24 ordspråk av Alan Rifkin

Alan Rifkin

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We admire Home Depot's solid execution and productivity, ... We continue to have a more positive view on the macroeconomic environment over the next six to 12 months.

If you look at the four hurricanes last year, which had combined insured losses of $23 billion, both Home Depot and Lowe's benefited by about 100 basis points on their same-store sales,

We admire Home Depot's solid execution and productivity. We continue to have a more positive view on the macroeconomic environment over the next six to 12 months.

While we were impressed with the long-term initiatives to drive top-line sales and control costs, we sensed a more conservative outlook from management. As such, we take a more cautious view to reflect the broad-based consumer slowdown that has impacted retailers as a whole.

While we believe Home Depot is one of the finest names in retailing, we continue to reiterate our cautious outlook on the shares, given the company's vulnerability to a potential slowdown in the housing environment.

AutoZone's retail market for auto parts is already quite mature. So it's really difficult to improve business in that segment.

We remain very positive on the home improvement sector and Home Depot's prospects, particularly given current valuation levels. Home Depot shares are currently trading in line with the five-year historic low forward price-to-earnings ratio, based on consensus estimates.

I think people on the street were a little surprised that we weren't given full warning. Gift cards are increasing in importance and we think this season will represent 16 percent of sales.

Despite limited console availability, we believe that Xbox 360 boosted comp growth as traffic trends benefited from the excitement generated by the new product. Enhanced TV sales were also strong during December and January, which also aided same-store sales.

We are accustomed to seeing troubled companies pruning their staff and letting people go, but Best Buy is really hitting on all cylinders.

Lowe's remains one of our favorite names. Despite concern of a softening housing market in 2006, we believe Lowe's solid results are indicative of trends in the broader home improvement industry.

At expense of margins, we believe Pier 1 continues to rely on heavy promotions to drive sales. March results seem to have improved, but we await greater signs of improvement.

Given the demographics of the targeted Pier 1 consumer, we believe higher gas prices could limit spending levels and further impact comparable sales.

With gas prices already nearing the post-summer peak from last year, there is real concern that gas prices will be significantly higher than what we saw last year.

The commercial market for auto parts is still growing. This segment is still really in the early stages of its life cycle.

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