Sherwin-Williams Co.

SHW-N

NYSE:SHW

595.30
1.24 (0.21%)
The Sherwin-Williams Company is an American Fortune 500 company in the general building materials industry.
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Analysis and Opinions about SHW-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 20, 2019
He has owned it for a while . They are getting a little more expensive -- into the mid-20 price multiple. However, with US housing starts continuing to grow, he sees good growth ahead. Yield 0.78% (Analysts’ price target is $604.14)
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He has owned it for a while . They are getting a little more expensive -- into the mid-20 price multiple. However, with US housing starts continuing to grow, he sees good growth ahead. Yield 0.78% (Analysts’ price target is $604.14)
BUY
BUY
December 2, 2019
An excellent company. They are also a very strong retailer. Their stores are very close to contractors. They are the first one to create paints with very low VOCs.
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An excellent company. They are also a very strong retailer. Their stores are very close to contractors. They are the first one to create paints with very low VOCs.
TOP PICK
TOP PICK
April 22, 2019
Well-managed. Flat interest rates is a friend of housing. Well-managed with impressive growth metrics; SHW fully integrated a competitor it bought two years ago. Also, US employment and consumer confidence help SHW. (Analysts’ price target is $463.78)
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Well-managed. Flat interest rates is a friend of housing. Well-managed with impressive growth metrics; SHW fully integrated a competitor it bought two years ago. Also, US employment and consumer confidence help SHW. (Analysts’ price target is $463.78)
COMMENT
COMMENT
February 15, 2019
Earnings missed, revenues up. Recent acquisition added debt. They're trying to get this down, before any recession. Sales up. Organic growth 4.7%. Reduced debt last quarter and expect to do more.
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Earnings missed, revenues up. Recent acquisition added debt. They're trying to get this down, before any recession. Sales up. Organic growth 4.7%. Reduced debt last quarter and expect to do more.
PAST TOP PICK
PAST TOP PICK
July 18, 2017

(A Top Pick July 19/16. Up 17.07%.) He would continue to buy this at today’s prices. The chemicals group as a whole is improving. Housing starts are rising smartly, and people are investing in their homes. There is still a big, big backlog of people who held off on buying homes.

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(A Top Pick July 19/16. Up 17.07%.) He would continue to buy this at today’s prices. The chemicals group as a whole is improving. Housing starts are rising smartly, and people are investing in their homes. There is still a big, big backlog of people who held off on buying homes.

DON'T BUY
DON'T BUY
April 20, 2017

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.

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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.

PAST TOP PICK
PAST TOP PICK
February 14, 2017

(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.)

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(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.)

COMMENT
COMMENT
December 23, 2016

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.

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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.

DON'T BUY
DON'T BUY
October 5, 2016

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.

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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.

TOP PICK
TOP PICK
July 19, 2016

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%.

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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%.

TOP PICK
TOP PICK
February 18, 2016

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.

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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.

HOLD
HOLD
November 30, 2015

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.

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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.

Don Vialoux

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Price
$276.070
Owned
Unknown
COMMENT
COMMENT
August 16, 2013

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.

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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.

BUY
BUY
July 11, 2013

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.

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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.

PAST TOP PICK
PAST TOP PICK
September 26, 2003
(Top pick Jun 24/03. Up 7.2%.) They have a great franchise. Private-label. Tremendous margins. Free cash flow is over 7%.
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Sherwin-Williams Co. (SHW-N)
September 26, 2003
(Top pick Jun 24/03. Up 7.2%.) They have a great franchise. Private-label. Tremendous margins. Free cash flow is over 7%.
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