The Home Depot Inc

We think stocks will eventually recover from this downturn, and investors shouldn't wait on the sidelines until they do.

Supportive housing market helps the wide-moat retailer.

Masco used acquisitions to become a powerhouse, but now it's slimming down.

No changes are planned to our fair value estimate, and we view shares as rich.

Consumer retail and software companies report earnings next week.

Some retailers are better equipped to fight the Amazon threat.

The earnings reports keep rolling in.

Lower housing turnover is a headwind for the fairly valued home improvement retailers, but we still expect the companies to maintain their market leadership positions.

The wide-moat firm faces headwinds, but it is best positioned to continue to win modest share.

Several cases can be made for buying what seem to be fairly valued high-quality stocks.

At Aristotle, the emphasis is on long-term ownership.

Even with a housing slowdown, the wide-moat retailer is well positioned for continued growth.

We'll also get results from Cisco, plus the consumer price index, retail sales, and industrial production.

The growth metrics the wide-moat retailer continues to capture are impressive for a relatively mature business.

Earnings season is winding down, but we will still get a handful of reports.

We expect sales at the wide-moat retailer to rise over the rest of the year.

We're watching for retail earnings reports this week. Plus, housing starts and industrial production.

The positive momentum the wide-moat company has captured through its brand positioning and supply chain is set to continue in 2018.

Both wide-moat retailers look pricey ahead of earnings, while Advance Auto Parts is undervalued.

Although some retailers continue to cede share to online peers, some protected businesses should deliver rising profitability.