032 - Home Depot (HD): The Trends Driving Future Growth
09/08/21 • 12 min
1 Listener
The major trends that are driving Home Depot's future growth like gains in market share and demographic shifts. The risks to our investment. Are we in another housing bubble? And finally, our estimate of fair value based on an ROIC justified P/E ratio and a DCF model.
Download the Original Write-up
AMM Dividend Letter #49: Home Depot
Links
Housing and Demographics: The Next Big Shift
AMM Books
Fact Sheet
AMM Dividend Growth Strategy Q2 2021
Learn more about American Money Management, LLC.
Contact Glenn Busch
(858) 755-0909
The major trends that are driving Home Depot's future growth like gains in market share and demographic shifts. The risks to our investment. Are we in another housing bubble? And finally, our estimate of fair value based on an ROIC justified P/E ratio and a DCF model.
Download the Original Write-up
AMM Dividend Letter #49: Home Depot
Links
Housing and Demographics: The Next Big Shift
AMM Books
Fact Sheet
AMM Dividend Growth Strategy Q2 2021
Learn more about American Money Management, LLC.
Contact Glenn Busch
(858) 755-0909
Previous Episode
031 - Portfolio Update: Why We Trimmed Discover Financial Services (DFS)
Why we recently trimmed Discover Financial Services (DFS) in the AMM Dividend Growth Strategy and a new risk that emerged from the increased stimulus and U.S. consumers with a lot of excess cash.
AMM Books
Fact Sheet
AMM Dividend Growth Strategy Q1 2021
Learn more about American Money Management, LLC.
Contact Glenn Busch
(858) 755-0909
Next Episode
033 - When Will Disney Start Paying a Dividend Again?
When will Disney bring back its dividend after eliminating it because of the coronavirus shutdowns? Management finally gave us some clarification in its Q3 2021 earnings call.
Subscribe to the AMM Dividend Letter
AMM Books
Fact Sheet
AMM Dividend Growth Strategy Q2 2021
Learn more about American Money Management, LLC.
Contact Glenn Busch
(858) 755-0909
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