The PBR25 Top Buy Stocks April 2021 12 Month Report Card

May 5, 2022 by

The PBR25 Top Buy Stocks April 2021 12 Month Report Card

Report Card Stocks PBR1000 PBR25 Investing Investor

The PBR25 Top Buy Stocks 12 Month Report Card for April, 2021, gets an ‘D+’ for falling short of its forecast, but exceeding all three major US stock indices.

By Larry C. Paxton

Welcome to The April 2021 The PBR25 Top Buy Stocks 12 Month Report Card.

As investors we count on professional stock analysts to provide comprehensive and diligent research to come up with their best take on how stocks will perform over the next 12 months. We then use that information to help us make stock buy, hold and sell decisions.

The PBR25 Premise

The premise of The PBR25 is that there is a high probability of success for investing in stocks when a large enough number professional stock analysts through their extensive research determine that a stock is a “Buy” and also forecasts a significant return over the next 12 months. PBRMarketTools assigns a Report Card grade based on how the professional stock analysts did.

Last 12 Months Influences

It is difficult to forecast a result with much accuracy over a 12 month period. For example, the 12 month period included the invasion of Ukraine by Russia starting February 24, 2022, which no one predicted 12 months earlier. The COVID-19 pandemic also continued with new variants causing havoc throughout the 12 months, with the total US death toll approaching one million over the two plus years of the pandemic. The effects created a lot of unemployment, affected many economic sectors like hospitality and travel services, closed schools, forced people to work from home, and much more. But there has also been a significant recovery as societies continue to try to regain a sense of “normalcy.” Inflation rates skyrocketed, but were expected to be transitory. However, the high levels have continued, and the US Federal Reserve is has started increasing short term interest rates. There also continues to be the aftermath of a very contentious 2020 US Presidential and general election process, which also created a lot of confusion and strife, with the major action being the attack on the US Capital Building on January 6, 2021. 12 months later The US House of Representatives continues to actively pursue investigations and convictions of people involved as the 2022 midterm elections come into play.  There are a lot more factors, but this is not meant to be an opinions post. It is a piece focused on the review of the recommendations stock analysts came up with at the end of April 2021 and the actual results 12 months later at the end of April 2022. PBRMarketTools is calling this a Report Card.

For this April 2021 Report Card we used stock data and forecasts from April 30, 2021, and compare it to the actual results on April 29, 2022.

Creating The PBR25 Top Buy Stocks List for April 2021

The starting point is the prestigious The PBR1000 US Public Companies, produced monthly by PBRMarketTools. To be included in The PBR1000 the 1,000 companies must meet the following criteria:

  • The companies must be publicly traded on the NYSE, NYSE American or NASDAQ stock exchanges, with a very few temporarily trading on the Over-The-Counter market because they are transitioning from bankruptcy.
  • They must be headquartered in the US or have primary operations in the US.
  • They must have generated at least $1 billion in revenues in their most recent full fiscal year.
  • They must file an annual 10-K form with the US Securities and Exchange Commission in US dollars
  • Each of the 1,000 companies is given a primary ranking based on revenues, with the company having the highest revenue amount ranked 1(currently Walmart). There are 27 secondary rankings in The PBR1000 based on other criteria as well.

Each month the 12 month estimates and recommendations by stock analysts are updated on The PBR1000. The PBR25 Top Buy Stocks list for April 2021 was then created using the following process:

  • At any point in time The PBR1000 has around 15,000 stock analyst recommendations.
  • The PBR1000 is sorted several times to come up with The PBR25 Top Buy Stocks, made up of stocks that are rated a “Buy” by analysts, have a 12 Month Forecasted % Change of at least +20%, have at least 15 “Buy” recommendations, and be profitable in their latest fiscal year.

Actual Results for The PBR25 Top Buy Stocks for April 2021

  • No companies on the list were acquired or merged during the 12 month period.
  • CoStar Group of The PBR25 Top Buy Stocks for April 2021 did a 10:1 stock split in June, 2021, so data was altered to reflect that for this report.

Following is a table of characteristics and 12 month actual results for the The PBR25 Top Buy Stocks on April 30, 2021, which we are calling the April 2021 report card.

The PBR25 Top Buy Stocks 12 Month Report Card

04/30/21 Forecast vs 04/29/22 Actual
Stock 12 Month 12 Month
Price Forecast on Actual
04/30/21 04/30/21 04/29/22
Lowest Stock Price: ET 8.61 11.67 11.08
  Price Change 3.06 2.47
  Percent Change 35.54% 28.69%
Highest Stock Price: NOW 506.37 618.53 478.10
  Price Change 112.16 (28.27)
  Percent Change 22.15% -5.58%
Lowest Actual Change: WISH 13.87 26.36 1.70
  Price Change (12.17)
  Percent Change -87.74%
Highest Actual Change: DVN 23.38 30.81 58.17
  Price Change 34.79
  Percent Change 148.80%
Total Stock Prices 2,803.73 3,571.32 2,809.57
  Price Change 767.59 5.84
  Percent Change 27.38% 0.21%
DJIA 33,874.85   32,977.21
  Price Change (897.64)
  Percent Change -2.65%
NASDAQ 13,962.68  12,334.64
  Price Change (1,628.04)
  Percent Change -11.66%
S&P500 4,181.17 4,131.93
  Price Change (49.24)
  Percent Change -1.18%
Total Exceeding Forecast(Out of 25) 6
Total With At Least +20% Actual Return 8
Total >0% Actual Return 12

Conclusions, Observations, Validations and Realities

  • If you had bought 1 share each of The PBR25 Top Buy Stocks at the closing price on April 30, 2021, $2,803.73, you would have achieved a +0.21% gain 12 months later at the close on April 29, 2022, $2,809.57, significantly less than the+27.38% forecast of  $3,571.32, historically a less than average 12 month return, much below the 12 month forecast, which was above the returns on the DJIA, NASDAQ, and the S&P500 indices. For this reason The April 2021 The PBR25 Top Buy Stocks gets a ‘D+’ on its 12 month Report Card, only because it did have a positive return and exceeded all 3 major US stock indices.
  • It is difficult to forecast out 12 months with any great accuracy, there are just too many variables and uncertainties.
  • However, it does demonstrate that The PBR25 Top Buy Stocks is a valid methodology and process for that particular month.
  • One of our demonstration accounts, The Charlie Fund, uses the popular “Dollar Cost Averaging Investment Strategy” with the monthly The PBR25 Top Buy Stocks as the primary research tool. For the 12 Month Report Card period it achieved a greater than 30% return, a further validation of the methodology.
  • There are no guarantees! The reality is that there will always be ups and downs in the stock market and people make stocks buy, hold and sell decisions based on a wide range of  logical and emotional criteria, input from knowledgeable hard-working experts and well meaning friends, and if the sky is blue today. But the historical data is pretty convincing that stocks will trend up at an above average investment rate over the long haul.

Additional Information

  • The details of this summary, including company names and the over 200 fields of information for each company, were extracted from the updated The PBR25 Top Buy Stocks MS-Excel worksheet for April 2022, and has been distributed to The PBR25 Top Buy Stocks Subscribers for their personal use and further research
  • The next 12 Month Report Card will be for May 2021, and should be available early to mid June, 2022.
  • For characteristics of the most recent monthly The PBR25 Top Buy Stocks go to The PBR25 Top Buy Stocks information page.

