No position in HD (which is good as its selling off on good news) but you are wrong about the builders at least in FL. They are building like its 2005 again. Maybe it turns out the same way. We learned nothing.
Um. You don't seem to understand the stock market. Guidance is a big deal as the market is typically always looking 6-12 months ahead of the state of the economy. Not my ideas. Read some books on equity investing.