

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

The Death Spiral

daniel September 8, 2016September 8, 2016 Amazon (NASDAQ: AMZN), Amazon is 10 Times Bigger Than Penney’s, Are Department Store Customers Dying Off?, Best Buy (NYSE: BBY), Costco Wholesale (NASDAQ: COST), Home Depot (NYSE: HD), Is Penney’s Making Money?, JC Penney (NYSE: JCP), JC Penney is moving back into the appliance business, legacy retailers, Lowe’s (NYSE: LOW), Macy’s (NYSE: M), Penney’s is definitely not making money, Retailers Pick Each Other’s Bones, Sears (NASDAQ: SHLD), The Dark Side to Penney’s Growing Revenues, Walmart (NYSE: WMT)

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

Market Insanity Opportunities

daniel September 2, 2016 America’s Strange Real Estate Bubble, Canada is headed for a real estate crash, Canada’s Real Estate Bubble could be Bursting, Canadian bubble, Home Depot (NYSE: HD), Housing Bubble, housing market, Lowe’s (NYSE: LOW), North America’s Real Estate Bubble, serious real estate bubbles, Stocks to Invest in to Take Advantage of the Housing Bubble, Take Advantage of the Housing Bubble, Walmart (NYSE: WMT)

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

daniel August 15, 2016 advance monthly sales for retail, Amazon (NASDAQ: AMZN), Are Drugstores Really Growing?, Census Bureau Data, Census Bureau Retail Numbers, Costco Wholesale (NASDAQ: COST), CVS Health (NYSE: CVS), Electronics and appliance sales, Kroger (NYSE: KR), Lowe’s (NYSE: LOW), Macy’s (NYSE: M), Proctor & Gamble (NYSE: PG), Sales at department stores fell by 3.9%, Sears (NASDAQ: SHLD), US Retail Sales Stagnant, Walgreens (NASDAQ: WBA), Walmart (NYSE: WMT), Why Walmart Bought Jet

US Retail Sales Stagnant

Americans have become far more selective about their spending; and old-fashioned 1980s style conspicuous consumption and shopping for shopping’s sake is out. Americans are shopping less and spending only on the things they really need or care about.

The Death Spiral

daniel July 9, 2016July 9, 2016 Eddie Lampert, Home Depot (NYSE: HD), loss of consumer confidence in Sears, lost -$2.354 billion in cash from operations during the first quarter, Lowe’s (NYSE: LOW), mazon (NASDAQ: AMZN), net income of -$1.297 billion, Reasons Why Sears needs to Close Now, retailer has lost more than 50% of its business since 2016, Sears Cannot be saved, Sears has Less than 12 Months Left to Live, Sears Holdings (NASDAQ: SHLD), Sears Holdings’ revenues will drop below $20 billion for the first time later this year, Sears is no longer a viable retailer, Sears revenues fell by $490 million over first quarter 2016, Sears would have to close 43% of its stores, Seritage Growth Properties (NYSE: SRG)

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.

daniel July 4, 2016 Amazon (NASDAQ: AMZN), dramatically changing retail landscape, Home Depot (NYSE: HD), Is Lowe’s a Good Investment?, Lowe’s (NYSE: LOW), Lowe’s has a Very Wide Moat, Lowe’s Professional Moat, market Amazon cannot enter, Retail Apocalypse, RONA, Safe Investment, Sears (NASDAQ: SHLD), significant revenue growth

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.

Grocery Wars Long Ideas Thrift

daniel April 17, 2016 Aldi, Amazon (NASDAQ: AMZN), Costco Wholesale (NASDAQ: COST), Dollar General (NYSE: DG), Dollar Stores, Dollar Tree (NASDQ: DLTR), Home Depot (NYSE: HD), Kroger (NYSE: KR), Lowe’s (NYSE: LOW), People are driving less, rising income inequality, The decline of brands, The Ten Greatest Threats to Walmart, threat to Walmart, Threats to Walmart, Trader Joe's, Wage Stagnation, Walgreens (NASDAQ: WBA), Walmart (NYSE: WMT), Walmart.com

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.

Crazy Stocks Stocks

daniel April 4, 2016April 4, 2016 85.27% return on equity, business model that makes a lot of money, Does Home Depot Make Money?, Good Company, good long term value investment, Home Depot (NYSE: HD), Home Depot and Lowe’s Uncertain Future, Home Depot’s business, Home Depot’s share price, Is Home Depot Overvalued?, Lousy Investment, Lowe’s (NYSE: LOW), Lowe’s and Home Depot, Lowe’s Uncertain Future

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.

Long Ideas Stocks

daniel March 28, 2016 Can Lowe’s Success Continue?, decline of Lowe’s historic competitors, Does Lowe’s Make Money?, Factors Driving Lowe’s Success, good buy and hold stock, Is the Real Estate Bubble the Real Threat to Lowe’s?, Lowe’s (NYSE: LOW), Lowe’s is not a good buy, Lowe’s revenue growth, potential for prolonged revenue growth, real estate bubble, So How Much Does Lowe’s Owe Anyway?, the Real Threat to Lowe’s, threat to Lowe’s, uneven real estate market

Does Lowe’s Make Money?

This uneven real estate market could be a threat to Lowe’s because much of its success is based on the presumption that Americans will constantly want to improve their homes to increase value. If real estate prices stop going up or start falling dramatically, there could be little or no incentive for home improvement.

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