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The PBR25 Top Buy Stocks April 2021 12 Month Report Card

May 5, 2022 by admin

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.

(Article image courtesy of FreeDigitalPhotos.net)

Empowering Shrewd Investors Through The PBR1000 Analytics!

Filed Under: Report Card Tagged With: Analytics, Finance, Investing, Money, PBRMarketTools, The PBR1000, The PBR25, WallStreet, Wealth

The PBR25 Top Buy Stocks March 2021 12 Month Report Card

April 7, 2022 by admin

The PBR25 Top Buy Stocks March 2021 12 Month Report Card

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.

The PBR25 Premise

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 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.

(Article image courtesy of FreeDigitalPhotos.net)

Empowering Shrewd Investors Through The PBR1000 Analytics!

Filed Under: Report Card Tagged With: Finance, Investing, Investor, Money, PBRMarketTools, Personal Finance, Portfolio Management, Stock Market, Stocks, The PBR1000, The PBR25, WallStreet, Wealth

The PBR25 Top Buy Stocks Feb 2021 12 Month Report Card

March 7, 2022 by admin

The PBR25 Top Buy Stocks February 2021 12 Month Report Card

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

By Larry C. Paxton

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

The PBR25 Premise

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 ended with 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, but numbers were dropping significantly towards the end of February 2022, 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 expected to start 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 February 2021 and the actual results 12 months later at the end of February 2022. PBRMarketTools is calling this a Report Card.

For this February 2021 Report Card we used stock data and forecasts from February 26, 2021, and compare it to the actual results on February 28, 2022.

Creating The PBR25 Top Buy Stocks List for February 2021

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.

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 February 2021

No companies on the list were acquired or merged during the 12 month period.
In October, 2021, Facebook changed its name to Meta Platforms, but continues to use the stock trading symbol FB.
None of The PBR25 Top Buy Stocks for February 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 February 26, 2021, which we are calling the February 2021 report card.

The PBR25 Top Buy Stocks on 02/26/21
12 Month Report Card on 02/28/22

Total Companies	25
Low Weighted Avg	4.53
High Weighted Avg	5.00
Average Weighted Avg	4.68
Median Weighted Avg	4.67
Market Capitalization Low($B)	3.94
Market Capitalization High($B)	1,539.48
Average Market Capitalization($B)	126.49
Median Market Capitalization($B)	33.93
Total Market Capitalization($B)	3,162.31
Total NYSE Companies	17
Total NASDAQ Companies	8

		12 Month	12 Month
		Forecast for	Actual
	02/26/21	02/28/22	02/28/22
Low Stock Price-MTG	12.18	16.05	15.18
High Stock Price-AMZN	3,092.93	4,045.82	3,071.26
The PBR25 Total Stock Prices	6,664.50	8,664.13	6,879.28
Total Stock Price Change		1,999.63	214.78
Percent Change		30.00%	3.22%
DJIA Percent Change			9.57%
NASDAQ Percent Change			4.24%
S&P500 Change			14.77%
Lowest Actual Change-PTON		39.65%	-75.88%
Highest Actual Change-PANW		25.19%	65.85%
Total Exceeding Forecast(Out of 25)			4
Total At or Exceeding 20%			8
Total with >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 February 26, 2021, $6,664.50, you would have achieved a +3.22% gain 12 months later at the close on February 28, 2022, $6,879.28, significantly less than the +30.00% estimate of $8,664.13, historically a less than average 12 month return, much below the 12 month forecast, and below the returns on the DJIA, NASDAQ, and S&P500 indices. For this reason The February 2021 The PBR25 Top Buy Stocks gets an ‘D’ on its 12 month Report Card, only because it did have a small positive return.
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.
Our demonstration account, called 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 February 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 March 2021, and should be available early to mid April, 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
March 2020	03/31/20	03/31/21	28.96%	53.35%
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%

12 Month Average			25.34%	33.75%
12 Mo Avg w/o AMZN			25.59%	36.82%

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.

(Article image courtesy of FreeDigitalPhotos.net)

Empowering Shrewd Investors Through The PBR1000 Analytics!

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The PBR25 Top Buy Stocks January 2021 12 Month Report Card

February 7, 2022 by admin

The PBR25 Top Buy Stocks January 2021 12 Month Report Card

The PBR25 Top Buy Stocks 12 Month Report Card for January, 2021, gets an ‘A’ for exceeding its forecast and the three major US stock indices.

By Larry C. Paxton

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

The PBR25 Premise

Last 12 Months Influences

It is difficult to forecast a result with much accuracy over a 12 month period. For example, the primary impact in January continued to be the COVID-19 pandemic. The world, including the US, was deep into the COVID-19 pandemic, which 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. It was also the month of a very contentious 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. 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 January 2021 and the actual results 12 months later at the end of January 2022. PBRMarketTools is calling this a Report Card.

