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HD
Home Depot, Inc. - NYSE

7/9/2014, 10:39 PM ET
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  • Home Depot Is An Unwise Investment At These Prices
    Aurium Investments Wed, Jun. 25 9 Comments

    Summary

    • Home Depot has seen a run up in its stock price with the recovery of the housing market.
    • It is a classic cyclical stock and is very susceptible to a housing downturn.
    • Current share price assumes unsustainable sales growth rates.
    • There is at least 25% downside to today's prices.
  • Home Depot And Lowe's: There's No Need To Choose
    Jeroen Jongbloed Thu, Jun. 12 9 Comments

    Summary

    • Home Depot and Lowe's are trading at almost identical price to earnings ratios.
    • Both have 3 year dividend growth rates of 18+%.
    • Home Depot has a higher dividend yield, but Lowe's has more effective share buybacks.
  • Can Home Depot Keep Going Higher?
    Valuentum Thu, Jun. 12 1 Comment

    Summary

    • Home Depot is now up roughly 4 times since the market bottom in March 2009.
    • Does this strong performance pass the reasonableness test?.
    • Let's examine what we think shares are worth at this time.
  • Put These 2 Home Improvement Value Dividend Stocks On Your Radar
    Abba's Aces Sun, Jun. 1 2 Comments

    Summary

    • Home Depot is the best of breed home improvement retailers.
    • Williams Sonoma clobbered earnings but shares are starting to come back down to earth.
    • Value dividend stocks are where I like to park my money in uncertain times.
  • Building A Dividend Portfolio With Home Depot
    Abba's Aces Sat, May. 24 3 Comments

    Summary

    • The company has been increasing dividends for the past five years and is poised to continue that streak.
    • The yield is a bit low for some dividend investors tastes, but the payout ratio is only at 50%.
    • The company has the best return on equity among the home improvement stores industry.
  • Home Depot Hammers The Earnings Nail On The Head
    Abba's Aces Wed, May. 21

    Summary

    • The company missed analyst expectations, but revenue and earnings increased from the prior year.
    • The stock is fairly valued on 2015 earnings estimates at this price.
    • Comp store sales increased year over year by 2.6%.
  • Home Depot - Full Valuation As Incremental Growth Relies On Share Repurchases And Leverage Increase
    The Value Investor Tue, May. 20 1 Comment

    Summary

    • Harsh winter impacted Home Depot as well.
    • Earnings per share growth increasingly relies on share repurchases.
    • This results in an increase in leverage during the good times, which is not a conservative move.
  • What The Buy Side Expects From Home Depot On Tuesday
    Leigh Drogen Mon, May. 19

    Summary

    • This quarter there is some concern around Home Depot's earnings due to a slowing housing market.
    • However, business related to new construction and home improvement sales may give Home Depot a lift.
    • Wall Street is expecting Home Depot's earnings to grow by 16 cents per share compared to FQ1 of last year.
  • Home Depot Earnings Preview: When Does The 'Return Of Capital' Story Become A Growth Story ?
    Brian Gilmartin, CFA Sun, May. 18 3 Comments

    Summary

    • $25 bl in free-cash-flow returned to shareholders in 4 years.
    • Average rate of y/y revenue growth since Jan '08 has been 1%.
    • Some technicians think stock is forming a top.
  • Home Depot: Expanding Its Online Presence
    Gemstone Equity Research Tue, Apr. 29 1 Comment

    Summary

    • Home Depot Inc. (HD), U.S. home improvement retailer, recently declared it would invest $1.5 billion in developing its online store in the current fiscal year.
    • NRF forecasts the U.S. overall retail sales will rise by 4.1% (excluding restaurants, gas stations and automobile sales), and projects U.S. online sales to grow between 9%-12% in 2014.
    • The persistent growth in e-commerce is making many retailers reconsider business models that focus on real estate portfolios for the generation of sales.
    • The company has also recently acquired various e-commerce websites, including Blinds.com, in January 2014, and is undertaking various initiatives to improve its online footprint.
  • Home Depot Is Capitalizing On Economic Recovery
    Alpha Strategist Tue, Apr. 29

