SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : Home Depot (HD)
HD 275.99+0.7%Nov 27 1:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bald Eagle who wrote (1135)1/3/2003 12:59:59 AM
From: Mark Marcellus  Read Replies (2) of 1170
 
Depends on your level of confidence, and shouldn't be done without a long hard look at the numbers. There's no question that the business model is changing and the days of strong growth are gone forever. But we're getting to a price where the question to ask is "are they mortally wounded?" If not, you're looking at a solid company with a P/S under one, little debt (although more than is immediately apparent, thanks to the operating leases), and what appear to be decent margins and good cash flow.

FWIW, I bought some in the high 20's, looking to add a bunch more when and if we get to the low 20's. Looks like I'll get my chance, for better or worse.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext