Stock price when the opinion was issued
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.
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.