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Strategies & Market Trends : Disciplined Investing, especially the NAIC way
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To: - with a K who wrote (453)3/8/2004 12:10:38 PM
From: The Philosopher  Read Replies (2) of 469
 
I'm wondering whether I should take a fresh look at HD. I looked at them and LOW back in late 2001, and decided LOW was the better choice. I was right at the time -- Lowe's is up about 50% since then, and HD down about 20%.

But HD might have turned it around. They got a new pres in, who didn't have much background in home materials sales, but seems to be doing the job. They had a great run-up on 2003, but it might not be over.

Worth, perhaps, looking at afresh.
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