Comments on: Optimism In The Hardware Store http://www.caleinthekeys.com/2010/01/optimism-in-the-hardware-store/?utm_source=rss&utm_medium=rss&utm_campaign=optimism-in-the-hardware-store Portfolio manager Cale Smith's riffs on investing, spoke funds, and Islamorada in the Florida Keys. Fri, 30 Jul 2010 21:08:38 -0500 hourly 1 http://wordpress.org/?v=3.0.1 By: Cale http://www.caleinthekeys.com/2010/01/optimism-in-the-hardware-store/comment-page-1/#comment-275 Cale Mon, 18 Jan 2010 01:46:19 +0000 http://www.caleinthekeys.com/?p=2022#comment-275 Brilliant, bringing it back to the Fonz like that. And if the local stores down here are any indication, you're right in that there is a steady but low baseline of revenue from the fix-what-ya-got crowd...it's not much, nor is it growing. Boom of a few years back makes that much harder to swallow, I imagine. And you just gave me an idea for my next article. "Guns and Butter: What To Sell If The Country Collapses." Brilliant, bringing it back to the Fonz like that. And if the local stores down here are any indication, you’re right in that there is a steady but low baseline of revenue from the fix-what-ya-got crowd…it’s not much, nor is it growing. Boom of a few years back makes that much harder to swallow, I imagine.

And you just gave me an idea for my next article. “Guns and Butter: What To Sell If The Country Collapses.”

]]> By: Kirk Kinder http://www.caleinthekeys.com/2010/01/optimism-in-the-hardware-store/comment-page-1/#comment-274 Kirk Kinder Sun, 17 Jan 2010 23:37:06 +0000 http://www.caleinthekeys.com/?p=2022#comment-274 Great article. I would think the local hardware guys would do well even during a downturn as homeowners fix their current home, rather than buy new. Also, the customer service component would carry more weight as the homeowner attempts to do projects themselves to save money as opposed to paying a contractor. Hopefully, the success of hardware owners isn't tied to home sales as there is another pig coming down the python when the option arms recast. The government is doing all they can to stave this off, but guv duct tape only holds so long. This also assumes rates don't rise, which would, once again, crush home affordability. Hopefully, the local hardware guys do well and won't have to rent their garage apartment to leather jacket wearing cool guyz (blatant Happy Days reference). Great article. I would think the local hardware guys would do well even during a downturn as homeowners fix their current home, rather than buy new. Also, the customer service component would carry more weight as the homeowner attempts to do projects themselves to save money as opposed to paying a contractor.

Hopefully, the success of hardware owners isn’t tied to home sales as there is another pig coming down the python when the option arms recast. The government is doing all they can to stave this off, but guv duct tape only holds so long. This also assumes rates don’t rise, which would, once again, crush home affordability.

Hopefully, the local hardware guys do well and won’t have to rent their garage apartment to leather jacket wearing cool guyz (blatant Happy Days reference).

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