The Week 39 of 2021 US Stock Market News Recap

October 1, 2021 by admin

The Week 39 of 2021 US Stock Market News Recap

Stock Market Bull Bear Investing Recap Stocks

The Stock Market Bear had huge days on Tuesday and Thursday to convincingly take Week 39 of 2021.

By Larry C. Paxton

US Stock Market Indices Summary
Week 39 of 2021 Ending 10/01/21

	DJIA	NASDAQ	S&P500
Previous Year Close(12/31/20)	30,606.48	12,888.28	3,756.07
Previous Quarter Close(09/30/21	33,843.92	14,448.58	4,307.54
Previous Month Close(09/30/21)	33,843.92	14,448.58	4,307.54
Record Close Date	08/16/21	09/07/21	09/02/21
Record Close	35,625.40	15,374.33	4,536.95
Week 38-Friday & Close(09/24/21)	34,798.00	15,047.70	4,455.48
Week 39-Monday(09/27/21)	34,869.37	14,969.97	4,443.11
Day Change	71.37	(77.73)	(12.37)
Day % Change	0.21%	-0.52%	-0.28%
Week 39-Tuesday(09/28/21)	34,299.99	14,546.68	4,352.63
Day Change	(569.38)	(423.29)	(90.48)
Day % Change	-1.63%	-2.83%	-2.04%
Week 39-Wednesday(09/29/21)	34,390.72	14,512.44	4,359.46
Day Change	90.73	(34.24)	6.83
Day % Change	0.26%	-0.24%	0.16%
Week 39-Thursday(09/30/21)	33,843.92	14,448.58	4,307.54
Day Change	(546.80)	(63.86)	(51.92)
Day % Change	-1.59%	-0.44%	-1.19%
Week 39-Friday & Close(10/01/21)	34,326.46	14,566.70	4,357.04
Day Change	482.54	118.12	49.50
Day % Change	1.43%	0.82%	1.15%
Change-Week	-471.54	-481.00	-98.44
% Change-Week	-1.36%	-3.20%	-2.21%
Change-Month-to-Date	482.54	118.12	49.50
% Change-Month-to-Date	1.43%	0.82%	1.15%
Change-Quarter-to-Date	482.54	118.12	49.50
% Change-Quarter-to-Date	1.43%	0.82%	1.15%
Change-Year-to-Date	3,719.98	1,678.42	600.97
% Change-Year-to-Date	12.15%	13.02%	16.00%
Change-Record	(1,298.94)	(807.63)	(179.91)
% Change-Record	-3.65%	-5.25%	-3.97%

The Stock Market Bull and Bear Tallies YTD

Week 39 Winner and Tally	Bear	3-0	Win
September Winner and Tally	Bear	3-0	Win

	Weeks	Months	YTD
The Stock Market Bull	17	5	Winning
The Stock Market Bear	14	1	Losing
Mixed Result	8	3
Totals	39	9

The US Stock Market Week 39 Summary:

The Stock Market Bear was miffed by his loss in Week 38. With determination he dominated the final 4 days of September taking 9 of 12 sessions, with Tuesday and Thursday being huge days. The Stock Market Bull responded with a big Friday to start the month of October, but it was not nearly enough. The Stock Market Bear easily takes Week 39 of 2021 with a 3-0 result. The stage is set for what could be a volatile October, with The Stock Market Bull still having a significant lead year-to-date.

Summary News Items for Week 39:

US Economic News

Friday, October 1, 2021
The US Dept of Commerce/BEA says the Preliminary August 2021 US Personal Income Annual Rate is at $20.717 trillion, July was at $20.681 trillion, June $20.449, trillion, August 2020 $19.624 trillion, August 2019 $18.688 trillion.
The US Dept of Commerce/Census says the Preliminary August 2021 US Construction Spending Annual Rate-Residential is at $795.5 billion, Non-Residential $788.6 billion, making the August 2021 US Construction Spending Annual Rate Total at $1,584.1 billion, July was at $1,584.0 billion, June $1,579.3 billion, August 2020 $1,455.0 billion, August 2019 $1,379.0 billion.
The Institute for Supply Management says the September 2021 US Manufacturing PMI Index(>50% = economy expanding) is at +61.1%, August was at +59.9%, July +59.5%, September 2020 +55.4%, September 2019 +47.8%. “… optimistic panel sentiment remains strong, with three positive growth comments for every cautious comment. Panelists are fully focused on supply chain issues in order to respond to the ongoing high levels of demand….”
IHS Markit says the September 2021 US Manufacturing PMI Index is at 60.7, August 2021 was at 61.1, July 2021 63.4, September 2020 53.2, September 2019 51.1. “The US manufacturing sector continues to run hot, with demand once again racing well ahead of production capacity as firms report widespread issues with supply chains and the availability of labor.”
The U of Michigan Final September 2021 US Consumer Sentiment Index is at 72.8, August 2021 was at 70.3, July 2021 81.2, September 2020 80.4, September 2019 93.2. “Consumer sentiment edged upward in late September, although the overall gain still meant the continuation of depressed optimism, initially sparked by the Delta variant and supported by persistent inflation and unfavorable long-term prospects for the national economy….”