 

The PBR25 Top Buy Stocks 12 Month Report Cards

Last 12 Months Summary
12 Month
Stock Price Stock Price 12 Month 12 Month
Report Card Month Forecast Date Actual Date Forecast Actual
May 2020 05/29/20 05/28/21 9.89% 37.80%
June 2020 07/02/20 07/02/21 30.88% 47.08%
July 2020 07/30/20 07/31/21 33.61% 37.77%
August 2020 09/01/20 08/31/21 32.85% 40.79%
September 2020 10/02/20 09/30/21 27.68% 52.82%
October 2020 10/30/20 10/29/21 26.43% 23.22%
October 2020 w/o AMZN 10/30/20 10/29/21 27.49% 35.49%
November 2020 11/30/20 11/30/21 21.41% 18.30%
November 2020 w/o AMZN 11/30/20 11/30/21 22.02% 27.45%
December 2020 12/31/20 12/31/21 19.19% 13.17%
December 2020 w/o AMZN 12/31/20 12/31/21 21.15% 25.22%
January 2021 01/29/21 01/31/22 27.04% 27.27%
February 2021 02/26/21 02/28/22 30.00% 3.22%
February 2021 w/o AMZN 02/26/21 02/28/22 29.31% 6.62%
March 2021 04/01/21 03/31/22 27.24% 7.70%
March 2021 w/o AMZN 04/01/21 03/31/22 27.31% 11.40%
April 2021 04/30/21 04/29/22 27.38% 0.21%
   Average 26.13% 25.78%
   Average w/o AMZN 26.38% 29.16%

We are always interested in your feedback, which you can provide on the Contact Us page.

Not a The PBR25 Monthly Top Buy Stocks subscriber yet? Check out The PBR25 Information Page.

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate over $17 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company. The monthly The PBR25 Top Buy Stocks is a subset of the monthly The PBR1000 and is available as a separate monthly or annual subscription.

Disclaimers: The PBR1000 is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. It is not a financial advisory or stock brokerage firm and has no affiliation with such organizations. Any research or opinions expressed should not be regarded as recommendations or advice.

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Investing: The PBR25 Top Buy Stocks On 04/29/22

May 2, 2022 by

The PBR25 Top Buy Stocks for Investing Summary!

Investing Stocks PBR25 PBR1000

Each month PBRMarketTools provides a list of 25 top buy stocks candidates, called The PBR25, in which to consider investing.

About The PBR25 Top Buy Stocks

For people just starting to invest in stocks or for those who have many years of experience, The PBR25 Top Buy Stocks is a great starting point and timesaver for evaluating investing in highly rated stocks for your portfolio and is available for a very affordable investment.

Investing: The PBR25 Top Buy Stocks On 04/29/22
Criteria : 1. Buy status(>4.50 Weighted Average on 1.00-5.00 scale)
: 2. 12 month forecasted return of at least 20%
: 3. At least 15 Buy recommendations
4. Use the top 25 by 12 month forecasted return
Average Recommendations Range : 4.52 to 4.80, Average 4.67, Median 4.67
Range of Number of Recommendations : 19 to 52, Average 30, Median 27
Range of Number of Buy Recommendations : 15 to 42, Average 24, Median 21
Total of Stock Prices on 04/29/22 : $8,038.01
The PBR25 Stock Price Range : $21.24 to $2,485.63, Average $321.52, Median $111.82
Total of Stock Prices 12 Month Forecast : $12,404.43
Stock Price 12 Months Forecast Range : $37.61 to $3,719.37, Average $496.18, Median $209.48
Forecasted 12 Month Return Range : +39.34% to +167.86%, Average +54.32%, Median +65.67%
The PBR25 on US Stock Exchanges : NYSE 13, NASDAQ 12
Range of Returns since 04/01/21(12 months) : -73.40% to +54.45%, Average -22.41%, Median -22.33%
US Stock Indices Returns since 04/30/21 : DJIA -2.65%; NASDAQ -11.66%, S&P500 -1.18%
Total The PBR25 Market Capitalization : $4,194.97 billion, Average $167.80 billion
The PBR25 Market Capitalization Range : $3.29 billion to $1,566.51 billion, Median $22.57 billion
The PBR25 Turnover : 7 companies remain from 03/31/22, 18 are new

 

The PBR25 Top Buy Stocks is a subset of our popular and more comprehensive The PBR1000 US Public Companies, which is made up of

  • publicly held companies
  • that trade on a major US stock exchange,
  • have annual revenues of at least $1 billion,
  • file annual 10-K reports with the US Securities and Exchange Commission(SEC),
  • and have headquarters or primary operations in the US.

The PBR1000 US Public Companies combined generate over 50% of all goods and services revenues, the Gross Domestic Product(GDP), of the US.

The PBR25 Top Buy Stocks is created each month from The PBR1000 US Public Companies. It is composed of:

  • Only “Buy” recommended stocks
  • Based on over 15,000 independent Analysts Recommendations
  • Each company having at least 15 “Buy” recommendations 
  • With a forecasted 12 month return of at least +20%. 

Not a Subscriber to The PBR25 Top Buy Stocks yet? Here’s the order information for a monthly or a discounted annual option:

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When you sign up you will be directed to a download of the current printable “Quick Reference Guide” PDF version of The PBR25 Top Buy Stocks. Soon after you will also be emailed the PDF file, along with the MS-Excel version with its over 200 data points and hotlinks to critical information for each company. Subsequent issues will be emailed to you a few days after the last day of each month for 12 months, both in PDF and MS-Excel formats.

Your subscription includes free training, Q&A, and investing strategy sessions, generally tailored to your specific situation.

Thank you for your order, we look forward to providing helpful independent stock market research that contributes to your investing success!

Have questions? Please use the Contact Us page.

Disclaimer: PBRMarketTools is an independent provider of business and markets news, data, and analytics only. It is not affiliated with any financial service, financial advisory firm or stock brokerage company. Our research analytics are not to be regarded as recommendations or advice.

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for Shrewd Investors Worldwide Since 2010

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The Week 17 of 2022 US Stock Market News Recap

April 29, 2022 by

The Week 17 and Month of April 2022 US Stock Market News Recap

Stock Market Bull Bear Stocks Investing Investor ThePBR1000 ThePBR25

The Stock Market Bull was leading Week 17 of 2022 at the end of Thursday, but The Stock Market Bear wanted his 4 week win streak more.

By Larry C. Paxton

The US Stock Market Week 17 and April Summary:

The Stock Market Bear started off Week 17 of 2022 the same way he ended Week 16, by starting to inflict more pain on the major US stock indices. But The Stock Market Bull, filled with new energy, charged into the pasture towards the end of the day, the indices did a U turn, and The Stock Market Bull won Monday going away. The Stock Market Bear retaliated on Tuesday, and spilled a lot of blood to take the day. On Wednesday The Stock Market Bull managed to mostly neutralize The Stock Market Bear and took a slim 2-1 mixed win for the day. Encouraged, The Stock Market Bull returned on Thursday in a big way and closed with a lead for the week in all three major US stock indices. But on Friday The Stock Market Bear returned and angrily took no prisoners to get the Week 17 victory, his first string of 4 weekly wins in 2022, and all in March. The Stock Market Bear also easily gets the April 2022 victory in a dominant way after having lost March. Now we start a new month and wonder if The Stock Market Bull or Bear become enamored with and distracted by the May flowers.

