Opinions Don Vialoux
Sherwin-Williams Co.SHWHOLDNov 30, 2015
Don VialouxStock price when the opinion was issued
As of Jun 05, 2026. Market Open.
You might be interested:
The home reno space has been in a slump, because people have been travelling and enjoying experiences. During Covid, they stayed home and renovated, which she feels will return, because there isn't enough housing to buy. So, people will stay in their homes and fix them up. Lower material costs will help. HD and Sherwin Williams are buys now.
;fill-opacity:1;'/%3e%3cpath%20d='M31%2018.6001V30H8V18.6001L14.1334%2022.4334L19.4999%2014L24.8669%2022.4334L31%2018.6001Z'%20fill='%23EE5432'%20style='fill:%23EE5432;fill:color(display-p3%200.9340%200.3310%200.1956);fill-opacity:1;'/%3e%3c/svg%3e){kind=small}
Premium content
Premium contentAn excellent company that delivered a great quarter. That said, he prefers Lowe's.
Gordon ReidPremium contentStockchase Research Editor: Michael O'Reilly SHW is well positioned for the home improvement trend underway during the pandemic. Recent earnings reported a 28% increase in EPS and cash increased by over 40% to over $1 billion compared to last year. There was a slight slow down in their performance coatings division due to the pandemic, but consumer brands were up 21% in sales. The company guidance has increased its second half EPS outlook by 14%. We also like that the dividend payout ratio of less than 30% means safety in the dividend going forward. Yield 0.85%
Gordon Reid
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.