Peter Neil
Disclosure: I am in full compliance with all ethics and other policies for Market Realist research analysts. I am not invested in securities that I cover on Market Realist.
More From Peter Neil
Company & Industry OverviewsAnalysts’ Recommendations and Target Price for PPG Industries
As of March 1, 2017, 22 brokerage firms were actively tracking PPG Industries (PPG) stock. About 64.0% of them have recommended a “buy” for the stock. Company & Industry OverviewsRatner Leaves RPM International’s Board of Directors
On February 24, 2017, RPM International (RPM) announced that Charles Ratner would be retiring from RPM’s board of directors after serving the company for 12 years. Company & Industry OverviewsAnalysts’ Latest Recommendations for Sherwin-Williams
As of February 27, 21 brokerage firms were actively tracking Sherwin-Williams stock—57% gave it a “buy,” 38% gave it a “hold,” and 5% gave it a “sell.” Company & Industry OverviewsDuPont Set to Pay Its 450th Consecutive Quarterly Dividend
On January 27, 2017, DuPont (DD) declared a dividend of $0.38 per share for 1Q17 on the company’s outstanding common stock. Earnings ReportWhat Are Analysts’ Recommendations for Chemours?
After Chemours’ 4Q16 earnings, 38.0% of the analysts recommended a “buy” for the stock, 50.0% recommended a “hold,” and 12.0% recommended a “sell.” Earnings ReportChemours Beat Analysts’ 4Q16 Revenue Estimates
Chemours (CC) reported its 4Q16 results on February 15, 2017, after the markets closed. Chemours reported 4Q16 revenue of $1.32 billion. Company & Industry OverviewsImpact of the PFOA Litigation Settlement on DuPont
On February 13, 2017, DuPont (DD) reached an agreement to a settlement involving ~3,500 lawsuits related to PFOA (perfluorooctanoic acid) and its salts. Earnings ReportWhat Are Analysts Recommending for Chemours ahead of 4Q16?
As of February 9, 2017, eight brokerage firms are actively tracking Chemours (CC) stock. About 25.0% of them have recommended a “buy” for the stock. Macroeconomic AnalysisRPM International Has Acquired Prime Resins
On January 17, 2017, RPM International (RPM) announced that it has acquired Prime Resins. The acquisition will be integrated into RPM’s USL Group. Macroeconomic Analysis3M’s Pension Plan, Post-Retirement Benefits, and the Rate Hike
3M (MMM) offers defined benefit plans to all its US employees and those outside the United States as a well. Overall, the company has 80 defined plans across 28 countries. Macroeconomic AnalysisRPM International to Acquire SPS Group
On December 21, RPM announced that it has entered an agreement to acquire SPS Group. Earnings ReportWhat Does Wall Street Think about Valspar?
As of December 20, 2016, 13 brokerage firms are actively tracking Valspar (VAL)) stock. About 15.0% of those analysts have recommended a “buy” for the stock. Macroeconomic AnalysisTronox Increases Prices across All Its Titanium Dioxide Grades
On December 8, 2016, Tronox announced price rises for all of its titanium dioxide grades. The rise in titanium dioxide prices will be effective on January 1, 2017. Earnings ReportHow Did IFF’s Fragrances Segment Perform in 3Q16?
IFF’s Fragrances segment reported revenues of ~$410.1 million in 3Q16, as compared to $406 million in 3Q15, implying a 1.0% YoY rise. Earnings ReportAnalysts Are Truly Divided on Chemours after Its 3Q16 Earnings
Among the analysts covering Chemours’ stock, 33.33% analysts recommended a “buy,” while 33.33% issued a “hold,” and the remaining 33.33% issued a “sell.” Earnings ReportWhy Did the Chemours Chemical Solutions Segment’s Revenue Dip in 3Q16?
Chemours’ Chemical Solutions segment reported revenue of $182 million in 3Q16, as compared to $295 million in 3Q15, implying a revenue fall of 38.2% YoY. Earnings ReportCan IFF Surprise Analysts with a Higher Net Profit Margin?
Wall Street analysts are expecting International Flavors and Fragrances (IFF) to post a net profit margin of 14.6% in 3Q16, compared to 14.7% in 2Q16. Earnings ReportCan IFF Break the Jinx of the $700 Million Revenue Range?
Analysts are expecting International Flavors and Fragrances to post revenue of $787.20 in 3Q16, implying a 2.9% rise in its projected revenue on a year-over-year basis. Earnings ReportIFF Is Trading High: Can This Continue ahead of Its 3Q16 Results?
International Flavors and Fragrances (IFF) is set to report its 3Q16 earnings after the market closes on November 7, 2016. Earnings ReportPolyOne Will Manufacture Specialty Materials in India
On October 12, 2016, PolyOne (POL) announced that it would produce specialty engineered materials at its existing facility in Pune, India. Earnings ReportWhy Did RPM’s Fiscal 1Q17 Revenues Miss Analyst Estimates?
