Buffettology Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Buffettology

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Senior who wrote (2681)	11/15/2000 2:17:08 AM
From: Paul Senior	Read Replies (2) of 4690

Anybody here looking at Sherwin-Williams (SHW)? I passed on it about a week ago. Also Benjamin Moore (MBEN) at that time because I couldn't find a 5-year history of the company or even a Yahoo message board. Mr. Buffett liked it well enough though I see now. (offering to buy MBEN last week at 51% premium over the day's $25 price) finance.yahoo.com Both companies seem to me to be in the same business, but SHW at $5B sales is larger, more diversified than MBEN (.8B) I'll have to consider SHW a little closer, based on Mr. Buffetts desire for MBEN. SHW book value on Yahoo is more than twice the 1999 figure of $10.25 reported by SHW. And Yahoo shows no ltd. That is incorrect, I believe. (There was 624M in the '99 Financial Summary on the SHW web site.) Guess I'll have to head for the Value Line at my local library -g-. For what I'd guess is a dull, prosaic company, SHW seems to have put together a decade or so of good numbers: www2.sherwin-williams.com (Charts on SHW site are outdated -- end in '98; '99 numbers though do continue the positive trend. Opinions welcome. Paul.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next