The PBR1000 Summary: Vistra Corporation(NYSE: VST)

July 8, 2024 by

The PBR1000 Summary: Vistra Corporation(NYSE: VST)

VST Vistra Energy PBR1000
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Business Description: “Vistra (NYSE: VST) is a leading Fortune 500 integrated retail electricity and power generation company that provides essential resources to customers, businesses, and communities from California to Maine. Based in Irving, Texas, Vistra is a leader in the energy transformation with an unyielding focus on reliability, affordability, and sustainability. The company safely operates a reliable, efficient, power generation fleet of natural gas, nuclear, coal, solar, and battery energy storage facilities while taking an innovative, customer-centric approach to its retail business.”

Business Name: Vistra Corporation

Sector: Utilities; Industry: Electric Utilities & Independent Power Producers(IPPs)

Ticker: NYSE: VST(Common)

Fiscal Year Ending: December

Stock Price, Analysts Forecast and Recommendation for VST on 07/05/24:

  • Stock Price: $89.36
  • Analysts Forecasted 12 Month Average Stock Price: $116.69
  • Analysts Forecasted 12 Month Change: +30.58%
  • Analysts Recommendation: Buy, 4.54/5.00, based on 13 forecasts, 11 as Strong Buy
  • Current Forecast: Link

Some of the 30 Current The PBR1000 Rankings for VST on 07/05/24:

  • 268 By Annual Revenues(12/31/23): $14.779 billion; Profits: $1.343 billion
    • Earnings Per Share: $3.63; Annual Dividend Per Share: $ 0.82
  • 251 By Assets(12/31/23): $32.966 billion; Equity: $5.322 billion
  • 287 By Market Capitalization(06/28/24): $29.87 billion
  • 810 By Employees(12/31/23): 4,870

The VST Investors Page: VST

The VST SEC Filings Page(EDGAR): VST

On June 28, 2024, VST 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 over $19 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 31 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 investing 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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Through The PBR1000 US Public Companies Analytics!

This The PBR1000 Summary is provided by: 

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The PBR1000 Summary: Energy Transfer(NYSE: ET)

December 12, 2023 by

The PBR1000 Summary: Energy Transfer(NYSE: ET)

Providing Savvy Investors With The PBR1000 Analytics Since 2010!

Business Description: “Energy Transfer LP (NYSE: ET) owns and operates one of the largest and most diversified portfolios of energy assets in the United States, with more than 125,000 miles of pipeline and associated energy infrastructure. Energy Transfer’s strategic network spans 44 states with assets in all of the major U.S. production basins. Energy Transfer is a publicly traded limited partnership with core operations that include complementary natural gas midstream, intrastate and interstate transportation and storage assets; crude oil, natural gas liquids (“NGL”) and refined product transportation and terminalling assets; and NGL fractionation. Energy Transfer also owns Lake Charles LNG Company, as well as the general partner interests, the incentive distribution rights and approximately 34% of the outstanding common units of Sunoco LP (NYSE: SUN), and the general partner interests and approximately 47% of the outstanding common units of USA Compression Partners, LP (NYSE: USAC).”

Business Name: Energy Transfer LP
Sector: Energy; Industry: Oil & Gas Related Equipment and Services
Ticker: NYSE: ET(Common)
Fiscal Year Ending Month: December

Stock Price and Analyst Estimates for ET on 12/12/23:

  • Stock Price: $13.25
  • Analysts Forecasted Average 12 Month Stock Price: $17.68
  • Analysts Forecasted 12 Month Return: +33.43%
  • Analysts Recommendation: Buy, 4.70/5.00, based on 20 estimates
  • Current Forecast: Link

Some of the 30 Current The PBR1000 Rankings for ET on 12/12/23:

  • 42 By Annual Revenues(12/31/22): $89.876 billion; Profits: $4.576 billion
    • Earnings Per Share: $1.40; Annual Dividend Paid Per Share: $0.87
  • 174 By Market Capitalization(11/30/23): $46.00 billion
  • 85 By Assets(12/31/22): $105.643 billion; 54 By Equity: $40.659 billion
  • 535 By Employees(12/31/22): 12,565

The ET Investors Page: ET

The ET SEC Filings Page(EDGAR): ET

On November 30, 2023, ET 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 $19 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 30 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 Spotlight is provided by: 

PBR1000 Investing Investors
http://pbrmarkettools.com

Copyright © 2023 by Pax Business Resources, LLC, All Rights Reserved. 