Thursday, September 30, 2021
The US Dept of the Treasury says on 09/28/21 the US National Debt-Public is at $22.264 trillion, Intragovernmental $6.163 trillion, making the 09/28/21 US National Debt Total at $28.427 trillion, 08/31/21 was at $28.428 trillion, 07/30/21 $28.428 trillion, 09/30/20 $27.027 trillion, 09/30/19 $22.719 trillion.
The US Dept of Commerce/BEA says the 3rd Estimate 2Q21 US Real Gross Domestic Product Annual Rate is at +6.7% with the 2Q21 Annual GDP at $22.741 trillion, 1Q21 was at $22.038, 4Q20 $21.478 trillion, 2Q20 $19.477, 2Q19 $21.330 trillion.
The US Dept of Labor says the 09/25/21 US 4-Week Moving Average Initial Unemployment Claims is at 340,000, 08/21/21 was at 366,500, 07/24/21 394,500, 09/19/20 878,250, 09/21/19 212,000.
FreddieMac says the 09/30/21 US Average 30 Year Fixed Mortgage Rate is at 3.01% with 0.7 points & fees, 08/26/21 was at 2.87%, 07/29/21 2.80%, 09/24/21 2.90%, 09/24/20 2.90%, 09/26/19 3.64%. “We expect mortgage rates to continue to rise modestly which will likely have an impact on home prices, causing them to moderate slightly after increasing over the last year.”
The American Automobile Assn says on 09/30/21 the US Average Price for a Gallon of Regular Gas is at $3.189, 08/31/21 was at $3.159, 07/30/21 $3.168, 09/30/20 $2.188, 09/30/19 $2.654.
MNI Indicators says the Preliminary September 2021 Chicago Business Barometer Index(>50=economy is gaining) is at 64.7, August was at 66.8, July 73.4, September 2020 62.4, September 2019 47.1.

Wednesday, September 29, 2021
The US Energy Information Administration says the 09/24/21 US Crude Oil Inventories-Millions of Barrels is at 418.5, 08/20/21 was at 432.6, 07/23/21 435.6, 09/25/20 492.4, 09/20/19 419.5.
Automotive News says the Forecasted September 2021 New Auto Sales-Retail Units is at 899,072, Fleet Units 108,324, making September 2021 New Auto Sales Total Units at 1,007,396, August was at 1,095,323, July 1,291,775, September 2020 1,351,643, September 2019 1,268,871; September 2021 Average New Auto Sales Price is at $39,540, August was at $38,580, September 2020 $36,710.

Tuesday, September 28, 2021
The US Dept of Commerce/BEA says the Preliminary 2Q21 US Net International Investment Position-Assets is at $34.196 trillion, Liabilities $49.316 trillion, making the 2Q21 US Net International Investment Position Deficit at $15.120 trillion, 1Q21 was at $14.301 trillion, 4Q20 $14.011 trillion, 2Q20 $12.996 trillion, 2Q19 $10.488 trillion.
The S&P CoreLogic Case-Shiller Preliminary July 2021 US National Home Price Index(01/2000=100) is at 265.35, June was at 261.11, May 255.53, July 2020 221.67, July 2019 211.47; July 2021 12 Month Change is +19.7%.
The US Federal Reserve Bank of Richmond says the Preliminary September 2021 US 5th District Manufacturing Index(Annualized) is at -3%, August was at +9%, July +27%, September 2020 +21%, September 2019 -9%. “Firms reported weakening local business conditions, but they were optimistic that conditions would improve in the next six months.”
The US Federal Reserve Bank of Richmond says the Preliminary September 2021 US 5th District Services Sector Revenue Index(Annualized) is at -3%, August was at +15%, July +19%, September 2020 +6%, September 2019 +6%. “Survey respondents were optimistic that conditions would improve in the coming months.”
The Conference Board says the Preliminary September 2021 US Consumer Confidence Index(1985=100) is at 109.3, August was at 115.2. “Consumer confidence is still high by historical levels—enough to support further growth in the near-term—but the Index has now fallen 19.6 points from the recent peak of 128.9 reached in June. These back-to-back declines suggest consumers have grown more cautious and are likely to curtail spending going forward.”

Monday, September 27, 2021
No economic news releases today.

US Government/Other News

The US House of Representatives struggles with the $3.5 trillion infrastructure bill, and it appears it could be cut back substantially to around $1.5 trillion in order to pass. US President Biden continues to push for the full amount saying it needs to be approved to remain competitive in the world. US Speaker of the House Nancy Pelosi says she expects a version to pass by the end of October.
US Secretary of the Treasury Janet Yellen warns that the US could default on paying its bills, including social security benefits, and force a government shutdown that could result in a deep recession if the US Congress does not pass an increase in the debt ceiling by October 18.
The US Senate and House pass a spending bill that will take it through December 3, 2021.
China growth forecasts are cut per recent economic reports.
Japan has a new prime minister, its 100th, Fumio Kishida, who confirms that Japan’s alliance with the US remains strong.
North Korea fires another missile test.

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The PBR25 Top Buy Stocks on 09/30/21 Summary

October 1, 2021 by admin

The PBR25 Top Buy Stocks for Investing!

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

The PBR25 Top Buy Stocks on 09/30/21 Summary

Average Recommendations Range	:	4.53 to 5.00, Average 4.72, Median 4.74
Range of Number of Recommendations	:	12 to 43, Average 21, Median 19
Range of Number of Buy Recommendations	:	10 to 35, Average 17, Median 17
Estimated 12 Month Return Range	:	27.93% to 60.42%, Average 37.88%, Median 35.05%
Number of Companies on the NYSE	:	19
Number of Companies on the NASDAQ	:	6
Range of Returns since 09/30/20(12 months)	:	-17.43% to +289.74%, Avg +37.52%, Median +39.31%
DJIA Return since 09/30/20	:	21.82%
NASDAQ Return since 09/30/20	:	29.38%
S&P500 Return since 09/30/20	:	28.09%
Stock Price Range	:	$7.53 to $360.23, Average $80.99, Median $58.60
Total The PBR25 Market Capitalization	:	$835.31 billion, Average $33.41 billion
Market Capitalization Range	:	$6.41 billion to $159.44 billion, Median $11.81 billion
Turnover	:	15 companies remain from 08/31/21, 10 new

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Data on the PDF report includes: Rank By Estimated 12 Month Return; Company Name; Last Fiscal Year Earnings Per Share; Last Fiscal Year Dividend; End of Previous Month Stock Price; Trading Symbol; Stock Exchange; Average 12 Month Analyst Target Stock Price; Estimated 12 Month % Return; Analysts Overall Recommendation; Number of Analyst Recommendations for Buy, Outperform, Hold, Underperform, and Sell; Recommedation Weighted Average; Stock Price % Change from the previous month, last 24 months, past 60 months, and; Market Capitalization. It also includes the DJIA, NASDAQ, and S&P500 indexes for comparison purposes.

