W. W. Grainger Inc

GWW-N

NYSE:GWW

308.07
0.42 (0.14%)
W. W. Grainger, Inc. is a Fortune 500 industrial supply company founded in 1927 in Chicago. Grainger serves more than 3 million customers worldwide with offerings such as motors, lighting, material ...
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Analysis and Opinions about GWW-N

Signal
Opinion
Expert
COMMENT
COMMENT
December 28, 2017

A distributor of parts for the construction industry. The stock hit a high in 2016, and then began to fall because of declining sales. This happened for about 6 quarters because of Amazon (AMZN-Q). It has recovered because they finally got some quarterly sales growth, because of cost cutting. He sold his holdings at around $200. The business model is under pressure. PE is roughly 18X earnings, a little below the market, but the discount is because of the type of business they are in.

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W. W. Grainger Inc (GWW-N)
December 28, 2017

A distributor of parts for the construction industry. The stock hit a high in 2016, and then began to fall because of declining sales. This happened for about 6 quarters because of Amazon (AMZN-Q). It has recovered because they finally got some quarterly sales growth, because of cost cutting. He sold his holdings at around $200. The business model is under pressure. PE is roughly 18X earnings, a little below the market, but the discount is because of the type of business they are in.

TOP PICK
TOP PICK
February 26, 2015

Digitized their large catalogues of manufacturing parts. They focus on working capital. It is a very large scale business. There is some energy overhang so the share price has not done anything in two years.

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W. W. Grainger Inc (GWW-N)
February 26, 2015

Digitized their large catalogues of manufacturing parts. They focus on working capital. It is a very large scale business. There is some energy overhang so the share price has not done anything in two years.

PAST TOP PICK
PAST TOP PICK
November 8, 2013

(A Top Pick Sept 14/12. Up 31.95%.) Feels this is a little over extended now. Historically P/E ratios in this industry have topped around 14 and this is trading around 17-18 times. Buy this on weakness.

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W. W. Grainger Inc (GWW-N)
November 8, 2013

(A Top Pick Sept 14/12. Up 31.95%.) Feels this is a little over extended now. Historically P/E ratios in this industry have topped around 14 and this is trading around 17-18 times. Buy this on weakness.

PAST TOP PICK
PAST TOP PICK
August 8, 2013

(A Top Pick September 14/12. 28.73%.) He is still buying more. This company is pretty much a distributor of all the parts you would ever want in infrastructure, maintenance, construction such as hardhats, work boots, etc. Have grown the dividend at a 12% clip every year for 46 years.

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(A Top Pick September 14/12. 28.73%.) He is still buying more. This company is pretty much a distributor of all the parts you would ever want in infrastructure, maintenance, construction such as hardhats, work boots, etc. Have grown the dividend at a 12% clip every year for 46 years.

TOP PICK
TOP PICK
September 14, 2012

Likes logistics because you don’t have to manufacture anything but you can make a lot of money on maintenance and service. This is a distributor of all kinds of things such as work boots, hardhats, nuts and bolts for elevators, anything to do with industry, maintenance and construction. Growing 12%-15% a year. Dividend has been growing at about 20%. Now getting more of a revenue base outside of the US. 3.2% dividend.

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W. W. Grainger Inc (GWW-N)
September 14, 2012

Likes logistics because you don’t have to manufacture anything but you can make a lot of money on maintenance and service. This is a distributor of all kinds of things such as work boots, hardhats, nuts and bolts for elevators, anything to do with industry, maintenance and construction. Growing 12%-15% a year. Dividend has been growing at about 20%. Now getting more of a revenue base outside of the US. 3.2% dividend.

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