Earlier we highlighted the weakness of a handful of consumer discretionary stocks in the Dow Jones Industrial Average (here): Some of the worst performing stocks in 2016 in the Dow Jones Industrial Average are not …
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Some of the worst performing stocks in 2016 in the Dow Jones Industrial Average are not industrials, they are in fact consumer discretionary. On Friday we highlighted the poor 2016 performance in MCD, today making …
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The Home Depot (HD) has been the poster-child for the re-emergence of the U.S. housing market and the resilience of the U.S. consumer. Despite the stock being flat on the year, it is up 650% from its …
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Event: The Home Depot (HD) reports Q2 results tomorrow before the open. The options market is implying a 3% one day post earnings move, which is in line with the average over the last 4 quarters. Price …
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Yesterday, Lennar (LEN), the largest homebuilding company by market cap and sales beat Q2 earnings estimates. Deliveries rose 12% year over year with a 4% increase in selling prices. Given the rate environment and the …
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On Friday we detailed an options trade idea in The Home Depot’s (HD) in front of this mornings earnings report for those long the stock who might consider a stock alternative strategy with defined risk into the …
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I’ve had a lot to say on the retail sector of late (here on the S&P Retail etf XRT), here on Walmart, and here on Amazon’s effects on Department and apparel stores, oh and here). …
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There has been little doubt that home improvement retailers like The Home Depot (HD) and Lowe’s (LOW) have been massive outliers for the last few years in what has been a very difficult retail environment …
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In early February we expressed a bearish view in shares of The Home Depot (HD) and closed for a profit after a drop in the stock (read here). Following this morning’s very strong earnings results …
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Last week (on Feb 2nd) we made the case for a near term pullback in shares of The Home Depot (HD), read here, but here is an excerpt: The company has been one the largest …
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