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PPG Industries, Inc.

  • There Are Better Ways to Play the Chemical Sector

    By Matthew Frankel - June 18, 2013 | Tickers: AXLL, DD, PPG, DOW

    PPG Industries (NYSE: PPG) is one of the leading chemical companies in the market, with a diverse product portfolio that includes coatings and glass products for a variety of applications. The company has done very well for itself, with shares up over 55% in the past year, currently just under their all-time highs. After a gain like this, and with a seemingly high valuation, is PPG still attractive enough to more »

  • Can This Industrial Take Off?

    By Lee Samaha - June 15, 2013 | Tickers: AA, AME, HEI, PPG, PCP

    It’s been a mixed earnings season for industrial-based stocks and Ametek’s (NYSE: AME) last set of results provided a pretty good microcosm of what has been going on. In short, companies with heavy exposure to industries like automotive and aerospace have done well, while almost everything else has found things difficult. So what makes Ametek interesting and what can we read across for other companies?

    Ametek generates growth more »

  • What I Bought and Sold This Quarter

    By Lee Samaha - May 15, 2013 | Tickers: COF, CHKP, FAST, INTC, PPG

    I would rather forget last month. After nine months of gains, I hit a nasty double digit loss. In truth, this sort of thing was inevitable and the preceding months were as much a part of the process as last month was. The previous month’s write-up and links to others can be found here. I do this stuff because I happen to believe that anyone writing about investment should more »

  • Remaining Housing Bargains Are Not Pretty

    By Ted Cooper - May 3, 2013 | Tickers: MAS, OC, PPG

    As it becomes more apparent that a broad recovery in the U.S. housing market is underway, many housing-related stocks have shot up to reflect an increase in new housing starts. However, there are still some bargains to be found in stocks whose fortunes are closely tied to the housing recovery.

    Bargains drying up

    With that said, the number of bargains is quickly disappearing, and those that remain are often more »

  • Understanding the Housing Recovery in the Language of the Paint Industry

    By Zain Abbas - April 30, 2013 | Tickers: PPG, SHW, VAL

    Housing recovery debate

    The housing recovery has been a point of debate for some time. Both residential and non-residential spending have climbed up as depicted by the rising house prices and Architectural Billing Index (ABI). Some believe that the housing market is on its way to a revival after the housing bubble burst in 2006. On the other hand, many believe that the rest of the economy is teetering away more »

  • 2 Reasons This Stock’s Strength Could be Short-lived

    By Neha Chamaria - April 30, 2013 | Tickers: DD, PPG, RPM, SHW, VAL

    Sherwin-Williams’ (NYSE: SHW) stock has been on a tear this year. As of this writing, the stock has gained a solid 17% year-to-date. A great first-quarter scorecard some days back sent the stock soaring to a 52-week high.

    Positive housing data has been a huge factor behind Sherwin’s wild run, but now that Sherwin’s stock has gained a massive 54% over the past one year, it may be more »

  • 2 Reasons This Highflier Will Lose to Peers

    By Neha Chamaria - April 29, 2013 | Tickers: HD, PPG, RPM, SHW

    Even before Sherwin-Williams (NYSE: SHW) reported its first-quarter numbers, Nomura Equity Research put faith in the stock and upgraded it to a buy. The company followed with an earnings report good enough to send its stock to a 52-week high.

    Were Sherwin’s numbers really that good? Peers are selling their cans of paints faster even as Sherwin fights the loss of a big customer. These two factors could make more »

  • Large Restructuring in this Industrial Company

    By Mike Thiessen - April 28, 2013 | Tickers: AXLL, DD, PPG

    Industrial manufacturer PPG Industries (NYSE: PPG) has attracted the attention of investors with a number of exciting recent moves. The company launched a long-rumored restructuring plan that finally become public in the second half of 2012, as well as making some strategic acquisitions in various industries. These include its purchases of the privately-held aviation coating manufacturer Deft and the Dutch consumer paint producer Akzo Nobel. 

    The company also recently completed more »

  • The Best Stock in the Industrial Sector?

    By Lee Samaha - April 27, 2013 | Tickers: AA, PPG, SHW

    The story with the industrial sector in this earnings season has been that there has been great variability in performance. It is very much a sector picker's market, and the broad based industrial plays like GE or Alcoa(NYSE: AA) have reported this theme. In short, Europe has been weak, but China has rebounded somewhat, the US is doing okay and the areas of relative strength overall are in more »

  • Is This Stock Headed for Disaster?

    By Neha Chamaria - April 22, 2013 | Tickers: DD, HUN, PPG, DOW

    Huntsman’s (NYSE: HUN) shares have shed 9% over the past month, and I am surprised by the weakness. Apart from profit booking, I don’t see a reason why anyone would sell the stock.

    2013 is a critical year for Huntsman on several counts and it appears on target to turn its ailing businesses around this year. In fact, the recent softness in Huntsman’s stock is the perfect more »

  • Intentional Investing : Tough Love on Housing Recovery (Part 2)

    By Penny Czarra - April 19, 2013 | Tickers: PPG, RPM, SHW, VAL

    Foolish bottom line first.

