Home Depot (HD)

Housing is slowing, but the U.S. consumer remains strong. He sees 20% EPS growth. It's had a nice pullback, but is still expensive. It'll likely rally when the market does, but it's too rich for him/

He loves to love this company. They hang in through any cycle. They have to make sure they get the professional market right and wonders if Amazon may be making it tougher. The valuation is still in line with 10 year historical. He would continue to own it.

He likes this company as it has a great brand and, technically, the chart is great. Its main attribute is the location of its retail outlets in key markets, close to end buyers. A good stock to buy on weakness. He would be a buyer below $200.

Despire rising interest rates, housing starts are still growing in America where the consumer is still strong. He likes HD. A core holding. Pays a 2% dividend. They're in a transition period as they sell direct to consumers and job sites and investing in that. Also investing in faster check-outs. They will come out of this stronger.

(A top pick June 29/18, up 4%). They had an excellent quarter. Their tax bill is so much lower because of the US tax reform. They should have a fabulous earnings year. Looks great over the long haul.

He holds this and is positive on it and sees it at key support near $195. He would add to a position, but wants to see it trade above $200 soon. He will add above $204. Fundamentally, it is a dividend grower and is a strong competitor in the space.

(A top pick August 16/17, up 33%) She continues to hold it. This is a play on the US economy and housing market, household formation and the labour market. If economy stays strong, a lot of home improvements are ongoing.

(Past Top Pick, August 24, 2017, Up 39%) A demographic play even though U.S. starts are slower than expected. But they should pick up. He expects Millennials to use Home Depot in the coming decade as they buy homes.

A cyclical business that's pulled back over fears of rising interet rates, so he's avoiding the home-building stocks.

This company is built for the young homeowner, where consumer spending will increase in the years ahead. They payback 55% of net income to the dividend with share buybacks. They are incredible operators and Amazon has yet to find their way into this space. Yield 2.1%. (Analysts’ price target is $210.40)

A crazy success story. A good company and stock. Keep it. It could reach all-time highs. He really likes this.

He is impressed as how this non-tech stock advanced so well last year. Tremendous growth. It will likely track the Dow more now. He would not be a buyer from a technical perspective now. He sees support at $170 and resistance at $200.

They are continuing to benefit from a strengthening housing market. 3% of their buyers are professional buyers but represent 40% of their sales. They are focusing on servicing the pro builder. He thinks they can continue to benefit from the housing market recovery.

Great stock. Great growth company. Continues to take market share putting smaller independent retailers out of business. They have better service. Spending more money on technology to help customers find what they need. Once they are done with these investments earnings are going to pick up again.

Well-run. In its sweet spot in the last few years because of strong housing starts and low interest rates. They've expanded their direct-to-tradespeople business. They've grown their net margins by 50% in the past few years. Now is a good entry point. Better-run than Lowe's.