Lowe's Companies, Inc. (LOW)

Let's check out both the stocks that are going strong -- even without a stimulus -- and what I call the nascent bull markets.

The market is reflecting a triumph of big business over small business, and here's what that means for individual stocks.

Let's look at both to see which I'd choose to go long, and why.

It's remarkable to see such excitement based on totally contradictory theories and themes.

This is what's known as a positioning week, and starting Monday you're going to hear a ton of things.

It's too late. By delaying the stimulus this long Congress has doomed lots of smaller businesses.

You think people aren't going to fix up their yards, their basements, the roofs? Oh, they will.

The prices of hotels and even beaten up retailers say that many believe a vaccine is on the way -- here's how I would get positioned.

First, let's closely watch this semiconductor company for the telecoms, and then examine the industrials, transports and retailers.

GRWG has no meaningful competition. The companies in the space are one-third the size and not competing on the same national scale.

As almost of the retailers have reported, we have to point out there are so many new winners that could have staying power.

It may just be a matter of time before the green chokes on the pestilence and the stock market stars don't even matter.

Let's review the charts and indicators of the home improvement retailer.

Sarge chooses Disneyland over Vegas and answers your questions, including who's next to a $2 trillion market cap after Apple.

The stock market is out of sync with the current economy, but it can be a forecasting machine. Let's see what it says.

The outmigration from the nation's urban hubs likely is only just beginning and will have impacts, positive and negative, for years to come.

Has the Fed created bubbles, or pockets better set up for success in this post modern world?

I'm not in HD right now, but here's the trade I'm thinking about.

This week we'll hear from WMT, HD, LOW and TGT, and here's why these big fish retailers will gobble up the small ones during this pandemic.

Home improvement and supply concerns and homebuilders should do well as the movement from big cities to smaller towns gains traction.

In a 'normal' recession, these would be real losers -- but right now? They look like numero 'UNO'.

For housing, lower rates have the biggest multiplier impact of any industry in the country.

Many quality companies that fit into the socially responsible investing camp offer direct-purchase plans, allowing investors an easy way to build an SRI portfolio.

This list is not a buy list but a list of stocks that have been brought to new heights.

Furniture sellers, homebuilders and home improvement and décor retailers should benefit as people establish new digs outside urban areas.

American Woodmark is little followed, but quite outstanding.

Disinfectant makers, home repair retailers and even camping equipment names might be your best bet until a vaccine comes.

We're cheering what may be an aberration, a bullish employment number. We'll take what it brings - a wholesale shift in what we're buying and what we're selling to fund it.

So what's the narrative? Simple: the recession is ending, it turned out to be a V recession and recovery after all.

LOW has made a rapid price recovery from the March low.