 

US Stock Market Indices Summary

Week 17 and Month of April 2022 Ending 04/29/22
DJIA NASDAQ S&P500
Previous Year Close(12/31/21) 36,338.30 15,644.97 4,766.18
Previous Quarter Close(03/31/22) 34,678.35 14,220.52 4,530.41
Previous Month Close(03/31/22) 34,678.35 14,220.52 4,530.41
Record Close Date 01/04/22 11/19/21 01/03/22
Record Close 36,799.65 16,057.44 4,796.56
Week 16-Friday & Close(04/22/22) 33,811.40 12,839.29 4,271.78
Week 17-Monday(04/25/22) 34,049.46 13,004.85 4,296.12
    Day Change 238.06 165.56 24.34
    Day % Change 0.70% 1.29% 0.57%
Week 17-Tuesday(04/26/22) 33,240.18 12,490.74 4,175.20
    Day Change (809.28) (514.11) (120.92)
    Day % Change -2.38% -3.95% -2.81%
Week 17-Wednesday(04/27/22) 33,301.93 12,488.93 4,183.96
    Day Change 61.75 (1.81) 8.76
    Day % Change 0.19% -0.01% 0.21%
Week 17-Thursday(04/28/22) 33,916.39 12,871.53 4,287.50
    Day Change 614.46 382.60 103.54
    Day % Change 1.85% 3.06% 2.47%
Week 17-Friday & Close(04/29/22) 32,977.21 12,334.64 4,131.93
    Day Change (939.18) (536.89) (155.57)
    Day % Change -2.77% -4.17% -3.63%
Change-Week (834.19) (504.65) (139.85)
% Change-Week -2.47% -3.93% -3.27%
Change-Month-to-Date (1,701.14) (1,885.88) (398.48)
% Change-Month-to-Date -4.91% -13.26% -8.80%
Change-Quarter-to-Date (1,701.14) (1,885.88) (398.48)
% Change-Quarter-to-Date -4.91% -13.26% -8.80%
Change-Year-to-Date (3,361.09) (3,310.33) (634.25)
% Change-Year-to-Date -9.25% -21.16% -13.31%
Change-Record (3,822.44) (3,722.80) (664.63)
% Change-Record -10.39% -23.18% -13.86%

The Stock Market Bull and Bear Tallies 2022 YTD
Week 17 Winner and Tally  Bear 3-0 Win
April Winner and Tally Bear 3-0 Win
Weeks Months 2022 YTD
The Stock Market Bull 4 1
The Stock Market Bear 11 3 Winning
Mixed Result 2 0
  Totals 17 4

Influences/News:

  • Russia increases its attacks in the southeastern part of Ukraine in the Donbas and other areas, but Ukraine resistance is making progress slow with reports of significant casualties on both sides. Russia warns of the possible use of nuclear weapons as other countries start to supply more arms and support to Ukraine, including Poland giving Ukraine 240 Russian made tanks. US President Biden asks Congress to add $33 billion in aid for Ukraine’s defense. Russia launches some rockets into the capital city of Kyiv as the United Nations Secretary-General is visiting.
  • China continues to try to control COVID-19 outbreaks with lockdowns in Shanghai and perhaps soon Beijing as part of its zero-COVID campaign.
  • N Korea’s Supreme Leader Kim Jong-un says it is increasing in nuclear weapons capabilities as a deterrence to Western countries.
  • France’s President Emmanuel Macron of the LREM party wins his re-election bid to serve a 2nd 5 year term, wins over Marine Le Pen of the National Rally party with a 59% to 41% margin.
  • US corporate quarterly earnings reports are mixed.
  • US President Biden says he will be proposing a student loan forgiveness plan in a few weeks.

US Economic News:

  • The Federal Reserve Bank of Chicago Preliminary March 2022 US National Activity Index came in at +0.44, February was at +0.54, January +0.75, March 2021 +2.31. “Index points to a slight decrease in economic growth in March.”
  • The Dept of Commerce/HUD reported that Preliminary March 2022 New Family Home Sales Annual Rate is at 763,000 units, February was at 835,000, January 845,000, March 2021 873,000; the March 2022 New Home Median Price is at $436,700, February was at $421,600, January $431,100, March 2021 $359,600.
  • The S&P CoreLogic Case-Shiller Preliminary February 2022 US National Home Price Index(01/2000=100) is at 286.68, January was at 281.80, December 2021 278.52, February 2021 239.29, making for a 12 Month Change of +19.80%.
  • The Conference Board Preliminary April 2022 Consumer Confidence Index(1985=100) is at 107.3, March was at 107.6. “… purchasing intentions are down overall from recent levels as interest rates have begun rising. Meanwhile, concerns about inflation retreated from an all-time high in March but remained elevated. Looking ahead, inflation and the war in Ukraine will continue to pose downside risks to confidence and may further curb consumer spending this year.”
  • The Dept of Commerce/Census says the Preliminary 1Q22 Total Housing Units are at 142,711.000, +1,222.000 from 1Q21, Occupancy Rate is at 89.4%, Homeownership Rate 65.4%.
  • TrueCar forecasts April 2022 New Auto Sales-Retail to be 1,088,345 vehicles, Fleet at 159,572, for April 2022 Total New Auto Sales to be 1,247,917, April 2021 was at 1,512,158; April 2022 Average Transaction Price is at $43,755, April 2021 was at $38,163.
  • The Energy Information Administration says April 22, 2022, Crude Oil Stockpiles(Millions of Barrels) was at 414.4, March 25, 2022, was at 409.9, April 23, 2021, was at 493.1.
  • The Dept of Labor says for the Week Ending April 23, 2022, Weekly Initial Jobless Claims were at 180,000, March 26, 2022, was at 202,000, April 24, 2021, 553,000, April 25, 2020, 3,839,000.
  • FreddieMac says on April 28, 2022, 30 Year Fixed Rate Mortgages averaged 5.1% with 0.8 for points & fees, March 31, 2022, was at 4.67%, April 30, 2021, 2.98%, April 30, 2020, 3.23%. “The combination of swift home price growth and the fastest mortgage rate increase in over forty years is finally affecting purchase demand. Homebuyers navigating the current environment are coping in a variety of ways, including switching to adjustable-rate mortgages, moving away from expensive coastal cities, and looking to more affordable suburbs. We expect the decline in demand to soften home price growth to a more sustainable pace later this year.”
  • The Dept of Commerce/BEA says the Preliminary 1Q22 Annual Rate for the Quarter Gross Domestic Product(GDP) is at $24.383 trillion, 4Q21 was at $24.003 trillion, 1Q21 $22.038 trillion.
  • The Dept of Labor says the Preliminary 1Q22 Employment Cost Index for All Civilian Employees(12/2005=100) is at +150.1, 4Q21 was at +148.0, 1Q21 +143.7, 1Q20 +140.0.
  • The Dept of Commerce/BEA says the Preliminary March 2022 Personal Income Annual Rate is at $21.338 trillion, +0.5% from February, -2.4% from March 2021.
  • The American Automobile Assn says on April 29, 2022, the Average Price for a Gallon of Regular Gas is at $4.159, March 31 was at $4.225, February 28 $3.610, April 30, 2021 $2.895, April 30, 2020, $1.772.
  • The Dept of the Treasury says that on April 28, 2022, the US National Debt-Public is at $23.825 trillion, Intragovernmental $6.578 trillion, for US Total National Debt of $30.403, April 30, 2021, was at $28.175 trillion, April 30, 2020, $24.075 trillion.
  • Gold Per Ounce at the close on April 29, 2022, is at $1,911.70, on April 30, 2021, it was at $1,768.80, April 30, 2020, $1,694.20; Wheat Per Bushel closed on April 29, 2022, at 1,055.75 cents, April 30, 2021, it was at 734.75 cents, April 30, 2020, 517.25 cents; Oil Per Barrel closed on April 29, 2022, at $104.69, April 30, 2021, it was at $63.58, April 30, 2020, $18.84.
  • The Dept of the Treasury says at the close on April 29, 2022, the US 10 Year Treasury Note Yield is at 2.89%, April 30, 2021, was at 1.65%, April 30, 2020, 0.64%.
  • The Euro at the close on April 29, 2022, was at $1.0550, on April 30, 2021, it was at $1.2020, April 30, 2020, $1.0953; A Bitcoin at the close on April 29, 2022, was at $38,559, April 30, 2021, it was at $47,110, April 30, 2020, $6,169.
  • The U of Michigan Final April 2022 Consumer Sentiment Index is at 65.2, April 2021 was at 88.3, April 2020 71.8. “… The goal of a soft landing will be more difficult to achieve given the uncertainties that now prevail, raising prospects for a halt, or even a temporary reversal, in the Fed’s interest rate policies…”

 

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PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company.

Disclaimers: The research PBRMarketTools.com provides is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. We provide information only and it should not be regarded as recommendations or advice. PBRMarketTools.com is not a financial advisory or stock brokerage firm and has no affiliation with such organizations.

