02-27-2019, 08:23 PM
(02-27-2019, 02:58 PM)Roadmap2Retire Wrote: Yeah saw the numbers on LOW this morning. I agree that by most metrics over the years, LOW has not been able to catch up to HD.
On another note, this divi raise from HD moves it from the Challenger list to the Contender list in the Dividend CCC list.
And they probably don't have to as long as they follow the general trend in earnings growth and dividend. The market is being a little rough on HD this week. I think their is one more light quarter due to weather so it may be appropriate. The two months of non-stop bad weather happened in this next quarter, and not the one they just reported. I'll be ready to pounce on some shares next quarter. I've accepted what I believe is the reality going forward. These stocks will become little more cyclical. Economicaly and seasonally. It's not too easy to grow after you have 2,200+ stores so you can't meaningfully cover up any drop in organic growth through expansion.