Home Depot

HD-N

NYSE:HD

245.34
1.68 (0.68%)
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
PAST TOP PICK
PAST TOP PICK
November 20, 2018
(A Top Pick Dec 05/17, Down 6%) He has long owned it, but got stopped out of it recently. It's trading at 17.5x PE but in 2008 it was 10x, so not good. Rising mortgage rises and the incentives of home ownership are starting to wear off. He'll return to this when the market recovers. It's 21% off its high, not great.
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Home Depot (HD-N)
November 20, 2018
(A Top Pick Dec 05/17, Down 6%) He has long owned it, but got stopped out of it recently. It's trading at 17.5x PE but in 2008 it was 10x, so not good. Rising mortgage rises and the incentives of home ownership are starting to wear off. He'll return to this when the market recovers. It's 21% off its high, not great.
BUY
BUY
November 13, 2018
She has owned this for years. They had a great quarter, just announced this morning. She listened on the call. The market is concerned with future housing starts. But HD looks at GDP growth, unemployment (low), consumer confidence (high) and other metrics. HD shows good growth and they predict U.S. housing price appreciation in 2019. HD sees momentum in their business. HD has been unduly punished by the market, she feels.
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Home Depot (HD-N)
November 13, 2018
She has owned this for years. They had a great quarter, just announced this morning. She listened on the call. The market is concerned with future housing starts. But HD looks at GDP growth, unemployment (low), consumer confidence (high) and other metrics. HD shows good growth and they predict U.S. housing price appreciation in 2019. HD sees momentum in their business. HD has been unduly punished by the market, she feels.
BUY
BUY
November 13, 2018
Today's earnings were excellent--same store sales growth was nearly 6%. They beat earnings and revenue, and upped their guidance. But the stock was punished, because investors are nervous. This will make $10 per share next year. Now is an entry point.
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Home Depot (HD-N)
November 13, 2018
Today's earnings were excellent--same store sales growth was nearly 6%. They beat earnings and revenue, and upped their guidance. But the stock was punished, because investors are nervous. This will make $10 per share next year. Now is an entry point.
TOP PICK
TOP PICK
November 6, 2018
Likes it for its Millennial demographic play; they will be buying homes and fixing them up. Good earnings growth, well-run and have been increasing their dividend in recent years. This should reach past highs again. (Analysts’ price target is $212.59)
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Home Depot (HD-N)
November 6, 2018
Likes it for its Millennial demographic play; they will be buying homes and fixing them up. Good earnings growth, well-run and have been increasing their dividend in recent years. This should reach past highs again. (Analysts’ price target is $212.59)
DON'T BUY
DON'T BUY
October 26, 2018

Housing is slowing, but the U.S. consumer remains strong. He sees 20% EPS growth. It's had a nice pullback, but is still expensive. It'll likely rally when the market does, but it's too rich for him/

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Home Depot (HD-N)
October 26, 2018

Housing is slowing, but the U.S. consumer remains strong. He sees 20% EPS growth. It's had a nice pullback, but is still expensive. It'll likely rally when the market does, but it's too rich for him/

HOLD
HOLD
October 10, 2018

He loves to love this company. They hang in through any cycle. They have to make sure they get the professional market right and wonders if Amazon may be making it tougher. The valuation is still in line with 10 year historical. He would continue to own it.

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Home Depot (HD-N)
October 10, 2018

He loves to love this company. They hang in through any cycle. They have to make sure they get the professional market right and wonders if Amazon may be making it tougher. The valuation is still in line with 10 year historical. He would continue to own it.

BUY WEAKNESS
BUY WEAKNESS
October 3, 2018

He likes this company as it has a great brand and, technically, the chart is great. Its main attribute is the location of its retail outlets in key markets, close to end buyers. A good stock to buy on weakness. He would be a buyer below $200.

