Comments on: Value Faceoff: Home Depot vs. Lowe’s

By: home depot » Comment on Value Faceoff: <b>Home Depot</b> vs. Loweâ€™s by Turley Muller

Sun, 21 Oct 2007 06:42:06 +0000

[...] came across this post – Comment on Value Faceoff: Home Depot vs. Loweâ€™s by Turley Muller – and thought it was worth sharing. I hope you find it interesting too and take the time to read [...]

By: 52-Week Low List Packed with Quality Names - Fat Pitch Financials

52-Week Low List Packed with Quality Names - Fat Pitch Financials — Thu, 18 Oct 2007 12:25:42 +0000

[...] Home Depot (HD) caught my attention right away since we have recently been discussing its relative valuation to Lowe’s(LOW). I’ve also notice Fifth Third Bancorp (FITB) has been on this new lows list repeatedly [...]

By: Turley Muller

Turley Muller — Thu, 18 Oct 2007 04:59:45 +0000

Home depot is a better value. It may have a PE of 13, which is on depressed eps expectations due home building their sale of wholesale business. I imagine that in a year or two the company will be growing nicely again. I don’t care about next years or the year after earnings, I care about the next 20 years since a stock’s value reflects the long-run (or should) Taking a more normalized forward eps suggests the P/E is much lower. My DCF calcs show HD is undervalued.