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The Week 16 of 2022 US Stock Market News Recap

April 23, 2022 by

The Week 16 of 2022 US Stock Market News Recap

Stock Market Bull Bear Stocks Investing Investor ThePBR1000 ThePBR25

The Stock Market Bull had a strong Tuesday in Week 16 of 2022, but The Stock Market Bear dominated the rest of the week, gets another trifecta for the year.

By Larry C. Paxton

The US Stock Market Week 16 Summary:

Week 16 of 2022 started out with The Stock Market Bear taking tepid wins on Monday. The Stock Market Bull saw an opening and had a very impressive win on Tuesday, but was able to sustain that only on the DJIA on Wednesday. The Stock Market Bear started his takeover, winning big on Thursday, and then an overwhelming win on Friday, getting his second trifecta of the year, with investors concerned that he might get his first four week win streak of 2022.

 

US Stock Market Indices Summary

Week 16 of 2022 Ending 04/22/22
DJIA NASDAQ S&P500
Previous Year Close(12/31/21) 36,338.30 15,644.97 4,766.18
Previous Quarter Close(03/31/22) 34,678.35 14,220.52 4,530.41
Previous Month Close(03/31/22) 34,678.35 14,220.52 4,530.41
Record Close Date 01/04/22 11/19/21 01/03/22
Record Close 36,799.65 16,057.44 4,796.56
Week 15-Friday & Close(04/15/22) 34,451.23 13,351.08 4,392.59
Week 16-Monday(04/18/22) 34,411.69 13,332.36 4,391.69
    Day Change (39.54) (18.72) (0.90)
    Day % Change -0.11% -0.14% -0.02%
Week 16-Tuesday(04/19/22) 34,911.20 13,619.66 4,462.21
    Day Change 499.51 287.30 70.52
    Day % Change 1.45% 2.15% 1.61%
Week 16-Wednesday(04/20/22) 35,160.79 13,453.07 4,459.45
    Day Change 249.59 (166.59) (2.76)
    Day % Change 0.71% -1.22% -0.06%
Week 16-Thursday(04/21/22) 34,792.76 13,174.65 4,393.66
    Day Change (368.03) (278.42) (65.79)
    Day % Change -1.05% -2.07% -1.48%
Week 16-Friday & Close(04/22/22) 33,811.40 12,839.29 4,271.78
    Day Change (981.36) (335.36) (121.88)
    Day % Change -2.82% -2.55% -2.77%
Change-Week (639.83) (511.79) (120.81)
% Change-Week -1.86% -3.83% -2.75%
Change-Month-to-Date (866.95) (1,381.23) (258.63)
% Change-Month-to-Date -2.50% -9.71% -5.71%
Change-Quarter-to-Date (866.95) (1,381.23) (258.63)
% Change-Quarter-to-Date -2.50% -9.71% -5.71%
Change-Year-to-Date (2,526.90) (2,805.68) (494.40)
% Change-Year-to-Date -6.95% -17.93% -10.37%
Change-Record (2,988.25) (3,218.15) (524.78)
% Change-Record -8.12% -20.04% -10.94%

The Stock Market Bull and Bear Tallies 2022 YTD
Week 16 Winner and Tally  Bear 3-0 Win
March Winner and Tally Bull 3-0 Win
Weeks Months 2022 YTD
The Stock Market Bull 4 1
The Stock Market Bear 10 2 Winning
Mixed Result 2 0
  Totals 16 3

Influences/News:

  • Russia‘s attack continues to be the headliner as many of its redeployed force increase attacks in the Southern and Eastern regions of Ukraine. The key port city of Mariupol has been nearly completely destroyed, with a remnant of Ukraine military holed up in the city’s steel works. Russia has indicated that it will not do a final attack but be satisfied with starving them to death. Russian created mass graves are also being seen in the area. US President Biden announces another new $800 million military aid package which includes more artillery and Javelin anti-tank missiles. Other European countries are starting to provide artillery as well. Ukraine resistance continues to be stronger than anticipated, and hope still abounds as its government requests more help.
  • Inflationary fears continue, especially with the Russia/Ukraine war disrupting wheat and corn crops production and distribution. US Federal Reserve Chairman Jerome Powell has indicated he is open to a +0.50% increase in the federal funds rate that could be implemented at the next meeting scheduled for early May.
  • First quarter corporate earnings reports have been mixed. For example, Netflix saw a significant loss in stock value because its subscriber base was much lower than forecast. In other corporate news there appears to be some momentum for workers at companies such as Amazon, Apple, and Starbucks are looking at unionizing. For the transportation sector the CDC controversially waved its mask mandate leading to major airlines no longer requiring masks on flights. Court challenges have started.

US Economic News:

  • The Dept of Labor says US March 2022 Current Average Earnings Per Hour is at $31.73, Average Hours Worked Per Week is at 34.6, for Average Total Weekly Earnings at $1,097.86, +0.12% from February, +4.6% from March 2021;
  • The Dept of Labor says the March 2022 US Consumer Price Index, a measure of inflation, is +1.2% from February, +8.5% from March 2021, “… the largest 12-month increase since the period ending December 1981.”;
  • CoreLogic says the January 2022 US Percent of Housing Mortgages 30 or More Days Delinquent is at 3.3%, January 2021 was at 5.6%;
  • The Dept of the Treasury says the March 2022 US Federal Government Receipts were at $315.2 billion, Outlays $507.9 billion, for a Deficit of $192.7 billion, YTD Deficit(6 months) is at $668.3 billion, March 2021 YTD Deficit was at $1,706.3 billion;
  • The Dept of Labor says the Preliminary March 2022 Producer Price Index Monthly Change is at +1.4%, February was at +0.9%, January +1.2%, Last 12 Months +11.2%;
  • The Dept of Labor reported that Preliminary March 2022 Import Prices were +2.6% from February, +12.5% over the past 12 months, Export Prices were +4.5% from February, +18.8% over the past 12 months;
  • The Dept of Commerce says Preliminary February 2022 Manufacturers, Retailers, and Wholesale Trade Sales are at $1.805 trillion, +1.0% from January, +18.8% from February 2021;
  • The Dept of Commerce says Advanced March 2022 Retailer Sales are at $665.7 billion, +0.5% from February, +6.9% from March 2021.
  • The U of Michigan Preliminary April 2022 Consumer Sentiment Index is at 65.7, March was at 59.5, April 2021 88.3. “There are still significant sources of economic uncertainty that could easily reverse the April gains, including the impact on the domestic economy from Putin’s war, and the potential impact of new covid variants.”
  • The Federal Reserve’s G17 Preliminary March 2022 Industrial Production Index is at 104.6, +0.9% from February, +5.5% from March 2021; % of Manufacturing Capacity is at 78.3%, +0.7% from March 2021.

 

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The PBR1000:

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company.

Disclaimers: The research PBRMarketTools.com provides is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. We provide information only and it should not be regarded as recommendations or advice. PBRMarketTools.com is not a financial advisory or stock brokerage firm and has no affiliation with such organizations.

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The Week 15 of 2022 US Stock Market News Recap

April 18, 2022 by

The Week 15 of 2022 US Stock Market News Recap

Stock Market Bull Bear Stocks Investing Investor ThePBR1000 ThePBR25

The Stock Market Bear takes 3 of the 4 days to get the shortened Week 15 win.

By Larry C. Paxton

The US Stock Market Week 15 Summary:

On Monday of Week 15 of 2022 The Stock Market Bear set the tone by attacking all three US major stock indices, taking no prisoners. Tuesday was a repeat, but on a smaller scale. On Wednesday it was The Stock Market Bull who asserted himself, making up a lot of the lost ground and trying to regain the momentum. But on Thursday The Stock Market Bear quelched that by nearly matched those numbers. Friday the US stock exchanges were closed in observance of Good Friday. On Sunday Christians joyfully celebrate Jesus Christ overcoming death. Investors are wondering when The Stock Market Bull will overcome the mounting losses for the year and regain his winning ways.