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The PBR1000 Summary: Amazon.com(NASDAQ: AMZN)

October 18, 2023 by

The PBR1000 Summary: Amazon.com, Inc(NASDAQ: AMZN)

Empowering Astute Business Leaders and Savvy Investors Through The PBR1000 Analytics!

Business Description: “We hold ourselves and each other accountable for demonstrating the Amazon Leadership Principles through our actions every day. Our Leadership Principles describe how Amazon does business, how leaders lead, and how we keep the customer at the center of our decisions. Our unique Amazon culture, described by our Leadership Principles, helps us relentlessly pursue our mission of being Earth’s most customer-centric company, best employer, and safest place to work.”

Business Name: Amazon.com, Inc.

Sector: Consumer Cyclicals; Industry: Diversified Retail

Ticker: NASDAQ: AMZN(Common)
Fiscal Year Ending Month: December

Stock Price and Analyst Estimates for AMZN on 10/18/23:

  • Stock Price: $128.13
  • Average 12 Month Stock Price Target: $172.78
  • Estimated 12 Month Change: +34.85%
  • Analysts Recommendation: Buy, 4.80/5.00, based on 54 estimates
  • Current Forecast: Link

Some of the 30 Current The PBR1000 Rankings for AMZN on 10/18/23:

  • 2 By Revenues(12/31/22): $513.983 billion; Profits: $ -2.722 billion
    • Earnings Per Share: $ -0.27; Annual Dividend Per Share: $0.00
  • 4 By Market Capitalization(09/29/23): $1.312 trillion
  • 14 By Assets(12/31/22): $462.675 billion
  • 2 By Employees(12/31/22): 1,541,000

The AMZN Investors Page: AMZN

The AMZN SEC Filings Page(EDGAR): AMZN

To get the complete profile for AMZN and for all 1,000 of The PBR1000 click here!

On September 29, 2023, AMZN 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 $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.

Empowering Astute Business Leaders and Savvy Investors

Through The PBR1000 US Public Companies Analytics!

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 Spotlight is provided by: 

PBR1000 Investing Investors

Copyright © 2023 by Pax Business Resources, LLC, All Rights Reserved. 

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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.

Stocks PBR1000 PBR25 PBRMarketTools

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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:

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.

PBR1000 Investing Investors

Providing Independent Stock Market Research

for Shrewd Investors Worldwide Since 2010

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The PBR25 Top Buy Stocks Feb 2021 12 Month Report Card

March 7, 2022 by

The PBR25 Top Buy Stocks February 2021 12 Month Report Card

Report Card Stocks PBR1000 PBR25 Investing Investor

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.

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 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 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 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%

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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. 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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The Week 9 of 2022 US Stock Market News Recap

March 4, 2022 by

The Week 9 of 2022 US Stock Market News Recap

Stock Market Bull Bear Stocks Investing Recap

The Stock Market Bear continues his domination, helped by Russia’s controversial attack on Ukraine, takes Week 9 of 2022 with a dominating 3-0 win.

By Larry C. Paxton

The US Stock Market Week 9 Summary:

The stock markets don’t like uncertainty. In a short time Russia’s attack on Ukraine has considerably elevated that over the longer time and ongoing “contributions” of the COVID-19 pandemic and economic inflationary concerns. The Stock Market Bear capitalized on that in Week 9 of 2022, getting a 2-1 mixed result on Monday. As the Russia-Ukraine news worsened he then took a big full 3-0 bite on Tuesday. The Stock Market Bull made a valiant effort on Wednesday, got the 3-0 result, but the news took another turn for the worst, allowing The Stock Market Bear to spill more blood on Thursday and Friday, and takes the 3-0 win in Week 9 in a dominating way.