    Summary

    • Fiscal year 2013 is another year of growth for Home Depot, where net revenue increased by 5.4% and its operating margins increased to 11.6%, i.e. highest in the last decade.
    • Comparable store sales grew 6.8%, sales per square foot grew 4.7% and ticket per customer grew 3.4%. Investors may ride on the economic recovery with HD and its consistent dividend.
    • Home Depot has a clear focus on improving its mobile and online business that would help it to continue its growth in the rapidly transforming world.
  • Home Depot Will Spruce Up Your Home And Portfolio With Excellent Dividends
    Abba's Aces Thu, Apr. 17 5 Comments

    Summary

    • The stock is inexpensively valued on next year's earnings estimates.
    • The stock is experiencing bullish technicals.
    • The company increased its return on equity to an astounding 36.8%.
  • A Few Reasons Why I'm Still Attracted To Shares Of Home Depot
    Heather Ingrassia Wed, Apr. 16

    Summary

    • HD currently trades at just under 15x forward earnings and offers shareholders a yield of 2.47%.
    • HD's dividend behavior has demonstrated an average 3-year growth rate of 29.33%.
    • Although HD's recent trend behavior signals a long-term selling mode for most investors, a turnaround may occur if the company can deliver solid Q1 earnings on May 20.
  • The DIY Dividend Derby: Which Company Has The Better Dividend - Lowe's Or Home Depot?
    David Schauber, Jr. Tue, Apr. 15 5 Comments

    Summary

    • Both Lowe's and Home Depot have safe dividends that are well-covered by free cash flows.
    • Lowe's and Home Depot have each shown impressive double-digit dividend growth over the last few years, and should continue to, if earnings estimates hold true.
    • Home Depot's dividend looks the best, with a current yield that is more than 50% higher than that of Lowe's.
  • Home Depot: How The Economy Will Send The Stock Higher
    AlphaTraderx Tue, Mar. 25 1 Comment

    Summary

    • An improving economy, increases in consumer spending and higher home sales in 2014 will benefit HD.
    • Although conservative, HD provided positive forward looking statements for 2014 in the latest earnings report.
    • Investing in HD is a play on retail and real estate that offers a great opportunity for capital gains and dividends the coming years.
  • Home Depot: Post-Weather Crisis Period Shows Good Upside
    Balanced Investing Thu, Mar. 13 3 Comments

    Summary

    • Positive comparable sales were hidden inside the overall sales decline that came up owing to an additional week of revenue in 2012. Good cost controls brought a decent increase.
    • With the weather stabilizing and a recovering market, I expect sales to improve with the company’s addition of new products and packages that already have a high sign-up rate.
    • The company’s plans to provide same day delivery, Pro Xtra, cost controls and the recovering market will all translate positively in terms of better returns for investors.
  • Don't Expect Further Multiple Expansion At Home Depot
    Valuentum Tue, Mar. 11

    Summary

    • We expect to raise our fair value estimate of Home Depot upon the next report update in light of the better-than-expected outlook.
    • Still, Home Depot is priced at more than 18 times this year's earnings, and we're not betting on further multiple expansion.
    • Our best ideas are always included in the Best Ideas portfolio and Dividend Growth portfolio.
  • Home Depot: A Good Buy At This Point
    Gemstone Equity Research Mon, Mar. 10 1 Comment

    Summary

    • The housing market recovery saw a dip after Sept 2013.
    • Private fixed residential investment (PRFI) grew to ~3.1% as a percentage of the GDP at the end of the 4th quarter of 2013.
    • Given the positive outlook for the U.S. economy and the housing market Home Depot appears to be ready for a good year in 2014.
  • Home Depot Through A Magnifying Glass
    Equities Lab Sun, Mar. 9 3 Comments

    Summary

    • Home Depot has and will continue to benefit from the rebound of housing prices, U.S. total construction spending, and private residential fixed investment.
    • Dividend increases, share buybacks, and solid fundamentals outweigh any negatives like the big increase in long-term debt.
    • HD has outperformed in 4 of the past 4 years and should continue to do so over the next 2 plus years.
HD vs. ETF Alternatives
Company Description

Home Depot, Inc., is a home improvement retailer. Its stores sell an assortment of building materials, home improvement and lawn and garden products and provide a number of services.