Sherwin-Williams Struggles with Supply, But Demand is There
Sherwin-Williams (SHW) is struggling with supply disruptions. But demand continues to be strong — thus so does the stock.
Sherwin-Williams (SHW) is struggling with supply disruptions. But demand continues to be strong — thus so does the stock.
Fortinet (FTNT) has more demand for its cybersecurity products as randsomeware detections jumped 10x in a 12-month period
Meta (FB) — formerly Facebook — is launching Facebook Reality Labs to mold a new playground for advertisers: the metaverse.
Visa (V) had a 38% increase in cross-border volume, lead by re-opening of borders for travelers around the world.
Alphabet (GOOGL) stock has stays strong through a stock market correction, as Google Search revenue soared 44% last qtr.
DR Horton (DHI) could be a big winner in 2022 as the stock has a P/E of only 7 as Americans continue to migrate to suburbs.
Microsoft’s (MSFT) Intelligent Cloud lead the way in company sales growth last qtr, driven by Azure and other cloud services.
Apple (AAPL) is a stronger company than it used to be, as its successfully bullying Facebook and Snap — as well as Epic Games.
Ecolab (ECL) should see increased demand for cleaning supplies in 2022 as people visit hotels, stadiums, theme parks, and pools.
S&P Global’s (SPGI) Indicies division (S&P 500, DJIA) grew revenue 27% last qtr as assets under management (AUM) jumped 43%.
Pool Corp (POOL) continues to benefit from elevated demand for outdoor living products, as last qtr’s profits jumped 54%.
If investors are looking for safety, growth and profitability in a highly volatile market, United Health represents a solid combination of that.