For this January 2021 Report Card we used stock data and forecasts from January 29, 2021, and compare it to the actual results on January 31, 2022.

Creating The PBR25 Top Buy Stocks List for January 2021

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 January 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 January 2021

The Cimarex Energy Co(XEC) merger with Cabot Oil & Gas to form Coterra Energy was completed in October 2021. The last active stock price for XEC was used in this report card.
In October, 2021, Facebook changed its name to Meta Platforms, but continues to use the stock trading symbol FB.
None of The PBR25 Top Buy Stocks for January 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 January 29, 2021, which we are calling the January 2021 report card.

The PBR25 Top Buy Stocks on 01/29/21
12 Month Report Card on 01/31/22

Total Companies	25
Low Weighted Avg	4.52
High Weighted Avg	5.00
Average Weighted Avg	4.66
Median Weighted Avg	4.67
Market Capitalization Low($B)	3.85
Market Capitalization High($B)	754.80
Average Market Capitalization($B)	79.18
Median Market Capitalization($B)	14.15
Total Market Capitalization($B)	1,979.41
Total NYSE Companies	18
Total NASDAQ Companies	7

		12 Month	12 Month
		Forecast for	Actual
	01/29/21	01/31/22	01/31/22
Low Stock Price-MTG	11.72	15.86	15.18
High Stock Price-LRCX	483.95	603.90	589.92
Total Stock Prices	2,362.13	3,000.74	3,006.20
Total Stock Price Change		638.61	644.07
Percent Change		27.04%	27.27%
DJIA Percent Change			17.17%
NASDAQ Percent Change			8.95%
S&P500 Change			21.57%
Lowest Actual Change-TKR		25.68%	-11.71%
Highest Actual Change-DVN		41.86%	207.23%
Total Exceeding Forecast(Out of 25)			9
Total At or Exceeding 20%			15
Total with >0% Actual Return			24

Conclusions, Observations, Validations and Realities

If you had bought 1 share each of The PBR25 Top Buy Stocks at the closing price on January 29, 2021, $2,362.13, you would have achieved a +27.27% gain 12 months later at the close on January 31, 2022, $3,006.20, slightly more than the +27.04% estimate of $3,000.74, historically a good return, and above the 12 month forecast, and above the returns on the DJIA, NASDAQ, and S&P500 indices. For this reason The January 2021 The PBR25 Top Buy Stocks gets an ‘A’ on its 12 month Report Card.
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.
Our demonstration account, called 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 January 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 February 2021, and should be available early to mid March, 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
February 2020	02/28/20	02/26/21	27.69%	42.66%
March 2020	03/31/20	03/31/21	28.96%	53.35%
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%

Average			25.15%	35.68%
Average w/o AMZN			25.45%	39.82%

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.

(Article image courtesy of FreeDigitalPhotos.net)

Empowering Shrewd Investors Through The PBR1000 Analytics!

Filed Under: Report Card Tagged With: Analytics, Business Intelligence, Finance, Investing, Investor, Money, PBRMarketTools, Personal Finance, Portfolio Management, Stock Market, Stocks, The PBR1000, The PBR25, WallStreet, Wealth

The PBR25 Top Buy Stocks December 2020 12 Month Report Card

January 5, 2022 by admin

The PBR25 Top Buy Stocks December 2020 12 Month Report Card

Stocks PBR25 PBR1000 Report Card Investing Investor

Like October and November 2020, The PBR25 Top Buy Stocks 12 Month Report Card for December 2020 gets a ‘D’ unless you want to make just one change, which would then get it an ‘A’ grade!

By Larry C. Paxton

Welcome to The December 2020 The PBR25 Top Buy Stocks 12 Month Report Card.

The PBR25 Premise

Last 12 Months Influences

It is difficult to forecast a result with much accuracy over a 12 month period. For example, the primary impact in December 2020 continued to be the COVID-19 pandemic. The world, including the US, was deep into the COVID-19 pandemic, which 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. It was also the month of a very contentious US Presidential and general election process, which also created a lot of confusion and strife. 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 December 2020 and the actual results 12 months later at the end of December 2021. PBRMarketTools is calling this a Report Card.

For this December 2020 Report Card we used stock data and forecasts from December 31, 2020, and compare it to the actual results on December 31, 2021.

Creating The PBR25 Top Buy Stocks List for November 2020

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 December 2020 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 Decenber 2021

The Cimarex Energy Co(XEC) merger with Cabot Oil & Gas to form Coterra Energy was completed in October 2021. The last active stock price for XEC was used in this report card.
None of The PBR25 Top Buy Stocks for December 2020 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 December 31, 2020, which we are calling the December 2020 report card.

