16 ordspråk av Colin McGranahan

Colin McGranahan

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Even Home Depot's generally positive meeting yesterday was somewhat marred by the release of poor December housing starts.

You've got ying and yang going on here. You've got a decent company-specific story and confidence with the strategy, but you also have an incremental worsening situation on the housing front and no visibility into any good news.

Home Depot is taking the right steps given the environment. No one is immune from that environment.

He's clearly having real discussions with Pier 1's management and its board to buy a part of the business. Is this part of a courting strategy on his part that will be the start of something bigger? That remains to be seen, but I doubt this is all he wanted. It doesn't make sense to invest $100 million in a stake to buy a $15 million business.

Overall, (Best Buy) reported solid fourth-quarter results, although the bottom line was not as strong as the 'whisper' numbers.

We hope they don't spend a lot of shareholders' money building a fancy building.

Best Buy is one of the strongest retailers in the U.S. today. It is dominating in its core big-box consumer electronics format and has three-to-four more years of continued store expansion, which will add over $2 billion to revenues annually.

I think he did a very good job, and the results speak for themselves.

He probably wants to crank it back a notch.

January and February is actually a pretty important time of the year for the TV cycle.

Bad weather and the war did affect Lowe's sales in the quarter. That's the logical assumption. But whether that was 100 percent of the reasons for disappointing sales remains to be seen. If Home Depot reports better earnings and the comparable sales gap between Home Depot and Lowe's narrows, that will raise questions,

You can't get shower curtains in a Home Depot. You can at Lowe's,

Lowe's raised the bar,

You can't get shower curtains in a Home Depot. You can at Lowe's.

(Best Buy's) quarter was disappointing. While (Best Buy) is clearly focused on reducing expense growth, this issue will continue to weigh on fourth-quarter results, thus limiting the upside in a solid environment.

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