Home Depot (NYSE: HD) was undoubtedly a major beneficiary of the coronavirus pandemic, as people who were spending more time at home quickly turned to renovation projects. But with the threat of a potential recession looming, shareholders are considering making changes to their holdings to better position their portfolios for what might come. 

If you're split on what to do with your Home Depot holding, continue reading to find some more clarity about the bull and bear arguments. 

One of the most attractive traits about investing in Home Depot is its generous capital-return policy. Since the start of fiscal 2020, the business has paid out $19.4 billion in dividends and repurchased $20.7 billion of its stock, which equates to 12% of the current market cap of $336 billion. Only companies that produce copious amounts of free cash flow can even come close to considering this kind of corporate action. 

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Source Fool.com