Home Depot | StockChase
298
Home Depot (HD-N)

Last Price Recorded: $167.5000 on 2017-11-16

ON STOCKCHASE SINCE Nov 2000

specialty stores

Home Depot


Signal Opinion Expert

2017-11-10

PAST TOP PICK
Home Depot (HD-N)

(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 Management

Price: $164.110
Owned: Yes

2017-11-08

COMMENT
Home Depot (HD-N)

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 Management

Price: $164.050
Owned: Unknown

2017-10-23

PAST TOP PICK
Home Depot (HD-N)

(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

Price: $164.740
Owned: Yes

2017-10-12

HOLD
Home Depot (HD-N)

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 Management, ScotiaMcleod

Price: $164.590
Owned: Yes

2017-10-11

HOLD
Home Depot (HD-N)

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 Management

Price: $165.250
Owned: Yes

2017-09-11

BUY
Home Depot (HD-N)

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

Price: $158.370
Owned: Unknown

2017-09-06

COMMENT
Home Depot (HD-N)

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 Asset Management

Price: $156.560
Owned: Unknown

2017-08-29

BUY
Home Depot (HD-N)

(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 Management

Price: $149.840
Owned: Unknown

2017-08-24

TOP PICK
Home Depot (HD-N)

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

Price: $148.250
Owned: Yes

2017-08-17

PAST TOP PICK
Home Depot (HD-N)

(A Top Pick September 7/16. Up 14.66%.) This is benefiting from a variety of things, not the least of which is household formations and housing starts increasing. We are still below trend, which over the last 3, 4, 5 decades, has been between 1-2 million starts per year. We need 1-1.5 million to keep up with the growth of the population, and we are currently at about 1.1 million.

specialty stores
Gordon Reid

President, GoodReid Investment Counsel

Price: $149.670
Owned: Yes

2017-08-16

TOP PICK
Home Depot (HD-N)

She likes home improvement. It is really about US housing, recovery, turnover, the age of the housing stock. All those factors benefit this company. As employment improves and consumer confidence improves, people will spend more on their home. Two thirds of the housing stock in the US is over 30 years old, and about half is actually over 40 years old. They just reported and had good numbers. Dividend yield of 2.3%. (Analysts’ price target is $175.)

specialty stores
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $152.250
Owned: Yes

2017-08-10

BUY
Home Depot (HD-N)

This is in a really good place. People are spending money on homes and the company doesn’t have a lot of competition. A lot of their work is with professional contractors. A very high quality company. The valuation is decent, and doesn’t think you will get hurt owning this.

specialty stores
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment Management

Price: $153.880
Owned: No

2017-08-01

HOLD
Home Depot (HD-N)

(Market Call Minute.) A leader in home improvement retail. A little ahead of where he would like to buy it. Weak Buy to a Hold.

specialty stores
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $149.850
Owned: Unknown

2017-07-12

COMMENT
Home Depot (HD-N)

This is a play on the US economy and housing market. The company thinks they are still in the middle innings of the housing recovery. The 2008 recession was so severe that recovery has actually been delayed. The company is doing very well on building out their online strategy. Also, this whole sector is somewhat insulated from Amazon (AMZN-Q).

specialty stores
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $152.590
Owned: Yes

2017-06-26

PAST TOP PICK
Home Depot (HD-N)

(A Top Pick June 27/16. Up 24.19%.) He still likes this and it is still a Buy for a long-term buyer.

specialty stores
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $151.420
Owned: Yes

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