“Target (TGT) to me is really interesting,” says Sarah Henry, “they have learned a lot” from Walmart (WMT) and have a lower multiple. Jan Rogers Kniffen likes Walmart (WMT) and Costco (COST) and thinks Target needs to “step up their game.” He prefers Home Depot (HD) to Lowe’s (LOW), expecting it to continue outperforming its competitors every quarter.