【can vinegar kill termites】Sherwin-Williams (SHW): Strong Growth And Abundant Potential

发布时间：2024-09-29 12:29:02 来源：jinx new chapter 作者：Comprehensive

Diamond Hill Capital

recently released its Q1 2020 Investor Letter,can vinegar kill termites a copy of which you can download below. The Diamond Hill Small Cap Fund posted a return of -36.17% for the quarter, underperforming its benchmark, the Russell 2000 Index which returned -30.61% in the same quarter. You should check out

Diamond Hill Capital's top 5 stock picks

for investors to buy right now, which could be the biggest winners of the stock market crash. There weren’t a lot of funds who could deliver these kinds of returns without shorting the market or using aggressive put options.

In the said letter, Diamond Hill Capital highlighted a few stocks and Sherwin-Williams Co (NYSE:

SHW

) is one of them. Sherwin-Williams is a paint and coating manufacturing company. Year-to-date, Sherwin-Williams Co (NYSE:

SHW

) stock lost 1.7% and on June 4th it had a closing price of $575.16. Here is what Diamond Hill Capital said:

"We initiated a position in high-quality paints and coatings retailer Sherwin-Williams Co. Sherwin’s crown jewel is its North American paint stores, which cater primarily to professional painting contractors. There has been a two-decade trend of homeowners hiring painting contractors instead of doing it themselves, which we believe is likely to continue. The pricing power of Sherwin-branded paint is very strong and the store network, which continues to expand, generates very strong returns on invested capital. Longer term, there is additional opportunity to improve margins from businesses acquired from Valspar."

In Q1 2020, the number of bullish hedge fund positions on Sherwin-Williams Co (NYSE:

SHW

) stock increased by about 4% from the previous quarter (

see the chart here

), so a number of other hedge fund managers seem to agree with SHW's growth potential. Our calculations showed that Sherwin-Williams Co (NYSE:

SHW

) isn't among the

30 most popular stocks among hedge funds

.

The top 10 stocks among hedge funds returned 185% since the end of 2014 and outperformed the S&P 500 Index ETFs by more than 109 percentage points. We know it sounds unbelievable. You have been dismissing our articles about top hedge fund stocks mostly because you were fed biased information by other media outlets about hedge funds' poor performance. You could have doubled the size of your nest egg by investing in the top hedge fund stocks instead of dumb S&P 500 ETFs. Below you can watch our video about the top 5 hedge fund stocks right now. All of these stocks had positive returns in 2020.

Video: Top 5 Stocks Among Hedge Funds

At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, 2020's unprecedented market conditions provide us with the highest number of trading opportunities in a decade. So we are checking out trades

like this one

. We interview hedge fund managers and ask them about their best ideas. If you want to find out the best healthcare stock to buy right now, you can watch our latest

hedge fund manager interview here

. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. Our best call in 2020 was shorting the market when the S&P 500 was trading at 3150 after realizing the coronavirus pandemic’s significance before most investors. You can subscribe to our free enewsletter below to receive our stories in your inbox:

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Disclosure: None. This article is originally published at

Insider Monkey

.

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