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

clearly a positive step in the right direction, and it showed that Circuit City store renovation and relocation strategy is moving in the right direction.

If you look at the four hurricanes last year, which had combined insured losses of $23 billion, both Home Depot and Lowe's benefited by about 100 basis points on their same-store sales,

At expense of margins, we believe Pier 1 continues to rely on heavy promotions to drive sales. March results seem to have improved, but we await greater signs of improvement.

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.

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

Despite limited console availability, we believe that Xbox 360 boosted comp growth as traffic trends benefited from the excitement generated by the new product. Enhanced TV sales were also strong during December and January, which also aided same-store sales.

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.

With gas prices already nearing the post-summer peak from last year, there is real concern that gas prices will be significantly higher than what we saw last year.

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.