SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Shane M who wrote (2684)11/16/2000 2:16:34 AM
From: James Clarke  Read Replies (1) of 4690
 
re: SHW

Good to see the Buffetology thread reviving.

Sherwin Williams is a great company and very cheap. I don't own it. Probably should. What the market is most worried about is lead lawsuits. There is a big suit in Rhode Island funded by tobacco and asbestos lawyers. Common sense would tell you it has no merit whatsover, but common sense doesn't matter when the sharks smell blood. Benjamin Moore has shown up on virtually every screen I've ever done, but I never bought it because it was a pink sheet stock. Didn't stop Buffett. In a past life I founded a company as a college student - "Jim Clarke's Quality Exterior Painting". Obviously I didn't have a flair for a brand that would roll off your tongue, but I'll tell you - on my flier was "uses only quality Benjamin Moore paint". Their product is great. It cost 50% more than name brands (that's 10 years ago), but paint was probably about 5% of my cost. Labor was 75%. So if it covered in one coat and the competitor's product required two coats, it saved me a huge amount of money to pay up for the better product. Buffett's not dumb. Knowing what I just wrote and not having bought Benjamin Moore stock, I will admit I am.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext