Home Depot | StockChase
304
Home Depot (HD-N)

Last Price Recorded: $199.8200 on 2018-01-17

ON STOCKCHASE SINCE Nov 2000

specialty stores
304
Home Depot (HD-N)

Last Price Recorded: $199.8200 on 2018-01-17

ON STOCKCHASE SINCE Nov 2000

specialty stores

Home Depot


Signal Opinion Expert
BUY
Home Depot(HD-N) 

January 9, 2018

He is very bullish on the US housing and renovation market. He would have no hesitation in owning this. The valuation has certainly gotten up there, but you are getting pretty good growth from a retailer, and he doesn't see Amazon encroaching on them.

specialty stores

He is very bullish on the US housing and renovation market. He would have no hesitation in owning this. The valuation has certainly gotten up there, but you are getting pretty good growth from a retailer, and he doesn't see Amazon encroaching on them.

specialty stores
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$193.100
Owned Owned
No

PAST TOP PICK
Home Depot(HD-N) 

December 13, 2017

(A Top Pick Feb 14/17. Up 32%.) This is really a play on a resurgence on the housing market in the US, which is growing very nicely in most major states. The millennials are starting to buy homes. This company is growing at twice the growth of the GDP on same-store sales. They've been able to grow their dividend north of 20% a year for the last 5 years.

specialty stores

(A Top Pick Feb 14/17. Up 32%.) This is really a play on a resurgence on the housing market in the US, which is growing very nicely in most major states. The millennials are starting to buy homes. This company is growing at twice the growth of the GDP on same-store sales. They've been able to grow their dividend north of 20% a year for the last 5 years.

specialty stores
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$183.030
Owned Owned
Yes

BUY on WEAKNESS
Home Depot(HD-N) 

December 8, 2017

Spending a significant amount buying back shares. This company is in a great spot. One of the few retailers in North America that is not impacted by the on-line phenomena. Most purchases is on an “at need” basis by contractors. It’s very insulated from the on-line phenomena. Valuation is getting expensive and is trading at a premium multiple to the market at around 24X. One of the few retail companies you can buy without worrying about Amazon or some other online retailer. He would like to see a pullback before stepping in.

specialty stores

Spending a significant amount buying back shares. This company is in a great spot. One of the few retailers in North America that is not impacted by the on-line phenomena. Most purchases is on an “at need” basis by contractors. It’s very insulated from the on-line phenomena. Valuation is getting expensive and is trading at a premium multiple to the market at around 24X. One of the few retail companies you can buy without worrying about Amazon or some other online retailer. He would like to see a pullback before stepping in.

specialty stores
Veeral Khatri

Partner and Portfolio Manager, JC Clark...

PricePrice
$183.410
Owned Owned
Unknown

TOP PICK
Home Depot(HD-N) 

December 5, 2017

This is at an all-time high, so what do you do in 2018? Just because this is at an all-time high, why punt it out of your portfolio? In 10 years time, this company will do very well. There is a lot of room left. Dividend yield of 1.9%. (Analysts’ price target is $183.)

specialty stores

This is at an all-time high, so what do you do in 2018? Just because this is at an all-time high, why punt it out of your portfolio? In 10 years time, this company will do very well. There is a lot of room left. Dividend yield of 1.9%. (Analysts’ price target is $183.)

specialty stores
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$182.850
Owned Owned
Yes

PARTIAL BUY
Home Depot(HD-N) 

November 30, 2017

At these levels it is a great company for the long term.  He owned it at one time.  There is still room here.  You end up kicking yourself for always thinking they are  bit expensive.  With housing coming back in the US, they are going to put some money back into their house.  He would establish a half position and then see how it goes.

specialty stores

At these levels it is a great company for the long term.  He owned it at one time.  There is still room here.  You end up kicking yourself for always thinking they are  bit expensive.  With housing coming back in the US, they are going to put some money back into their house.  He would establish a half position and then see how it goes.

specialty stores
Don Lato

President, Padlock Investment M...

PricePrice
$179.820
Owned Owned
No

COMMENT
Home Depot(HD-N) 

November 21, 2017

On his Watch List rather than his Recommended List. Had owned this for several years and it had been a very strong performer. Prefers Sherwin Williams (SHW-N) which has an acquisition that will give them synergies, and are in a position where the business is more resilient.

specialty stores

On his Watch List rather than his Recommended List. Had owned this for several years and it had been a very strong performer. Prefers Sherwin Williams (SHW-N) which has an acquisition that will give them synergies, and are in a position where the business is more resilient.

specialty stores
David Fingold

VP and Portfolio Manager, Dynamic Funds...

PricePrice
$172.860
Owned Owned
No

PAST TOP PICK
Home Depot(HD-N) 

November 10, 2017

(A Top Pick Nov 15/16. Up 35%.) This was made on the play of improving GDP growth in the US, and improving housing. There is a shortage of inventory in the US housing market, so many people are opting to stay in their existing home, and to upgrade and renovate.

specialty stores

(A Top Pick Nov 15/16. Up 35%.) This was made on the play of improving GDP growth in the US, and improving housing. There is a shortage of inventory in the US housing market, so many people are opting to stay in their existing home, and to upgrade and renovate.

specialty stores
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$164.110
Owned Owned
Yes

COMMENT
Home Depot(HD-N) 

November 8, 2017

A great and powerful brand. This has the ability to withstand any attacks that might come from the likes of an Amazon. When you look at the online sales, it is about half of what you would see in the apparel space. The hurricanes should be helpful for the next few quarters, as these economies have to rebuild. It should continue to do well.

specialty stores

A great and powerful brand. This has the ability to withstand any attacks that might come from the likes of an Amazon. When you look at the online sales, it is about half of what you would see in the apparel space. The hurricanes should be helpful for the next few quarters, as these economies have to rebuild. It should continue to do well.

specialty stores
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment ...

