NYSE:HD

Home Depot (HD)

348.69
+0.43 (0.12%)
as of Nov 13, 2026, 9:00:00 pm Market Closed.
442 watching
0
PAST TOP PICK
(A Top Pick June 1/11. Up 54.57%.)
COMMENT
Has done very well and if you are going into this area, this is the one he would go into.
DON'T BUY
Uptrend has been broken. Seasonality is not that positive at this time of the year.
PAST TOP PICK
(A Top Pick June 1/11. Up 46.09%.) Sort of thought of this as a win/win. If the housing market comes back more quickly it's a win. If it doesn't, the renovation market carries them. The real reason it was a great value was that through the whole 8-09 period, they did a lot of rationalization of their business. Not as good value as it was a year ago but it is still a Buy.
DON'T BUY
Terrific company. Raised their guidance to $2.50. Problem is valuation. Has gotten ahead of itself.
TOP PICK
Housing market has not taken off but stock is doing well because those who do not sell renovate. If housing takes off it will be a nice windfall for them but in the meantime they are doing very well on the reno market. They have managed their business very well.
HOLD
In the very near term, this stock is overbought. 68 RSI but he continues to like it. Earnings are coming in strong and expectations are still moving up. Looking at 14%-15% for the long-term growth rate. Trading at about 18X earnings. He would like it at $41-$42.
TOP PICK
Doesn’t need a housing recovery to do well. Have a repair and maintenance area. Taking share away from Lowes (LOW-N). Think they will grow from the low to mid-teens in earnings. Housing recovery would be a major bonus for them.
SELL
It suffered because of the housing crisis, which is on the path to a slow recovery. HD has been buying back stock. She is not that interested in owning the space.
BUY ON WEAKNESS
His model price is $36.56, only a 7% upside so it is fully valued. If it got down to $30 or less, ($24 would be a great Buy) you could buy.
PAST TOP PICK
(A Top Pick May 6/09. Up 42%.) This was a play on consumer confidence.
BUY
Doesn't think you can go wrong with either Lowe's (LOW-N) or Home Depot (HD-N) as a momentum play in the next 6 to 12 months. Would like to see a better US economy before calling either a core hold in for a long-term hold. Use a 10%-15% stoploss.
PAST TOP PICK
(A Top Pick May 6/09. Up 39.44%.) Still a buy.
HOLD
Tied to housing and consumer recovery, which is just starting. You can expect that things will get better. Well managed. Earnings at about $1.40, which he thinks can double from here. Lowes (LOW-N) could be an alternative play but this is more about being in the sector.
DON'T BUY
US has a lot of government incentives for renovations, new homes and building in general. Problem is this spending eventually falls back on the taxpayer. Has had a pretty nice run. If more government cash is pumped into the system this might go $4-$5 higher based on manufactured earnings. If you own you might want to take some profits.
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