HD - Home Depot Inc.

Appears in Felix's list of President Trump's 'boring' stock purchases. He presents Home Depot as a defensively oriented retailer with the ability to pass on costs.

Real business making real cash; a defensive holding in Trump's portfolio.

Listed among 15 stocks approaching intrinsic value (6-9% return range). Paul will give deeper look if prices fall further in a correction.

Cited as an example of the market divergence — down over 25% from its highs while the S&P 500 hits all-time highs. No explicit recommendation but used to illustrate the narrow market breadth.

Expensive or no moat, low score.

Trading at $325, slightly above the host's middle fair value of $305. He raises his watchlist price to $300 and mentions potentially selling cash-secured puts at lower prices. The long-term dividend growth story remains intact.

Shown on the near 52-week low screener as a potential value opportunity among blue-chip names.

Stock is near 52-week low at $331, but intrinsic value analysis shows fair value in the low $300s. Host says he needs to be patient and pump the brakes. Strong business with high returns on capital, but sluggish housing market and weak consumer spending are headwinds. PEG ratio of 6.48 is high.

Home Depot meets Munger's criteria: a high-quality company with a strong economic moat, 50+ years publicly traded, multi-decade history of rising sales and profits, industry-leading profit margins, and currently trading near its 200-week moving average.

Listed as a top political donor. The host notes it 'didn't get a ton of love yet' but wouldn't be surprised if it receives political favor later.