Opinions Karen Firestone, CEO, Aureus Asset Management
Sherwin-Williams Co.SHWBUYJun 16, 2023
$247.89
Stock price when the opinion was issued
$300.09
As of Jun 04, 2026. Market Open.
misc consumer products
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PARTIAL BUY
An excellent company that delivered a great quarter. That said, he prefers Lowe's.
misc consumer products
PAST TOP PICK
(A Top Pick Dec 20/19, Up 26%) Very good management, dedicated to growing shareholder value. Stable. Next year, $25 EPS is in their scope. Not as good a value as it was last year, but not overvalued. Some of the opportunity has been captured.
Gordon ReidOwned
misc consumer products
Premium contentTOP PICK
Stockchase 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%
misc consumer products
TOP PICK
People are home, not spending money on other things, and are looking for something to do. Doing well going into the Covid situation. Housing starts were just getting going when Covid hit. Yield is 0.86%. (Analysts’ price target is $604.00)
Gordon ReidOwned
misc consumer products
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.