Alan Rifkin Market Quotations

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.

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

The commercial market for auto parts is still growing. This segment is still really in the early stages of its life cycle.