Home Depot

HD-N

NYSE:HD

224.73
10.55 (4.48%)
The Home Depot, Inc. or Home Depot is an American home improvement supplies retailing company that sells tools, construction products, and services.
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Analysis and Opinions about HD-N

Signal
Opinion
Expert
COMMENT
COMMENT
June 25, 2019
US Home builders. The US home builders market is still way behind from the peak, despite a rapid population growth. Existing home sales are also not substantially higher. He has chosen the play the space through a Home Dept instead.
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Home Depot (HD-N)
June 25, 2019
US Home builders. The US home builders market is still way behind from the peak, despite a rapid population growth. Existing home sales are also not substantially higher. He has chosen the play the space through a Home Dept instead.
COMMENT
COMMENT
June 18, 2019
It's not talked about like it used to. It's huge growth 15 years ago has tapered off. HD lives and dies with the home reno business. It's well-run. It is effected by e-commerce like all retailers though.
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Home Depot (HD-N)
June 18, 2019
It's not talked about like it used to. It's huge growth 15 years ago has tapered off. HD lives and dies with the home reno business. It's well-run. It is effected by e-commerce like all retailers though.
BUY
BUY
May 24, 2019
In an up market, testing resistance levels to the downside, so it's more appealing to him.
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Home Depot (HD-N)
May 24, 2019
In an up market, testing resistance levels to the downside, so it's more appealing to him.
TOP PICK
TOP PICK
May 24, 2019
Own because of where it is. Testing support lines, and that's where he likes it. At least 10% upside from here. Yield is 2.81%. (Analysts’ price target is $205.03)
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Home Depot (HD-N)
May 24, 2019
Own because of where it is. Testing support lines, and that's where he likes it. At least 10% upside from here. Yield is 2.81%. (Analysts’ price target is $205.03)
HOLD
HOLD
April 2, 2019
HD vs. LOW. He chooses Home Depot. Operationally, HD does a fabulous job. Lowes has underperformed. Demographics are working for both. Tailwind of about 5-10% in revenue. Not as susceptible to the Amazon effect. Lowes is a safe place to be, but muted on the growth.
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Home Depot (HD-N)
April 2, 2019
HD vs. LOW. He chooses Home Depot. Operationally, HD does a fabulous job. Lowes has underperformed. Demographics are working for both. Tailwind of about 5-10% in revenue. Not as susceptible to the Amazon effect. Lowes is a safe place to be, but muted on the growth.
PAST TOP PICK
PAST TOP PICK
March 21, 2019
(A Top Pick Mar 14/18, Up 8%) It is very, very well managed. He looks at 10 years ago when operating margins were 10% and they are now 16%. Housing formations are still below trend.
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Home Depot (HD-N)
March 21, 2019
(A Top Pick Mar 14/18, Up 8%) It is very, very well managed. He looks at 10 years ago when operating margins were 10% and they are now 16%. Housing formations are still below trend.
HOLD
HOLD
February 26, 2019
Earnings came out today and the stock was punished HD is the go-to store for certain products and taking market share from the mom-and-pop shops, like Walmart. They're investing heavily in store technology that will pay off. It has a strong position in its sector, but there remains room for growth, say, outside North America. You won't see 20% upside, but it's a good core holding. US housing will remain strong for longer as interest rates remain low; home renos remain popular. A solid hold.
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Home Depot (HD-N)
February 26, 2019
Earnings came out today and the stock was punished HD is the go-to store for certain products and taking market share from the mom-and-pop shops, like Walmart. They're investing heavily in store technology that will pay off. It has a strong position in its sector, but there remains room for growth, say, outside North America. You won't see 20% upside, but it's a good core holding. US housing will remain strong for longer as interest rates remain low; home renos remain popular. A solid hold.
BUY
BUY
February 25, 2019
Been a decent stock in recent weeks due to investor confidence given that US home spending hasn't been as bad as feared. No red flags here yet. He likes HD and has room to run before recession creeps in down the road.
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Home Depot (HD-N)
February 25, 2019
Been a decent stock in recent weeks due to investor confidence given that US home spending hasn't been as bad as feared. No red flags here yet. He likes HD and has room to run before recession creeps in down the road.
Andrew Pyle

