Home Depot and Lowe's also have what are essentially straight commodity sales. And lumber is driven by market pricing that has nothing to do with Lowe's or Home Depot's capacity to sell it. The companies don't know how to get out in front and make predictions based on those two elements.
Lowe's continues a recent trend from major retailers.
(0:20) Bill Mann discusses: - Solid 4th-quarter results from Lowe's being overshadowed by their guidance for the new fiscal year - The fact that some people on Wall Street are still surprised by cautious guidance - The relative attractiveness of Lowe's stock
(10:00) Yasser El-Shimy and Ricky Mulvey share four stocks they bought recently.
Companies discussed: LOW, HD, WMT, TGT, ARHS, ENPH, BIG, MAA
Host: Chris Hill Guests: Bill Mann, Yasser El-Shimy Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
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