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Subject: Ellis Traub's Pick: LOW
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Joe Craig
Ellicott City, MD
StockCentral Administrator

01/03/2007 11:02 AM  
Ellis says:

Lowes (LOW) - A steady performer in a sector that seems impervious to the vagaries of the economy. As a provider of tools and materials for both the professional construction trades and do-it-yourselfers, Lowes will continue to grow consistently in the future, I believe. It has proven that it can compete with the heavy-hitter, Home Depot, and has far more potential growth opportunity. (Disclaimer: I own it.)

Ellis used the desktop version of Take Stock for his analyses.  The PDF file attached to this message contains the Take Stock summary page and the two-page TSSW worksheet for Lowes.

Attachment: Lowes.pdf


Joe

Gay Crawford


01/03/2007 8:08 PM  
Our Club Partnership 2000 did a whole meeting comparing HD, which we own, and LOW. We even went to the two stores and compared product and talked to employees. LOWE's let us have a skit for our debate. HD wouldn't approve giving away a hat.

Patrick Landers


01/03/2007 8:12 PM  
I am not very familiar with Take Stock and wonder how the sales growth rate is determined? It appears to be a computer derived function of prior sales growth and sales stability. Is that a little optomistic for a company with 43B in sales now? Thanks

Pat Landers

Daniel Ray


01/10/2007 11:16 PM  

What is a "skit"?  Besides the give-away and preference of the one individual manager, (or did that sweep all of you off your feet ...... never fall in love bla bla bla) how was the compare, the talks w/ employee's and the ssg?

I have gone through most of LOWES employment process, very impressive.  There's only one thing I don't think either store does well .... and that's blend into the community of where they are.  There's a Menards (same kind of store) and a Country/farming type of store here where I live, both are a little more home grown.  Also, both heavily blend themselves to the deer hunting here and the farm trade.  Whereas Lowes and Home Depot are like another fast food franchise.  Check out this place:

http://www.cabelas.com/home.jsp;jsessionid=5PZQD0X002NU2CWQNWRCCOQK0BW0GIWE?_requestid=89553

CAB is the symbol, Cabela's -- talk about a neat looking store that is clean like L's and HD's but also has some added punch to it with it's rich thoughtout floor plan.  The two Lowes here don't do squat for the deer hunter's or the farming population.  Pretty much geared to the home guy and builder, everywhere.  Which is all good but I think they could do more to seperate themselves from each other.


Rajiv Roy


01/10/2007 11:18 PM  


Following analysis uses Ellis's judgement and stockcentral SSG file

http://www.stockfundas.com/home.aspx?cmd=cmdRcvTckAnl&frmUsrId=3&tckId=8494



Rajiv
www.stockfundas.com

Larry Quade


01/12/2007 11:25 AM  
I can't seem to get to the ssg for low

Joe Craig
Ellicott City, MD
StockCentral Administrator

01/12/2007 5:17 PM  
Ellis didn't include an SSG. Rather, he used Take Stock for his analysis and included the Take Stock TSSW worksheet and summary. If you'd like to get an SSG file, go to the "data" page and enter LOW in the ticker box. You can also then click the Take Stock link to see how Take Stock views LOW based on the latest data.

Joe

Daniel Ray


01/16/2007 12:50 AM  
Take Stock reports that stock buyers of Lowes has cooled somewhat.  Has anyone been able to determine why?

Dan Hess


01/16/2007 10:08 AM  
Daniel


Take Stock reports that stock buyers of Lowes has cooled somewhat.  Has anyone been able to determine why?

I attribute this mainly to the slowdown in the residential housing market.  Since Lowes has considerable sales associated with home building and home owners this slowdown has affected sales and of course also the stock price.  The glut in the over supply of homes I expect will be worked off by the end of 2007 and thus the market that anticipates the future may show some upside for LOW by mid year or so.  Note the even sharper declines in the stocks of the home builders. I happen to agree with Ellis and Take$tock and see Lowes to be selling at a a price indicative of being a bargain.

Dan Hess

Daniel Ray


02/28/2007 8:00 PM  
Ellis says:

Lowes (LOW) - "A steady performer in a sector that seems impervious to the vagaries of the economy."
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Forums > Stocks with tickers beginning L-Q > LOW > Ellis Traub's Pick: LOW



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