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The September 2021 US Stock Market News Recap

September 30, 2021 by admin

The September 2021 US Stock Market News Recap

Stock Market Bear Bull Stocks Investing Recap

The Stock Market Bear finally gets his first monthly 3-0 victory of 2021, but can he maintain the momentum?

By Larry C. Paxton

US Stock Market Indices Summary
The Month of September 2021 Ending 09/30/21

	DJIA	NASDAQ	S&P500
2020 Close(12/31/20)	30,606.48	12,888.28	3,756.07
2Q21 Close(06/30/21)	34,502.51	14,503.95	4,297.50
August 2021 Close(08/31/21)	35,360.73	15,259.24	4,522.68
Record Close Date	08/16/21	09/07/21	09/02/21
Record Close	35,625.40	15,374.33	4,536.95
September 2021 Close(09/30/21)	33,843.92	14,448.58	4,307.54
Percent Change-Month	-4.29%	-5.31%	-4.76%
Percent Change-3Q21-to-Date	-1.91%	-0.38%	0.23%
Percent Change-Year-to-Date	10.58%	12.11%	14.68%
Percent Change-Record	-5.00%	-6.02%	-5.06%

The Stock Market Bull and Bear Tallies YTD

Week 38 2021 Winner and Tally	Bull	3-0	Win
September 2021 Winner and Tally	Bear	3-0	Win

	Weeks	Months	YTD
The Stock Market Bull	17	5	Winning
The Stock Market Bear	13	1	Losing
Mixed Result	8	3
Totals	38	9

The US Stock Market September 2021 Summary:

Week 35 finished August and started out September with The Stock Market Bull getting a 2-1 mixed result which also included record closes on the NASDAQ and S&P500. A raging The Stock Market Bear struck back in Week 36 by taking all except 1 record breaking NASDAQ session on the Tuesday of a shortened Labor Day week. The Bull returned with a good mixed 2-1 win on Monday of Week 37, but once again The Bear recovered by taking a full win on Tuesday. The Bull took Wednesday by margins greater than his losses on Tuesday. But then The Bear took Thursday 2-1, and then a full 3-0 result on Friday, and making Weeks 36 and 37 his first back-to-back weekly victories during 2021. The momentum for The Bear continued into Week 38 on Monday and Tuesday. But The Bull returned with a vengeance by taking Wednesday through Friday to take his only full week of September. Week 39 included 4 days for September and once again The Bear dominated with big numbers on Tuesday and Thursday, the last day of the month. The Stock Market Bear gets a very convincing victory for September, his first monthly win of 2021, and sets the stage for what could be a volatile October.

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The Week 38 of 2021 US Stock Market News Recap

September 24, 2021 by admin

The Week 38 of 2021 US Stock Market News Recap

Stock Market Bull Bear Investing Investor PBR1000 PBR25

The Stock Market Bull overcomes a big dip on Monday to win Week 38, but The Stock Market Bear still has the edge for the month of September.

By Larry C. Paxton

US Stock Market Indices Summary
Week 38 of 2021 Ending 09/24/21

	DJIA	NASDAQ	S&P500
Previous Year Close(12/31/20)	30,606.48	12,888.28	3,756.07
Previous Quarter Close(06/30/21	34,502.51	14,503.95	4,297.50
Previous Month Close(8/31/21)	35,360.73	15,259.24	4,522.68
Record Close Date	08/16/21	09/07/21	09/02/21
Record Close	35,625.40	15,374.33	4,536.95
Week 37-Friday & Close	34,584.88	15,043.97	4,432.99
Week 38-Monday	33,970.47	14,713.90	4,357.73
Day Change	(614.41)	(330.07)	(75.26)
Day % Change	-1.78%	-2.19%	-1.70%
Week 38-Tuesday	33,919.84	14,746.40	4,354.19
Day Change	(50.63)	32.50	(3.54)
Day % Change	-0.15%	0.22%	-0.08%
Week 38-Wednesday	34,258.32	14,896.85	4,395.64
Day Change	338.48	150.45	41.45
Day % Change	1.00%	1.02%	0.95%
Week 38-Thursday	34,764.82	15,052.24	4,448.98
Day Change	506.50	155.39	53.34
Day % Change	1.48%	1.04%	1.21%
Week 38-Friday & Close	34,798.00	15,047.70	4,455.48
Day Change	33.18	(4.54)	6.50
Day % Change	0.10%	-0.03%	0.15%
Change-Week	213.12	3.73	22.49
% Change-Week	0.62%	0.02%	0.51%
Change-Month-to-Date	(562.73)	(211.54)	(67.20)
% Change-Month-to-Date	-1.59%	-1.39%	-1.49%
Change-Quarter-to-Date	295.49	543.75	157.98
% Change-Quarter-to-Date	0.86%	3.75%	3.68%
Change-Year-to-Date	4,191.52	2,159.42	699.41
% Change-Year-to-Date	13.69%	16.75%	18.62%
Change-Record	(827.40)	(326.63)	(81.47)
% Change-Record	-2.32%	-2.12%	-1.80%

