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.
More at Wikipedia

Analysis and Opinions about HD-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
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.)

Show full opinionHide full opinion
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.)

PARTIAL BUY
PARTIAL BUY
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.

Show full opinionHide full opinion
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.

COMMENT
COMMENT
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.

Show full opinionHide full opinion
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.

PAST TOP PICK
PAST TOP PICK
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.

Show full opinionHide full opinion
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.

COMMENT
COMMENT
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.

Show full opinionHide full opinion
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.

PAST TOP PICK
PAST TOP PICK
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.

Show full opinionHide full opinion
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.

HOLD
HOLD
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.

Show full opinionHide full opinion
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.

HOLD
HOLD
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.

Show full opinionHide full opinion
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.

BUY
BUY
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.

Show full opinionHide full opinion
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.

Teal Linde

Unlock Ratings

Price
$158.370
Owned
Unknown
COMMENT
COMMENT
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.

Show full opinionHide full opinion
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.

BUY
BUY
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.

Show full opinionHide full opinion
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.

TOP PICK
TOP PICK
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).

Show full opinionHide full opinion
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).

PAST TOP PICK
PAST TOP PICK
August 17, 2017

(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.

Show full opinionHide full opinion
Home Depot (HD-N)
August 17, 2017

(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.

TOP PICK
TOP PICK
August 16, 2017

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.)

Show full opinionHide full opinion
Home Depot (HD-N)
August 16, 2017

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.)

BUY
BUY
August 10, 2017

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.

Show full opinionHide full opinion
Home Depot (HD-N)
August 10, 2017

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.

Showing 61 to 75 of 361 entries