The PBR25 Top Buy Stocks on 12/31/20
12 Month Report Card on 12/31/21

Total Companies	25
Low Weighted Avg	4.53
High Weighted Avg	4.89
Average Weighted Avg	4.66
Median Weighted Avg	4.64
Market Capitalization Low($B)	2.38
Market Capitalization High($B)	1,648.68
Average Market Capitalization($B)	137.35
Median Market Capitalization($B)	39.43
Total Market Capitalization($B)	3,433.72
Total NYSE Companies	18
Total NASDAQ Companies	7

		12 Month	12 Month
		Forecast for	Actual
	12/31/20	12/31/21	12/31/21
Low Stock Price-ZNGA	9.87	11.80	6.40
High Stock Price-AMZN	3,256.93	3,824.99	3,334.34
Total Stock Prices	6,174.47	7,359.55	6,987.82
Total Stock Price Change		1,185.08	813.35
Percent Change		19.19%	13.17%
Total Stock Prices w/o AMZN	2,917.54	3,534.56	3,653.48
Total Stock Price Change w/o AMZN		617.02	735.94
Percent Change w/o AMZN		21.15%	25.22%
DJIA Percent Change			18.73%
NASDAQ Percent Change			21.39%
S&P500 Change			26.89%
Lowest Actual Change-ZNGA		19.55%	-35.16%
Highest Actual Change-XEC		20.37%	132.47%
Total Exceeding Forecast(Out of 25)			11
Total with >0% Actual Return			21

Conclusions, Observations, Validations and Realities

If you had bought 1 share each of The PBR25 Top Buy Stocks at the closing price on December 31, 2020, you would have achieved a +13.17% gain 12 months later at the close on December 31, 2021, less than the +19.19% estimate, historically a good return, but below the 12 month forecast, and below the returns on the DJIA, NASDAQ, and S&P500 indices. For this reason The December 2020 The PBR25 gets a ‘D’ on its 12 month Report Card.
On the other hand, the Amazon(AMZN) stock price was over half the total of 25 stocks, it forecasted a +17.44% return, actual was +2.38%. If you take out AMZN the results would have been a forecast of a +21.15% return, actual would have been 25.22%, which would have exceeded the forecast and over returns on the DJIA, NASDAQ, and just below the S&P500 indices. The December 2020 12 Month Report Card would have then been an ‘A-’ grade.
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.
Our demonstration account, called 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 50% 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 December 2021, 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 January 2021, and should be available early to mid February, 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 Report Cards for 2020 Summary

		12 Month
	Stock Price	Stock Price	12 Month	12 Month
Report Card Month	Forecast Date	Actual Date	Forecast	Actual
January 2020	02/04/20	01/29/21	16.59%	33.92%
February 2020	02/28/20	02/26/21	27.69%	42.66%
March 2020	03/31/20	03/31/21	28.96%	53.35%
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%

12 Mo Average with AMZN			24.28%	37.59%
12 Mo Average w/o AMZN			24.58%	40.38%

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.

(Article image courtesy of FreeDigitalPhotos.net)

Empowering Shrewd Investors Through The PBR1000 Analytics!

The PBR25 Top Buy Stocks November 2020 12 Month Report Card

December 5, 2021 by admin

The PBR25 Top Buy Stocks November 2020 12 Month Report Card

Like October 2020, The PBR25 Top Buy Stocks 12 Month Report Card for November 2020 gets a ‘D’ unless you want to make just one change, which would then get it an ‘A’ grade!

By Larry C. Paxton

Welcome to The November 2020 The PBR25 Top Buy Stocks 12 Month Report Card.

The PBR25 Premise

Last 12 Months Influences

It is difficult to forecast a result with much accuracy over a 12 month period. For example, the primary impact in November 2020 continued to be the COVID-19 pandemic. The world, including the US, was deep into the COVID-19 pandemic, which 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. It was also the month of a very contentious US Presidential and general election process, which also created a lot of confusion and strife. 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 November 2020 and the actual results 12 months later at the end of November 2021. PBRMarketTools is calling this a Report Card.

For this November 2020 Report Card we used stock data and forecasts from November 30, 2020, and compare it to the actual results on November 30, 2021.

Creating The PBR25 Top Buy Stocks List for November 2020

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 November 2020 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 Targeted % Change of at least +20%, and have at least 10 “Buy” recommendations.

Actual Results for The PBR25 Top Buy Stocks for Novenber 2021

None of The PBR25 Top Buy Stocks for November 2020 companies were acquired and none did a stock split, 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 November 30, 2020, which we are calling the November 2020 report card.