 

US Stock Market Indices Summary

Week 9 of 2022 Ending 03/04/22
DJIA NASDAQ S&P500
Previous Year Close(12/31/21) 36,338.30 15,644.97 4,766.18
Previous Quarter Close(12/31/21) 36,338.30 15,644.97 4,766.18
Previous Month Close(02/28/22) 33,892.60 13,751.40 4,373.94
Record Close Date 01/04/22 11/19/21 01/03/22
Record Close 36,799.65 16,057.44 4,796.56
Week 8-Friday & Close(02/25/22) 34,058.75 13,694.62 4,384.65
Week 9-Monday(02/28/22) 33,892.60 13,751.40 4,373.94
    Day Change (166.15) 56.78 (10.71)
    Day % Change -0.49% 0.41% -0.24%
Week 9-Tuesday(03/01/22) 33,294.95 13,532.46 4,306.26
    Day Change (597.65) (218.94) (67.68)
    Day % Change -1.76% -1.59% -1.55%
Week 9-Wednesday(03/02/22) 33,891.35 13,752.02 4,386.54
    Day Change 596.40 219.56 80.28
    Day % Change 1.79% 1.62% 1.86%
Week 9-Thursday(03/03/22) 33,794.66 13,537.94 4,363.49
    Day Change (96.69) (214.08) (23.05)
    Day % Change -0.29% -1.56% -0.53%
Week 9-Friday & Close(03/04/22) 33,614.80 13,313.44 4,328.87
    Day Change (179.86) (224.50) (34.62)
    Day % Change -0.53% -1.66% -0.79%
Change-Week (443.95) (381.18) (55.78)
% Change-Week -1.30% -2.78% -1.27%
Change-Month-to-Date (277.80) (437.96) (45.07)
% Change-Month-to-Date -0.82% -3.18% -1.03%
Change-Quarter-to-Date (2,723.50) (2,331.53) (437.31)
% Change-Quarter-to-Date -7.49% -14.90% -9.18%
Change-Year-to-Date (2,723.50) (2,331.53) (437.31)
% Change-Year-to-Date -7.49% -14.90% -9.18%
Change-Record (3,184.85) (2,744.00) (467.69)
% Change-Record -8.65% -17.09% -9.75%

The Stock Market Bull and Bear Tallies 2022 YTD
Week 9 Winner and Tally  Bear 3-0 Win
February Winner and Tally Bear 3-0 Win
Weeks Months 2022 YTD
The Stock Market Bull 2 0
The Stock Market Bear 6 2 Winning
Mixed Result 1 0
  Totals 9 2

Influences/News:

  • Citizens of the world continue to be shocked by Russia’s invasion of Ukraine, the inevitable brutalities of war, the courage and bravery of the Ukraine people as they fight back against incredible odds, and in the first week the over one million of mostly women and children desperately migrating to the borders of Poland, Slovakia, Hungary and Romania and beyond as refugees, with millions more expected in the coming weeks. The European Union, US, Far East democracies and other countries around the world continue to try to use increasing economic sanctions against Russia, Putin, and Russian oligarchs, while providing financial, military equipment, and moral support to Ukraine, but not willing to enter the war directly militarily because of the fear that Russia’s Putin’s will push his finger down on the button that would launch his nuclear weapons. The United Nations passes a resolution by an unusually large majority condemning Russia’s attack. Many large corporations around the world start withdrawing their companies and stop buying products from Russia. Oil prices reach near record highs as pressure increases for the world to shun Russia’s largest export commodity.
  • US President Biden gives his first State of the Union address, with a focus on the Russia-Ukraine situation, US and world efforts to thwart Russia, US economic issues, the effect and future of the COVID-19 pandemic, and asking for bipartisanship to pass his rebranded Building a Better America plan.
  • In US economic news Federal Reserve Board chair Jerome Powell expressed his willingness to fight inflation by raising federal short term funds interest rates a quarter of a percent. Jobs reports by ADP and the US Labor Department exceed forecasts, the unemployment rate drops to 3.8%. As mentioned before, oil prices spike to over $115/barrel forcing gas prices up as well. Factory orders are up more than expected, and mortgage rates take a dip to 3.76% on a 30 year fixed rate mortgage.
  • US President Biden’s Supreme Court nominee Ketanji Brown Jackson starts meeting with senators, hearings are scheduled to begin in a couple of weeks.
  • US Major League Baseball continues negotiating with the Players Union, the original scheduled opening day has been cancelled.
  • The 2022 Winter Paraolympics start in Beijing, China, complicated by controversies of the Russia invasion of Ukraine.

