Following Great Public Companies, Watchlist Investing

Watchlist Investing

Following Great Public Companies

Exploring timeless investing concepts in the search for great businesses.

Equity Bottom-Up

<ul><li>Sherwin-Williams continues the home improvement theme started last month by Home Depot and Lowe’s (HD, LOW | Disclosure: None).</li><li>SHW is the dominant player in the architectural coatings industry.</li><li>The scientific-sounding industry classification translates into paint for the interior and exterior of buildings.</li></ul>

Sherwin-Williams continues the home improvement theme started last month by Home Depot and Lowe’s (HD, LOW | Disclosure: None).SHW is the dominant player in the architectural coatings industry.The scientific-sounding industry classification translates into paint for the interior and exterior of buildings.

85: Watchlist Update: Adding Sherwin-Williams

<ul><li>I’m currently working on the September issue of Watchlist Deep Dives, which features Sherwin-Williams.</li><li>My research process is primary-sources focused and that means reading lots of 10K’s, which include a report from the company’s auditors.</li><li>I was surprised to see that Ernst &amp; Young had served as SHW’s auditor since 1908.</li></ul>

I’m currently working on the September issue of Watchlist Deep Dives, which features Sherwin-Williams.My research process is primary-sources focused and that means reading lots of 10K’s, which include a report from the company’s auditors.I was surprised to see that Ernst &amp; Young had served as SHW’s auditor since 1908.

83: Initial Thoughts On Sherwin-Williams (SHW)

Stock Market News, Outlooks, and Top Picks, Cappuccino Finance

Cappuccino Finance

Stock Market News, Outlooks, and Top Picks

Cappuccino Finance, provides Financial vignettes for your cappuccino break!

Fun & informational articles to read in 10 min or less.

<ul><li>Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this point</li><li>Waste Management is the leading provider of comprehensive waste management and environmental services</li><li>CrowdStrike was already growing at a rapid pace before the pandemic, and their revenue growth accelerated during the pandemic. CrowdStrike’s technology is best suited for this remote work environment</li></ul>

Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this pointWaste Management is the leading provider of comprehensive waste management and environmental servicesCrowdStrike was already growing at a rapid pace before the pandemic, and their revenue growth accelerated during the pandemic. CrowdStrike’s technology is best suited for this remote work environment

Invesco QQQ Trust Series 1 / Equity Bottom-Up

<ul><li>It really has been road bump after road bump for the market lately. Omicron late last year. Then, Federal Reserve changed their mind about interest rates to fight inflation</li><li>After a steep sell-off, particularly in growth stocks, some strong earnings reports and great economic data (eg, high GDP growth) started to bring the market to life</li><li>So, this new volatility caused by Russia-Ukraine tensions offers another opportunity to grab some value stocks!</li></ul>

It really has been road bump after road bump for the market lately. Omicron late last year. Then, Federal Reserve changed their mind about interest rates to fight inflationAfter a steep sell-off, particularly in growth stocks, some strong earnings reports and great economic data (eg, high GDP growth) started to bring the market to lifeSo, this new volatility caused by Russia-Ukraine tensions offers another opportunity to grab some value stocks!

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/nippon-paint-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:7387:1" rel="noopener">Nippon Paint Holdings (4612 JP)</a> is down nearly 25% in a week after the large non-dilutive Offering which nevertheless increases Foreign Real World Float by 70+%.</li>
<li>The ratio of Forward PERe of Nippon Paint vs Peers is as low as it has been in many years, but EV/ForwardEBITDA remains high vs peers.</li>
<li>Investors who buy this deal or the Pricing Dip will be getting long next to ¥140-150bn of their closest friends who didn't own as much NPH one week ago.</li>
</ul>



Nippon Paint Holdings (4612 JP) is down nearly 25% in a week after the large non-dilutive Offering which nevertheless increases Foreign Real World Float by 70+%.
The ratio of Forward PERe of Nippon Paint vs Peers is as low as it has been in many years, but EV/ForwardEBITDA remains high vs peers.
Investors who buy this deal or the Pricing Dip will be getting long next to ¥140-150bn of their closest friends who didn't own as much NPH one week ago.


Nippon Paint (4612) Secondary Pricing Approaches - Cheaper But...

United States

The Sherwin-Williams Company manufactures, distributes, and sells paints, coatings, and related products.  The Company's products are sold to professional, industrial, commercial, and retail customers primarily in North and South America. Sherwin Williams also has additional operations in the Caribbean region, Europe and Asia.

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Sherwin Williams Co (SHW US)

85: Watchlist Update: Adding Sherwin-Williams

Sherwin-Williams continues the home improvement theme started last month by Home Depot and Lowe’s (HD, LOW | Disclosure: None).

Watchlist Investing

83: Initial Thoughts On Sherwin-Williams (SHW)

My research process is primary-sources focused and that means reading lots of 10K’s, which include a report from the company’s auditors.

Watchlist Investing

Model Portfolio For Any Economic Cycle

Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this point

Cappuccino Finance

Top Picks for Value Stocks - Feb 2022

It really has been road bump after road bump for the market lately. Omicron late last year. Then, Federal Reserve changed their mind about interest...

Cappuccino Finance

Nippon Paint (4612) Secondary Pricing Approaches - Cheaper But...

The Nippon Paint (4612) Secondary likely prices 17 January after the stock has fallen 24% in a week since the announcement. It's cheaper. It's not...

Travis Lundy

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