Browse by ▼

Sherwin-Williams

  • 3 Investing Themes in the Chemical Space to Profit From

    By Zain Abbas - May 23, 2013 | Tickers: DD, LYB, SHW

    Recently, Barclays held The Chemical ROC Stars Conference. The purpose of the conference was to get a general feeling of where the chemical sector was heading. Different themes were identified from different companies. The three most noticeable themes were:

    1) A sustained housing recovery

    2) Shale gas boom

    3) Declining commodity prices

    Housing Recovery

    Sherwin Williams (NYSE: SHW) has been a pure-play on the housing market recovery. The story of more »

  • The Paint Market: Competitors Fiercely Elbowing for Space

    By Nauman Aly - May 23, 2013 | Tickers: HD, PPG, RPM, SHW

    Ahead of Sherwin-Williams (NYSE: SHW) reporting its figures for the first quarter, Nomura showed optimism and changed the stock ratings to buy. Afterwards the company issued a report of its earnings, which was so positive that the stock shot up and stayed high for a year.

    But did Sherwin’s figures really merit that reaction? Whilst its competitors are flogging paint pots like there’s no tomorrow, the company is more »

  • 3 Reasons to Get Excited About Sherwin Williams

    By Damian Ford - May 2, 2013 | Tickers: EXPE, HD, LEN, PHM, SHW, TRIP

    Steampunk, Exotic, Theatrical Romanticism, Retro Fun, Flirty and Feminine...These don’t jump out as financial buzzwords or technical analysis, but they do describe Sherwin Williams’ (NYSE: SHW) latest trend setting color families.  Interior designers, automobile manufacturers, home builders, and clothing designers synergistically play off this trendsetting company creating anticipation every year as fabric and wallpaper companies, furniture and automobile companies flock to market highlighting these latest  color trends.

    The 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 »

  • 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 »

  • Housing Sector Stocks Still Have Room for Growth

    By Phillip Woolgar - April 20, 2013 | Tickers: FBHS, MWA, SHW

    With the housing market rebounding to the point where home prices are near their pre-recession level, all signs point to a buy in this sector, and it might not be too late to get in. 

    The prices of homes are one thing, but perhaps even more substantial is the increasing housing starts, sales and permits, which have risen well above recession lows. After several years of decreased activity, many bullish 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 »

  • How to Benefit From Housing and Rental Demand

    By Reuben Brewer - April 8, 2013 | Tickers: ETH, SHW, WSM

    The housing market has made a surprisingly quick recovery at the same time as rental markets appear to be continuing along a solid path. Investors can play both trends with the right stocks.

    Homes and rentals

    Blackstone has been in the news for a couple of years for its efforts in the housing market. The company now owns around 20,000 single family homes and it isn't the only 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 »

  • How To Benefit from Housing And Rental Demand

    By Reuben Brewer - April 3, 2013 | Tickers: ETH, SHW, WSM

    The housing market has made a surprisingly quick recovery at the same time as rental markets appear to be continuing along a solid path. Investors can play both trends with the right stocks.

    Homes and Rentals

    Blackstone has been in the news for a couple of years for its efforts in the housing market. The company now owns around 20,000 single family homes and it isn't the only more »

  • Is Home Depot a Buy With Housing Recovering?

    By Meena Krishnamsetty - March 29, 2013 | Tickers: HD, LOW, LL, SHW

    Home Depot (NYSE: HD) is up 40% in the last year, with many investors claiming that the home improvement retailer is well poised to benefit from a stronger housing market. In theory, Home Depot sees demand from several stages of the real estate transaction process: homeowners improve their houses before selling, home buyers make purchases as part of customizing their new property, and people buying houses to “flip” them will 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 »

  • Billionaire Steve Cohen Shakes Up His Top Five

    By Marshall Hargrave - March 18, 2013 | Tickers: EBAY, FB, NWSA, SLB, SHW

    Billionaire Steve Cohen and his SAC Capital hedge fund made some serious moves during the fourth quarter, rearranging their top five holdings completely, including making some big bets on stocks you might not have expected. 

    Cohen was one of the top five hedge fund earners in 2012 (see all five here), pulling in a nice $1.3 billion during 2012. Cohen founded Connecticut-based hedge fund SAC Capital in 1992 and 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 »

  • Page 1 of 4