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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: 

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The Week 8 of 2022 US Stock Market News Recap

February 25, 2022 by

The Week 8 of 2022 US Stock Market News Recap

stock market bull bear stocks investing investor PBR1000

In a shortened Week 8 The Stock Market Bear claws out wins the first two days, The Stock Market Bull takes the last two days, and gets the Week 8 mixed 2-1 win.

By Larry C. Paxton

The US Stock Market Week 8 Summary:

Week 8 started with Monday a day off for the US stock exchanges to observe Presidents’ Day. But it was an anxious day as the world waited to see if Russia would invade Ukraine. On Tuesday and Wednesday The Stock Market Bear took charge by clawing his way to two very large losses days. Russia did attack Ukraine, sanctions were started against Russia, and The Stock Market Bull aggressively countered by taking charge on Thursday and Friday. At Friday’s close it was a split with The Stock Market Bull getting the 2-1 mixed win for the week and the first of 2022. Between the Russia-Ukraine concerns, inflation, and continuing COVID19 issues it was a fitting end to Week 8. Everyone is wondering, what will Week 9 bring?

 

US Stock Market Indices Summary

Week 8 of 2022 Ending 02/25/22
DJIA NASDAQ S&P500
Previous Year Close(12/31/21) 36,338.30 15,644.97 4,766.18
Previous Quarter Close(12/31/21) 36,338.30 15,644.97 4,766.18
Previous Month Close(01/31/22) 35,131.86 14,239.88 4,515.55
Record Close Date 01/04/22 11/19/21 01/03/22
Record Close 36,799.65 16,057.44 4,796.56
Week 7-Friday & Close(02/18/22) 34,079.18 13,548.07 4,348.87
Week 8-Monday(02/21/22) 34,079.18 13,548.07 4,348.87
    Day Change 0.00 0.00 0.00
    Day % Change 0.00% 0.00% 0.00%
Week 8-Tuesday(02/22/22) 33,596.61 13,381.52 4,304.76
    Day Change (482.57) (166.55) (44.11)
    Day % Change -1.42% -1.23% -1.01%
Week 8-Wednesday(02/23/22) 33,131.76 13,037.49 4,225.50
    Day Change (464.85) (344.03) (79.26)
    Day % Change -1.38% -2.57% -1.84%
Week 8-Thursday(02/24/22) 33,223.83 13,473.59 4,288.70
    Day Change 92.07 436.10 63.20
    Day % Change 0.28% 3.34% 1.50%
Week 8-Friday & Close(02/25/22) 34,058.75 13,694.62 4,384.65
    Day Change 834.92 221.03 95.95
    Day % Change 2.51% 1.64% 2.24%
Change-Week (20.43) 146.55 35.78
% Change-Week -0.06% 1.08% 0.82%
Change-Month-to-Date (1,073.11) (545.26) (130.90)
% Change-Month-to-Date -3.05% -3.83% -2.90%
Change-Quarter-to-Date (2,279.55) (1,950.35) (381.53)
% Change-Quarter-to-Date -6.27% -12.47% -8.00%
Change-Year-to-Date (2,279.55) (1,950.35) (381.53)
% Change-Year-to-Date -6.27% -12.47% -8.00%
Change-Record (2,740.90) (2,362.82) (411.91)
% Change-Record -7.45% -14.71% -8.59%