 

US Stock Market Indices Summary

Week 15 of 2022 Ending 04/15/22
DJIA NASDAQ S&P500
Previous Year Close(12/31/21) 36,338.30 15,644.97 4,766.18
Previous Quarter Close(03/31/22) 34,678.35 14,220.52 4,530.41
Previous Month Close(03/31/22) 34,678.35 14,220.52 4,530.41
Record Close Date 01/04/22 11/19/21 01/03/22
Record Close 36,799.65 16,057.44 4,796.56
Week 14-Friday & Close(04/08/22) 34,721.12 13,711.00 4,488.28
Week 15-Monday(04/11/22) 34,308.08 13,411.96 4,412.53
    Day Change (413.04) (299.04) (75.75)
    Day % Change -1.19% -2.18% -1.69%
Week 15-Tuesday(04/12/22) 34,220.36 13,371.57 4,397.45
    Day Change (87.72) (40.39) (15.08)
    Day % Change -0.26% -0.30% -0.34%
Week 15-Wednesday(04/13/22) 34,564.59 13,643.59 4,446.59
    Day Change 344.23 272.02 49.14
    Day % Change 1.01% 2.03% 1.12%
Week 15-Thursday(04/14/22) 34,451.23 13,351.08 4,392.59
    Day Change (113.36) (292.51) (54.00)
    Day % Change -0.33% -2.14% -1.21%
Week 15-Friday & Close(04/15/22) 34,451.23 13,351.08 4,392.59
    Day Change 0.00 0.00 0.00
    Day % Change 0.00% 0.00% 0.00%
Change-Week (269.89) (359.92) (95.69)
% Change-Week -0.78% -2.63% -2.13%
Change-Month-to-Date (227.12) (869.44) (137.82)
% Change-Month-to-Date -0.65% -6.11% -3.04%
Change-Quarter-to-Date (227.12) (869.44) (137.82)
% Change-Quarter-to-Date -0.65% -6.11% -3.04%
Change-Year-to-Date (1,887.07) (2,293.89) (373.59)
% Change-Year-to-Date -5.19% -14.66% -7.84%
Change-Record (2,348.42) (2,706.36) (403.97)
% Change-Record -6.38% -16.85% -8.42%

The Stock Market Bull and Bear Tallies 2022 YTD
Week 15 Winner and Tally  Bear 3-0 Win
March Winner and Tally Bull 3-0 Win
Weeks Months 2022 YTD
The Stock Market Bull 4 1
The Stock Market Bear 9 2 Winning
Mixed Result 2 0
  Totals 15 3

Influences/News:

  • Russian troops continue their redeployment of forces from Kyiv to join its units in the Southern and Eastern parts of Ukraine. The key Southeastern port city of Mariupol continues to be bombarded but still has refuses to surrender to the Russian forces, which has said it plans to eliminate all resistance. US President Biden authorizes an additional $800 million for Ukraine to purchase artillery and helicopters.
  • Quarterly US corporate earnings start to be reported, initially with mixed results.
  • Some Federal Reserve leaders express their concerns about inflation, some pushing for a more aggressive +0.50% increase in the federal funds rate at their next meeting in early May.
  • Bond yields take a dip in a shortened week as Christians observe Holy Week and Jews celebrate Passover.
  • More COVID-19 variants are starting to show up, spread rapidly, but have milder illness effects.
  • Several Republican dominated states continue to pass legislation restricting abortion procedures, setting up legal processes that will lead to the US Supreme Court.

US Economic News:

  • The Dept of Labor says US March 2022 Current Average Earnings Per Hour is at $31.73, Average Hours Worked Per Week is at 34.6, for Average Total Weekly Earnings at $1,097.86, +0.12% from February, +4.6% from March 2021;
  • The Dept of Labor says the March 2022 US Consumer Price Index, a measure of inflation, is +1.2% from February, +8.5% from March 2021, “… the largest 12-month increase since the period ending December 1981.”;
  • CoreLogic says the January 2022 US Percent of Housing Mortgages 30 or More Days Delinquent is at 3.3%, January 2021 was at 5.6%;
  • The Dept of the Treasury says the March 2022 US Federal Government Receipts were at $315.2 billion, Outlays $507.9 billion, for a Deficit of $192.7 billion, YTD Deficit(6 months) is at $668.3 billion, March 2021 YTD Deficit was at $1,706.3 billion;
  • The Dept of Labor says the Preliminary March 2022 Producer Price Index Monthly Change is at +1.4%, February was at +0.9%, January +1.2%, Last 12 Months +11.2%;
  • The Dept of Labor reported that Preliminary March 2022 Import Prices were +2.6% from February, +12.5% over the past 12 months, Export Prices were +4.5% from February, +18.8% over the past 12 months;
  • The Dept of Commerce says Preliminary February 2022 Manufacturers, Retailers, and Wholesale Trade Sales are at $1.805 trillion, +1.0% from January, +18.8% from February 2021;
  • The Dept of Commerce says Advanced March 2022 Retailer Sales are at $665.7 billion, +0.5% from February, +6.9% from March 2021.
  • The U of Michigan Preliminary April 2022 Consumer Sentiment Index is at 65.7, March was at 59.5, April 2021 88.3. “There are still significant sources of economic uncertainty that could easily reverse the April gains, including the impact on the domestic economy from Putin’s war, and the potential impact of new covid variants.”
  • The Federal Reserve’s G17 Preliminary March 2022 Industrial Production Index is at 104.6, +0.9% from February, +5.5% from March 2021; % of Manufacturing Capacity is at 78.3%, +0.7% from March 2021.

 

More Resources:

Check out the BLOG page for the previous RECAPS and SNAPSHOTS posts.

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The PBR1000:

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company.

Disclaimers: The research PBRMarketTools.com provides is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. We provide information only and it should not be regarded as recommendations or advice. PBRMarketTools.com is not a financial advisory or stock brokerage firm and has no affiliation with such organizations.

This business intelligence report is provided by: 

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The PBR1000 Summary: The AZEK Co(NYSE: AZEK)

April 11, 2022 by

The PBR1000 Summary: The AZEK Co(NYSE: AZEK)

AZEK PBR1000 PBR25 Investing Investor Stocks Stock Market

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Business Description: “We are the industry-leading designer and manufacturer of beautiful, low maintenance and environmentally sustainable outdoor living products, including TimberTech® decking and Versatex® and AZEK Trim®. Consistently recognized as the market leader in innovation, quality and aesthetics, products across The AZEK Company’s portfolio are made from up to 100% recycled material and primarily replace wood on the outside of homes, providing a long-lasting, eco-friendly and stylish solution to consumers. Leveraging the talents of our approximately 2,000 employees and the strength of relationships across our value chain, we are committed to accelerating the use of recycled material in the manufacturing of our innovative products, keeping millions of pounds of waste out of landfills each year, and revolutionizing the industry to create a more sustainable future.”

Business Name: The AZEK Company Inc
Ticker: NYSE: AZEK(Common)
Fiscal Year Ending Month: September

Stock Price, Analysts Forecast and Recommendation for AZEK on 04/08/22:

  • Stock Price: $22.01
  • Analysts Forecasted Average 12 Month Stock Price : $41.82
  • Analysts Forecasted 12 Month Change: +90.00%
  • Analysts Recommendation: Buy, 4.78/5.00, based on 18 forecasts

Some of the 28 Current The PBR1000 Rankings for AZEK on 04/08/22:

  • 989 By Annual Revenues: $1.179 billion(09/30/21)
  • 770 By Market Capitalization: $3.85 billion(03/31/22)
  • 898 By Assets: $2.188 billion(09/30/21)
  • 916 By Employees: 2,072(09/30/21)

The AZEK Co Investors Page: AZEK

To get the complete profile for AZEK and for all 1,000 of The PBR1000 US Public Companies click here!

On March 31, 2022, AZEK was on The PBR25 Top Buy Stocks. To find out who else is click here!

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $17+ trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company.