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Home Depot (HD-N)
October 3, 2018

He likes this company as it has a great brand and, technically, the chart is great. Its main attribute is the location of its retail outlets in key markets, close to end buyers. A good stock to buy on weakness. He would be a buyer below $200.

BUY
BUY
October 2, 2018

Despire rising interest rates, housing starts are still growing in America where the consumer is still strong. He likes HD. A core holding. Pays a 2% dividend. They're in a transition period as they sell direct to consumers and job sites and investing in that. Also investing in faster check-outs. They will come out of this stronger.

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Home Depot (HD-N)
October 2, 2018

Despire rising interest rates, housing starts are still growing in America where the consumer is still strong. He likes HD. A core holding. Pays a 2% dividend. They're in a transition period as they sell direct to consumers and job sites and investing in that. Also investing in faster check-outs. They will come out of this stronger.

PAST TOP PICK
PAST TOP PICK
August 22, 2018

(A top pick June 29/18, up 4%). They had an excellent quarter. Their tax bill is so much lower because of the US tax reform. They should have a fabulous earnings year. Looks great over the long haul.

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Home Depot (HD-N)
August 22, 2018

(A top pick June 29/18, up 4%). They had an excellent quarter. Their tax bill is so much lower because of the US tax reform. They should have a fabulous earnings year. Looks great over the long haul.

BUY
BUY
August 8, 2018

He holds this and is positive on it and sees it at key support near $195. He would add to a position, but wants to see it trade above $200 soon. He will add above $204. Fundamentally, it is a dividend grower and is a strong competitor in the space.

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Home Depot (HD-N)
August 8, 2018

He holds this and is positive on it and sees it at key support near $195. He would add to a position, but wants to see it trade above $200 soon. He will add above $204. Fundamentally, it is a dividend grower and is a strong competitor in the space.

PAST TOP PICK
PAST TOP PICK
August 8, 2018

(A top pick August 16/17, up 33%) She continues to hold it. This is a play on the US economy and housing market, household formation and the labour market. If economy stays strong, a lot of home improvements are ongoing.

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Home Depot (HD-N)
August 8, 2018

(A top pick August 16/17, up 33%) She continues to hold it. This is a play on the US economy and housing market, household formation and the labour market. If economy stays strong, a lot of home improvements are ongoing.

PAST TOP PICK
PAST TOP PICK
July 18, 2018

(Past Top Pick, August 24, 2017, Up 39%) A demographic play even though U.S. starts are slower than expected. But they should pick up. He expects Millennials to use Home Depot in the coming decade as they buy homes.

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Home Depot (HD-N)
July 18, 2018

(Past Top Pick, August 24, 2017, Up 39%) A demographic play even though U.S. starts are slower than expected. But they should pick up. He expects Millennials to use Home Depot in the coming decade as they buy homes.

DON'T BUY
DON'T BUY
July 10, 2018

A cyclical business that's pulled back over fears of rising interet rates, so he's avoiding the home-building stocks.

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Home Depot (HD-N)
July 10, 2018

A cyclical business that's pulled back over fears of rising interet rates, so he's avoiding the home-building stocks.

TOP PICK
TOP PICK
June 29, 2018

This company is built for the young homeowner, where consumer spending will increase in the years ahead. They payback 55% of net income to the dividend with share buybacks. They are incredible operators and Amazon has yet to find their way into this space. Yield 2.1%. (Analysts’ price target is $210.40)

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Home Depot (HD-N)
June 29, 2018

This company is built for the young homeowner, where consumer spending will increase in the years ahead. They payback 55% of net income to the dividend with share buybacks. They are incredible operators and Amazon has yet to find their way into this space. Yield 2.1%. (Analysts’ price target is $210.40)

BUY
BUY
June 25, 2018

A crazy success story. A good company and stock. Keep it. It could reach all-time highs. He really likes this.

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Home Depot (HD-N)
June 25, 2018

A crazy success story. A good company and stock. Keep it. It could reach all-time highs. He really likes this.

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