crossingwallstreet

The 2021 Buy List

Here are the 25 stocks for the 2021 Buy List. It’s locked and sealed, and I can’t make any changes for 12 months. For tracking purposes, I assume the Buy List is a $1 million portfolio that’s equally divided among 25 stocks. Below are all 25 positions with the number of shares for each and the closing price for 2020. Whenever I discuss how the Buy List is doing, the list below is what I’m referring...

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CWS Market Review – December 25, 2020

I hope you’re having a wonderful Christmas. Here are the 25 stocks for the 2021 Crossing Wall Street Buy List: Abbott Laboratories (ABT) AFLAC (AFL) Ansys (ANSS) Broadridge Financial Solutions (BR) Cerner (CERN) Check Point Software Technologies (CHKP) Church & Dwight (CHD) Danaher (DHR) Disney (DIS) FactSet Research Systems (FDS) Fiserv (FISV) HEICO (HEI) Hershey (HSY) Intercontinental Exchange (ICE) Middleby (MIDD) Miller...

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Another All-Time High

The numbers for this market are amazing. The S&P 500 rallied for the ninth time in the last ten days. It’s up 19 times in the last 24 sessions. On our Buy List, we had new highs today from Ansys (ANSS), Church & Dwight (CHD), Check Point Software (CHKP), Danaher (DHR), Intercontinental Exchange (ICE), Moody’s (MCO), RPM International (RPM), Sherwin-Williams (SHW) and Silgan Holdings (SLGN). On top of that, Broadridge...

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RPM Beats Earnings, Rises to All-Time High

This morning, RPM International (RPM) reported fiscal Q4 earnings. This is for the quarter that ended on May 31. As I expected, due to Covid-19, the company had a tough quarter. Sales fell 8.9% but the breakdown was interesting. Sales were flat in the U.S. but down 25% internationally. While RPM withdrew its guidance, the company did say that it expected Q4 sales to fall 10% to 15%, so they beat that forecast. Net income fell to 84...