Although a potential transaction does not appear to be in the cards anymore, at current valuations, we believe the stock is reasonably valued.
Stephen Chick
potential
Walgreen appears to be gaining share from weaker chains, while 2006 should see benefits from the higher-profit generic transition cycle and potential Medicare traffic.
benefits potential share traffic
Existing home sales have slowed. Softness here is a forward-looking concern to be monitored.
home sales concern
Home Depot is headed for a stall.
home
We think Home Depot is headed for a stall.
We've seen some existing home sales figures starting to look weak or negative. That's usually followed by a slowdown in sales at Home Depot or Lowe's after a six- to nine-month lag.
home negative starting sales weak
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