March Market Madness: Home Depot (HD)

March 15, 2011

As we mentioned earlier, this month we are going to be looking at the stocks that make up the DJIA. . Next up: Home Depot (HD).

This is a name that has been showing a great trend. While many have long ago predicted the demise of retail – especially anything related to housing, Home Depot has been able to put in some impressive growth. Shares are riding right along its long-term trend line and above both the 20- and 50-day moving averages.

On average, analysts have a target price on this name of $40, close to 10% above where Read more

Retail Sales Charts – A Bright Spot in a Dark Room

February 12, 2010

Retail sales continue to see better than expected reports. Consumers are definitely feeling a little better after the 2009 Armageddon warnings have been lifted.

For the most part, retailers have been reporting that they are using extreme measures to bring in customers in order to provide the sales. Interestingly, the high end retail sector is Read more

Retail Sales – November’s Best and Worst on One Page

December 8, 2009

Same store sales numbers for November were a bit of a disappointment. Down 3% on a year over year basis, when it should have been an easy comparison, is not victory for the sector…even if they have become masters at cost cutting.

We watch these to see the trend and to search for standouts. Aeropostale (ARO) has has some hard times of late, but is close to the top this month and the market is rewarding it, for the moment. Read more

David Rosenberg on Retail Sales

November 16, 2009

Some commentary on the retails sales numbers released last week. This is consistent with what we are seeing this week as well.

Analyst David Rosenberg: Read more

Same Store Sales – How Did Your Favorite Do? (ARO) (BKE) (GPS)

November 5, 2009

We are regularly watching the trends in the retail sector. It has been a real treat to watch as these companies are on the front line with the consumer. What we are noticing is the continued shift by the consumer.

There was a mixed bag of results from the retailers and some of the apparel manufactures were hit hard, while others were bid higher. The difference this time was the obvious spread that showed most of the lower end retailers did better than the higher end. That may seem Read more