The Stock Market Bull and Bear Tallies YTD

Week 38 Winner and Tally	Bull	3-0	Win
August Winner and Tally	Bull	3-0	Win

	Weeks	Months	YTD
The Stock Market Bull	17	5	Winning
The Stock Market Bear	13	0	Losing
Mixed Result	8	3
Totals	38	8

The US Stock Market Week 38 Summary:

The Stock Market Bear was eager to get his first trifecta of weekly wins in 2021. He viciously clawed and bit his way to a very big Monday win by so much that it appeared that Week 38 would easily be his. The Stock Bull entered the ring on Tuesday and they tussled to a slight mixed result for The Stock Market Bear. On Wednesday it was The Stock Market Bull who became the aggressor. He got the win but was still behind for the week. The Stock Market Bull again charged into battle on Thursday, and with great determination overcame every counter by The Stock Market Bear to get a resounding win and pulled ahead for the week, but not by much. Friday was the big show down but both the Bull and the Bear were punched out. The Stock Market Bull barely pulled out a thin mixed win. In an incredibly volatile week somehow The Stock Market Bull gets a 3-0 win in Week 38, but the exhausted The Stock Market Bear remains well ahead for the month and is poised to take his first monthly win of the year. However, with four trading days remaining in September anything is possible just based on what happened this week.

Summary News Items for Week 38:

US Economic News

Friday, September 24, 2021
The US Dept of Commerce/HUD says the Preliminary August 2021 US New Family Homes Sold Annual Rate is at 740,000, July was at 729,000, June 685,000, August 2020 977,000, August 2019 706,000; the August 2021 Median Home Price is at $390,900, July was also at $390,900, June $375,700, August 2020 $325,500, August 2019 $327,000.

Thursday, September 23, 2021
The US Federal Reserve says the Preliminary 2Q21 US Total Networth of Households & Non-Profits is at $141.668 trillion, 1Q21 was at $135.818 trillion, 4Q20 $130.688 trillion, 4Q19 $116.832 trillion.
The US Federal Reserve Bank of Chicago says the Preliminary August 2021 US National Activity Index is at +0.29, July was at +0.75, June +0.24, August 2020 +1.21, August 2019 +0.16. “Index suggests slower, but still above-average growth in August.”
The Conference Board says the Preliminary August 2021 US Leading Economic Index(2016=100) is at 117.1, July was at 116.2, June 115.4, August 2020 107.0, August 2019 112.0. “While the Delta variant—alongside rising inflation fears—could create headwinds for labor markets and the consumer spending outlook in the near term, the trend in the LEI is consistent with robust economic growth in the reminder of the year. Real GDP growth for 2021 is expected to reach nearly 6.0 percent year-over-year, before easing to a still-robust 4.0 percent for 2022.”

Wednesday, September 22, 2021
The US Federal Open Market Committee releases its statement for its 09/21-22/21 meeting, keeps the short terms federal funds rate at 0.00-0.25%, says “The path of the economy continues to depend on the course of the virus. Progress on vaccinations will likely continue to reduce the effects of the public health crisis on the economy, but risks to the economic outlook remain… judges that a moderation in the pace of asset purchases may soon be warranted.”
The Natl Assn of Realtors says the Preliminary August 2021 US Existing Home Sales Annual Rate is at 5,880,000, July was at 6,000,000, June 5,870,000, August 2020 5,970,000, August 2019 5,430,000; the Preliminary August 2021 US Existing Home Median Sales Price is at $356,500, July was at $359,900, June $363,300, August 2020 $310,400, August 2019 $278,800.

Tuesday, September 21, 2021
The US Dept of Commerce/HUD says the Preliminary August 2021 US Private Housing Building Permits Issued Annual Rate 1,728,000, July 1,630,000, June 1,594,000, August 2020 1,522,000, August 2019 1,471,000.
The US Dept of Commerce/BEA says the Preliminary 2Q21 US Exports of Goods, Services and Income Receipts Total is $937.9 billion, Imports of Goods, Services and Income Payments Total is at $1,128.2 billion, making the 2Q21 US Trade Deficit at $190.3 billion, 1Q21 was at $189.4 billion, 4Q20 $175.1 billion, 2Q20 $172.4 billion, 2Q19 $127.7 billion.

Monday, September 20, 2021
The Natl Assn of Home Builders/Wells Fargo Preliminary September 2021 US Housing Market Composite Index is at 76, August was at 75, July 80, September 2020 83, September 2019 68. “Builder confidence inched up in September on lower lumber prices and strong housing demand, even as the housing sector continues to grapple with building material supply chain issues and labor challenges….”

US Government/Other News

On Monday China based property developer Evergrande, with its $300 billion of debt load held by bondholders globally, shows signs that it will miss a major interest payment. Stock markets worldwide plummet dramatically. The markets recover during the week but Evergrande does miss its interest payment and its fate appears uncertain.
The US Federal Reserve Open Market Committee met and released its statement on Wednesday. See the US Economy News above for the summary.
The upcoming US debt limit concerns are not resolved, federal agencies are alerted about what to do if the federal government is forced to shut down.
The US House is expected to vote on the $3.5 trillion infrastructure bill and a proposed social spending bill next week. The outcome is uncertain, US President Biden says negotiations are at a stalemate.
Germany’s Prime Minister Angela Merkel will step down after 16 years in power. Elections are held on Friday, results are too close to call at the time of this release.

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The PBR1000 Research: NASDAQ Top Buy Stocks 09/22/21

September 22, 2021 by admin

The PBR1000 Research: NASDAQ Top Buy Stocks on 09/22/21

NASDAQ Analytics Investing Investor PBR1000 PBR25

The NASDAQ has been the leading stock index for several years. Who were The PBR1000 NASDAQ Top Buy Stocks on 09/22/21?

