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Compiling comments that experts make about stocks while on public TV.

Home Depot Stock Symbol: HD-N

Last Price Recorded: $151.3100 on 2017-06-23

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Date Signal Expert Opinion Price
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
2017-05-19 COMMENT David Driscoll

The crème de la crème in the retail space, something Amazon can’t fight. There are a lot of renovations. In housing, people are pretty much buying whatever they can because supply is not available, especially in the Midwest and California, so you get a teardown and start to renovate.


Price:
$156.300
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-05-17 BUY Cameron Hurst

He likes this company and the space. People have stopped spending money on “things”, as much as they are now spending on “experiences”. The one exception would be on the home. They are renovating like gangbusters. This company is great. They just continue to execute on their plan.


Price:
$156.090
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-05-16 PAST TOP PICK Christine Poole

(A Top Pick May 18/16. Up 23%.) They just reported, and it was very positive. US comps are up 6%. The US housing market is very healthy.


Price:
$158.260
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-04-24 BUY Peter Brieger

He loves this. A great way to play housing from 2 points of view. First of all, for new housing where people are going to them for appliances. Also, people are opting for remodelling, and this company will be a great beneficiary of that trend.


Price:
$151.890
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-16 PAST TOP PICK Gordon Reid

(A Top Pick Feb 17/16. Up 38%.) Has owned this for many years and it has been a great company for him. It is in the sweet spot of where we are in the economic cycle. Low interest rates, buying new homes, renovating, etc. is what is motivating people to go to this company. One of the best managed companies he has ever covered.


Price:
$148.730
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-02-17 PAST TOP PICK Christine Poole

(Top Pick Feb 9/16, Up 28.27%) She still likes it. It is a play on the US economy.  As employment and GDP improve people may spend more on home improvement. With a third of the age group 18-36 still living at home and as the job environment improves they tend to move out into a home of their own. The company is well managed and always increases their dividend. They report later on this month.


Price:
$143.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-14 TOP PICK David Burrows

He likes owning companies that can grow a dividend. This has about 2,200 locations and has been growing same-store sales at about 7% for the last 5 years. They’ve grown their dividend 21% a year over the last 5 years. If you think the consumer is improving, this is a good place to go. Technically, after having consolidated over the last year, the stock is breaking out. Dividend yield of 1.96%. (Analysts’ price target is $148.67.)


Price:
$141.360
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-01-17 BUY Jennifer Radman

It has been pretty flat over the last year.  They have a very good market position.  She gets repair and remodeling exposure through other companies.  The average home gets $3500 spent on it when it changes hands, according to HD-N.  Changing family formations with millennials leaving home to get their own are still a benefit to HD-N.  It looks more interesting now than it has in the past.


Price:
$135.930
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
No
2017-01-11 PAST TOP PICK Christine Poole

(A Top Pick Feb 9/16. Up 21.74%.) This is really a play on the US economy, US GDP growth, employment growth, etc. They are all trending up and are reasonably healthy. As housing starts and turnovers improve, that will promote housing renovations and repair. About two thirds of US housing is over 30 years old, which means more repair and renovations. Good dividend yield of 2.1% and always increase it every year.


Price:
$135.700
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-14 PAST TOP PICK Christine Poole

(A Top Pick Jan 12/16. Up 9.19%.) She prefers this over others, because they have higher margins and are executing better. This is really a play on improving employment, improving GDP growth and higher housing. Housing turnover is a very important metric. When someone buys a house, they usually want to do some work on it. They’ve been seeing very good same-store sales growth. Online is only about 5% of their revenues, but it is growing. Online commerce is not a potential threat for them.


Price:
$135.980
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-05 COMMENT Stephen Groff

A very well run company, but you are paying quite a bit for it.  It can take quite a while to grow into it.  We are a number of years into the housing turnaround.


Price:
$129.680
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
No
2016-11-29 HOLD John Petrides

A great company, but also a $160 billion company trading at 18.5X forward earnings, which is a premium to the market. The fact that it is a great company is reflected in the stock. The US housing market has recovered. It is now at 1.3 million home starts on an annualized basis. On a normalized basis based on the last 40 years, you’ve had about 1.3-1.5 million starts, so you are back to where US housing should be. This will be a beneficiary of that, but the market already reflects that. It is hard to grow a $160 billion retail company, and paying a premium to the market is challenging. If you don’t own it, he would look elsewhere.


Price:
$129.620
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2016-11-18 BUY Frank Holmes

He is very bullish on the reno cycle.  If tariffs get slapped on imports from China it will have a negative impact on this stock. 


Price:
$128.330
Subject:
US EQUITIES
Bias:
BULLISH on INFRASTRUCTURE
Owned:
Unknown
Showing 1 to 15 of 283 entries
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