The Stock Market Bull and Bear Tallies 2022 YTD
Week 8 Winner and Tally  Bull 2-1 Mixed Win
January Winner and Tally Bear 3-0 Win
Weeks Months 2022 YTD
The Stock Market Bull 2 0
The Stock Market Bear 5 1 Winning
Mixed Result 1 0
  Totals 8 1

Influences/News:

  • The Russia-Ukraine concerns became reality as Russia initially launched offenses to take over two breakaway Ukraine regions, then started closing in on the major city of Kyiv by the end of the week. NATO had an emergency session, agreed to beef up troops in neighboring countries. Speeches by US President Biden and many other world leaders from democracies denounced the use of military force, pledged to impose economic sanctions against Russia and its political and corporate leaders. Ukraine President Zelensky encouraged its military and citizens to provide resistance with some apparent initial success.
  • Inflation in the US continues to be a big issue. The Federal Open Market Committee meets next month some members are talking about a quarter or half percent increase in the federal short term interest rate.
  • COVID19 and associated variants cases and hospitalizations are decreasing rapidly, the US Center for Disease Control indicated that it is considering making some recommendations about the use of masks, probably to be oriented more towards communities that the nation itself.
  • US President Biden nominates Ketanji Brown Jackson, a federal judge on the US Court of Appeals for the District of Columbia Circuit since 2021, to replace retiring US Supreme Court Justice Stephen Breyer. She is the first black female to be nominated for the position.
  • In US economic news the Case-Shiller housing report indicated that in December home prices had increased by 18.6% over 12 months. The US Gross Domestic Product annual rate for 21Q4 was revised from +6.9% to +7.0%. US weekly initial jobless claims dropped 17,000 to 232,000 last week, closing in on pre-pandemic numbers. US mortgage rates dropped a little to an average of 3.89% with 0.8 points & fees in the last week. US personal incomes were little changed from the previous month.

More Resources:

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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 January 2022 Top 5 Stocks Snapshots

February 15, 2022 by

The PBR1000 January 2022 Top 5 Stocks Snapshots

The Stock Market Bear Starts The New Year

Stocks Stock Market Bear Bull Investing Investor

The Stock Market Bear starts 2022 by shredding stocks throughout the month of January.

By Larry C. Paxton

 

US Stock Market Indices Summary

The Month of January 2022 Ending 01/31/22
DJIA NASDAQ S&P500
2021 Close(12/31/21) 36,338.30 15,644.97 4,766.18
4Q21 Close(09/30/21) 36,338.30 15,644.97 4,766.18
December 2021 Close(12/31/21) 36,338.30 15,644.97 4,766.18
Record Close Date 01/04/22 11/19/21 01/03/22
Record Close 36,799.65 16,057.44 4,796.56
January 2022 Close(01/31/22) 35,131.86 14,239.88 4,515.55
Percent Change-Month -3.32% -8.98% -5.26%
Percent Change-4Q21-to-Date -3.32% -8.98% -5.26%
Percent Change-Year-to-Date -3.32% -8.98% -5.26%
Percent Change-Record -4.53% -11.32% -5.86%

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

The US Stock Market January 2022 Summary:

On the first trading day of 2022, Monday of Week 1, The Stock Market Bull charged into the pasture, was in full command, had an excellent day, and established new record closes for the DJIA and S&P500, while The Stock Market Bear continued to drown his sorrows from his major 2021 loss at a nearby watering hole. On Tuesday The Stock Market Bull again established a new record close on the DJIA, but The Stock Market Bear had crept into the pasture and took out some nibbles on the NASDAQ and S&P500. An encouraged The Stock Market Bear then took over the rest of the week with a 9-0 session wins across the 3 major US stock indices across 3 days and easily took Week 1.

Week 2 was a back and forth between The Stock Market Bull and The Stock Market Bear, with The Stock Market Bull taking 9 of the 15 trading sessions. But the 6 sessions The Stock Market Bear took were good sized bites and he prevailed again with a 3-0 result for the week.

Week 3 was a four day trading week, with Martin Luther King Jr Day being observed on Monday. The Stock Market Bear had the week to himself, taking all 16 of the trading sessions by significant margins, notched his first trifecta of weekly wins in some time, with the NASDAQ losing 1 to nearly 3% on those days.

