Stock price when the opinion was issued
The home reno space has been in a slump, because people have been travelling and enjoying experiences. During Covid, they stayed home and renovated, which she feels will return, because there isn't enough housing to buy. So, people will stay in their homes and fix them up. Lower material costs will help. HD and Sherwin Williams are buys now.
The biggest paint and wallcovering company in the US. The stock has moved significantly, much more so than earnings. This is one where you want to wait for the price to come down or for earnings to go up.