February 3, 2016 by Dan • Commentary

One of the worst performing stocks today in the S&P 500 (SPX) is Lowe’s (LOW). The home improvement retailer is down 6% on news that the company agreed to pay $2.3 billion for Canadian retailer …

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August 17, 2015 by CC • Commentary

Event: Tomorrow before the open The Home Depot (HD) will report Q2 results. The options market is implying a 3.3% one day move, which is in line with the 4 qtr avg move. With the …

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August 6, 2015 by Dan • Commentary

Home improvement has been a bright spot in what has emerged as a fairly mixed domestic retail environment in 2015.  The undisputed leader in the space has been The Home Depot (HD), a stock that is …

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June 23, 2015 by Dan • Commentary

In case you missed it, recent U.S. housing data is pointing to a recovery, from this morning’s WSJ.com Housing Showing Signs of Recovering: Existing home sales rose at their strongest pace in five-and-a-half years in May, suggesting that …

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May 11, 2015 by Dan • Commentary

Generally, I look to experts to get direction on things in financial markets outside of my wheelhouse. That’s why this story from the WSJ this mornings was fairly enlightening on how to think of the …

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