Episode 32 of the AMM Dividend Growth Podcast breaks down our position in Home Depot (HD).
- The major trends that are driving Home Depot’s future dividend growth like gains in market share and demographic shifts.
- The risks to our investment. Are we in another housing bubble?
- And finally, our estimate of fair value based on an ROIC justified P/E ratio and a DCF model.
Download Issue #49
AMM Dividend Letter #49: Home Depot (HD)