|Day Low/High||519.49 / 526.08|
|52 Wk Low/High||355.28 / 536.74|
A recession is nearer than a lot of Wall Street analysts believe.
We used this week's declines to add to our positions in Teligent, Builders FirstSource and Sonus Networks.
Jim Cramer says the apparent slowdown companies in the housing sector have seen recently could be about to change after two big catalysts that are on the horizon.
Don't be tempted by price declines that still leave these stocks at optimistic valuations.
Results from Home Depot and others are worrisome.
Sherwin-Williams (SHW) posted weaker-than-anticipated 2016 third quarter earnings and a negative fourth quarter and full-year earnings outlook on Tuesday.
We will exit Sherwin-Williams and Whirlpool after disappointing quarterly results and guidance from both companies.
A recession is nearer than a lot of people believe and to prepare for its arrival investors should buy Alibaba, China Mobile, Sherwin Williams and the iShares MSCI India ETF.
With 7 positions set to report this week, we purposely stayed on the sidelines over the last few days.
Given the number of portfolio positions set to report next week, we purposely stayed on the sidelines over the last few days.
It is a tad too early to worry that weakness has returned.
Inflation is ultra-low, but don't think that it can't re-emerge. Here are options to combat that possibility.
While we didn't add any new names this week, we did use recent weakness in AT&T shares to build that position further.
An analysis of the data and what it means for the portfolio.
In the first week of the fourth quarter we continued our strategy of using stock-specific weakness to grow positions while improving our cost basis by adding to 2 names.
As we close out September and the third quarter we have ample 'fire power' to continue improving the cost basis of current holdings and initiate new positions.
Year-over-year comparisons and rise in inventory are encouraging for our Sherwin-Williams and Whirlpool positions.
The model portfolio had a number of strong performers this week as the market welcomed the Fed's lack of action with open arms.
Beyond the headlines, there are reasons to be to be optimistic about Sherwin-Williams and Whirlpool.
Look for renewed decline toward $250 at some point in the fourth quarter.
Most of the portfolio got caught in this week's downdraft, though we used weakness to add to our position in Sherwin-Williams.
We are using this drift lower in SHW to add shares after merger partner Valspar's earnings beat.
We added no positions this week, although we scaled up our position sizes in both Costco Wholesale and United Parcel Service.
Cramer shares his views on Toll Brothers and how it doesn't get enough respect. Apple, Google and Wells Fargo are among the stocks discussed.
We eliminated our position in Fortive but bulked up our stakes in recent newbies Sherwin-Williams and Whirlpool and added Nike to the portfolio.
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