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Non-Tech : Home Depot (HD) -- Ignore unavailable to you. Want to Upgrade?

To: Bald Eagle who wrote (1135)1/3/2003 12:59:59 AM
From: Mark Marcellus  Read Replies (2) | Respond to 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.