Opinions David Burrows
Sherwin-Williams Co.SHWPAST TOP PICKFeb 14, 2017
Stock price when the opinion was issued
As of Jun 05, 2026. Market Open.
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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.
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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
(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.)