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#	AUTHOR DATE SUBJECT
25	member 9/28/16 4:40PM Re: Re: Re: Burn Before Reading 24
completely agree with prior two comments. the biggest value-ad, for me at least, is identifying the idea, not a super-detailed writeup. your record is excellent over a very long period of time. if you even comment... login to read the rest 3 view available tags
24	member 9/28/16 2:05PM Re: Re: Burn Before Reading 22
I second Tim's comment. Nil carborundum. You have an enviable record and your writeups are short and simple which I prefer. FWIW, I find that many of the best long-term ideas don't make sexy writeups. Keep 'em 1 view available tags
23	member 9/28/16 1:45PM Re: Re: Burn Before Reading 22
I wouldn’t worry too much about your style - you pitched Enghouse at 8 and Paladin at 42 with it. Your judgement/record speaks for itself. 4 view available tags
18	member 9/26/16 4:31PM Re: Re: Re: Re: Re: Re: Re: Re: Re: Comps 17
"i don't like to be argumentative, so this will be my last comment." I'm an adult - I don't see you as argumentative. Post anything you wish. Now, people who accuse me of plagiarism - must... login to read the rest -2 view available tags
16	member 9/26/16 3:40PM Re: Re: Re: Re: Re: Re: Re: Comps 15
not sure i understand your point. are you saying there was not a pull forward due to weather? you have not impressed me yet with your knowledge of the comapny. i don't like to -1 view available tags
15	member 9/26/16 3:30PM Re: Re: Re: Re: Re: Re: Comps 14
"Thus, we clearly had a pull forward of seasonal items which helped 1q and hurt 2q." I'm serious Stock before Q2 announcement: above $80 Stock today: Under $71 nobody bot that - if they did, the stock wouldn't have... login to read the rest 1 view available tags
14	member 9/26/16 3:27PM Re: Re: Re: Re: Re: Comps 11
are you serious? US comps were strong in 1q at 7.5% because favorable weather helped sales of seasonal outdoor items. This pulled forward demand from 2q of these seasonal items. thus comps (adjusting for holidays y/y)... login to read the rest 1 view available tags
13	member 9/26/16 3:25PM Re: Another rant coming? 2
hey biffy, i thought you were against "long winded" ptiches. 7 view available tags
11	member 9/26/16 3:14PM Re: Re: Re: Re: Comps 9
"comps were weak in q2 partially because comps were strong in q1 (which was due to a pull forward due to weather... LOW's has more exposure to some outdoor seasonal items than HD)." that explanation made... login to read the rest -2 view available tags
9	member 9/26/16 3:08PM Re: Re: Re: Comps 8
comps were weak in q2 partially because comps were strong in q1 (which was due to a pull forward due to weather... LOW's has more exposure to some outdoor seasonal items than HD). view available tags
6	member 9/26/16 2:16PM Re: Comps 4
nails -- HD has more exposure to pro customer (40% vs. 30%) and this has been growing faster lately. LOW is investing in this area (pro brands and lot sizes), so overall comps should improve from... login to read the rest view available tags
3	member 9/26/16 1:57PM Re: Another rant coming? 2
we own shares of Lowe's, but i have to agree with Biffins. not to sound mean spirtited, but this is one of the least researched ideas i have seen on VIC. 8 view available tags
2	member 9/26/16 1:50PM Another rant coming?
I remember you responded with a rant on your sparse write-up of EXPD when you got low ratings. I guess we should prepare for another rant? Your write-ups have gone from "I am a long term... login to read the rest 15 view available tags

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			2016	2017
Price:	71.00	EPS	4.00	4.65
Shares Out. (in M):	885	P/E	17.7	15.3
Market Cap (in $M):	62,844	P/FCF	15.2	0
Net Debt (in $M):	13,051	EBIT	0	0
TEV (in $M):	75,895	TEV/EBIT	0	0

Description

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