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
BUY
Has recession, quasi depression priced into the stock. Could have been his Top Pick as well as Lowes (Low-N). Very cheap.
BUY
12 PE and over 3% yield. Have to be patient with this name. In the short term, its fortunes are going to be tied with the housing market recovery but long-term should be a good holding. Currently you are seeing all the signs of a pretty protracted bear market in housing. Quality company with great stores and great locations.
SELL
Earnings have been tailing off for about 4 quarters now.
SELL
Housing market continues to look very bad.
DON'T BUY
Doesn't buy stocks over $25, because when times are bad there is further to fall. Thinks there is more risk then reward.
TRADE
Likes the stock. Thinks there will be a great opportunity in the next 3 or 4 months in this entire sector. If you are holding for 5 years, fine. If you are short term, then wait.
TOP PICK
The model price on this company has been moving up. There is a 58% upside. Market hates consumer discretionary. Fundamentals are way better than what the prices are.
PAST TOP PICK
(A top pick Sept 21/06, up 1%) Still a campaign, dirt cheap stock. Going to be a top pick.
TOP PICK
Going to move, consumer discretionary. 43% positive differential.
PAST TOP PICK
(A Top Pick Aug 31/06. No change.) In his top 10. A lot of the stocks are being affected by consumer debt in the US. His model price is $49.25, a 44% positive differential.
BUY
In his top 10. His model price is $51.91. That's a 40% positive differential.
BUY
There is pressure in the housing market, but is largely contained to aggressive lending. This company has a wonderful franchise. If you have a longer-term view, they are a great long-term business. Generates exceptional amount of free cash flow. Buying back stock.
DON'T BUY
In a restructuring mode. Thinks it will eventually work out, but will take some time. Deals that renovations in the US will be weak.
BUY
Anything relating to housing has been impacted. Believes that when the recovery happens in housing, stock is significantly undervalued. Right now, Lowes (LOW-N) has a better value.
PAST TOP PICK
Then $38.12Weakness in housing and home improvement retailing. Has sold it.
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