By Larry C. Paxton

On September 22, 2021, PBRMarketTools.com released a dataset of 9 NASDAQ companies that are forecasted to be high producers over the next 12 months. Following is a table that provides a look at the characteristics of these companies.

The PBR1000 Research
The NASDAQ Top Buy Stocks on 09/22/21

Company Criteria
Exceeds $1 Billion in Revenues Last FY
Rated a Buy Stock with at least 10 Buy Ratings
Targeted 12 Month Return of at least 20%

Number of Stocks in the NASDAQ(Approx.)	4,600
Number of Companies in the NASDAQ(Approx.)	3,300
Number of NASDAQ Companies on The PBR1000	258
Number of NASDAQ Companies Meeting Criteria	9

Range of Stock Prices(Low, High)	$ 7.60	$ 3,380.05
Average Stock Price, Median Stock Price	$ 458.76	$ 73.97
Total of Stock Prices on 09/22/21, 12 Month Forecast	$ 4,128.86	$ 5,151.57
Average 12 Month Return Analyst Estimate	24.77%
Median 12 Month Return Analyst Estimate	33.96%
12 Month Return Range(Low, High)	20.56%	58.95%
Total of Stock Prices w/o Amazon	$ 748.81	$ 993.71
Average 12 Month Return Analyst Estimate w/o Amazon	32.71%

Average Weighted Average, Median(5.00 scale)	4.67	4.70
Range(Low, High)	4.53	4.92

Market Capitalization(Total Stock Value)
Total Market Capitalization(08/20, 08/21, $B)	$ 2,426.21	$ 2,728.63
Range(Low, High, 08/21)	$ 9.66	$ 1,757.75
Average, Median, 08/21	$ 269.58	$ 82.36

Financials
Total Revenues FY2020 ($B), Profits	$ 622.347	$ 38.616
Range of Revenues	$ 1.975	$ 386.064
Average of Revenues, Median	$ 69.150	$ 21.435
Total Earnings Per Share(2019, 2020)	$ 43.540	$ 29.870
Range of Earnings Per Share(Low, High, 2020)	$ (28.590)	$ 42.640
Average of Earnings Per Share, Median, 2020	$ 4.840	$ 2.420
Number of Companies Paying a Dividend(2019, 2020)	3	3
Total Assets, Equity(2020)	$ 970.392	$ 338.481
Range of Assets(Low, High)	$ 4.174	$ 321.195
Average of Assets, Median	$ 107.821	$ 53.678

Employees
Total Employees(2019, 2020)	1,128,795	1,645,977
Range of Employees(2020)	732	1,298,000
Average Number of Employees, Median	182,886	26,500

CEOs
Number of Men, Women	9	0
Start Year for Longest Serving CEO, Shortest	1991	2021
Median Year	2016

The detailed NASDAQ Top Buy Stocks on 09/22/21 MS-Excel dataset, which includes the names and around 200 data points and hotlinks to additional key information, has been provided as a bonus for PBRMarketTools Subscribers. If you are not a PBRMarketTools Subscriber but would like to become one, go to the Subscribe page. If you would like to get just this dataset you can get it by clicking on the Buy button below. After placing the order you will then be directed to the download page.

PBRMarketTools Info:

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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 analytics on 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.

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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 and the analytics that are derived from them. 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 research, analytics and information 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.

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The PBR1000 August 2021 Snapshots Analytics

September 20, 2021 by admin

The PBR1000 August 2021 Snapshots Analytics

Stocks PBR1000 PBR25 Investing Analytics

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

By Larry C. Paxton

PBRMarketTools reviews summaries from the most recently released The PBR1000 Snapshots and those from one and two calendar years earlier to produce some analytics to help understand what is happening in this unique set of companies. This is the August 2021 edition.

The PBR1000 Snapshots
August 2021 Analytics Summary

			Last
			12 Months
			Ending
Year	2019	2020	June 2021*
The PBR1000 Total Revenues(Trillions)	15.252	14.841	15.018
Percent Change		-2.69%	1.19%
Total Profits(Trillions)	1.302	0.827	0.869
Percent Change		-36.48%	5.08%

Average Profits to Revenues	8.54%	5.57%	5.79%

Average Earnings Per Share	$4.24	$1.96	$2.13
Percent Change		-53.77%	8.67%

Assets(Trillions)	47.659	53.188	53.400
Stockholders Equity	9.304	9.629	9.708
Equity/Assets	19.52%	18.10%	18.18%

Number of Companies Paying Dividends	709	708	692
Total Annual Dividends	1,221.31	1,214.93	1,178.54
Average Annual Dividend/Company	1.72	1.72	1.70
Percent Change		-0.38%	-0.75%

Number of Employees(Millions)	36.452	36.533	36.907
Percent Change		0.22%	1.02%

	12/31/19	12/31/20	08/31/21
The PBR1000 Total of Stock Prices	97,692.77	112,380.25	138,063.57
12 Months Percent Change		15.03%	22.85%
DJIA	28,538.44	30,606.48	35,360.73
Percent Change		7.25%	15.53%
NASDAQ	8,972.60	12,888.28	15,259.24
Percent Change		43.64%	18.40%
S&P500	3,230.78	3,756.07	4,522.68
Percent Change		16.26%	20.41%

Total Market Capitalization( Trillion $)	30,162.83	36,312.96	43,864.59
Percent Change		20.39%	20.80%

Analyst Estimates	12/31/19	12/31/20	08/31/21
Total Number of Analyst Estimates	14,922	15,176	15,372
Number of Companies by Estimate:
Buy(>4.50 to 5.00 Weighted Average)	108	148	149
Overweight (>3.50 to 4.50)	538	547	604
Hold (>2.50 to 3.50)	311	273	224
Underweight (>1.50 to 2.50)	32	23	20
Sell (1.00 to 1.50)	6	5	2
No Estimate	5	4	1
Totals	1,000	1,000	1,000

Average Weighted Estimate	3.81/5.00	3.90/5.00	3.96/5.00

*Note: All companies on The PBR1000 with a fiscal year ending June 2021 filed their annual 10-K reports with the US Securities and Exchange Commission by August 31, 2021, from which most of this financial data is derived.

