Home Depot

Good Company vs. Good Stock
In the long run, the performance of a stock in isolation is the product of fundamentals and valuation.

Post Scriptum
Since I (unintentionally) became a member of Defend Bob Nardelli Club, I've received many emails telling me that Bob Nardelli didn't do a great job managing Home Depot (HD).

Blame Home Depot’s Board, Not Nardelli
The ousting of Bob Nardelli sent a wrong message to American CEOs: it taught them an incorrect lesson – manage the stock, not the company.