Disclaimers: The PBR1000 is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. PBRMarketTools.com research should not be regarded as recommendations or advice. PBRMarketTools.com is not a financial advisory or stock brokerage firm and has no affiliation with such organizations.

This The PBR1000 Summary is provided by: 

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The Week 14 of 2022 US Stock Market News Recap

April 8, 2022 by

The Week 14 of 2022 US Stock Market News Recap

Stock Market Bull Bear Stocks Investing Investor ThePBR1000 ThePBR25

Week 14 was another back and forth slugfest. After 3 weeks of losses The Stock Market Bear prevails with an outright 3-0 win.

By Larry C. Paxton

The US Stock Market Week 14 Summary:

The Stock Market Bull continued where left he off on Friday of Week 13 by taking Monday of Week 14. But The Stock Market Bear returned with a vengeance on Tuesday and Wednesday, taking an especially big bite out of the NASDAQ. The Stock Market Bull returned to the pasture on Thursday, didn’t really come close to closing the weekly gap, but did get the daily win. Friday was a mixed result in favor of The Stock Market Bear, who took both the NASDAQ and S&P500 while The Stock Market Bull focused on the DJIA. After a three week absence The Stock Market Bear picks up the 3-0 outright win in Week 14, and maintains a significant edge over the bewildered The Stock Market Bull.

 

US Stock Market Indices Summary

Week 14 of 2022 Ending 04/08/22
DJIA NASDAQ S&P500
Previous Year Close(12/31/21) 36,338.30 15,644.97 4,766.18
Previous Quarter Close(03/31/22) 34,678.35 14,220.52 4,530.41
Previous Month Close(03/31/22) 34,678.35 14,220.52 4,530.41
Record Close Date 01/04/22 11/19/21 01/03/22
Record Close 36,799.65 16,057.44 4,796.56
Week 13-Friday & Close(04/01/22) 34,818.27 14,261.50 4,545.86
Week 14-Monday(04/04/22) 34,921.88 14,532.55 4,582.64
    Day Change 103.61 271.05 36.78
    Day % Change 0.30% 1.90% 0.81%
Week 14-Tuesday(04/05/22) 34,641.18 14,204.17 4,525.12
    Day Change (280.70) (328.38) (57.52)
    Day % Change -0.80% -2.26% -1.26%
Week 14-Wednesday(04/06/22) 34,496.51 13,888.82 4,481.15
    Day Change (144.67) (315.35) (43.97)
    Day % Change -0.42% -2.22% -0.97%
Week 14-Thursday(04/07/22) 34,583.57 13,897.30 4,500.21
    Day Change 87.06 8.48 19.06
    Day % Change 0.25% 0.06% 0.43%
Week 14-Friday & Close(04/08/22) 34,721.12 13,711.00 4,488.28
    Day Change 137.55 (186.30) (11.93)
    Day % Change 0.40% -1.34% -0.27%
Change-Week (97.15) (550.50) (57.58)
% Change-Week -0.28% -3.86% -1.27%
Change-Month-to-Date 42.77 (509.52) (42.13)
% Change-Month-to-Date 0.12% -3.58% -0.93%
Change-Quarter-to-Date 42.77 (509.52) (42.13)
% Change-Quarter-to-Date 0.12% -3.58% -0.93%
Change-Year-to-Date (1,617.18) (1,933.97) (277.90)
% Change-Year-to-Date -4.45% -12.36% -5.83%
Change-Record (2,078.53) (2,346.44) (308.28)
% Change-Record -5.65% -14.61% -6.43%

The Stock Market Bull and Bear Tallies 2022 YTD
Week 14 Winner and Tally  Bear 3-0 Win
March Winner and Tally Bull 3-0 Win
Weeks Months 2022 YTD
The Stock Market Bull 4 1
The Stock Market Bear 8 2 Winning
Mixed Result 2 0
  Totals 14 3

Influences/News:

  • As Russian troops move away from the region of Ukraine‘s capital city of Kyiv it leaves behind the devastation of several villages and towns and clear violations of civilian human rights from the bodies left behind and from stories being told by survivors, further angering world opinion against the intruder. The US and European allies add more economic sanctions against Russia, its leaders and oligarchs, and continue to add funding and providing military equipment to Ukraine. The United Nations suspends Russia from its Human Rights Counsel. The US Senate votes 100-0 to end trade status with Russia and bans Russian oil imports.
  • US President Biden extends the pause of student loan payments until the end of August.
  • Ketanji Jackson Brown is confirmed by the US Senate in a 53-47 vote to become a Supreme Court Justice, the first black woman to achieve that role. She will succeed Stephen Breyer who is retiring this summer.
  • In US economic news the Dept of Commerce says the February US Trade Deficit is at $89.2 billion, YTD(2 months) it is at $178.3 billion, in February 2021 the YTD deficit was at $132.8 billion; the US Federal Open Market Committee releases the minutes from its January meeting. Additional public comments by Federal Reserve leaders indicate that short term federal funds interest rates could be increased in the next meetings by 0.50%, and there is going to be a phase in of a $95 billion/month reduction in the balance sheet, both actions to help lower inflation which is much higher and lasting longer than anticipated; the Federal Reserve says Consumer Credit Outstanding jumped +11.3% in February over January; the Dept of Commerce says February Wholesale Trade was at $675.7 billion, +1.7% over January, +25.5% over February 2021.

More Resources:

Check out the BLOG page for the previous RECAPS and SNAPSHOTS posts.

Click here to follow The PBR1000 on Twitter!

PBRMarketTools Info:

If you are not a current The PBR1000 or The PBR25 Subscriber go to the Subscribe page for more information and to get our latest research and monthly snapshots.

Please use the Contact Us page if you are not on our email list or have questions about The PBR1000, The PBR25 Top Buy Stocks, The PBRMarketTools US Economic Indices or the Customization Services we provide. We appreciate your comments and suggestions!

The PBR1000:

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company.

Disclaimers: The research PBRMarketTools.com provides is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. We provide information only and it should not be regarded as recommendations or advice. PBRMarketTools.com is not a financial advisory or stock brokerage firm and has no affiliation with such organizations.

This business intelligence report is provided by: 

(Article image is courtesy of FreeDigitalPhotos.net, ddpavumba.)

 

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The PBR25 Top Buy Stocks March 2021 12 Month Report Card

April 7, 2022 by

The PBR25 Top Buy Stocks March 2021 12 Month Report Card

Report Card Stocks PBR1000 PBR25 Investing Investor

The PBR25 Top Buy Stocks 12 Month Report Card for March, 2021, gets an ‘D+’ for falling short of its forecast, but exceeding two of the three major US stock indices.

By Larry C. Paxton

Welcome to The March 2021 The PBR25 Top Buy Stocks 12 Month Report Card.

As investors we count on professional stock analysts to provide comprehensive and diligent research to come up with their best take on how stocks will perform over the next 12 months. We then use that information to help us make stock buy, hold and sell decisions.

The PBR25 Premise

The premise of The PBR25 is that there is a high probability of success for investing in stocks when a large enough number professional stock analysts through their extensive research determine that a stock is a “Buy” and also forecasts a significant return over the next 12 months. PBRMarketTools assigns a Report Card grade based on how the professional stock analysts did.

Last 12 Months Influences

It is difficult to forecast a result with much accuracy over a 12 month period. For example, the 12 month period included the invasion of Ukraine by Russia starting February 24, 2022, which no one predicted 12 months earlier. The COVID-19 pandemic also continued with new variants causing havoc throughout the 12 months, with the total US death toll approaching one million over the two plus years of the pandemic. The effects created a lot of unemployment, affected many economic sectors like hospitality and travel services, closed schools, forced people to work from home, and much more. But there has also been a significant recovery as societies continue to try to regain a sense of “normalcy.” Inflation rates skyrocketed, but were expected to be transitory. However, the high levels have continued, and the US Federal Reserve is has started increasing short term interest rates. There also continues to be the aftermath of a very contentious 2020 US Presidential and general election process, which also created a lot of confusion and strife, with the major action being the attack on the US Capital Building on January 6, 2021. 12 months later The US House of Representatives continues to actively pursue investigations and convictions of people involved as the 2022 midterm elections come into play.  There are a lot more factors, but this is not meant to be an opinions post. It is a piece focused on the review of the recommendations stock analysts came up with at the end of March 2021 and the actual results 12 months later at the end of March 2022. PBRMarketTools is calling this a Report Card.