Some observations:

Revenues: Retailers, hospitality, and travel related industries have been significantly adversely affected during the pandemic. On the other hand e-commerce, communications technologies, and healthcare industries were beneficiaries. The bottom line is that revenues fell only 2.69% from 2019 to 2020, but for the last 12 months through June 2021 indications are that a recovery is in progress. But profits, earnings per share, and to some extent dividends were significantly impacted. While there were negative and positive shifts in revenues, the bottom line is that it was almost a wash. Of course, these numbers and analytics reflect The PBR1000, the largest publicly held corporations in the US. Smaller businesses certainly were much more affected.

Stock Market: The stock market, which was in a long term bull market, took some big hits at the beginning of the pandemic. But as the analytics show, the recovery was also very dramatic, one of the best years for equities investors. The Average Weighted Analyst Estimates shows an uptick and there was a nice growth in the number of Buy stocks.

Some Conclusions:

There was a shift and rebalancing of revenues in The PBR1000, with the total effect much less dramatic than for most smaller and midsize businesses.

The initial panic over the pandemic had a big effect on the stock market, but it recovered quite nicely. As industries that were the most negatively affected recover there should continue to be significant growth opportunities as the “new normal” sets in, the economy should have robust growth, the usual profits and earnings per share levels will return, and The Stock Market Bull should continue to dominate. The new caveats are based on possible impacts of COVID-19 variants, unpredictability of climate change, other unforeseen natural disasters, the takeover of the White House by a small well-trained group of Maori warriors, an accidental start of a nuclear war, Tom Brady and LeBron James retiring from professional sports, a large undetected rogue asteroid striking earth, an attack by extraterrestrial forces, an unexpected explosion of the sun, and the second coming of Jesus Christ, to name just a few.

PBRMarketTools Info:

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

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 analytics on 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.

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The Week 37 of 2021 US Stock Market News Recap

September 18, 2021 by admin

The Week 37 of 2021 US Stock Market News Recap

Stock Market News Recap Investing Investor

For the first time in 2021 The Stock Market Bear gets a 2 week win streak. Can he make it a trifecta? Place your bets!

By Larry C. Paxton

US Stock Market Indices Summary
Week 37 of 2021 Ending 09/17/21

	DJIA	NASDAQ	S&P500
Previous Year Close(12/31/20)	30,606.48	12,888.28	3,756.07
Previous Quarter Close(06/30/21	34,502.51	14,503.95	4,297.50
Previous Month Close(8/31/21)	35,360.73	15,259.24	4,522.68
Record Close Date	08/16/21	09/07/21	09/02/21
Record Close	35,625.40	15,374.33	4,536.95
Week 36-Friday & Close	34,607.72	15,115.49	4,458.58
Week 37-Monday	34,869.63	15,105.58	4,468.73
Day Change	261.91	(9.91)	10.15
Day % Change	0.76%	-0.07%	0.23%
Week 37-Tuesday	34,577.57	15,037.76	4,443.05
Day Change	(292.06)	(67.82)	(25.68)
Day % Change	-0.84%	-0.45%	-0.57%
Week 37-Wednesday	34,814.39	15,161.53	4,480.70
Day Change	236.82	123.77	37.65
Day % Change	0.68%	0.82%	0.85%
Week 37-Thursday	34,751.32	15,181.92	4,473.75
Day Change	(63.07)	20.39	(6.95)
Day % Change	-0.18%	0.13%	-0.16%
Week 37-Friday & Close	34,584.88	15,043.97	4,432.99
Day Change	(166.44)	(137.95)	(40.76)
Day % Change	-0.48%	-0.91%	-0.91%
Change Week	-22.84	-71.52	-25.59
% Change Week	-0.07%	-0.47%	-0.57%
Change Month-to-Date	(775.85)	(215.27)	(89.69)
% Change Month-to-Date	-2.19%	-1.41%	-1.98%
Change Quarter-to-Date	82.37	540.02	135.49
% Change Quarter-to-Date	0.24%	3.72%	3.15%
Change Year-to-Date	3,978.40	2,155.69	676.92
% Change Year-to-Date	13.00%	16.73%	18.02%
Change Record	(1,040.52)	(330.36)	(103.96)
% Change Record	-2.92%	-2.15%	-2.29%

The Stock Market Bull and Bear Tallies YTD

Week 37 Winner and Tally	Bear	3-0	Win
August Winner and Tally	Bull	3-0	Win

	Weeks	Months	YTD
The Stock Market Bull	16	5	Winning
The Stock Market Bear	13	0	Losing
Mixed Result	8	3
Totals	37	8

The US Stock Market Week 37 Summary:

The Stock Market Bull came out in round 1 fresh, well rested, and strong, and had a good Monday, but did just barely lose out on the NASDAQ. Encouraged, The Stock Market Bear struck back on Tuesday inflicting losses greater than the gains on Monday for round 2. With determination The Stock Market Bull struck back on Wednesday, recovered the losses and looked poised to win Week 37 after round 3. The Stock Market Bear took Thursday by a small margin mixed result, inflicting some minor losses on the DJIA and S&P500. The Stock Market Bull was still ahead after round 4, but was showing signs of fatigue. The Stock Market Bear sensed this and came out Friday chasing The Stock Market Bull all around the ring and landing some haymakers, takes round 5 just enough to get a full 3-0 win for Week 37, his first back-to-back weekly win in 2021 and setting the stage for what could be a volatile Week 38.