PricePrice
$164.050
Owned Owned
Unknown

PAST TOP PICK
Home Depot(HD-N) 

October 23, 2017

(A Past Top Pick Sep 14/16, Up 34%)  It is very well managed and they will increase the dividend.  It is a pretty nice place to sit in a major trend that is positive going forward.  They are in a great position because Millennials are getting into the housing market and even if they buy used and have to renovate, they still have to buy appliances.

specialty stores

(A Past Top Pick Sep 14/16, Up 34%)  It is very well managed and they will increase the dividend.  It is a pretty nice place to sit in a major trend that is positive going forward.  They are in a great position because Millennials are getting into the housing market and even if they buy used and have to renovate, they still have to buy appliances.

specialty stores
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$164.740
Owned Owned
Yes

HOLD
Home Depot(HD-N) 

October 12, 2017

We are still in relatively mid-stages of a US housing recovery. Canada may be in the 8th or 9th inning, but the US is in the 5th or 6th inning. Trading at 20X Forward Earnings with a 13%-15% growth rate. Not a very expensive valuation. Dividend yield of about 2%+. Have returned $46 billion to shareholders through dividends and share buybacks, over the last 5 years, which represents 25% of their market cap.

specialty stores

We are still in relatively mid-stages of a US housing recovery. Canada may be in the 8th or 9th inning, but the US is in the 5th or 6th inning. Trading at 20X Forward Earnings with a 13%-15% growth rate. Not a very expensive valuation. Dividend yield of about 2%+. Have returned $46 billion to shareholders through dividends and share buybacks, over the last 5 years, which represents 25% of their market cap.

specialty stores
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$164.590
Owned Owned
Yes

HOLD
Home Depot(HD-N) 

October 11, 2017

This will benefit from hurricane reconstruction, but that is short-term temporary. The reason to own is because of the GDP growth in the US and the increasing household formations. Over two thirds of existing housing is over 30 years old, which is positive for renovators. Also, household turnovers and employment levels are improving. New housing inventory is very low in the US, so more people are choosing to stay in existing homes, and to renovate and upgrade. The one retail sector that has been relatively insulated from Amazon (AMZN-Q). Wait for a pullback.

specialty stores

This will benefit from hurricane reconstruction, but that is short-term temporary. The reason to own is because of the GDP growth in the US and the increasing household formations. Over two thirds of existing housing is over 30 years old, which is positive for renovators. Also, household turnovers and employment levels are improving. New housing inventory is very low in the US, so more people are choosing to stay in existing homes, and to renovate and upgrade. The one retail sector that has been relatively insulated from Amazon (AMZN-Q). Wait for a pullback.

specialty stores
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$165.250
Owned Owned
Yes

BUY
Home Depot(HD-N) 

September 11, 2017

Flooding will likely cause their business to pick up.  He does not know if that is reflected in the share price.  They are shifting the merchandise in the stores to higher prices and more profitable items.  They have not increased stores.  They are offering more services to seniors and millennials who don’t want to get their hands dirty.

specialty stores

Flooding will likely cause their business to pick up.  He does not know if that is reflected in the share price.  They are shifting the merchandise in the stores to higher prices and more profitable items.  They have not increased stores.  They are offering more services to seniors and millennials who don’t want to get their hands dirty.

specialty stores
Teal Linde

Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report...

PricePrice
$158.370
Owned Owned
Unknown

COMMENT
Home Depot(HD-N) 

September 6, 2017

A very well-run company. We are many, many years into a residential recovery, but you have to understand that this is cyclical. Looking at the multiple you are paying, he is finding better opportunities in other parts of retail where there is a lot more concern around the business model. Prefers companies that are a little bit more out of favour. Looking a little expensive overall. 2.3% dividend yield.

specialty stores

A very well-run company. We are many, many years into a residential recovery, but you have to understand that this is cyclical. Looking at the multiple you are paying, he is finding better opportunities in other parts of retail where there is a lot more concern around the business model. Prefers companies that are a little bit more out of favour. Looking a little expensive overall. 2.3% dividend yield.

specialty stores
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Ass...

PricePrice
$156.560
Owned Owned
Unknown

BUY
Home Depot(HD-N) 

August 29, 2017

(Market Call Minute.) He is very interested in looking at this as millennials are starting to move out of their parents’ houses. This could be a big beneficiary.

specialty stores

(Market Call Minute.) He is very interested in looking at this as millennials are starting to move out of their parents’ houses. This could be a big beneficiary.

specialty stores
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$149.840
Owned Owned
Unknown

TOP PICK
Home Depot(HD-N) 

August 24, 2017

The demographics are powerful for this one.  They had solid earnings, have a solid balance sheet and pay out a good dividend that increases.  It is hard for AMZN-Q to get into this except in things like small appliances.  (Analysts’ target: $175.00).

specialty stores

The demographics are powerful for this one.  They had solid earnings, have a solid balance sheet and pay out a good dividend that increases.  It is hard for AMZN-Q to get into this except in things like small appliances.  (Analysts’ target: $175.00).

specialty stores
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$148.250
Owned Owned
Yes

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