Unlocking Investment Opportunities: Insights from Nancy Tengler on Home Depot and Other Trending Stocks

At Extreme Investor Network, we pride ourselves on delivering fresh and actionable insights straight from the world of investing. Today, we delve into exciting developments from major players in the stock market, highlighting key takeaways for savvy investors.

Home Depot: A Bright Spot in the Recovering Housing Market

As reported by Nancy Tengler, CEO and Chief Investment Officer of Laffer Tengler Investments, Home Depot (HD) appears well-positioned to take advantage of a recovering housing backdrop. During a recent segment on CNBC’s "Power Lunch," Tengler emphasized the company’s strong fiscal fourth-quarter performance, which saw earnings and revenue surpass Wall Street expectations. Following this news, Home Depot’s shares experienced a notable surge, rising approximately 3% in afternoon trading.

Tengler’s confidence in Home Depot stems from her observation that the housing sector is showing signs of life. She stated, “We think housing is recovering, and if you look at what’s performing today, it’s consumer discretionary—minus Tesla.” The resilience of consumer spending suggests that Home Depot stands to benefit significantly as homeowners invest in renovations and improvements.

Invest Like an Insidеr: With Home Depot recently making it to Tengler’s "12 Best Ideas" portfolio, it may be an opportune moment for investors to consider diversifying into this stock. With an uptick of about 1% in 2025, Home Depot showcases itself as a robust contender for your investment strategy.

Apple’s Forward-Thinking Strategy

On another front, Apple (AAPL) is making headlines with its latest announcement about a new factory in Houston aimed at producing artificial intelligence servers. This $500 billion investment in U.S. operations will not only enhance Apple’s technological capabilities but is also expected to create around 20,000 new jobs nationwide.

Tengler refers to CEO Tim Cook’s move as reminiscent of a play from "Trump 1.0," suggesting that Apple is strategically aligning itself to mitigate potential tariffs. While Tengler views Apple as fully valued and categorizes it as a “hold,” the company’s ongoing investments and job creation efforts are seen as positive signals for long-term growth.

Takeaway for Investors: While Apple stocks have dipped slightly in 2025, investors should keep an eye on the company’s innovations in AI and expansions into manufacturing as potential catalysts for future growth.

ServiceNow: A Buying Opportunity Amidst Volatility

Finally, we turn our attention to ServiceNow (NOW), a stock that Tengler believes presents a unique buying opportunity following its recent 13% decline in 2025. She disclosed that she took this moment as an occasion to add to her holdings in ServiceNow, adopting a strategy of “picking away” at stocks that face temporary downturns.

Despite its recent struggles, ServiceNow still boasts impressive gains over the past year, climbing more than 11% and nearly 20% over the past six months. This resilience underlines the company’s strong fundamentals and long-term potential.

Endgame for the Considerate Investor: For those committed to a buy-and-hold strategy, ServiceNow could be a worthwhile addition during this period of volatility. Its inclusion in Tengler’s "12 Best Ideas" suggests that it remains on the radar of savvy investors seeking value amid market fluctuations.

Conclusion: Curate Your Investment Strategies

As we navigate the ever-evolving landscape of the investment world, insights from seasoned investors like Nancy Tengler provide invaluable guidance. With a focus on thriving sectors like home improvement, innovative tech investments, and strategic buying opportunities, Extreme Investor Network is dedicated to helping you refine your investment strategies for maximum impact.

Stay tuned for more insights, tips, and updates to ensure your investment portfolio continues to thrive in any market condition. Join us in exploring these opportunities and much more on the Extreme Investor Network!