Great video! I think you should continue doing this where you analyze two different stocks. Mastercard vs Visa Target vs Walmart JP Morgan vs Bank of America Abbvie vs Johnson and Johnson
I like that you covered the insulation from E commerce! The larger products are going to remain an in store buying experience. I just did a data driven stock analysis video and found a clear winner.
I think you'll like my analysis videos if you like Mark's. I just did an analysis video covering HD and LOW. The winner is clear in my mind although HD has a few unique advantages.
I work in technology, specifically ecommerce. I will say that Home Depot's website/app are constantly used as an example of a great UX/UI for a very complex shopping experience
The online sales at both companies have been a positive experience for customers. Being able to buy items, go pick them up on the curb or from the lockers in the front of the stores are as convenient as can be.
Phenomenal video and two great home improvement giants to go head to head, but I want to throw in a WRENCH... Stanley Black and Decker... Forget the retailer and go for the supplier... Not only do I think its safer, BUT have you seen SWK's stock share price these days.. TALK ABOUT A STEAL OF A DEAL!
What do you think about debt especially with Lowes, is that something to worry about. On Fastgraphs they are like at 130.48% which seems insane. HD too has a high amount of debt, but nowhere near Lowe's debt.
Not sure what that relates to but when you look at their balance sheet, both LOW and HD are both quite strong. LOW has a net Debt to EBITDA of 1.85x which is quite solid, especially considering they used to be well over 3.5x
Home improvement store performance is highly tied to the real estate market which is not doing so well and likely to get worse. Still worth considering at a discount, but something to be cautious about.
I think they will still do well because these stores are not suppliers for companies. The user of these stores is mostly home owners. So even if the real estate market is bad, it means people are not buying new houses, they are going to keep remodeling the houses they are in for long term value.
I've noticed that people with CPA or an accounting background seem to have much better understanding of stock value than CFA and people with finance degrees
Great video! I think you should continue doing this where you analyze two different stocks.
Mastercard vs Visa
Target vs Walmart
JP Morgan vs Bank of America
Abbvie vs Johnson and Johnson
Thank you for the feedback! I have added all of these you mentioned to my list.
PepsiCo vs coke ?
AT&T VS Verizon
Chevron & exon mobile
I like that you covered the insulation from E commerce! The larger products are going to remain an in store buying experience. I just did a data driven stock analysis video and found a clear winner.
At&t vs Verizon?
Chevron vs Exxon?
Hi great video! Please do it again with updated data from this year = )
I think you'll like my analysis videos if you like Mark's. I just did an analysis video covering HD and LOW. The winner is clear in my mind although HD has a few unique advantages.
I work in technology, specifically ecommerce. I will say that Home Depot's website/app are constantly used as an example of a great UX/UI for a very complex shopping experience
The online sales at both companies have been a positive experience for customers. Being able to buy items, go pick them up on the curb or from the lockers in the front of the stores are as convenient as can be.
Phenomenal video and two great home improvement giants to go head to head, but I want to throw in a WRENCH... Stanley Black and Decker... Forget the retailer and go for the supplier... Not only do I think its safer, BUT have you seen SWK's stock share price these days.. TALK ABOUT A STEAL OF A DEAL!
I have seen SWK on your channel a few times, you have broken them down very well. Thanks for the support my friend!
I will be buying both of these stocks in my portfolio
Same here
You can't go wrong buying the duopoly!
What do you think about debt especially with Lowes, is that something to worry about. On Fastgraphs they are like at 130.48% which seems insane. HD too has a high amount of debt, but nowhere near Lowe's debt.
Not sure what that relates to but when you look at their balance sheet, both LOW and HD are both quite strong. LOW has a net Debt to EBITDA of 1.85x which is quite solid, especially considering they used to be well over 3.5x
Lowe's debt load is huge! Currently at 8.3 times TTM net income although their per share metrics are still better than Home Depot.
Home improvement store performance is highly tied to the real estate market which is not doing so well and likely to get worse. Still worth considering at a discount, but something to be cautious about.
Absolutely! Thank you for the commentary!
I disagree, it’s mostly tied to construction which we are still surging, it’s not going to drop.
Even if it drops, this happens in smaller cycles. As a long term investor we expect this
I think they will still do well because these stores are not suppliers for companies. The user of these stores is mostly home owners. So even if the real estate market is bad, it means people are not buying new houses, they are going to keep remodeling the houses they are in for long term value.
Great point! The companies fundamentals are trending down currently.
do autozone vs o’reilly!
AZO is one of the best stocks you can buy! AutoZone is buying back shares at an insane rate.
I've noticed that people with CPA or an accounting background seem to have much better understanding of stock value than CFA and people with finance degrees
CPAs are often more useful than lawyers too.
Stable stocks for any portfolio
Lowes, as it's a dividend 🤴
Invest in both ! Invest in cola and Pepsi ! Invest in schd and vym ! Invest in Mastercard and visa !!!
Haha way to not get sucked into one or the other! Visa and Mastercard are nearly unbeatable.
Don’t know about each stock but Lowes stores are much nicer and well organized.