The Home Depot (HD)

Resultados del primer trimestre de 2019:

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Second quarter results; updates fiscal year 2019 guidance (20/08/2019)

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HD cae hoy un 5%,supongo q por no alcanzar previsiones en Q3…a ver si cae más y cargamos algo en Diciembre.Esta es de la q casi todos queremos tener en cartera.
Saludos.

Esta muy arriba…mucho tiene que caer, cruzaremos los dedos

Third quarter 2019 results (19/11/2019)

  • Third quarter fiscal 2019 sales of $27.2 billion, an increase of 3.5 percent, or $921 million, compared to the third quarter of fiscal 2018.
  • Comparable sales for the third quarter of fiscal 2019 were positive 3.6 percent, and comparable sales in the U.S. were positive 3.8 percent.
  • Net earnings for the third quarter of fiscal 2019 were $2.8 billion, or $2.53 per diluted share, compared with net earnings of $2.9 billion, or $2.51 per diluted share, in the same period of fiscal 2018.
  • For the third quarter of fiscal 2019, diluted earnings per share increased 0.8 percent from the same period in the prior year.

Fiscal 2019 Guidance

  • The Company expects its fiscal 2019 sales to grow by approximately 1.8 percent and comp sales for the comparable 52-week period to increase approximately 3.5 percent. This compares to the Company’s prior fiscal 2019 sales growth guidance of 2.3 percent and comp sales growth of 4.0 percent.
  • The Company reaffirmed its diluted earnings-per-share guidance for the year and expects diluted earnings-per-share growth of approximately 3.1 percent from fiscal 2018 to $10.03.
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https://seekingalpha.com/news/3545098-home-depot-declares-1_50-dividend

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Fourth quarter and fiscal 2019 results (25/02/2020)

Fourth Quarter 2019

  • Comparable sales for the fourth quarter of fiscal 2019 increased 5.2 percent.
  • Sales for the fourth quarter of fiscal 2019 were $25.8 billion compared to sales of $26.5 billion in the fourth quarter of fiscal 2018.
  • Net earnings for the fourth quarter of fiscal 2019 were $2.5 billion, or $2.28 per diluted share, compared to net earnings of $2.3 billion, or $2.09 per diluted share, in the fourth quarter of fiscal 2018.

Fiscal 2019

  • Comparable sales for fiscal 2019 increased 3.5 percent, and comparable sales in the U.S. increased 3.8 percent.
  • Sales for fiscal 2019 were $110.2 billion compared to sales of $108.2 billion in fiscal 2018.
  • Net earnings for fiscal 2019 were $11.2 billion, or $10.25 per diluted share, compared to net earnings of $11.1 billion, or $9.73 per diluted share in fiscal 2018.

Dividend Declaration

  • The Company today announced that its board of directors approved a 10 percent increase in its quarterly dividend to $1.50 per share, which equates to an annual dividend of $6.00 per share.

Fiscal 2020 Guidance

  • Total sales growth of approximately 3.5 percent to 4.0 percent
  • Comparable sales growth of approximately 3.5 percent to 4.0 percent
  • Six new stores
  • Operating margin of approximately 14.0 percent
  • Net interest expense of approximately $1.2 billion
  • Effective tax rate assumption of approximately 24.0 percent
  • Share repurchases of at least $5.0 billion
  • Diluted earnings-per-share growth of approximately 2.0 percent to $10.45
  • Capital spending of approximately $2.8 billion
  • Depreciation and amortization expense of approximately $2.4 billion
  • Cash flow from operations of approximately $13.5 billion
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Análisis rápido de HD

https://twitter.com/DividendWave/status/1399721148859011083

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Buenas tardes,
Acaba de saltar en mi radar HD como posible compra.
Entiendo que debido a la pandemia se había ido a máximo, tipo clorox, pero ha ido cayendo en los últimos meses.

Alguien tiene algún precio de entrada? Sería recomendable esperarla más abajo?

Gracias como siempre.

A mi me ha salido amarillita también. Personalmente tengo puesto el precio de compra en 285.

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275$ es mi P.O.

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Siempre me fascina lo “exigentes” que sois con vuestros precios jajaj, me se agradecen las opiniones.

Solo me da para meter la patita con 1 acc., que quizá podría entrar y luego ir promediando… :thinking: Lo meditate.

Gracias :slight_smile:

Yo personalmente no lo considero exigente. Prácticamente es el precio que corresponde a su media/fair value, normalmente me iría más abajo de ahí :sweat_smile:

Pero a las compañías de dividendos solo las exijo no pagar más de lo que valen.

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Hola

Home depot, rentabilidad por dividendo de los cinco últimos años, 2,14. Ya estamos cerca.

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Hola. Yo entre con una acción a 310… Si sigue bajando pues caerá alguna más :slight_smile: pero ya estoy con un dedo del pie dentro.

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Eso pretendía hacer yo. Desde dentro se sigue mejor :blush:

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Aún no tengo mucha idea de valorar los resultados de una empresa, pero lo que entiendo que la comparativa de un año épico para HD como pudo ser el año pasado, pues son duras y difícil de mantener.

Alguien podría darme unas pinceladas rápidas para poderlos interpretar mejor?

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No la sigo, pero intenta comparar con 2019 y la evolución 2018-19-…-21.

Eso te dará una imagen lineal de la evolución

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