There seem to be two drastically different tales from the largest two competitors of the home improvement game. Additionally, there seems to be no shortfall of natural disasters that are directly linked...... (read more)

While projected U.S. GDP growth has not changed materially, macro-housing data continues to improve. Private fixed-residential investment as a percentage of GDP has been growing for the past six consecutive...... (read more)

As a segment, home improvement had the highest expectations among hardliners. Housing data points were largely supportive during Q1 and the market got more comfortable with the idea that the recovery...... (read more)

Stocks such as The Home Depot, Inc. (NYSE:HD), Lowe's Companies, Inc. (NYSE:LOW), and the Sherwin-Williams Company (NYSE:SHW) usually are cyclical, with increasing earnings as the weather warms. Adding...... (read more)

When interest rates are high, conservative investors can buy relatively safe securities, like government bonds, and live off the income they produce. When rates are low, as they've been during the past...... (read more)

Given all of the negative statistics that still haunt the housing industry -- for instance, 25% of all homeowners are still underwater on their mortgages -- you may be surprised to learn who's gaining...... (read more)

Orchard Supply Hardware Stores Corp (NASDAQ:OSH) was in 5 hedge funds' portfolio at the end of March. OSH has seen a decrease in enthusiasm from smart money in recent months. There were 6 hedge funds...... (read more)

In Peter Lynch's classic book, One Up On Wall Street, he talks about a class of investments he calls "Turnarounds." For the most part, a true Lynch Turnaround has been well-established in its business...... (read more)

Investing in anticipation of a housing recovery has been one of the best trades of the last year, but with things like the home improvement stores The Home Depot, Inc. (NYSE:HD) and Lowe's Companies,...... (read more)