The PBR25 Top Buy Stocks on 11/30/20
12 Month Report Card on 11/30/21

Total Companies	25
Low Weighted Avg	4.52
High Weighted Avg	4.88
Average Weighted Avg	4.69
Market Capitalization Low($B)	2.26
Market Capitalization High($B)	1,603.27
Total Market Capitalization($B)	2,144.35
Total NYSE Companies	21
Total NASDAQ Companies	4

		12 Month	12 Month
		Forecast for	Actual
	11/30/20	11/30/21	11/30/21
Low Stock Price-MTG	11.96	14.16	14.10
High Stock Price-AMZN	3,168.04	3,830.49	3,507.07
Total Stock Prices	5,796.79	7,038.17	6,857.52
Total Stock Price Change		1,241.38	1,060.73
Percent Change		21.41%	18.30%
Total Stock Prices w/o AMZN	2,628.75	3,207.68	3,350.45
Total Stock Price Change w/o AMZN		578.93	721.70
Percent Change w/o AMZN		22.02%	27.45%
DJIA Percent Change			16.35%
NASDAQ Percent Change			27.37%
S&P500 Change			26.10%
Lowest Actual Change-ATVI		21.72%	-26.27%
Highest Actual Change-DVN		18.58%	200.64%
Total Exceeding Forecast(Out of 25)			11
Total with >0% Return			21

Conclusions, Observations, Validations and Realities

If you had bought 1 share each of The PBR25 Top Buy Stocks at the closing price on November 30, 2020, you would have achieved a +18.30% gain 12 months later at the close on November 30, 2021, less than the 21.41% estimate, a good return, but below the 12 month forecast, above the DJIA, but below the returns on the NASDAQ, and S&P500 indices. For this reason The November 2020 The PBR25 gets a ‘D’ on its 12 month Report Card.
On the other hand, the Amazon(AMZN) stock price was over half the total of 25 stocks, it forecasted a 20.91% return, actual was 10.70%. If you take out AMZN the results would have been a forecast of a 22.02% gain, actual would have been 27.45%, which would have exceeded the forecast and over returns on the DJIA, NASDAQ, and S&P500 indices. The November 2020 12 Month Report Card would have then been an ‘A’ grade.
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.
Our demonstration account, called 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 50% 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 November 2021, 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 December 2020, and should be available early to mid January, 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 Report Cards for 2020 Summary

		12 Month
	Stock Price	Stock Price	12 Month	12 Month
Report Card Month	Forecast Date	Actual Date	Forecast	Actual
January 2020	02/04/20	01/29/21	16.59%	33.92%
February 2020	02/28/20	02/26/21	27.69%	42.66%
March 2020	03/31/20	03/31/21	28.96%	53.35%
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%

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.

(Article image courtesy of FreeDigitalPhotos.net)

Empowering Shrewd Investors Through The PBR1000 Analytics!

The PBR25 Top Buy Stocks October 2020 12 Month Report Card

November 8, 2021 by admin

The PBR25 Top Buy Stocks October 2020 12 Month Report Card

The PBR25 Top Buy Stocks 12 Month Report Card for October 2020 gets a ‘D’ unless you want to make just one change, which would then get it an ‘A’ grade!

By Larry C. Paxton

Welcome to The October 2020 The PBR25 Top Buy Stocks 12 Month Report Card.

The PBR25 Premise

Last 12 Months Influences

It is difficult to forecast a result with much accuracy over a 12 month period. For example, the primary impact in October 2020 continued to be the COVID-19 pandemic. The world, including the US, was deep into the COVID-19 pandemic, which 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. It was also the last full month of a very contentious US Presidential election process. 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 October 2020 and the actual results 12 months later at the end of October 2021. PBRMarketTools is calling this a Report Card.

For this October 2020 Report Card we used stock data and forecasts from October 30, 2020, and compare it to the actual results on October 29, 2021.

Creating The PBR25 Top Buy Stocks List for October 2020

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 October 2020 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 Targeted % Change of at least +20%, and have at least 10 “Buy” recommendations.

Actual Results for The PBR25 Top Buy Stocks for October 2021

None of The PBR25 Top Buy Stocks for October 2020 companies were acquired, and none did a stock split, 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 October 30, 2020, which we are calling the October 2020 report card.

