The Surprising Surge in One-Time Titans and the Weight-Loss Drugmaker at All-Time Highs 3/29/23
CNBC's "Fast Money"
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Home Depot's Stock Is Not That Interesting
RH is an off-cycle name and you could see estimates coming down and the stock coming down with it. They have an inventory problem manifesting itself in margins, which was 16.5%. They were 25% same quarter last year and they're really guiding significantly lower for the year. Although on a multiple basis, you look at it just that snapshot. It looks cheap.
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