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Strategies & Market Trends : Disciplined Investing, especially the NAIC way -- Ignore unavailable to you. Want to Upgrade?

To: Mark Marcellus who wrote (366)	1/29/2003 11:14:33 PM
From: - with a K	Read Replies (1) \| Respond to of 469

Fool Duels on HD: fool.com I for one don't find the bullish argument very compelling, and if anything, another reason to be in LOW. A snip from my HD notes on a Arne Asin column last summer: Home Depot has a simple model that's easy to work with. This retailer has been impressive in generating close to 6% net margins since 1999; from 1992 to 1998, it averaged 5% net margins. But history as well as the performance of its peer group and other retailers all point to a fact of life for this model -- this is it, baby: 6% net margins in retail is the top of the heap. This is life at the pinnacle. But then you've got a smart guy like Bill Miller buying HD recently. The bullish case for LOW is summed up nicely in this recent Forbes story: forbes.com