The PBR25 Top Buy Stocks on 10/30/20
12 Month Report Card on 10/29/21

Total Companies	25
Low Weighted Avg	4.51
High Weighted Avg	4.81
Average Weighted Avg	4.63
Market Capitalization Low($B)	29.40
Market Capitalization High($B)	1,608.36
Total Market Capitalization($B)	5,862.67
Total NYSE Companies	18
Total NASDAQ Companies	7

		12 Month	12 Month
		Forecast for	Actual
	10/30/20	10/29/21	10/29/21
Low Stock Price-EPD	16.57	24.26	22.68
High Stock Price-AMZN	3,036.15	3,803.53	3,372.43
Total Stock Prices	6,041.17	7,637.67	7,444.00
Total Stock Price Change		1,596.50	1,402.83
Percent Change		26.43%	23.22%
Total Stock Prices w/o AMZN	3,005.02	3,834.14	4,071.57
Total Stock Price Change w/o AMZN		829.12	1,066.55
Percent Change w/o AMZN		27.59%	35.49%
DJIA Percent Change			27.71%
NASDAQ Percent Change			32.41%
S&P500 Change			31.73%
Lowest Change		20.07%	-11.12%
Highest Change		62.16%	174.53%
Total Exceeding Forecast(Out of 25)			13
Total with >0% Return			23

Conclusions, Observations, Validations and Realities

If you had bought 1 share each of The PBR25 Top Buy Stocks at the closing price on October 30, 2020, you would have achieved a +23.22% gain 12 months later at the close on October 29, 2021, less than the 26.43% estimate, a good return, but below the 12 month forecast and below the returns on the DJIA, NASDAQ, and S&P500 indices. For this reason The October 2020 The PBR25 gets a ‘D’ on its 12 month Report Card.
On the other hand, the Amazon(AMZN) stock price was over half the total of 25 stocks, it forecasted a 25.27% return, actual was 11.8%. If you take out AMZN the results would have been a forecast of a 27.59% gain, actual would have been 35.49%, which would have exceeded the forecast and over returns on the DJIA, NASDAQ, and S&P500 indices. The October 2020 12 Month Report Card would have then been an ‘A’ grade.
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.
Our demonstration account, called 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 50% 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 October 2021, 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 November 2020, and should be available early to mid December, 2021.
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 Report Cards for 2020 Summary

	12 Month
	Stock Price	12 Month	12 Month
Report Card Month(Date)	Actual Date	Forecast	Actual
January 2020(02/04/20)	01/29/21	16.59%	33.92%
February 2020(02/28/20)	02/26/21	27.69%	42.66%
March 2020(03/31/20)	03/31/21	28.96%	53.35%
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(10/30/20) w/o AMZN	10/29/21	27.49%	35.49%

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.

(Article image courtesy of FreeDigitalPhotos.net)

Empowering Shrewd Investors Through The PBR1000 Analytics!

Filed Under: Report Card Tagged With: Analytics, Business Intelligence, Finance, Investing, Investor, Money, PBRMarketTools, Personal Finance, Portfolio Management, Rankings, Recap, Stock Market, Stocks, The PBR1000, The PBR25, WallStreet, Wealth

The PBR25 Top Buy Stocks September 2020 Report Card

October 12, 2021 by admin

The PBR25 Top Buy Stocks September 2020 12 Month Report Card

The PBR25 Top Buy Stocks September 2020 12 Month Report Card significantly exceeded its forecast and the major US stock market indices. Chalk up an “A.”

By Larry C. Paxton

Welcome to The September 2020 The PBR25 Top Buy Stocks 12 Month Report Card.

The PBR25 Premise

Last 12 Months Influences

It is difficult to forecast a result with much accuracy over a 12 month period. For example, the primary impact in September 2020 was the continuing COVID-19 pandemic. The world, including the US, was deep into the COVID-19 pandemic, which 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. There was also a very contentious US Presidential election process going on. 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 September 2020 and the actual results 12 months later at the end of September 2021. PBRMarketTools is calling this a Report Card.

For this September 2020 Report Card we used stock data and forecasts from October 2, 2020, and compare it to September 30, 2021.

Creating The PBR25 Top Buy Stocks List for September 2020

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 September 2020 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 Targeted % Change of at least +20%, and have at least 10 “Buy” recommendations.

Actual Results for The PBR25 Top Buy Stocks for September 2021

None of The PBR25 Top Buy Stocks for September 2020 companies were acquired, and none did a stock split, 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 October 2, 2020, which we are calling the September report.

