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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: Bill/WA who wrote (165681)	5/14/2002 10:00:28 AM
From: reaper	Read Replies (2) \| Respond to of 436258

Bill-- as CFZ regulars know, i stay away from what i regard as "good" companies on the short side. and HD is what i regard as a "good" company -- great management, extremely high economic returns, etc. i prey on the sick and the injured <g> so i don't really have much of an opinion on Depot as a stock here. one thing you MIGHT watch is the price of lumber. when lumber prices fall, Depot revenues go down. i don't know why people care, but they seem to. fwiw, it seems like there are more HD's and LOW's in the Northeast right now than there are Micky-D's and BK's, but the ones around here are still pretty much PACKED every day. Cheers