Lowes Companies Inc.

LOW-N

NYSE:LOW

122.36
3.09 (2.59%)
Lowe's Companies, Inc. is a Fortune 500 American company that operates a chain of retail home improvement and appliance stores in the United States, Canada, and Mexico.
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Analysis and Opinions about LOW-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
October 13, 2016

This one is coming on and improving their operations. They expanded their presence in Canada by buying Rona. They are in Canada, Mexico and the US. As millennials move out of parents’ basements, this stock should do well.

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This one is coming on and improving their operations. They expanded their presence in Canada by buying Rona. They are in Canada, Mexico and the US. As millennials move out of parents’ basements, this stock should do well.

COMMENT
COMMENT
June 16, 2016

Just sold his Home Depot (HD-N) holdings, which is a wonderful company with a great web presence. It is growing home-store sales without opening any new stores. However, it is too expensive. Lowes is a sister company and is following up a little. Has a decent dividend, but with a little more dependence on selling appliances. Just because it is a good asset doesn’t mean it is a good investment.

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Just sold his Home Depot (HD-N) holdings, which is a wonderful company with a great web presence. It is growing home-store sales without opening any new stores. However, it is too expensive. Lowes is a sister company and is following up a little. Has a decent dividend, but with a little more dependence on selling appliances. Just because it is a good asset doesn’t mean it is a good investment.

BUY
BUY
June 13, 2016

Home building and new home sales in the US have just skyrocketed. Last month, new home sales increased by 15%. Also, existing home sales are increasing. Executing very well and are able to beat their estimates. She sees this as a non-performer over the next year. Prefers Home Depot (HD-N) slightly more as they execute on earnings and dividend growth more consistently.

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Home building and new home sales in the US have just skyrocketed. Last month, new home sales increased by 15%. Also, existing home sales are increasing. Executing very well and are able to beat their estimates. She sees this as a non-performer over the next year. Prefers Home Depot (HD-N) slightly more as they execute on earnings and dividend growth more consistently.

COMMENT
COMMENT
October 29, 2015

Lowes (LOW-N) or Home Depot (HD-N)? The Home Depot has the more premier name and has executed a little bit better. In the last 12 months, they have been very similar in terms of returns. Both names will benefit from the improving housing market in the US, which will continue for years.

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Lowes (LOW-N) or Home Depot (HD-N)? The Home Depot has the more premier name and has executed a little bit better. In the last 12 months, they have been very similar in terms of returns. Both names will benefit from the improving housing market in the US, which will continue for years.

BUY
BUY
October 3, 2013

This is a play on the US housing recovery. Trades at a discount to Home Depot (HD-N). Really well-run company.

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This is a play on the US housing recovery. Trades at a discount to Home Depot (HD-N). Really well-run company.

COMMENT
COMMENT
May 29, 2013

Lumber producers, oriented strand board producers and insulation producers had marvellous runs earlier this year as did this one and Home Depot (HD-T). Temporarily he believes there is some short-term weakness in housing. There will be 1,500,000 housing starts in the next 2-3 years. This is an area he wants to be in at some point.

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Lumber producers, oriented strand board producers and insulation producers had marvellous runs earlier this year as did this one and Home Depot (HD-T). Temporarily he believes there is some short-term weakness in housing. There will be 1,500,000 housing starts in the next 2-3 years. This is an area he wants to be in at some point.

BUY
BUY
May 3, 2010
Doesn't think you can go wrong with either Lowe's (LOW-N) or Home Depot (HD-N) as a momentum play in the next 6 to 12 months. Would like to see a better US economy before calling either a core hold in for a long-term hold. Use a 10%-15% stoploss.
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Doesn't think you can go wrong with either Lowe's (LOW-N) or Home Depot (HD-N) as a momentum play in the next 6 to 12 months. Would like to see a better US economy before calling either a core hold in for a long-term hold. Use a 10%-15% stoploss.
HOLD
HOLD
March 10, 2010
One of the 2 senior home improvement companies. He prefers Home Depot (HD-N) because it has slightly better metrics. Bigger wholesale business, which is higher-margin. This company will participate in the resurgence once the housing market starts again.
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One of the 2 senior home improvement companies. He prefers Home Depot (HD-N) because it has slightly better metrics. Bigger wholesale business, which is higher-margin. This company will participate in the resurgence once the housing market starts again.
DON'T BUY
DON'T BUY
April 21, 2009
Model price of Lowes $24.17. Better than Home Depot. Everyone should have a sell strategy for everything.
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Model price of Lowes $24.17. Better than Home Depot. Everyone should have a sell strategy for everything.
TOP PICK
TOP PICK
September 9, 2008
This is a bit of a speculation as housing prices have dropped, which has wreaked havoc with the new home building industry. It has also stopped transactions in existing homes. Thinks people will be doing home improvements. Also thinks the housing market will come back.
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This is a bit of a speculation as housing prices have dropped, which has wreaked havoc with the new home building industry. It has also stopped transactions in existing homes. Thinks people will be doing home improvements. Also thinks the housing market will come back.
COMMENT
COMMENT
August 27, 2008
He prefers this company to Home Depot (HD-N).
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He prefers this company to Home Depot (HD-N).
TOP PICK
TOP PICK
August 22, 2008
Negative same-store sales. Just reported earnings and year-over-year they are off only a couple of pennies. Will be earning roughly $1.50 a share this year.
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Negative same-store sales. Just reported earnings and year-over-year they are off only a couple of pennies. Will be earning roughly $1.50 a share this year.
PAST TOP PICK
PAST TOP PICK
August 6, 2008
(A Top Pick July 27/07. Down 22%.) Consumer discretionary has been a very hard-hit area. Still in his top 10.
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(A Top Pick July 27/07. Down 22%.) Consumer discretionary has been a very hard-hit area. Still in his top 10.
PAST TOP PICK
PAST TOP PICK
June 11, 2008
(A Top Pick July 27/07. Down 22%.) The model price is $33.43, a 43% positive differential. Expect it will stay around the current price until there is some easing in the economy.
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(A Top Pick July 27/07. Down 22%.) The model price is $33.43, a 43% positive differential. Expect it will stay around the current price until there is some easing in the economy.
BUY
BUY
April 24, 2008
Q: Would you buy Lowe's (LOW-N) or Home Depot (HD-N)? A: Lowe’s is a much better run company and you should look to buy it at these levels. Thinks the housing sector will recover, if not through new homes, through renovation, which they make a lot of money on.
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Q: Would you buy Lowe's (LOW-N) or Home Depot (HD-N)? A: Lowe’s is a much better run company and you should look to buy it at these levels. Thinks the housing sector will recover, if not through new homes, through renovation, which they make a lot of money on.
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