Made Lowe's my largest position. Proven winner in a market that's not going away. I believe there's a lot of negative housing sentiment built into the stock price and as a reliable dividend grower, I really like Lowe's here.

Based off expected 12% EPS CAGR from now until 2025 and a P/E of 15.5, Lowe's earns a 10% annual RoR from here.

Guess the last time it traded at a P/E of 15..... 2012.

Is Lowe's a better business now than in 2012? I think so.