20 Quotes by Alan Rifkin

We remain very positive on the home improvement sector and Home Depot's prospects, particularly given current valuation levels. Home Depot shares are currently trading in line with the five-year historic low forward price-to-earnings ratio, based on consensus estimates.

Lowe's remains one of our favorite names. Despite concern of a softening housing market in 2006, we believe Lowe's solid results are indicative of trends in the broader home improvement industry.

Net-net, the change is expected to boost earnings on a continued operating basis.

Given the demographics of the targeted Pier 1 consumer, we believe higher gas prices could limit spending levels and further impact comparable sales.

People are increasingly concerned, given what Wal-Mart said, that higher gas prices are going to hurt the spending power of the consumer.

I think people on the street were a little surprised that we weren't given full warning. Gift cards are increasing in importance and we think this season will represent 16 percent of sales.

We are accustomed to seeing troubled companies pruning their staff and letting people go, but Best Buy is really hitting on all cylinders.

We admire Home Depot's solid execution and productivity. We continue to have a more positive view on the macroeconomic environment over the next six to 12 months.

We admire Home Depot's solid execution and productivity, ... We continue to have a more positive view on the macroeconomic environment over the next six to 12 months.