For this March 2021 Report Card we used stock data and forecasts from April 1, 2021, and compare it to the actual results on March 31, 2022.

Creating The PBR25 Top Buy Stocks List for March 2021

The starting point is the prestigious The PBR1000 US Public Companies, produced monthly by PBRMarketTools. To be included in The PBR1000 the 1,000 companies must meet the following criteria:

  • The companies must be publicly traded on the NYSE, NYSE American or NASDAQ stock exchanges, with a very few temporarily trading on the Over-The-Counter market because they are transitioning from bankruptcy.
  • They must be headquartered in the US or have primary operations in the US.
  • They must have generated at least $1 billion in revenues in their most recent full fiscal year.
  • They must file an annual 10-K form with the US Securities and Exchange Commission in US dollars
  • Each of the 1,000 companies is given a primary ranking based on revenues, with the company having the highest revenue amount ranked 1(currently Walmart). There are 27 secondary rankings in The PBR1000 based on other criteria as well.

Each month the 12 month estimates and recommendations by stock analysts are updated on The PBR1000. The PBR25 Top Buy Stocks list for February 2021 was then created using the following process:

  • At any point in time The PBR1000 has around 15,000 stock analyst recommendations.
  • The PBR1000 is sorted several times to come up with The PBR25 Top Buy Stocks, made up of stocks that are rated a “Buy” by analysts, have a 12 Month Forecasted % Change of at least +20%, and have at least 10 “Buy” recommendations.

Actual Results for The PBR25 Top Buy Stocks for March 2021

  • No companies on the list were acquired or merged during the 12 month period.
  • None of The PBR25 Top Buy Stocks for March 2021 did a stock split during the 12 months, so no data was altered for this report.

Following is a table of characteristics and 12 month actual results for the The PBR25 Top Buy Stocks on April 1, 2021, which we are calling the March 2021 report card.

The PBR25 Top Buy Stocks on 04/01/21

12 Month Report Card on 03/31/22
12 Month 12 Month
Forecast for Actual
04/01/21 04/01/21 03/31/22
Low Stock Price-ZNGA 10.48 12.99 9.24
High Stock Price-AMZN 3,161.00 4,019.41 3,259.95
Total Stock Prices 7,068.44 8,993.84 7,612.96
Total Stock Price Change 1,925.40 544.52
Percent Change 27.24% 7.70%
Total Stock Prices w/o AMZN 3,907.44 4,974.43 4,353.01
Total Stock Price Change w/o AMZN 1,066.99 445.57
Percent Change w/o AMZN 27.31% 11.40%
DJIA Percent Change 5.14%
NASDAQ Percent Change 7.35%
S&P500 Change 14.03%
Lowest Actual Change-FLWS 54.13% -53.95%
Highest Actual Change-DVN 26.34% 151.62%
Total Exceeding Forecast(Out of 25) 6
Total With At Least +20% Actual Return 8
Total >0% Actual Return 20

Conclusions, Observations, Validations and Realities

  • If you had bought 1 share each of The PBR25 Top Buy Stocks at the closing price on April 1, 2021, $7,068.44, you would have achieved a +7.70% gain 12 months later at the close on March 31, 2022, $7,612.96, significantly less than the+27.24% forecast of  $8,993.84, historically a less than average 12 month return, much below the 12 month forecast, which was above the returns on the DJIA, NASDAQ, but below the S&P500 indices. For this reason The March 2021 The PBR25 Top Buy Stocks gets an ‘D+’ on its 12 month Report Card, only because it did have a positive return and exceeded 2 of the 3 major US stock indices.
  • It is difficult to forecast out 12 months with any great accuracy, there are just too many variables and uncertainties.
  • However, it does demonstrate that The PBR25 Top Buy Stocks is a valid methodology and process for that particular month.
  • One of our demonstration accounts, The Charlie Fund, uses the popular “Dollar Cost Averaging Investment Strategy” with the monthly The PBR25 Top Buy Stocks as the primary research tool. For the 12 Month Report Card period it achieved a greater than 30% return, a further validation of the methodology.
  • There are no guarantees! The reality is that there will always be ups and downs in the stock market and people make stocks buy, hold and sell decisions based on a wide range of  logical and emotional criteria, input from knowledgeable hard-working experts and well meaning friends, and if the sky is blue today. But the historical data is pretty convincing that stocks will trend up at an above average investment rate over the long haul.

Additional Information

  • The details of this summary, including company names and the over 200 fields of information for each company, were extracted from the updated The PBR25 Top Buy Stocks MS-Excel worksheet for March 2022, and has been distributed to The PBR25 Top Buy Stocks Subscribers for their personal use and further research
  • The next 12 Month Report Card will be for April 2021, and should be available early to mid May, 2022.
  • For characteristics of the most recent monthly The PBR25 Top Buy Stocks go to The PBR25 Top Buy Stocks information page.

The PBR25 Top Buy Stocks 12 Month Report Cards

Last 12 Months Summary
12 Month
Stock Price Stock Price 12 Month 12 Month
Report Card Month Forecast Date Actual Date Forecast Actual
April 2020 05/01/20 04/30/21 16.16% 50.18%
May 2020 05/29/20 05/28/21 9.89% 37.80%
June 2020 07/02/20 07/02/21 30.88% 47.08%
July 2020 07/30/20 07/31/21 33.61% 37.77%
August 2020 09/01/20 08/31/21 32.85% 40.79%
September 2020 10/02/20 09/30/21 27.68% 52.82%
October 2020 10/30/20 10/29/21 26.43% 23.22%
October 2020 w/o AMZN 10/30/20 10/29/21 27.49% 35.49%
November 2020 11/30/20 11/30/21 21.41% 18.30%
November 2020 w/o AMZN 11/30/20 11/30/21 22.02% 27.45%
December 2020 12/31/20 12/31/21 19.19% 13.17%
December 2020 w/o AMZN 12/31/20 12/31/21 21.15% 25.22%
January 2021 01/29/21 01/31/22 27.04% 27.27%
February 2021 02/26/21 02/28/22 30.00% 3.22%
February 2021 w/o AMZN 02/26/21 02/28/22 29.31% 6.62%
March 2021 04/01/21 03/31/22 27.24% 7.70%
March 2021 w/o AMZN 04/01/21 03/31/22 27.31% 11.40%
   Average 25.20% 29.94%
   Average w/o AMZN 25.45% 33.32%

We are always interested in your feedback, which you can provide on the Contact Us page.

Not a The PBR25 Monthly Top Buy Stocks subscriber yet? Check out The PBR25 Information Page.

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company. The monthly The PBR25 Top Buy Stocks is a subset of the monthly The PBR1000 and is available as a separate monthly or annual subscription.

Disclaimers: The PBR1000 is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. It is not a financial advisory or stock brokerage firm and has no affiliation with such organizations. Any research or opinions expressed should not be regarded as recommendations or advice.

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Investing: The PBR25 Top Buy Stocks On 03/31/22

April 4, 2022 by

The PBR25 Top Buy Stocks for Investing Summary!

Investing Stocks PBR25 PBR1000

Each month PBRMarketTools provides a list of 25 top buy stocks candidates, called The PBR25, in which to consider investing.

About The PBR25 Top Buy Stocks

For people just starting to invest in stocks or for those who have many years of experience, The PBR25 Top Buy Stocks is a great starting point and timesaver for evaluating investing in highly rated stocks for your portfolio and is available for a very affordable investment.