Week 4 was another back and forth, but on Friday The Stock Market Bull had had enough, captured all three indices by large amounts and Friday, and by enough to get his first weekly win of 2022.

The Stock Market Bull again took charge on Monday of Week 5, the last day of January, and once again completely dominated the pasture with 1%+ to 3%+ victories. Nevertheless, while an impressive way to end the first month of the year, it was not nearly enough. The Stock Market Bear gets his first monthly 3-0 win of 2022, matching his result in all of 2021.

Number of Trading Days: 20

Number of Gain(+)/Loss(-) Days: DJIA 7+/13-; NASDAQ 9+/11-; SPX 7+/13-.

Record Days: DJIA 2, NASDAQ 0, SPX 1, Total 3

Longest Gain Streak(Consecutive Days): DJIA, 2 days(01/03-04/22, 01/11-12/22, 01/28-31/22); NASDAQ 3 days(01/10-12/22); and SPX 2 days(01/11-12/22, 01/28-31/22)

Longest Loss Streak(Consecutive Days): DJIA, 6 days(01/13-21/22); NASDAQ 4 days(01/04-07/22, 01/18-21/22); and SPX 5 days(01/04-10/22)

Big Swing Up Days(>1.00%): 4 days(8 sessions), 01/03/22( N +1.20%), 01/11/22(N +1.41%), 01/28/22(D +1.65%, N +3.13%, S +2.43%), 01/31/22(D +4.17%, N +3.41%, S +1.89%)

Big Swing Down Days(<-1.00%): 9 days(18 sessions), 01/04/22(N -1.33%), 01/05/22(D -1.07%, N -3.34), 01/13/22(N -2.51%, S -1.42%), 01/18/22(D -1.51%, N -2.60%, S -1.84%), 01/19/22(N -1.15%), 01/20/22(N -1.30%, S -1.10%), 01/21/22(D -1.30%, N -2.72, S -1.89%), 01/25/22(N -2.28%, S -1.22%), 01/27/22(N -1.40%)

The PBR1000 January 2022 Top 5 Stocks Snapshots

The following are Top 5 partial tables excerpts from The PBR1000 January 2022 Snapshots. The price for stocks is for the close of trading on January 31, 2022, 1 Month % Chg is compared to December 31, 2021, 12 Months % Chg is compared to January 31, 2021, the 24 Months % Chg is compared to January 31, 2020, and 60 Months % Chg is compared to January 31, 2017. The PBR Rank is by last fiscal year annual revenues.

To get the complete The PBR1000 Snapshots  just click here to get your 12 month subscription and automatically download the January 2022 edition with the complete 15 Snapshots and 28 rankings with the bonuses The PBRMarketTools US Monthly Indices Snapshots and The PBR25 Top Buy Stocks.

 

Table 1(S11): The PBR1000 January 2022

Top 5 Stocks Gainers, 1 Month
Stock 1 12 24 60
Company Rank Sym Price Mo Mos Mos Mos
1 Zynga Inc 864 ZNGA 9.07 42% -8% 51% 260%
2 Halliburton  208 HAL 30.74 34% 74% 41% -46%
3 Groupon 956 GRPN 30.54 32% -11% -47% -56%
4 Schlumberger 126 SLB 39.07 30% 76% 17% -53%
5 Occidental Petro 183 OXY 37.67 30% 88% -5% -44%
Range : +42% to -41%
Nbr Cos>0% : 307/1,000
Average : -7.5%
Median : -4.76%
DJIA : -3.32%
NASDAQ : -8.98%
S&P500 : -5.26%

 

Table 2(S12): The PBR1000 January 2022

Top 5 Stocks Gainers, 12 Months
Stock 1 12 24 60
Company Rank Sym Price Mo Mos Mos Mos
1 Veritiv 429 VRTV 93.08 -24% 408% 561% 66%
2 R. R. Donnelley  538 RRD 11.02 -2% 361% 359% -36%
3 Calumet Specialty  818 CLMT 14.08 7% 340% 238% 256%
4 Avis Budget  490 CAR 176.18 -15% 326% 437% 373%
5 SM Energy  991 SM 32.81 11% 291% 257% 8%
Range : +408% to -91%
Nbr Cos>0% : 742/987
Average : +16.14%
Median : +17.14%
DJIA : +17.17%
NASDAQ : +8.95%
S&P500 : +21.57%

