NYSE:HD
Home Depot (HD)
319.83
-7.90 (2.41%)
as of Oct 23, 2026, 8:00:00 pm Market Closed.
443 watching
Financials 
Technical Analysis 0
TOP PICK
PAST TOP PICK
(A Top Pick Feb 06/19, Up 30%) They've become much more efficient in managing their stores, yet the number of stores remains the same. Operating profit has jumped 11% to 16%. Net profit doubled. Last year's initiatives dampened earnings a bit, but will pay off in 2021.
Gordon ReidOwned
specialty stores
TOP PICK
Also a past pick. US housing starts hit a 15-year high, a huge tailwind. (Analysts’ price target is $233.67)
Gordon ReidOwned
specialty stores
PAST TOP PICK
(A Top Pick Jan 07/19, Up 27%) They are continuing to grow. He thinks we are seeing very solid growth as the US housing market continues to boom.
Bruce MurrayOwned
specialty stores
TOP PICK
He is sticking with it. Last year in a period of uncertainty he was certain the housing industry was going to move up and believes it will do so again. Their profit was hit in the short term but it will inflect later, in 2021. He thinks there is good upside in the stock. (Analysts’ price target is $232.17)
Bruce MurrayOwned
specialty stores
TOP PICK
She has been adding to their existing position over the past couple of weeks. The company has been investing in their stores and infrastructure to improve on delivery times. A very good operator, who is investing in their future. Earnings will grow again next year, although a little slower. Yield 2.57% (Analysts’ price target is $232.23)
Christine PooleOwned
specialty stores
BUY ON WEAKNESS
This has been an investment for him for many years. They grow sales faster than GDP growth and dividend growth is 25% a year. Not a big dividend however. He likes home builders and the suppliers to home builders. A leading stock in a leading sector, he thinks. A healthy pullback, that he would buy into.
David BurrowsOwned
specialty stores
PAST TOP PICK
(A Top Pick Nov 06/18, Up 31%) Renovations and demographics are seeing millennials doing home upgrades. He still holds it here.
Rick StuchberryOwned
specialty stores
HOLD
He would continue to hold it. For the last 10 years it has been a steady performer in a pretty bleak retail space. They can not get "Amazoned" -- no one can ship plywood online, he thinks. The cost of deliver will keep Amazon out of this space. It is not cheap at 26 times earnings, but it is well managed.
specialty stores
WATCH
Nice yield of 2.3%. Trades at 20x earnings. One of the issues is housing growth, which has moderated in the US. Concentrating on customer service, improving supply chain, better merchandise, reducing costs. Doing a very good job of all this, which will continue to drive the stock. Increasing dividend and buying back shares. He just hasn't found the right entry point.
specialty stores
HOLD
Boycott because of Trump? She owns it, but has taken some profit recently. She would hold on for the next earnings report. They relationship with Trump is not a real issue -- its all about housing. Consumer spending is going up and interest rates are declining, which should help reinvigorate house spending.
Christine PooleOwned
specialty stores
PAST TOP PICK
(A Top Pick May 24/19, Up 10%) He's still bullish on it. The stock shows good volume. Unless there's a pullback, this will continue to rise.
Elliott FishmanOwned
specialty stores
PAST TOP PICK
(A Top Pick Jun 29/18, Up 8%) A very simple company. An older US housing market needs a lot of work and the population demographics of millennials becoming home owners. Yield 2.6%
Chris StuchberryOwned
specialty stores
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One of the largest home improvement dealers and a play on the health of the US housing market and low interest rates. Household formation is still increasing and there will always be a need for home repairs. Yield 2.22% (Analysts’ price target is $240.59)