Investing: The PBR25 Top Buy Stocks On 03/31/22
Average Recommendations Range : 4.53 to 4.92, Average 4.68, Median 4.67
   (Must be >4.50 on a 1.00-5.00 scale)
Range of Number of Recommendations : 13 to 47, Average 21, Median 17
Range of Number of Buy Recommendations : 10 to 37, Average 16, Median 14
Total of Stock Prices on 03/31/22 : $3,345.00
The PBR25 Stock Price Range : $11.19 to $480.84, Average $133.80, Median $80.89
Total of Stock Prices 12 Month Forecast : $4,717.86
Stock Price 12 Months Forecast Range : $14.63 to $636.33, Average $188.71, Median $115.82
Forecasted 12 Month Return Range : +29.78% to +79.39%, Average +41.04%, Median +39.63% 
The PBR25 on US Stock Exchanges : NYSE 16, NASDAQ 9
Range of Returns since 04/01/21(12 months) : -40.93% to +45.70%, Average -2.28%, Median -4.79%
US Stock Indices Returns since 04/01/21 : DJIA +5.14%; NASDAQ +7.35%, S&P500 +14.03%
Total The PBR25 Market Capitalization : $1,019.99 billion, Average $40.80 billion
The PBR25 Market Capitalization Range : $3.85 billion to $210.20 billion, Median $19.87 billion
The PBR25Turnover : 12 companies remain from 02/28/22, 13 are new

 

The PBR25 Top Buy Stocks is a subset of our popular and more comprehensive The PBR1000 US Public Companies, which is made up of

  • publicly held companies
  • that trade on a major US stock exchange,
  • have annual revenues of at least $1 billion,
  • file annual 10-K reports with the US Securities and Exchange Commission(SEC),
  • and have headquarters or primary operations in the US.

The PBR1000 US Public Companies combined generate over 50% of all goods and services revenues, the Gross Domestic Product(GDP), of the US.

The PBR25 Top Buy Stocks is created each month from The PBR1000 US Public Companies. It is composed of:

  • Only “Buy” recommended stocks
  • Based on over 15,000 independent Analysts Recommendations
  • Each company having at least 10 “Buy” recommendations 
  • With a forecasted 12 month return of at least +20%. 

Not a Subscriber to The PBR25 yet? Here’s the order information for a monthly
or a discounted annual option:

Payment Options


When you sign up you will be directed to a download of the current printable “Quick Reference Guide” PDF version of The PBR25 Top Buy Stocks. Soon after you will also be emailed the PDF file, along with the MS-Excel version with its over 200 data points and hotlinks to critical information for each company. Subsequent issues will be emailed to you a few days after the last day of each month for 12 months, both in PDF and MS-Excel formats.

Your subscription includes free training, Q&A, and investing strategy sessions, generally tailored to your specific situation.

Thank you for your order, we look forward to providing helpful independent stock market research that contributes to your investing success!

Have questions? Please use the Contact Us page.

Disclaimer: PBRMarketTools is an independent provider of business and markets news, data, and analytics only. It is not affiliated with any financial service, financial advisory firm or stock brokerage company. Our research analytics are not to be regarded as recommendations or advice.

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The Week 13 of 2022 US Stock Market News Recap

April 1, 2022 by

The Week 13 of 2022 US Stock Market News Recap

stock market bull bear stocks investing investor PBR1000

In Week 13 The Stock Market Bull starts strong, falters, makes a comeback on Friday, has to settle for a 2-1 mixed win, just misses out on his first trifecta of the year.

By Larry C. Paxton

The US Stock Market Week 13 Summary:

The Stock Market Bull was anxious to get his first trifecta of weekly wins in 2022, charged into the Wall Street Bullpen, aggressively took Monday and Tuesday, and looked poised to take Week 13 in a convincing way. But The Stock Market Bear decided he wanted to play as well and overwhelmed The Stock Market Bull on Wednesday and Thursday and the month of March ends on a down note. Nevertheless, The Stock Market Bull gets his first monthly win of 2022. Both were exhausted at the ringing of the bell on Friday, but somehow The Stock Market Bull managed to keep the NASDAQ, took the S&P500 by the narrowest of margins, but fell just short of retaking the DJIA. The Stock Market Bull misses his trifecta, but does get a 2-1 mixed win for Week 13.

 

US Stock Market Indices Summary

Week 13 of 2022 Ending 04/01/22
DJIA NASDAQ S&P500
Previous Year Close(12/31/21) 36,338.30 15,644.97 4,766.18
Previous Quarter Close(03/31/22) 34,678.35 14,220.52 4,530.41
Previous Month Close(03/31/22) 34,678.35 14,220.52 4,530.41
Record Close Date 01/04/22 11/19/21 01/03/22
Record Close 36,799.65 16,057.44 4,796.56
Week 12-Friday & Close(03/25/22) 34,861.24 14,169.30 4,543.06
Week 13-Monday(03/28/22) 34,955.89 14,354.90 4,575.52
    Day Change 94.65 185.60 32.46
    Day % Change 0.27% 1.31% 0.71%
Week 13-Tuesday(03/29/22) 35,294.19 14,619.64 4,631.60
    Day Change 338.30 264.74 56.08
    Day % Change 0.97% 1.84% 1.23%
Week 13-Wednesday(03/30/22) 35,228.81 14,442.27 4,602.45
    Day Change (65.38) (177.37) (29.15)
    Day % Change -0.19% -1.21% -0.63%
Week 13-Thursday(03/31/22) 34,678.35 14,220.52 4,530.41
    Day Change (550.46) (221.75)
 (72.04)
    Day % Change -1.56% -1.54% -1.57%
Week 13-Friday & Close(04/01/22) 34,818.27 14,261.50 4,545.86
    Day Change 139.92 40.98 15.45
    Day % Change 0.40% 0.29% 0.34%
Change-Week (42.97) 92.20 2.80
% Change-Week -0.12% 0.65% 0.06%
Change-Month-to-Date 139.92 40.98 15.45
% Change-Month-to-Date 0.40% 0.29% 0.34%
Change-Quarter-to-Date 139.92 40.98 15.45
% Change-Quarter-to-Date 0.40% 0.29% 0.34%
Change-Year-to-Date (1,520.03) (1,383.47) (220.32)
% Change-Year-to-Date -4.18% -8.84% -4.62%
Change-Record (1,981.38) (1,795.94) (250.70)
% Change-Record -5.38% -11.18% -5.23%

The Stock Market Bull and Bear Tallies 2022 YTD
Week 13 Winner and Tally  Bull 2-1 Mixed Win
March Winner and Tally Bull 3-0 Win
Weeks Months 2022 YTD
The Stock Market Bull 4 1
The Stock Market Bear 7 2 Winning
Mixed Result 2 0
  Totals 13 3

Influences/News:

  • Russia continues its attack on Ukraine, but decides to re-deploy its troops and equipment from the Kyiv area where it has met a lot of resistance to the Eastern and Southern parts of Ukraine where it is having more success. The US and several European countries increase their funding for the defense of Ukraine and in providing defensive military equipment.
  • China shuts down Shanghai in its battle with COVID-19 and its variants.
  • US President Biden authorizes the release of 1 million barrels of oil per day for the next 180 days from the strategic stockpile in an effort to counter increased fuel prices.
  • In US economic news the Dept of Labor reports that there were 11.27 million job openings at the end of February; S&P CoreLogic Case-Shiller says its 20 US cities index shows that at the end of January home prices had increased by 19.1% over a 12 month period; ADP reports that the US private sector added 455,000 jobs in March; the US Gross Domestic Product was revised downward slightly from +7.0% to +6.9%; the Dept of Labor says the economy added 431,000 in March, Unemployment Rate is at 3.6%.

More Resources:

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PBRMarketTools Info:

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The PBR1000:

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company.

Disclaimers: The research PBRMarketTools.com provides is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. We provide information only and it should not be regarded as recommendations or advice. PBRMarketTools.com is not a financial advisory or stock brokerage firm and has no affiliation with such organizations.

This business intelligence report is provided by: 

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