It's a close second with XLF. I still feel great about the financials.
But HD is an obvious buy here. Retesting previous resistance for support, trading at 23x which is better than so many in this market, makes big money, and earnings coming up.
Regardless of if the booming housing market slows down, HD is the best in class and great value in a rising rate market.
I'm going to be looking at some March and April calls.
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