The PBR25 Top Buy Stocks on 10/02/20
12 Month Report Card

Total Companies	25
Low Weighted Avg	4.52
High Weighted Avg	4.87
Average Weighted Avg	4.69
Market Capitalization Low($B)	9.22
Market Capitalization High($B)	997.95
Total Market Capitalization($B)	1,795.77
Total NYSE Companies	19
Total NASDAQ Companies	6

		12 Month	12 Month
		Forecast for	Actual
	10/02/21	09/30/21	09/30/21
Low Stock Price	16.04	24.64	21.64
High Stock Price	1,458.52	1,781.00	2,665.31
Total Stock Prices	3,873.26	4,945.34	5,919.18
Total Stock Price Change		1,072.08	2,045.92
Percent Change		27.68%	52.82%
DJIA Percent Change			22.26%
NASDAQ Percent Change			30.46%
S&P500 Change			28.64%
Lowest Change		20.30%	-25.71%
Highest Change		64.26%	121.06%
Total Exceeding Forecast(Out of 25)			12
Total with >0% Return			21

Conclusions, Observations, Validations and Realities

If you had bought 1 share each of The PBR25 Top Buy Stocks at the closing price on October 2, 2020, you would have achieved a +52.82% gain 12 months later at the close on September 30, 2021, higher than the 27.68% estimate and an excellent return. Also, it exceeded the returns on the DJIA, NASDAQ, and S&P500 indices. For this reason The September 2020 The PBR25 gets an ‘A’ on its 12 month Report Card.
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.
Our demonstration account, called 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 50% 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 September 2021, 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 October 2020, and should be available early to mid November, 2021.
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 Report Cards Historical Review

	Stock Price	12 Month	12 Month
Report Card	Actual Date	Forecast	Actual
December 2019(12/31/19)	12/31/20	13.59%	34.70%
January 2020(02/04/20)	01/29/21	16.59%	33.92%
February 2020(02/28/20)	02/26/21	27.69%	42.66%
March 2020(03/31/20)	03/31/21	28.96%	53.35%
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%

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.

(Article image courtesy of FreeDigitalPhotos.net)

Empowering Shrewd Investors Through The PBR1000 Analytics!

Filed Under: Report Card Tagged With: Analytics, Business Intelligence, Finance, Investing, Investor, Money, PBRMarketTools, Personal Finance, Rankings, Snapshots, Stock Market, Stocks, The PBR1000, The PBR25, WallStreet, Wealth

The PBR25 Top Buy Stocks August 2020 12 Month Report Card

September 8, 2021 by admin

The PBR25 Top Buy Stocks August 2020 12 Month Report Card

The PBR25 Top Buy Stocks for August 2020, exceeded forecast and the US major stock indices, so gets an A.

By Larry C. Paxton

Welcome to The August 2020 The PBR25 Top Buy Stocks 12 Month Report Card.

The PBR25 Premise

The premise of The PBR25 is that there is a high probability of success for stock investing 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 primary impact in August 2020 was the continuing COVID-19 pandemic. The world, including the US, was deep into the COVID-19 pandemic, which 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. There was also a very contentious US Presidential election process going on. 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 August 2020 and the actual results 12 months later at the end of August 2021. PBRMarketTools is calling this a Report Card.

For this August 2020 Report Card we used stock data and forecasts from September 1, 2020, and compare it to August 31, 2021.

Creating The PBR25 Top Buy Stocks List for August 2020

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 August 2020 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 Targeted % Change of at least +20%, and have at least 10 “Buy” recommendations.

Actual Results for The PBR25 Top Buy Stocks for August 2021

Two energy related companies, Concho Resources, ranked 3 on the August 2020 PBR25, and Parsley Energy, ranked 6, were acquired in January, 2021. While the analysis is based on all 25 companies, the Actual Stock Price used was for the last business day of the last full month they traded.

Following is a table of characteristics and 12 month actual results for the The PBR25 Top Buy Stocks on September 1, 2020, which we are calling the August report.

The PBR25 Top Buy Stocks on 09/01/20
12 Month Report Card

Total Companies	25
Low Weighted Average	4.56/5.00
High Weighted Average	5.00/5.00
Average Weighted Average	4.73/5.00
Market Capitalization Low($B)	2.43
Market Capitalization High($B)	66.52
Total Market Capitalization($B)	461.07
Total NYSE Companies	24
Total NASDAQ Companies	1

		12 Month	12 Month
		Forecast for	Actual
	09/01/20	08/31/21	08/31/21
Low Stock Price	9.53	12.11	16.39
High Stock Price	177.72	235.84	233.01
Total of Stock Prices	1,567.38	2,082.24	2,206.74
Total Stock Price Change		514.86	639.36
Percent Change		32.85%	40.79%
DJIA Percent Change			23.44%
NASDAQ Percent Change			27.80%
S&P500 Change			28.24%
Lowest Change		21.26%	-10.49%
Highest Change		58.48%	130.90%
Total Exceeding Forecast(Out of 25)			12
Total with >0% Return			24

