He could pull it off...

With all the upheaval in retail, it’s fair to ask the question – is there long-term value to be had in this space?

This bill will end up being an FDA endorsement of tobacco

Four retail stocks you wished you owned today - but it's not too late...

Lampert's move will finally unlock the brand value..

Todd Sullivan looks closer at Lampert's Restoration offer.

Todd Sullivan takes a look at the performance and value in Sherwin Williams

I was looking at the front page of Value Investing News last night (October 17, 2007), and the New 52-Week Lows list jumped out at me. This list is packed with top quality companies, many of which have sustainable competitive advantages.

Find out the results of the poll here at Value Investing News asking members which stock is a better value, Home Depot or Lowe's.

The Stockmasters make the case for Home Depot

A pretty good analysis of Home Depot.

David Dreman's latest column at Forbes - Smaller companies, by which I mean the ones with market capitalizations below $20 billion, have done well in the past few years. This streak has to end someday--sooner rather than later, I'd wager. Then, portfolios with large capitalizations will come to the fore. Which ones to buy?

In early May I did a post about Wal-Mart (WMT) in which I mainly commented on two things..

With both home Depot and Lowe's reporting numbers in the past two weeks after the dust has settled, what should you do? After all, both have disappointed with earnings falling 29% for Home Depot (HD) and 12% for Lowe's (LOW). Both have lowered expectations for the remainder of 2007 and both stocks have been losers over the past year with investors seeing their investment flat lined. Now, eventually we all know that housing will turn around because nothing stays down forever and let's be honest, folks do need a place to live and there are more of us every year. There is built in demand here. Neither Home Depot or Lowe's will need to convince people they need to buy the products they sell, what they do need to do is convince them to get those products from them, not the other guy.

Warren Buffett's Berkshire Hathaway appears to have increased his stake in Nike, USG Corp, Lowe; and reduced that in BUD, Target, Iron Mountain, H&B Block. Click on FULL STORY for details.