PPG Industries, Inc.

  • The Clear Investment Choice

    By Marshall Hargrave - August 12, 2013 | Tickers: MMM, GLW, PPG

    Glass isn't a sexy business, but Corning (NYSE: GLW) is making it just that. While the decline in TV demand has lead to some concerns over Corning, there's no need to worry; enter its newest game changer, Gorilla Glass. 

    Corning's Gorilla Glass is an extremely tough and scratch-resistant glass that's being used in mobile phones, tablets, notebooks and other applications. The rise of smartphones and tablets more »
  • This Company Is Making the Right Moves to Grow Its Business

    By ANUP SINGH - August 9, 2013 | Tickers: PPG, SHW, VAL

    PPG Industries (NYSE: PPG) is a specialty chemicals and products company that provides performance and industrial coatings. PPG sells its entire range of products through company-owned stores, home centers, paint dealers, and independent distributors, as well as directly to customers worldwide. So, the company's business is in a good position to benefit from growth in industrial and auto end-markets. This is what helped it to post decent results in more »

  • This Specialty Chemicals Company Is in for Difficult Times

    By ANUP SINGH - August 6, 2013 | Tickers: PPG, SHW, VAL

    Sherwin-Williams (NYSE: SHW), the owner of popular brand names like Sherwin-Williams, Dutch Boy, Krylon, Minwax, Thomson’s and Water Seal, recently declared its second quarter results. The company missed consensus estimates both on top and bottom lines. What went wrong? And is there any hope going forward? Let's try to find out.

    Revenue & earnings

    As compared to the year-ago quarter, consolidated net sales increased 5.5% to $2.71 more »

  • Bain Capital’s Hedge Fund Bet On These Stocks

    By Meena Krishnamsetty - August 1, 2013 | Tickers: MON, PPG, ULTA

    In late July, Brookside Capital, which serves as a long/short equity hedge fund within the larger Bain Capital asset management organization, filed its 13F for the second quarter of 2013 with the SEC. This filing discloses many of the fund’s long equity positions in U.S. stocks as of the end of June.

    Insider Monkey tracks 13Fs, both as part of our work researching investment strategies (for example more »

  • Plenty of Upside Potential With This Industrial Company

    By Lee Samaha - July 30, 2013 | Tickers: AA, FAST, MSM, PPG, SHW

    Investors in paintings and coatings company PPG Industries (NYSE: PPG) have enjoyed a nearly 45% rise over the last year, but the stock has remained in a tight $150-$160 range over the last few months. Is this a sign that it’s time to take profits on the stock?  Before you rush to hit the sell trigger, you should consider the upside potential in this stock. PPG can move more »

  • Time to Paint the Town Red?

    By Marshall Hargrave - July 24, 2013 | Tickers: PPG, SHW, VAL

    Sherwin-Williams (NYSE: SHW) fell a whopping 8% the other day. So is now a good time to reload your portfolio with the paint giant? The most recent pullback was due to Mexico's Competition Commission's decision to block its acquisition of Comex. At the same time, the company reported a 13% increase in profit for the second quarter, year over year, but both revenue and earnings missed consensus. 

    After more »

  • Take Your Pick of One of These Coating Suppliers

    By Damon Churchwell - July 22, 2013 | Tickers: HUN, PPG, SHW

    Take a look at these companies that reside in the coatings/paints sector within the chemical industry. I will overview two of the largest such manufacturers, along with a past favorite that still has investment value. The premise behind recommending the category is that demand will continue to rise in tandem with a rise in automobile production, as well as overall manufacturing and industrial production.

    Here's my discussion on more »

  • Pick Your Poison: Which Chemical Companies Should You Buy?

    By Shweta Dubey - July 16, 2013 | Tickers: LYB, PPG, SHW

    Chemicals are used in almost every industry, making the chemical industry highly sensitive to economic slowdown. In the last year the Eurozone financial crisis and concerns about the U.S. fiscal cliff caused underperformance in this industry. However, as these concerns decrease, the industry is expected to grow by 4.3% this year. Three chemical companies are trying to tap the growing market. Sherwin-Williams (NYSE: SHW) and LyondellBasell (NYSE: LYBmore »)

  • Insider Buying at This Coatings and Paints Company

    By Meena Krishnamsetty - June 27, 2013 | Tickers: HD, LOW, PPG, SHW, VAL

    Valspar (NYSE: VAL) was up about 13% for the year in late May, but over the last month the $5.5 billion market cap coatings and paints company has given up all of those gains. The primary culprit for the decline would appear to be the decision to acquire European coatings manufacturer Inver Group. The business is fairly small relative to Valspar, but investors may still be concerned about integration more »

  • What Did Sherwin's Investor Day Tell Us?

    By Zain Abbas - June 26, 2013 | Tickers: PPG, SHW, VAL

    Sherwin-Williams' (NYSE: SHW) recent investor day has sent bullish signals to the market. The optimism is to be seen not only in the company’s story but also in the overall industry. Given the recent news on sluggish improvement in non-residential construction markets (shown by the Architectural Billing Index), many had turned bearish on this industry.

    However, Sherwin’s investor day left us with four key takeaways. The strength in more »

  • 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 »

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