Lowe's: How To Read A Macro Story Disguised As An Earnings Report

Retailers report earnings this week. We will see Walmart ( WMT ), which I think will do just fine, but whose stock suffers from a cry wolf rally . Then we will have TJX Companies ( TJX ), Ross Stores (I’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on investe ...