Summary News Items for Week 37:

US Economic News

Friday, September 17, 2021
The U of Michigan Preliminary September 2021 US Consumer Sentiment Survey is at 71.0, August was at 70.3, July 81.2, September 2020 80.4, September 2019 93.2. “The steep August falloff in consumer sentiment ended in early September, but the small gain still meant that consumers expected the least favorable economic prospects in more than a decade.”

Thursday, September 16, 2021
The US Dept of Labor says the 2Q21 US Average Employee Costs per Hour-Wages & Salaries is at $26.85, Benefits $12.06, making 2Q21 US Average Employee Costs per Hour at $38.91, 1Q21 was at $39.02, 4Q20 $38.60, 2Q20 $38.21, 2Q19 $36.60.
The US Dept of Commerce/Census says the Preliminary July 2021 US Monthly Sales-Manufacturers is at $508.5 billion, Retailers $542.4 billion, Wholesalers $601.3 billion, making July 2021 US Monthly Sales Total at $1,652.2 billion, June was at $1,644.7 billion, May $1,618.5 billion, July 2020 $1,369.0 billion, July 2019 $1,458.2 billion.
The US Dept of Commerce/Census says the Advance August 2021 Monthly Retail Trade-Retailers is at $546.7 billion, Food Services & Drinking Places $72.0 billion, making the August 2021 Monthly Retail Trade Total at $618.7 billion, July was at $614.3 billion, June $625.4 billion, August 2020 $537.2 billion, August 2019 $524.5 billion.
The US Federal Reserve Bank of Philadelphia says the September 2021 US 3rd District Manufacturing General Activity Indicator is at +30.7, August was at +19.4, July +21.9, September 2020 +13.6, September 2019 +10.6. “… the surveyed firms remained generally optimistic about growth over the next six months.”

Wednesday, September 15, 2021
The US Dept of Labor says the Preliminary August 2021 US Import Monthly Price Change is at -0.3%, Exports +0.4%; the August 2021 US Import Year-to-Year Price Change is at +9.0%, July was at +10.2%, June +11.2%, August 2020 -1.4%, August 2019 -2.0%, August 2021 US Export Year-to-Year Price Change is at +16.8%, July was at +17.2%, June +16.8%, August 2020 -1.4%, August 2019 -2.0%.
The US Federal Reserve says the Preliminary August 2021 US Total Factory % of Capacity is at 76.4%, July was at 76.2%, June 75.6%, August 2020 72.5%, August 2019 77.8%.
The US Federal Reserve Bank of New York says the September 2021 Empire State Manufacturing General Business Conditions Index is at +34.3, August was at +18.3, July 43.0, September 2020 +17.0, September 2019 +2.2. “Business activity grew at a swift pace in New York State, according to firms responding to the September 2021 Empire State Manufacturing Survey… Looking ahead, firms remained very optimistic that conditions would improve over the next six months, and capital spending and technology spending plans increased markedly.”

Tuesday, September 14, 2021
The US Dept of Labor says the Preliminary August 2021 US Current Average Earnings/Hour is at $30.73, Average Hours Per Week are at 34.7, making August 2021 US Average Earnings/Week at $1,066.33, July was at $1,060.43, June $1,056.27, August 2020 $1,022.61, August 2019 $968.70.
The US Dept of Labor says the August 2021 US Consumer Price Index Monthly Change is at +0.3% and the August 2021 US Consumer Price Index 12 Month Change is at +5.3%, July was at +5.4%, June +5.4%, August 2020 +1.3%, August 2019 +1.7%.
CoreLogic says the June 2021 US Housing Mortgages 30 or More Days Delinquent is at 4.4%, May was at 4.7%, April 4.7%, June 2020 7.1%, June 2019 4.0%. “The downward trend in delinquencies, especially serious cases, is very encouraging — and a testimony to the impact of the significant economic rebound over the past six months, as well as government stimuli, record-low mortgage rates and loan modification options. Providing resources to homeowners experiencing distress to help educate them on available government and private-sector support will aide in shrinking delinquency and foreclosure rates even more over the remainder of this year.”
Boeing(PBR55) forecasts $9 trillion aerospace market opportunities in commercial, defense and services over next decade.

Monday, September 13, 2021
The US Dept of the Treasury says the August 2021 US Federal Government Receipts are at $268.4 billion, Outlays $439.0 billion, making the August 2021 US Federal Government Deficit at $170.6 billion; the August 2021 YTD(11 months) Federal Government Receipts are at $3,586.5 billion, Outlays $6,297.1 billion, making the August 2021 YTD US Federal Government Deficit at $2,710.6 billion, August 2020 YTD Deficit was at $3,007.3 billion, August 2019 YTD Deficit $1,067.2 billion.

US Government/Other News

US President Biden visits California, endorses Governor Gavin Newsom to remain in office, and Governor Newsom defeats the impeachment vote.
Tropical Storm Nicholas hits the Gulf of Mexico coast, Texas and Louisiana get brunt of the storm.
The US agrees to share defense technologies for nuclear submarines with the UK and Australia, causes concerns with major allies, France recalls its US and Australian ambassadors.
In a climate change forum US President Biden says we are near a “point of no return,” sets stage for global climate change event next week.
N Korea does a couple of missile tests.

More Resources:

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The PBR1000 Summary: Uber Technologies(NYSE: UBER)

September 13, 2021 by admin

The PBR1000 Summary: Uber Technologies(NYSE: UBER)

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Business Description: “Uber’s mission is to create opportunity through movement. We started in 2010 to solve a simple problem: how do you get access to a ride at the touch of a button? More than 15 billion trips later, we’re building products to get people closer to where they want to be. By changing how people, food, and things move through cities, Uber is a platform that opens up the world to new possibilities.”