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Price
$189.980
Owned
Unknown
COMMENT
COMMENT
February 22, 2019
It had a good uptrend, but it needs to break its old high around $210. Not a bad chart.
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Home Depot (HD-N)
February 22, 2019
It had a good uptrend, but it needs to break its old high around $210. Not a bad chart.
PAST TOP PICK
PAST TOP PICK
February 12, 2019
(A Top Pick Feb 20/18, Down 2%) Unfortunately, he got stopped out. There's more baked into HD than meets the eye. He wants HD back in his portfolio, like FedFex.
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Home Depot (HD-N)
February 12, 2019
(A Top Pick Feb 20/18, Down 2%) Unfortunately, he got stopped out. There's more baked into HD than meets the eye. He wants HD back in his portfolio, like FedFex.
TOP PICK
TOP PICK
February 6, 2019
With the US Fed going dovish, it helps HD. Great management, low interest rates and full employment are also tailwinds. They've doubled revenues since 2008 and have increased their operating margins from 6% to 12%. Good dividend, too. (Analysts’ price target is $202.39)
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Home Depot (HD-N)
February 6, 2019
With the US Fed going dovish, it helps HD. Great management, low interest rates and full employment are also tailwinds. They've doubled revenues since 2008 and have increased their operating margins from 6% to 12%. Good dividend, too. (Analysts’ price target is $202.39)
BUY
BUY
February 5, 2019
There is short-term data that says there is short-term housing weakness across North America, but HD is a well-run business. They don't entirely depend on new homes; in fact, they also depend on existing homeowners removating their homes. They can benefit from weather events, short term. The US housing market will remain strong for coming years. A blue chip stock.
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Home Depot (HD-N)
February 5, 2019
There is short-term data that says there is short-term housing weakness across North America, but HD is a well-run business. They don't entirely depend on new homes; in fact, they also depend on existing homeowners removating their homes. They can benefit from weather events, short term. The US housing market will remain strong for coming years. A blue chip stock.
PAST TOP PICK
PAST TOP PICK
February 1, 2019
(A Top Pick Jun 29/18, Down 4%) A play on household formation in the US. With tax reform last year and with HD-N having plans to increase dividends (maybe over 25% growth), he will continue to hold it.
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Home Depot (HD-N)
February 1, 2019
(A Top Pick Jun 29/18, Down 4%) A play on household formation in the US. With tax reform last year and with HD-N having plans to increase dividends (maybe over 25% growth), he will continue to hold it.
TOP PICK
TOP PICK
January 7, 2019
Housing in the US ran 1-2 million units for 40 years but now is at 1.2 million and there is massive demand. The issue is freeing up land. With high employment in the US, people are feeling good and renovating their homes. (Analysts’ price target is $203.26)
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Home Depot (HD-N)
January 7, 2019
Housing in the US ran 1-2 million units for 40 years but now is at 1.2 million and there is massive demand. The issue is freeing up land. With high employment in the US, people are feeling good and renovating their homes. (Analysts’ price target is $203.26)
BUY
BUY
December 31, 2018
Likes this for how they've run the company. They have 5-7% revenue growth; 55% of net income comes out in the dividend. They hike the dividend every January/February--good. Demographics favour a robust US housing market. 40% of U.S. homes are 40+ years, which means they need work. One problem could be Amazon getting distribution for Kenmore (taking away sales from stores like HD).
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Home Depot (HD-N)
December 31, 2018
Likes this for how they've run the company. They have 5-7% revenue growth; 55% of net income comes out in the dividend. They hike the dividend every January/February--good. Demographics favour a robust US housing market. 40% of U.S. homes are 40+ years, which means they need work. One problem could be Amazon getting distribution for Kenmore (taking away sales from stores like HD).
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