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: $147.7100 on 2017-03-24

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Date Signal Expert Opinion Price
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
2016-11-15 TOP PICK Christine Poole

Reported this morning with strong numbers and a strong quarter, but the stock was off a couple of dollars. Higher interest rates may mean higher mortgage rates with increased borrowing costs. However, the Company made some good points. They looked at the affordability Index, which is currently above 150. An average median household can buy a medium-priced home at an 80% mortgage, and as the rate goes up, it is more positive. Employment growth is strong, consumer confidence is strong and the economy is growing. All of these things work in their favour. (Analysts’ price target is $148.80.)


Price:
$124.400
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-11-08 COMMENT Mike S. Newton, CIM FCSI

Home Depot (HD-N) or Lowe’s (LOW-N)? Home Depot is about 3 to 4 times the size of Lowe’s, and their store count dwarfs Lowes. This is down about 6%-7% this year where Lowe’s is having a better time of it. However, going back 5 years, Home Depot has been a better, smoother experience. This is a tough call, but knows that Home Depot’s footprint is a bit higher.


Price:
$124.250
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-11-01 BUY Robert Lauzon

(Home Depot (HD-N) or Starbucks (SBUX-Q) for a long-term US dividend growth stock?) The market has taken 10%-15% off both names this year. He likes and owns both. If you can do it in your portfolio, you might want to buy half of each. The US consumer is still very healthy. Household formations have continued to grow at about 1 million a year, and he likes this stock based on the fact that there continues to be home sales increases in the US. Both are dividend growers. (Also see Top Picks.)


Price:
$119.890
Subject:
GLOBAL DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-10-25 COMMENT John O'Connell, CFA

Well-run and has a good balance sheet. You are playing a housing market recovery. Thinks earnings on this is going to increase by about 4%-5%, and you are paying a pretty hefty multiple for that. It has an okay dividend.


Price:
$123.340
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-10-24 COMMENT Peter Brieger

Home Depot (HD-N) or Lowe’s (LOW-N)? On a purely statistical basis and EPS growth, Lowes is the better company. However, standing back and looking at the corporate culture and corporate philosophy, he prefers this one.


Price:
$127.780
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-10-14 COMMENT Hilary Kramer

Dividend growth strategy? She agrees with buying this if you want dividend growth. They continue to build and grow their top and bottom line. The 100-pound gorilla in their arena. You have to be very careful about the methodology of dividend growth. It is not necessarily about buying utilities, which seem very appealing. But they’ve been bid up by everybody looking for dividend yield. You are much better off buying oddball things like Texas Roadhouse (TXRH-Q). Be careful of telecommunication companies, because they will be squeezed. A good dividend yielding stock that is off the radar is Domtar (UFS-N). (See Top Picks.)


Price:
$126.420
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
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