RPM International, Inc.

  • Specialty Chemical Companies for You to Buy

    By Damon Churchwell - July 23, 2013 | Tickers: IFF, RPM, SXT

    The major specialty chemical companies are highlighted by excellent margins, usually thanks to a sizable share of one particular end market. With manufacturing activity likely on the rise, it may be a good industry to choose from for portfolio additions.

    I would like to provide an overview of a few companies from the group, along with some important metrics (may differ for each firm) and investment recommendations.

    Food and fragrance-related more »

  • Basic Material Stocks Which Can Ensure Growth in Your Portfolio

    By Hussain Asghar - July 10, 2013 | Tickers: CYT, ROC, RPM

    The basic materials sector provides inputs to all of the major industries such as agriculture, paints and coatings and aerospace. Due to this dependency cycle we can assume that the growth in all such industries would increase the demand for basic materials and in turn will provide a solid growth opportunity for the sector. The US market has a number of companies dealing in specialty chemicals but I have selected 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 »

  • 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 »

  • Brighten Up Your Portfolio With This Stock

    By Sonam Chamaria - April 16, 2013 | Tickers: RPM, SHW, VAL

    What do you do about a company that reports a modest quarter, yet manages to generate cash, year after year? A company that reports a net loss, yet never lets you down when it comes to dividends? Should you sell it? Or should you hold on? Read on to find out more.

    RPM International (NYSE: RPM) announced its third-quarter results last week. Here is a snapshot.

    Paint my heart

    Net 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 »

  • 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 »

  • 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 »

  • The Key Earnings for the Week (April 1)

    By Lee Samaha - March 28, 2013 | Tickers: AYI, CALM, CAG, MKC, RPM

    Earnings season is winding down now, but there is no excuse for not continuing to work hard to find stocks with upside potential. Paradoxically, the fact that there are so few major companies reporting next week should give investors the opportunity to spend more time looking at stocks that might not ordinarily be on the radar. And there are plenty of interesting stocks to look at next week, particularly if 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 »

  • 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 »

  • Three Specialty Chemicals Stocks to Consider

    By Damon Churchwell - February 28, 2013 | Tickers: FUL, HUN, KWR, RPM, SXT

    Companies that focus on a particular sector or two as suppliers of chemical manufacturing additives seem to be attractive investments at this time. Examine each stock on an individual basis, according to the end markets and market share. I would like to highlight three such stocks that hold appeal now for near- or long-term price improvements.

    Quaker Chemical Corp. (NYSE: KWR)

    I have always been interested in this producer of more »

  • Intentional Investing : Can I Actually EARN Something From The Housing Recovery ?

    By Penny Czarra - February 25, 2013 | Tickers: AOS, AAON, ADT, AMWD, APOG, AWI, BECN, BLDR, CSTE, CLGX, EXP, ELLI, FBHS, GNRC, GFF, HW, HD, JHX, LII, LOW, LXU, LL, LEDR, MLM, MAS, MOVE, NCS, NTK, OC, PFIN, PATK, PGTI, PPG, NX, RPM, SHOS, SNA, SWK, TXI, VAL, TTS, USCR, USLM, URI, UFPI, USG, VRSK, VMC, WSO, Z

    I don't like "noise". I try to avoid it whenever / wherever I can.

    Yep , call me what you want, but I'm a "retail investor". I know this to be true because everyone (and I mean Everyone) is always trying to sell me something. This means high decibels and lots and lots of BOLD PRINT.

    "Renovation Nation". "Renters Nation". "Housing Recovery". "The ONE sure, market-beating stock for your Long-Term more »

  • Iridian Asset Management Owns 6% of W.R. Grace

    By Meena Krishnamsetty - February 2, 2013 | Tickers: ALB, MEOH, ROC 130817C00060000, RPM, GRA

    A 13G filed with the SEC has disclosed that Iridian Asset Management, a special situations fund managed by David Cohen and Harold Levy, now owns 4.5 million shares of W.R. Grace (NYSE: GRA). W.R. Grace is a $5.4 billion market cap specialty chemicals company best known for its catalysts which are used to convert oil into transportation fuels. In the third quarter of 2012, Iridian increased more »

  • 4 Reasons Your Eyes Should be Glued to This Stock Next Week

    By Neha Chamaria - January 23, 2013 | Tickers: HD, PPG, RPM, SHW, VAL

    Paint retailers never had it so good. After the crazy run up last year, stocks in the industry are just not willing to give up. Recent numbers have been good, and stocks continue to inch higher. Sherwin-Williams (NYSE: SHW), PPG Industries (NYSE: PPG), Valspar (NYSE: VAL): you name it and it might have just hit a fresh 52-week high!

    Of these, Sherwin won the 2012 game, and is ready to more »

  • Tale of Two Colors: Which One Should Your Portfolio Wear This Year?

    By Neha Chamaria - January 22, 2013 | Tickers: LEN, PPG, RPM, SHW, VAL

    The chemicals sector has started 2013 on a high note, with two companies in particular raising the bar for others through great numbers and frantic growth moves. RPM International (NYSE: RPM) and PPG Industries (NYSE: PPG) have stunned the Street with their solid stock returns in recent months.

    So which one will walk away with the top performer crown in 2013? Or is someone else warming up to whizz past more »

  • Is Jim Cramer Right in Calling This a Terrific Stock?

    By Masam Abbas - January 4, 2013 | Tickers: PPG, RPM, SHW, DOW, VAL

    Company Description

    Sherwin-Williams (NYSE: SHW) is an efficient and innovative producer and seller of paints and coatings used by professionals, do-it-yourselfers, and general industry. The company sells paint, floor coverings, wall coverings, and other related materials through an extensive network of paint stores.

    The company has organized its divisions along regional lines in order to maximize marketing, distribution, and capacity strengths.

    The highest earning segment of the company is its more »

  • What to Watch on Day One of Earnings Season

    By Matthew Frankel - January 3, 2013 | Tickers: AA, MON, RPM

    Earnings season kicks off on Tuesday, Jan. 8 with a few major announcements.  This is significant not only for the companies reporting, but for the overall market too, as the start of earnings season can set the tone for the announcements to follow in the subsequent weeks.  Of the 11 earnings reports on the calendar for Tuesday, these are the three that will have the most impact on the market more »

  • 3 Ways to Play the Housing Recovery

    By Damon Churchwell - December 20, 2012 | Tickers: LEG, RPM, WHR

    Henceforth are a few stocks that may benefit in 2013 from ongoing improvements in housing metrics. With interest rates set to stay at rock-bottom levels into 2015, companies well positioned to grow earnings during a construction increase could see their bottom lines climb nicely. These are firms you may not have thought of at first, not directly related to residential building.

    1. Whirlpool Corp. (NYSE: WHR)

    Appliance makers often are more »

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