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Non-Tech : Home Depot (HD)
HD 370.01-1.0%12:16 PM EST

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To: Don Earl who wrote (959)7/21/2002 2:41:30 PM
From: Ausdauer   of 1169
 
Don, I also read a recent piece that stated the Oakmark Funds began buying HD recently.

Bill Nygren was on Wall Street Week recently and described their buying and selling discipline.
They wait until a company reaches about 40% of the value of the enterprise before purchasing. Thus,
Nygren must see HD as a value stock. If the growth in home improvement continues, and it is hard
for me to imagine that it would retreat, HD then has both growth and value built in.

In your analysis do you look at market capitalization vs. book value?
Do you use other measures of value?

How does HD stack up?

Aus
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