today's HD just like GPS one year ago. It took GPS's new CEO 3 quarters to get back to profits. HD just got its new CEO for a quarter. If the new CEO works, you can ride this stock to moon couple quarters after. Otherwise, just like best buy outperform circuit city. Holding HD has double risks; 1) new management may not work, 2) home improvement sector may not be hot any more. so, if you like to buy in this sector, LOW is a better choice than HD for sure. Risk is much lower.
Ok. So if ABC, which is size n grows sales by $4.5B and XYZ size n*2, grows sales by $4.6B... Hmmm.
How about if XYZ revenues fall 2%, while ABC's increased 17%?
How about if XYZ comparable sales is -6%, while ABC's increased 4%?
How about using more logic, less emotion? You as a "shareholder" own "shares" of a company. There are a lot more shares of HD than there are of LOW. As evidenced by EPS, a share of LOW is worth more than a share of HD. What's more is that the GROWTH gap is increasing. So if you like, share your 1 of 2.33B shares of a company whose revenues are falling and I'll share my 1 of 782M shares of company that is growing.
If HDs beats any estimates, it will beat it's REVISED estimates, maybe by $.02, still well below expectations. As for comps, HD will do no better than -8%. Unfortunately, HD will probably drag LOW down with it tomorrow. I hope I'm wrong. Good luck.