Viewing Company Home Depot | StockChase
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Compiling comments that experts make about stocks while on public TV.

Home Depot Stock Symbol: HD-N

Last Price Recorded: $163.4300 on 2017-10-20

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Date Signal Expert Opinion Price
2017-10-23 PAST TOP PICK Rick Stuchberry

(A Past Top Pick Sep 14/16, Up 34%)  It is very well managed and they will increase the dividend.  It is a pretty nice place to sit in a major trend that is positive going forward.  They are in a great position because Millennials are getting into the housing market and even if they buy used and have to renovate, they still have to buy appliances.


Price:
$0.000
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
Yes
2017-10-12 HOLD Stan Wong

We are still in relatively mid-stages of a US housing recovery. Canada may be in the 8th or 9th inning, but the US is in the 5th or 6th inning. Trading at 20X Forward Earnings with a 13%-15% growth rate. Not a very expensive valuation. Dividend yield of about 2%+. Have returned $46 billion to shareholders through dividends and share buybacks, over the last 5 years, which represents 25% of their market cap.


Price:
$164.590
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-11 HOLD Christine Poole

This will benefit from hurricane reconstruction, but that is short-term temporary. The reason to own is because of the GDP growth in the US and the increasing household formations. Over two thirds of existing housing is over 30 years old, which is positive for renovators. Also, household turnovers and employment levels are improving. New housing inventory is very low in the US, so more people are choosing to stay in existing homes, and to renovate and upgrade. The one retail sector that has been relatively insulated from Amazon (AMZN-Q). Wait for a pullback.


Price:
$165.250
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-11 BUY Teal Linde

Flooding will likely cause their business to pick up.  He does not know if that is reflected in the share price.  They are shifting the merchandise in the stores to higher prices and more profitable items.  They have not increased stores.  They are offering more services to seniors and millennials who don’t want to get their hands dirty.


Price:
$158.370
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-09-06 COMMENT Stephen Groff

A very well-run company. We are many, many years into a residential recovery, but you have to understand that this is cyclical. Looking at the multiple you are paying, he is finding better opportunities in other parts of retail where there is a lot more concern around the business model. Prefers companies that are a little bit more out of favour. Looking a little expensive overall. 2.3% dividend yield.


Price:
$156.560
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Unknown
2017-08-29 BUY Barry Schwartz

(Market Call Minute.) He is very interested in looking at this as millennials are starting to move out of their parents’ houses. This could be a big beneficiary.


Price:
$149.840
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-08-24 TOP PICK Rick Stuchberry

The demographics are powerful for this one.  They had solid earnings, have a solid balance sheet and pay out a good dividend that increases.  It is hard for AMZN-Q to get into this except in things like small appliances.  (Analysts’ target: $175.00).


Price:
$148.250
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
DEFENSIVE
Owned:
Yes
2017-08-17 PAST TOP PICK Gordon Reid

(A Top Pick September 7/16. Up 14.66%.) This is benefiting from a variety of things, not the least of which is household formations and housing starts increasing. We are still below trend, which over the last 3, 4, 5 decades, has been between 1-2 million starts per year. We need 1-1.5 million to keep up with the growth of the population, and we are currently at about 1.1 million.


Price:
$149.670
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-08-16 TOP PICK Christine Poole

She likes home improvement. It is really about US housing, recovery, turnover, the age of the housing stock. All those factors benefit this company. As employment improves and consumer confidence improves, people will spend more on their home. Two thirds of the housing stock in the US is over 30 years old, and about half is actually over 40 years old. They just reported and had good numbers. Dividend yield of 2.3%. (Analysts’ price target is $175.)


Price:
$152.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-10 BUY Jennifer Radman

This is in a really good place. People are spending money on homes and the company doesn’t have a lot of competition. A lot of their work is with professional contractors. A very high quality company. The valuation is decent, and doesn’t think you will get hurt owning this.


Price:
$153.880
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
No
2017-08-01 HOLD Alex Ruus

(Market Call Minute.) A leader in home improvement retail. A little ahead of where he would like to buy it. Weak Buy to a Hold.


Price:
$149.850
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-07-12 COMMENT Christine Poole

This is a play on the US economy and housing market. The company thinks they are still in the middle innings of the housing recovery. The 2008 recession was so severe that recovery has actually been delayed. The company is doing very well on building out their online strategy. Also, this whole sector is somewhat insulated from Amazon (AMZN-Q).


Price:
$152.590
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-26 PAST TOP PICK Peter Brieger

(A Top Pick June 27/16. Up 24.19%.) He still likes this and it is still a Buy for a long-term buyer.


Price:
$151.420
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-09 COMMENT Rick Stuchberry

This fits into the millennial trade. Young people are buying/getting homes, and a lot of them are fixer-uppers. He really likes this company. Numbers have been strong. A well-run company and positioned well in the group.


Price:
$152.960
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
UNKNOWN
Owned:
Yes
2017-06-06 COMMENT John Stephenson

An outstanding company. It has been hitting it out of the park in the last quarter. He can think of few other retailers that are at such a good level with their positioning in the marketplace and what they are offering. There are more good times to come.


Price:
$154.200
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
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