It may yet be early for all-clear on HD Supply (HDS),
as "green shoots" could easily get trampled, but the company does seem
to have its guidance dialed in better and underlying results are looking
better. There's still some comp-group noise that has me questioning the
sell-side's apparent love for this stock, but the valuation and
opportunity seem in reasonable alignment these days.
Go here for the full piece:
HD Supply Seeing A Turn In Non-Residential Construction
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