 

Table 3(S13): The PBR1000 January 2022

Top 5 Stocks Gainers, 24 Months
Stock 1 12 24 60
Company Rank Sym Price Mo Mos Mos Mos
1 GameStop 510 GME 108.93 -27% -66% 2,737% 345%
2 Antero Resources  654 AR 19.53 12% 181% 956% -20%
3 A-Mark Precious Metals 373 AMRK 61.90 1% 117% 678% 226%
4 Tesla Motors 96 TSLA 936.72 -11% 18% 620% 1759%
5 Owens & Minor 344 OMI 42.09 -3% 45% 572% 17%
Range : +2,737% to -78%
Nbr Cos>0% : 734/971
Average : +36.95%
Median : +26.76%
DJIA : +24.33%
NASDAQ : +55.61%
S&P500 : +39.99%

 

Table 4(R21): The PBR1000 January 2022 

Top 5 Stocks Gainers, 60 Months
Stock 1 12 24 60
Company Rank Sym Price Mo Mos Mos Mos
1 Tesla Motors 96 TSLA  936.72 -11% 18% 620% 1759%
2 RH 739 RH  402.82 -25% -15% 93% 1391%
3 Crocs 958 CROX  102.62 -20% 47% 171% 1306%
4 Etsy 919 ETSY  157.08 -28% -21% 222% 1146%
5 AMD 301 AMD  114.25 -21% 33% 143% 1002%
Range : +1,759% to -91%
Nbr Cos>0% : 693/923
Average : +86.53%
Median : +49.32+%
DJIA : +76.86%
NASDAQ : +153.61%
S&P500 : +98.15%

 

Table 5: The PBR1000 January 2022

Top 5 By Market Capitalization
Market 1 12 24
Company Rank Sym Cap($B) Mo Mos Mos
1 Apple 3 AAPL 2,854.92 -2% 24% 101%
2 Microsoft 13 MSFT 2,331.38 -8% 29% 77%
3 Alphabet 10 GOOG 1,769.88 -9% 41% 76%
4 Amazon 2 AMZN 1,517.12 -10% -7% 64%
5 Tesla Motors 96 TSLA 940.72 -11% 19% 714%
ThePBR1000
Range : $2,855 billion to $0.20 billion
Total : $43,329 billion
% Chg 1 Mo : -5.47%
% Chg 12 Mos : +16.50%
% Chg 24 Mos : +40.53%
Average : $43.329 billion
Median : $11.27 billion

 

Table 6: The PBR1000 Index

& Primary US Stocks & Commodities Indices
Stock 1 12 24 60
Index Mo Mos Mos Mos
Index Value($) % Chg % Chg % Chg % Chg
The PBR1000 130,894.06 -7% 16% 37% 87%
DJIA 35,131.86 -3% 17% 24% 77%
NASDAQ 14,239.88 -9% 9% 56% 154%
S&P500 4,515.55 -5% 22% 40% 98%
GOLD(COMEX) 1,796.40 -2% -3% 13% 49%
SILVER(COMEX) 22.39 -4% -17% 24% 28%
CRUDE OIL(NYMEX) 88.15 17% 69% 71% 67%
Corn(CBC, Cents) 626.00 6% 14% 64% 74%
Wheat(CBC, Cents) 761.25 -1% 15% 38% 81%
Soybeans(CBC, Cents) 1,490.50 11% 9% 71% 45%
Bitcoin($US) 38,589.00 -17% 37% 461% 5066%

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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 provides research only which 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 business intelligence report is provided by: 

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The Week 6 of 2022 US Stock Market News Recap

February 11, 2022 by

The Week 6 of 2022 US Stock Market News Recap

Stock Market Bull Bear Stocks Recap Investing ThePBR1000

The Stock Market Bear comes from behind in Week 6, gets the 3-0 win, and prevents The Stock Market Bull from achieving its first trifecta of wins in 2022.