Conclusions, Observations, Validations and Realities

If you had bought 1 share each of The PBR25 Top Buy Stocks at the closing price on September 1, 2020, you would have achieved a +40.79% gain 12 months later at the close on Augusty 31, 2021, higher than the 32.85% estimate and an excellent return. Also, it exceeded the returns on the DJIA, NASDAQ, and S&P500 indices. For this reason The August 2020 The PBR25 gets an ‘A’ on its 12 month Report Card.
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.
Our demonstration account, called The Charlie Fund, uses the popular “Buy & Hold with Consistent Monthly 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 50% 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 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 August 2021, 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 September 2020, and should be available early to mid October, 2021.
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 Report Cards Historical Review

	Stock Price	12 Month	12 Month
Report Card	Actual Date	Forecast	Actual
December 2019(12/31/19)	12/31/20	13.59%	34.70%
January 2020(02/04/20)	01/29/21	16.59%	33.92%
February 2020(02/28/20)	02/26/21	27.69%	42.66%
March 2020(03/31/20)	03/31/21	28.96%	53.35%
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%

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 opinions expressed should not be regarded as recommendations or advice.

Empowering Shrewd Investors Through The PBR1000 Analytics!

(Article image courtesy of FreeDigitalPhotos.net)

Filed Under: Report Card Tagged With: Analytics, Business Intelligence, Finance, Investing, Investor, Money, PBRMarketTools, Personal Finance, Recap, Research, Stock Market, Stocks, The PBR1000, The PBR25, WallStreet, Wealth

The PBR25 Top Buy Stocks July 2020 12 Month Report Card

August 20, 2021 by admin

The PBR25 Top Buy Stocks July 2020 12 Month Report Card

The PBR25 Top Buy Stocks for July 30, 2020, exceeded forecast and the US major stock indices, but not by much, so gets a C+.

By Larry C. Paxton

Welcome to The July 2020 The PBR25 Top Buy Stocks 12 Month Report Card.

The PBR25 Premise

Last 12 Months Influences

It is difficult to forecast a result with much accuracy over a 12 month period. For example, the primary impact in July 2020 was the continuing COVID-19 pandemic. The world, including the US, was deep into the COVID-19 pandemic, which 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. There was also a very contentious US Presidential election process going on. 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 July 2020 and the actual results 12 months later at the end of July 2021. PBRMarketTools is calling this a Report Card.

For this July 2020 Report Card we used stock data and forecasts from July 30, 2020, and compare it to July 31, 2021.

Creating The PBR25 Top Buy Stocks List for July 2020

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 July 2020 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 Targeted % Change of at least +20%, and have at least 10 “Buy” recommendations.

Actual Results for The PBR25 Top Buy Stocks for July 2021

Two energy related companies, Concho Resources, ranked 7 on the July 2020 PBR25, and Parsley Energy, ranked 9, were acquired in January, 2021. Therefore, this analysis is based on the 23 remaining companies.

Following is a table of characteristics and 12 month actual results for the The PBR25 Top Buy Stocks on July 30, 2020.

The PBR25 Top Buy Stocks on 07/30/20
12 Month Report Card

Total Companies	23
Low Weighted Avg	4.52
High Weighted Avg	5.00
Average Weighted Avg	4.68
Market Capitalization Low	4.54
Market Capitalization High	105.90
Total Market Capitalization	698.05
Total NYSE Companies	22
Total NASDAQ Companies	1

		12 Month
		Forecast for	Actual
	07/30/20	07/31/21	07/31/21
Low Stock Price	15.49	20.49	21.24
High Stock Price	172.69	244.84	229.49
Total Stock Prices	1,278.93	1,708.79	1,762.00
Total Stock Price Change		429.86	483.07
Percent Change		33.61%	37.77%
DJIA Percent Change			32.19%
NASDAQ Percent Change			36.55%
S&P500 Change			34.37%
Lowest Change		20.58%	-2.96%
Highest Change		54.20%	155.52%
Total Exceeding Forecast(Out of 23)			12
Total with >0% Return			22

Conclusions, Observations, Validations and Realities

If you had bought 1 share each of The PBR25 Top Buy Stocks at the closing price on July 30, 2020, you would have achieved a +37.77% gain 12 months later at the close on July 31, 2021, higher than the 33.61% estimate and an excellent return. Also, it was just over the returns on the DJIA, NASDAQ, and S&P500 indices. For this reason The July 2020 The PBR25 gets a ‘C+’ on its 12 month Report Card.
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.
Our demonstration account, called The Charlie Fund, uses the popular “Buy & Hold with Consistent Monthly 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 50% 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 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 July 2021, 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 August 2020, and should be available between mid to late September, 2021.
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 Report Cards Historical Review


	Stock Price	12 Month	12 Month
Report Card(Stock Price Date)	Actual Date	Forecast	Actual
December 2019(12/31/19)	12/31/20	13.59%	34.70%
January 2020(02/04/20)	01/29/21	16.59%	33.92%
February 2020(02/28/20)	02/26/21	27.69%	42.66%
March 2020(03/31/20)	03/31/21	28.96%	53.35%
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%

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 opinions expressed should not be regarded as recommendations or advice.

