Exploring Home Depot's decision to shift focus from expansion to cash generation resulting in improved financial performance, dividend growth, and stock returns. The chapter also discusses the impact of interest rate changes on customer behavior and the comparison to historical strategic choices.
One tweet is all it takes to add a few billion dollars in market cap.
First, (00:21) Jim Gillies and Ricky Mulvey discuss the surge in short term speculation over meme stocks, and the long-term investment story at Home Depot.
Then, (19:05) Alison Southwick and Robert Brokamp discuss how investors can evaluate exchange traded funds.
Companies/Tickers discussed: GME, AMC, HD, SPY, VOO, IJR, VB, SPY, GRMAX
Check out the Range Rover Sport at www.landroverusa.com
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Desiree Jones
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