Today, John O'Connell, CFA and The Panic-Proof Portfolio (Stockchase Research) commented about whether JBHT-Q, CI-N, DAL-N, CVGW-Q, THO-N, AMZN-Q, SNPS-Q, TMO-N, COST-Q, ARKK-N, KEY-T, ATD.B-T, HD-N, LOW-N, META-Q, MSFT-Q, V-N, IPL-T, HR.UN-T, SWK-N, CNR-T, TPZ-T, TOU-T, SNY-N, MG-T are stocks to buy or sell.
HD vs. LOW Checked back recently with profit taking. He's not worried. Prefers HD, with its long runway for the foreseeable future, longer reach, good treatment of employees, good growth opportunities in Mexico and other places. Fix-it market is reeling a bit because of commodity prices. HD is better managed. Current pullback of 15% or so is a good time to buy. Trading at 20x earnings. Secular long-term growth story. Growth will be somewhat muted after last year's blowout.