Lowe's ( LOW) isn't ready to go slow. The growth-happy home improvement retailer posted stronger-than-expected second-quarter earnings Monday and forecast a solid second half. The company's remarks make it a rare retailer to offer rosy comments amid widening worries of a second-half consumer-spending pullback. The strong results also continue a run that has moved Lowe's ahead of rival Home Depot ( HD), due to post quarterly earnings Tuesday, in many investors' minds. Though both stocks are down for the year, the prospect of a standout second-half performance could send investors back into these names. Lowe's jumped $3.81 to $40.60, while Home Depot rose 99 cents, or 3.5%, to $29.09.