Home Depot: From Stalwart To Stalled Out But For How Long?
Core Insights - The article discusses the author's long-term investment strategy and experience, particularly focusing on The Home Depot, Inc. (NYSE: HD) after a three-year hiatus in coverage [1]. Company Overview - The author has been managing their own portfolio since 1998, aiming to match the S&P 500 return over the long term with lower volatility and higher income [1]. - The author prefers to hold positions for the long term unless there is a compelling reason to sell, indicating a focus on intrinsic value [1]. Investment Strategy - The investment approach is to seek opportunities without regard to asset class, market cap, sector, or yield, emphasizing the importance of buying when prices are low relative to intrinsic value [1].