By Larry C. Paxton

The US Stock Market Week 6 Summary:

In what has become a somewhat recurring theme for 2022, Week 6 started with a mixed result by small margins on Monday in favor of The Stock Market Bear. But on Tuesday and Wednesday The Stock Market Bull aggressively charged into the pasture and clearly dominated each day, creating a clear lead for the week. On Thursday The Stock Market Bear took his turn with a dominating result, but still behind for the week. To finish Week 6 The Stock Market Bear repeated his Thursday result, gets the 3-0 Week 6 result, and leaves The Stock Market Bull exhausted and unable to complete the three week trifecta of wins.

US Stock Market Indices Summary

Week 6 of 2022 Ending 02/11/22
DJIA NASDAQ S&P500
Previous Year Close(12/31/21) 36,338.30 15,644.97 4,766.18
Previous Quarter Close(12/31/21) 36,338.30 15,644.97 4,766.18
Previous Month Close(01/31/22) 35,131.86 14,239.88 4,515.55
Record Close Date 01/04/22 11/19/21 01/03/22
Record Close 36,799.65 16,057.44 4,796.56
Week 5-Friday & Close(02/04/22) 35,089.74 14,098.01 4,500.53
Week 6-Monday(02/07/22) 35,091.13 14,015.67 4,483.87
    Day Change 1.39 (82.34) (16.66)
    Day % Change 0.00% -0.58% -0.37%
Week 6-Tuesday(02/08/22) 35,462.78 14,194.45 4,521.54
    Day Change 371.65 178.78 37.67
    Day % Change 1.06% 1.28% 0.84%
Week 6-Wednesday(02/09/22) 35,768.06 14,490.37 4,587.18
    Day Change 305.28 295.92 65.64
    Day % Change 0.86% 2.08% 1.45%
Week 6-Thursday(02/10/22) 35,241.59 14,185.64 4,504.08
    Day Change (526.47) (304.73) (83.10)
    Day % Change -1.47% -2.10% -1.81%
Week 6-Friday & Close(02/11/22) 34,738.06 13,791.15 4,418.64
    Day Change (503.53) (394.49) (85.44)
    Day % Change -1.43% -2.78% -1.90%
Change-Week -351.68 -306.86 -81.89
% Change-Week -1.00% -2.18% -1.82%
Change-Month-to-Date (393.80) (448.73) (96.91)
% Change-Month-to-Date -1.12% -3.15% -2.15%
Change-Quarter-to-Date (1,600.24) (1,853.82) (347.54)
% Change-Quarter-to-Date -4.40% -11.85% -7.29%
Change-Year-to-Date (1,600.24) (1,853.82) (347.54)
% Change-Year-to-Date -4.40% -11.85% -7.29%
Change-Record (2,061.59) (2,266.29) (377.92)
% Change-Record -5.60% -14.11% -7.88%

The Stock Market Bull and Bear Tallies 2022 YTD
Week 6 Winner and Tally  Bear 3-0 Win
January Winner and Tally Bear 3-0 Win
Weeks Months 2022 YTD
The Stock Market Bull 2 0
The Stock Market Bear 4 1 Winning
Mixed Result 0 0
  Totals 6 1

Influences/News:

  • Russia continues to build up its armed forces along the Ukraine border, the US says it thinks an invasion is imminent, recommends that its around 30,000 citizens in Ukraine leave immediately, the US sends an additional 3,000 troops to Poland, and Russia continues to deny it is planning an attack.
  • The US Consumer Price Index is released on Thursday, indicates a surprisingly high 7.5% annual growth rate, raises concerns that the US Federal Reserve will up its funds rate more aggressively than originally expected, with possibly more rate increases during the year as well.
  • The US daily rate of new Omnicom COVID-19 variant cases starts to decline as predicted but death rates continue to remain high at over 2,000 per day.

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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: 

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

 

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