    “Paints” do NOT offer any appropriate candidates for my housing recovery portfolio. Goodwill is the culprit. I’m being rather fussy, I know. I’m actually looking for a reason NOT to invest! My investment objective is reasonable growth with reasonable risk at a reasonable price. 

    This is the second in a series of articles exploring the "housing recovery theme" (click here for Part 1). My more »

  • Intentional Investing : Tough Love on Housing Recovery (Part 2)

    By Penny Czarra - April 15, 2013 | Tickers: PPG, RPM, SHW, VAL

    Foolish bottom line first.

    “Paints” do NOT offer any appropriate candidates for my housing recovery portfolio. Goodwill is the culprit. I’m being rather fussy, I know. I’m actually looking for a reason NOT to invest! My investment objective is reasonable growth with reasonable risk at a reasonable price. 

    This is the second in a series of articles exploring the "housing recovery theme" (click here for Part 1). My more »

  • Breaking Down This Glass Company

    By Marshall Hargrave - April 11, 2013 | Tickers: GLW, PPG, TMO

    Glass company Corning (NYSE: GLW) is heavily exposed to the display market, but is this a negative or a positive? Quite possibly both. The developer of advanced glass substrates could benefit nicely from any slight turnaround in the TV industry. 

    In just looking at Corning's financial statements, its reliance on display income is underrated. By adding in Corning's joint ventures with Samsung and Dow…

    …a pro forma calculation more »

  • Is This Stock a Good Housing Play?

    By Lee Samaha - April 10, 2013 | Tickers: PPG, RPM, SHW, VAL

    By now every investor should know that the current strength in the US economy lies in things like autos and housing. This is not to say the economy is flourishing overall, but it doesn't need to for stocks in the housing sector to do well.The truth is that companies in these sectors have recovered from such a low base that they are seeing significant opportunities for earnings expansion more »

  • Breaking Down This Glass Company

    By Marshall Hargrave - April 9, 2013 | Tickers: GLW, PPG, TMO

    The glass company, Corning (NYSE: GLW), is heavily exposed to the display market, but is this a negative or a positive? Quite possibly both. The developer of advanced glass substrates could benefit nicely from any slight turnaround in the TV industry. 

    In just looking at Corning's financial statements, its reliance on display income is underrated. By adding in Corning's joint ventures with Samsung and Dow…

    …a pro forma more »

  • Is This Stock a Good Housing Play?

    By Lee Samaha - April 7, 2013 | Tickers: BECN, PPG, RPM, SHW, VAL

    By now every investor should know that the current strength in the US economy lies in things like autos and housing. This is not to say the economy is flourishing overall, but it doesn't need to for stocks in the housing sector to do well.The truth is that companies in these sectors have recovered from such a low base that they are seeing significant opportunities for earnings expansion more »

  • Not All Companies Are Created Equal

    By Ted Cooper - March 27, 2013 | Tickers: PPG, SHW, VAL

    As the U.S. housing market heats up, every stock attached to the sector has experienced enormous gains in share price as profits have risen and are expected to continue rising. But some of these companies will fair better than others due to competitive advantages. In this article, we'll break down the different futures of three companies in the paint and coatings industry.

    Sherwin-Williams (NYSE: SHW) is the clear more »

  • 5 Key Bets Made By This Billionaire’s Subsidiary Hedge Fund

    By Meena Krishnamsetty - March 15, 2013 | Tickers: CF, EMN, MON, PPG, RPM

    Hedge funds are often thought of as solely being an investment tool for elite investors capable of risking millions, but there are also ways for the general public to piggyback off of their picks. We track 450 of the world’s top-tier hedge fund managers, and for more than a decade in our back tests, our small-cap strategy beat the market by 18% a year. Since we've started sharing more »

  • Painting the Town Red… and More

    By Michael Ugulini - March 12, 2013 | Tickers: PPG, SHW, VAL

    The Sherwin-Williams Company (NYSE: SHW) is certainly enjoying their time out and about, conducting business profitably as concerns paints and coatings. Researching and analyzing the particulars of the Company can provide you the information you need to make an informed investment decision for adding some color to your portfolio.

    The Sherwin-Williams Company is a worldwide leader in the manufacture, development, distribution, and sale of coatings and related products (e.g more »

  • Why You Should Consider Converting Your Shorts Into Long

    By Neha Chamaria - March 12, 2013 | Tickers: DD, PPG, RPM, SHW, VAL

    The shorts are losing confidence in their wagers; at least that’s what PPG Industries’ (NYSE: PPG) latest short interest data suggests. Between Jan. 31 and Feb. 15, PPG’s short interest plunged 60.9%. From nearly 36 million shares sold short in January, it was down to about 14 million shares on last count. It simply means the majority who short sold the stock in anticipation of lower prices more »

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