RPM International (RPM) reported fiscal 1Q17 revenues of $1.25 billion, which missed analysts’ expectation of $1.30 billion. Earnings ReportRPM International’s Fiscal 1Q17 Earnings Beat Analysts’ Estimates
RPM International reported adjusted EPS (or earnings per share) of $0.83, which beat analysts’ estimate of $0.80. Earnings ReportWhat Are Analysts’ Recommendations for H.B. Fuller?
About 66% of the brokerage firms covering FUL stock have recommended a “buy,” 34% have recommended a “hold,” and none have recommended a “sell.” Earnings ReportH.B. Fuller’s EIMEA Segment Saw Volume and Margin Growth in 3Q16
In 3Q16, H.B. Fuller’s EIMEA segment reported revenue of $130.6 million, or 25.5% of the company’s total revenue. Earnings ReportWhy Did Valspar’s Coatings Segment Revenue Fall in 3Q16?
Valspar (VAL) reports its revenue under two segments, namely: the coatings segment and paints segment. MaterialsPPG Industries’ Geographical Revenue Mix
PPG Industries (PPG) is a leading global player in the paint and coatings segment, operating in 70 global locations. Let’s look at their revenue contributions to PPG. MaterialsPPG Industries’ Business Model Aids Its Coatings Segment
PPG Industries’ (PPG) coatings segment has been growing at a CAGR of 7.1% since 2010. PPG has been able to increase its revenues basically through acquisitions. MaterialsAlbemarle’s Bromine Specialties Segment: Why Revenue Fell in 2Q16
In 2Q16, Albemarle’s (ALB) Bromine Specialties segment reported revenue of $206.9 million, representing 30.9% of Albemarle’s total revenue. MaterialsWhere Do FMC’s Valuations Stand after Its 2Q16 Earnings?
Forward price-to-earnings (or PE) is a relative valuation method that considers a company’s future earnings for calculation. MaterialsWhy Dow’s Performance Materials and Chemicals’ Revenue Fell
Dow Chemical’s Performance Materials and Chemicals segment is the second largest revenue contributor to its total revenue. MaterialsWhy Did DuPont’s Industrial Biosciences Segment Revenue Fall in 2Q16?
For 2Q16, DuPont’s Industrial Biosciences segment reported revenues of $355 million, representing 5% of the company’s total revenue. MaterialsAlbemarle: How Much Net Profit Margin Are Analysts Predicting?
As of July 26, 2016, analysts are expecting Albemarle’s (ALB) net profit margin to be about 13.3% in 2Q16. That compares to 7.3% in 2Q15 and 14.5% in 1Q16. MaterialsWhy PPG Industries’ 2Q16 Revenue from Performance Coatings Fell
In 2Q16, PPG Industries’ Performance Coatings segment, the largest revenue contributor, accounted for approximately 57.5% of PPG’s total revenues. MaterialsWhere Do Celanese Valuations Stand before Its 2Q16 Earnings Report?
On July 11, Celanese’s forward EV-to-EBITDA ratio stood at 7.5x. MaterialsAnalysts’ Ratings for Celanese before Its 2Q16 Earnings Release
On July 12, 2016, Celanese’s (CE) consensus 12-month target price was $76.30, indicating a return potential of 11.3% from that day’s closing price of $68.57. MaterialsCan Celanese Outperform Analysts’ Revenue Estimates in 2Q16?
Celanese (CE) will announce its 2Q16 earnings report on July 26, 2016. In this series, we’ll look at the company’s 2016 guidance and valuations, analysts’ expectations, and other factors that could help investors make informed decisions. MaterialsCan Eastman Chemical Generate Higher Operating Cash Flows?
In 1Q16, Eastman Chemical (EMN) reported operating cash flow of $47 million compared to $91 million in 1Q15. The decline was primarily due to the seasonal increase in working capital. MaterialsCan Eastman’s Additives & Functional Products Segment Deliver?
Eastman Chemical’s (EMN) Additives & Functional Products segment is the company’s strongest segment. It has grown significantly since 1Q14. Earnings ReportRevlimid Continues to Drive Celgene’s Revenue
Revlimid (lenalidomide) is one of Celgene’s (CELG) main revenue drivers. It had revenues of $1.4 billion in 3Q15, excluding the adverse impact of foreign exchange fluctuations. Company & Industry OverviewsIllumina Continued to Rise, Led the Large-Cap Stocks
Illumina (ILMN) rose by 2.7% on November 16, 2015. It rose for the fourth consecutive trading session. Illumina rose 10% in the trailing five-day period. Company & Industry OverviewsAllergan Drives the Performance of XLV’s Top Ten Holdings
Allergan gained 14.9% for the week ended October 30, 2015. The company’s stocks gained on the news of a possible merger with Pfizer. Company & Industry OverviewsDyax Traded above Its 100-Day Moving Average
Dyax (DYAX) gained 9.41% last week. The stock went up after Dyax presented at the Morgan Stanley global healthcare conference, which took place September 16-18 in New York.