Pillars of Strength in Retail

The homework doesn't dovetail with the shares. That's how I felt about the way stocks traded in the wake of the Best Buy (BBY), Home Depot (HD) and Dick's (DKS) earnings calls, because all three were basically in all-systems-go mode for suppliers.

Home Depot loves to give you the state of the state, and the company continues to show you why it can have such positive comparable-store numbers -- namely because business is booming from continued house-price inflation. That's how you get your American stores to grow at 8.2%, which has come due to a combination of rising traffic as well as increased spending....619 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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