Empowering Shrewd Investors Through The PBR1000 Analytics!

(Article image courtesy of FreeDigitalPhotos.net)

Filed Under: Report Card Tagged With: Analytics, Business Intelligence, Finance, Investing, Investor, Money, PBRMarketTools, Personal Finance, Rankings, Stock Market, Stocks, The PBR1000, The PBR25, WallStreet, Wealth

The PBR25 Top Buy Stocks April 2021 12 Month Report Card

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

The PBR25 Premise

Last 12 Months Influences

Creating The PBR25 Top Buy Stocks List for April 2021

Actual Results for The PBR25 Top Buy Stocks for April 2021

The PBR25 Top Buy Stocks 12 Month Report Card

04/30/21 Forecast vs 04/29/22 Actual

Conclusions, Observations, Validations and Realities

Additional Information

The PBR25 Top Buy Stocks 12 Month Report Cards

Last 12 Months Summary

Empowering Shrewd Investors Through The PBR1000 Analytics!

The PBR25 Top Buy Stocks March 2021 12 Month Report Card

The PBR25 Premise

Last 12 Months Influences

Creating The PBR25 Top Buy Stocks List for March 2021

Actual Results for The PBR25 Top Buy Stocks for March 2021

The PBR25 Top Buy Stocks on 04/01/21

12 Month Report Card on 03/31/22

Conclusions, Observations, Validations and Realities

Additional Information

The PBR25 Top Buy Stocks 12 Month Report Cards

Last 12 Months Summary

Empowering Shrewd Investors Through The PBR1000 Analytics!

The PBR25 Top Buy Stocks February 2021 12 Month Report Card

The PBR25 Premise

Last 12 Months Influences

Creating The PBR25 Top Buy Stocks List for February 2021

Actual Results for The PBR25 Top Buy Stocks for February 2021

The PBR25 Top Buy Stocks on 02/26/21

12 Month Report Card on 02/28/22

Conclusions, Observations, Validations and Realities

Additional Information

The PBR25 Top Buy Stocks 12 Month Report Cards

Last 12 Months Summary

Empowering Shrewd Investors Through The PBR1000 Analytics!

The PBR25 Top Buy Stocks January 2021 12 Month Report Card

The PBR25 Premise

Last 12 Months Influences

Creating The PBR25 Top Buy Stocks List for January 2021

Actual Results for The PBR25 Top Buy Stocks for January 2021

The PBR25 Top Buy Stocks on 01/29/21

12 Month Report Card on 01/31/22

Conclusions, Observations, Validations and Realities

Additional Information

The PBR25 Top Buy Stocks 12 Month Report Cards

Empowering Shrewd Investors Through The PBR1000 Analytics!

The PBR25 Top Buy Stocks December 2020 12 Month Report Card

The PBR25 Premise

Last 12 Months Influences

Creating The PBR25 Top Buy Stocks List for November 2020

Actual Results for The PBR25 Top Buy Stocks for Decenber 2021

The PBR25 Top Buy Stocks on 12/31/20

12 Month Report Card on 12/31/21

Conclusions, Observations, Validations and Realities

Additional Information

The PBR25 Top Buy Stocks Report Cards for 2020 Summary

Empowering Shrewd Investors Through The PBR1000 Analytics!

The PBR25 Top Buy Stocks November 2020 12 Month Report Card

The PBR25 Premise

Last 12 Months Influences

Creating The PBR25 Top Buy Stocks List for November 2020

Actual Results for The PBR25 Top Buy Stocks for Novenber 2021

The PBR25 Top Buy Stocks on 11/30/20

12 Month Report Card on 11/30/21

Conclusions, Observations, Validations and Realities

Additional Information

The PBR25 Top Buy Stocks Report Cards for 2020 Summary

Empowering Shrewd Investors Through The PBR1000 Analytics!

The PBR25 Top Buy Stocks October 2020 12 Month Report Card

The PBR25 Premise

Last 12 Months Influences

Creating The PBR25 Top Buy Stocks List for October 2020

Actual Results for The PBR25 Top Buy Stocks for October 2021

The PBR25 Top Buy Stocks on 10/30/20

12 Month Report Card on 10/29/21

Conclusions, Observations, Validations and Realities

Additional Information

The PBR25 Top Buy Stocks Report Cards for 2020 Summary