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Non-Tech : Home Depot (HD) -- Ignore unavailable to you. Want to Upgrade?

To: Don Earl who wrote (959)	7/17/2002 9:54:52 PM
From: Captain Jack	Read Replies (1) \| Respond to of 1169

Don-- yes anecdotal shopping experiences aren't enough to create a statistical universe or much else. There are very few companys w/o some sort of red flag and thats the reason so many are sitting on 1 1/2% bank accts. I do a lot of building and remodeling of residential property. Only top brands are used. There are two HDs and 3 Lowes in the area. The one HD is about on the same level as Lowes-- fewer choices and the service is not on the same level as the other HD facility. Lowes seems to attract the urbanite and ladys where HD is geared more to the serious handyman/woman or pro.

To: Don Earl who wrote (959)	7/21/2002 2:41:30 PM
From: Ausdauer	Respond to 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