Being the two dominant players in the home improvement retail market, The Home Depot Inc. (HD) and Lowe’s Companies Inc. (LOW) have consistently captured the attention of investors. HD and LOW are both highly credible names in the home improvement sector, with decades of experience and strong reputations.Home Depot’s credibility is bolstered by its expansive Pro customer network and consistent operational excellence. Its scale and efficiency have made it the go-to choice for contractors and large-scale proj ...

Despite its own volatility in 2024, the U.S. dollar is finishing the year on a high note. There are several reasons for the dollar’s strength, not the least of which is enthusiasm over the incoming Trump administration's pro-growth policies.  However, most of the dollar’s strength can be summed up by the expression that the United States is the best house in a bad economic neighborhood. That is, the U.S. economy is outperforming that of the G10 countries. This is a bullish outlook for the 10-year Treasury ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Home Depot (HD) .Home Depot currently has an average brokerage recommendat ...

This long-term winner may struggle to be a market beater at current prices, but it's an exceptional business.In this video, Motley Fool contributor Jason Hall discussed Home Depot's (HD 1.97%) business opportunity, risks, and shares his prediction on its performance over the next five years.*Stock prices used were from the morning of Dec. 20, 2024. The video was published on Dec. 23, 2024. ...

公司概况 - 公司在全球拥有2,345家门店，其中2,024家位于美国及其领土，182家在加拿大，139家在墨西哥 公司声称90%的美国人口居住在距离Home Depot 10英里以内的地方 这种广泛的覆盖面难以被高估[3] - 公司自1981年首次公开募股以来，累计总回报率达到3,330,000% 这意味着如果在1981年投资10,000美元，现在将价值3.33亿美元[8] - 公司在1993财年实现总销售额92亿美元，拥有264家门店 管理层迅速意识到正确的策略是积极投资以快速扩展全国业务[9] - 公司在过去12个月内报告了1550亿美元的收入，远高于1993财年的92亿美元 同时，公司在去年实现了近150亿美元的净利润[10] 财务表现 - 公司过去九个月支付了67亿美元的股息 当前股息收益率略高于2.3% 更令人印象深刻的是，季度股息在过去十年中增长了281%[4] - 公司管理层还专注于股票回购 在过去五年中，稀释后的流通股数量减少了9.2% 这提高了现有投资者的所有权份额[6] 行业环境 - 公司受益于一些有利的行业顺风 美国房屋的中位年龄随着时间的推移稳步增加 较老的房屋显然需要更多的维修和升级[7] - 美国继续面临严重的住房库存短缺 低住房供应鼓励人们不搬家，而是在当前住所进行翻新[7] 当前挑战 - 公司面临当前的困难现实 近年来宏观经济条件趋紧，特别是更高的利率和通货膨胀压力，已经阻止了消费者进行翻新项目 这解释了为什么2023财年同店销售额下降了3.2%，预计当前财年将下降2.5%[11] 长期展望 - 从高层次来看，可以安全地假设住房和家庭改善行业将在未来几十年继续成为经济的关键部分 投资者不应期望未来的回报与过去相似，但Home Depot绝对值得列入观察名单[13][14]

Having cash regularly deposited in your account from dividend stocks is a great feeling. It not only helps ease the sting of market volatility, but it can also help you build up a nice stream of income when you really need it in retirement.The S&P 500 average yield is currently at a multi-year low of 1.22%, but there are solid businesses offering much higher yields right now. Here are two stocks offering yields above 2% with excellent prospects to grow their dividend over the long term.1. Home DepotHome Dep ...

Since my last analysis of The Home Depot, Inc. (NYSE: HD ), the stock has gained 14.4% in price, compared to a 24.35% growth in the S&P 500 ( SP500 ), revealing the moderate return prospects investors shouldOliver Rodzianko is an investment analyst specializing in the technology sector, grounded in timeless value principles. His expertise spans AI, semiconductors, software, and renewable energy, with a focus on companies that demonstrate resilient management and lasting competitive advantages. A trusted voi ...

Is Home Depot stock still a great buy, or has its valuation become too hot to handle?Home Depot (HD 0.62%) stock has delivered a dividend-adjusted total return of roughly 25% this year. While that's certainly nothing to sneeze at, the performance has actually lagged behind the S&P 500 index's total return level of 29%. What comes next for the home-improvement retail leader? Read on to see why two Motley Fool contributors have differing takes on the investment performance outlook for Home Depot stock.The Bul ...

核心观点 - 投资于高股息股票可以提供稳定的被动收入，随着时间的推移，股息的增长可以帮助投资者支付月度账单和其他费用 [1] - Home Depot、Nike 和 Realty Income 是具有良好前景的公司，提供高于平均水平的股息收益率，值得投资者关注 [2] Home Depot - Home Depot 自1987年起支付股息，过去10年股息增长了280%，当前股息收益率为2.1% [3] - Home Depot 是全球最大的家居改善连锁店，拥有2,300家北美门店，仍在扩张中，通过投资增长和收购如 SRS Distribution 来增强其市场地位 [6] - 在2023财年第三季度，销售额同比增长6.6%，尽管可比销售额下降1.3%，但每股收益（EPS）从去年的3.81美元降至3.67美元，仍超出预期并提高了全年指引 [5] - Home Depot 提供股票增值和被动收入，尽管当前市场条件压力大，过去一年股价仍上涨30%，显示出其高销售增长和利润的可靠性 [4][7] Nike - Nike 股价今年因销售表现疲软而大幅下跌，最近一季度销售额同比下降10% [8] - 部分销售下滑是由于管理层调整产品组合，但客户流量仍未达到预期 [9] - 对于股息投资者，现在是购买 Nike 股票的好时机，其历史回报率优异，过去12个月的净利超过50亿美元，最近一季度通过股息和股票回购向股东返还18亿美元 [10] - Nike 所在的行业规模为3580亿美元，CEO Elliott Hill 上任后有望重振品牌并恢复业务增长，当前股价估值合理，股息收益率达到15年来的最高水平 [11] Realty Income - Realty Income 是一家房地产投资信托（REIT），专注于三净租赁，租户包括7-Eleven和Walgreens等，业务模式使其成为较安全的REIT股票 [12][13] - Realty Income 每月支付股息，且每季度提高股息，最近一次从0.767美元提高到0.789美元，增长2.9%，这是其第108次连续季度股息增长，当前股息收益率为5.7% [14][15] - 作为REIT，Realty Income 将从利率下降中受益，降低借款成本并更容易再融资现有债务 [15] - Realty Income 的上涨空间可能有限，但对于寻求高收益率和稳定股息增长的投资者来说，是一个不错的选择 [16]

The Home Depot Inc. (HD) stock has gained 19.5% in the past six months, marking an underperformance from the broader industry’s 20.5% rise and the Retail-Wholesale sector’s growth of 22%. However, it outperformed the S&P 500’s rally of 12.4%.However, the HD stock has shown remarkable growth compared with its industry peers like Lowe’s Companies Inc. (LOW) , Builders FirstSource (BLDR) and Beacon Roofing Supply’s (BECN) gains of 18%, 14.1% and 12%, respectively, in the past six months.HD Stock’s 6-Month Pric ...