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Author: RWRocksOn Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 1076  
Subject: Three reasons to like Lowe's Date: 12/30/2007 2:04 PM
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I'm just starting to investigate Lowe's.

1)

http://blog.valueinvestingcongress.com/2007/12/15/mark-sellers-at-the-3rd-annual-new-york-value-investing-congress-by-marcelo-lima-2/

Mark Sellers is a big bet investor rumored to have only between 5 and 15 stocks in his portfolio at any one time. He averages 30% return per year. I went to the VIC in Hollywood last year and bought Contango on his thesis - thank you very much. When he talks, I listen. When he invest 25% of his portfolio, I get my trigger finger ready.

2)

http://www.gurufocus.com/news.php?id=5763

Tom Gayner of Markel bought in at $30 and doesn't appear to have sold. He is a 3-5 year horizon investor.

3)

my brother is in construction business in Colorado. He hates Home Depot.

You eventually make money in the market either through earnings growth or multiples expansion for the company invested. You grow earnings either through revenue growth or improvement in margins. The market assigns market multiples dependent on the perception of the potential for sustained growth in either margins or revenue growth. So I will attempt to specifically address these issues with Lowe's over the next week when business at the office is still slow and I have a couple of extra days off.

Look forward to working with all of you.

Rog
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