We believe that, with current sales trends still weak, the company's holiday selling season could very well be hampered,

While we were impressed with the long-term initiatives to drive top-line sales and control costs, we sensed a more conservative outlook from management. As such, we take a more cautious view to reflect the broad-based consumer slowdown that has impacted retailers as a whole,

This change basically affects the timing of when the rebates are accounted for, ... The way Best Buy will do it now is typically a more conservative approach.

While we believe Home Depot is one of the finest names in retailing, we continue to reiterate our cautious outlook on the shares, given the company's vulnerability to a potential slowdown in the housing environment,

AutoZone's retail market for auto parts is already quite mature. So it's really difficult to improve business in that segment,

At the end of the day, with oil touching $70 a barrel, that is not good for the consumer. When we are all paying more at the pump to fill our cars, that's less disposable spending that we all have to spend at retailers.