Viewing Company Sherwin-Williams Co. | StockChase
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Sherwin-Williams Co. Stock Symbol: SHW-N

Notes:paints

Last Price Recorded: $334.0570 on 2017-04-28

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Date Signal Expert Opinion Price
2017-04-20 DON'T BUY Lorne Zeiler

This has had huge growth in both earnings and share price over the last number of years, because it has been tied into both the US consumer and the US housing market. It is a brand most used by contractors. However, it is at a very high premium in terms of valuation at roughly 26X earnings. They are expecting earnings growth of 10%. This is not one he would be buying.


Price:
$324.020
Subject:
DIVIDEND STOCKS AND MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
No
2017-02-14 PAST TOP PICK David Burrows

(A Top Pick Feb 18/16. Up 22.14%.) He really likes home building and the building industry in general. There is a big pent-up demand. As people renovate and build new homes, the paint companies are doing very, very well. (See Top Picks.)


Price:
$309.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2016-12-23 COMMENT Lorne Zeiler

The biggest paint and wallcovering company in the US. The stock has moved significantly, much more so than earnings. This is one where you want to wait for the price to come down or for earnings to go up.


Price:
$272.300
Subject:
NORTH AMERICAN DIVIDEND STOCKS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2016-10-05 DON'T BUY Keith Richards

It was trading sideways and then moved into a down trend.  It broke a couple of significant support levels.  He would be net bear on this stock.


Price:
$272.090
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Unknown
2016-07-19 TOP PICK David Burrows

He really likes the US economy. 80% of this company’s revenues come from the US domestic economy. The housing industry is improving and consumer confidence just hit new highs.  Recently acquired Valspar, the #4 paint company, so they’ll have an opportunity to cut costs and fold that company in. Dividend yield of 1.09%.


Price:
$309.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-02-18 TOP PICK David Burrows

The US consumer is slowly improving and low energy prices are great for the consumer.  This is the best brand in the paint industry.  As the economy improves they will benefit.  Their biggest input is petroleum products.  80% of the revenue comes from the US.


Price:
$254.780
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2015-11-30 HOLD Don Vialoux

The sector continues to strength through to early January.  It has started an upward trend, outperforming the market and short term momentum indicators are positive.  Stick with it for now.


Price:
$276.070
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2013-08-16 COMMENT Christine Poole

She has looked at this but chose PPG Industries (PPG-N) instead. Sherwin-Williams is primarily architectural (house painting) and primarily US focused. 76% of their earnings are in the US and is not inexpensive. PPG has automotive, industrial as well as architectural and are much more globally diversified. It also trades at a lower multiple.


Price:
$168.690
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2013-07-11 BUY David Burrows

This is one of the strongest sectors in the market. It is a slow and steady housing recovery and a lot of pent-up demand for home improvements. This is a great way to do this. Growth rate going forward should probably be 20% in revenues this upcoming year. Not terribly expensive.


Price:
$186.880
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US EQUITIES
Owned:
No
2003-09-26 PAST TOP PICK Jonathen Wellum, B. Comm, B. Sc (Top pick Jun 24/03. Up 7.2%.) They have a great franchise. Private-label. Tremendous margins. Free cash flow is over 7%.
Price:
$29.380
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2003-06-24 TOP PICK Jonathen Wellum, B. Comm, B. Sc Controls a lot of private labels. Paint is a very profitable business. Good cash flow and good consistant growth. Try to buy in the $26/27 range.
Price:
$27.260
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 11 of 11 entries

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