Business Name: Uber Technologies, Inc.
Ticker: NYSE: UBER
Fiscal Year Ending Month: December

Stock Price and Analyst Estimates for UBER on 09/10/21:

Stock Price: $39.89
Average 12 Month Stock Price Target: $66.85
Estimated 12 Month Change: +67.59%
Analysts Recommendation: Buy, 4.67/5.00, based on 43 estimates

Some of the 28 Current The PBR1000 Rankings for UBER on 09/10/21:

273 By Annual Revenues: $11.139 billion(12/31/20)
114 By Market Capitalization: $73.77 billion(08/31/21)
230 By Assets: $33.252 billion(12/31/20)
326 By Employees: 22,800(12/31/20)

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

On August 31, 2021, UBER was on The PBR25 Top Buy Stocks. To find out who else is click here!

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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:

UI10-LP

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The Week 36 of 2021 US Stock Market News Recap

September 11, 2021 by admin

The Week 36 of 2021 US Stock Market News Recap

Monday was US Labor Day so Week 36 was a shortened 4 days of trading. The Stock Market Bull vacationed, The Stock Market Bear feasted, devouring each day for his 3-0 result.

By Larry C. Paxton

US Stock Market Indices Summary
Week 36 of 2021 Ending 09/10/21

	DJIA	NASDAQ	S&P500
Previous Year Close(12/31/20)	30,606.48	12,888.28	3,756.07
Previous Quarter Close(06/30/21	34,502.51	14,503.95	4,297.50
Previous Month Close(8/31/21)	35,360.73	15,259.24	4,522.68
Record Close Date	08/16/21	09/07/21	09/02/21
Record Close	35,625.40	15,374.33	4,536.95
Week 35-Friday & Close	35,369.09	15,363.52	4,535.43
Week 36-Monday(Closed, Labor Day)	35,369.09	15,363.52	4,535.43
Day % Change	0.00%	0.00%	0.00%
Week 36-Tuesday	35,100.00	15,374.33	4,520.03
Day % Change	-0.76%	0.07%	-0.34%
Week 36-Wednesday	35,031.07	15,286.64	4,514.07
Day % Change	-0.20%	-0.57%	-0.13%
Week 36-Thursday	34,879.38	15,248.25	4,493.28
Day % Change	-0.43%	-0.25%	-0.46%
Week 36-Friday & Close	34,607.72	15,115.49	4,458.58
Day % Change	-0.78%	-0.87%	-0.77%
Percent Change-Week	-2.15%	-1.61%	-1.69%
Percent Change-Month-to-Date	-2.13%	-0.94%	-1.42%
Percent Change-Quarter-to-Date	0.30%	4.22%	3.75%
Percent Change-Year-to-Date	13.07%	17.28%	18.70%
Percent Change-Record	-2.86%	-1.68%	-1.73%

The Stock Market Bull and Bear Tallies YTD

Week 36 Winner and Tally	Bear	3-0	Win
August Winner and Tally	Bull	3-0	Win

	Weeks	Months	YTD
The Stock Market Bull	16	5	Winning
The Stock Market Bear	12	0	Losing
Mixed Result	8	3
Totals	36	8

The US Stock Market Week 36 Summary:

Monday was US Labor Day so the US stock exchanges were closed. On Tuesday The Stock Market Bear captured the DJIA and S&P500, but The Stock Market Bull established a new record close on the NASDAQ by a very small margin, then decided to leave the pasture and continue his holiday by taking the rest of the week off. The Stock Market Bear proceeded to feast the rest of the week, devouring every trading session and gets an easy Week 36 3-0 result, his first since Week 33.

Summary News Items for Week 36:

US Economic News

Friday, September 10, 2021
The US Dept of Labor says the Preliminary August 2021 US Producer Price Index Monthly Final Demand Change is at +0.7%, July was at +1.0%, June +1.0%, August 2020 +0.2%, August 2019 +0.1%; the August 2021 US Producer Price Index Monthly Final Demand Change Last 12 Months is at +8.3%, July was at +7.8%, June +7.3%, August 2020 -0.3%, August 2019 +1.9%.
The US Dept of Commerce/Census says the Preliminary July 2021 US Wholesale Sales-Durables is at $288.1 billion, Non-Durables $313.2 billion, making July 2021 US Wholesale Sales-Total at $601.4 billion, June was at $589.6 billion, May 576.5 billion, July 2020 $486.3 billion, July 2019 $499.4 billion.

Thursday, September 9, 2021
No economic news releases today.

Wednesday, September 8, 2021
The US Federal Reserve releases its Districts Reports for the Beige Book for data through 08/30/21, says, “Economic growth downshifted slightly to a moderate pace in early July through August… Looking ahead, businesses in most Districts remained optimistic about near-term prospects, though there continued to be widespread concern about ongoing supply disruptions and resource shortages.”
The US Dept of Labor says the Preliminary July 2021 US Job Openings-Private Sector are at 9,881,000, Government Sector 1,053,000, making July 2021 US Job Openings Total at 10,934,000, June was at 10,185,000, May 9,483,000, July 2020 6,718,000, July 2019 7,236,000.
The US Federal Reserve says the Preliminary July 2021 US Consumer Debt Annual Rate-Revolving is at $998.4 billion, Non-Revolving $3,332.7 billion, making July 2021 US Consumer Debt Annual Rate Total at $4,331.1 billion, June was at $4,314.0 billion, May $4,276.2 billion, July 2020 $4,152.0 billion, July 2019 $4,121.9 billion.
FannieMae says the August 2021 US Home Purchase Sentiment Index is at 75.7, July was at 75.8, June 79.7, August 2020 77.5, August 2019 93.8. “… the ‘good time to buy’ component, while still near a survey low, did tick up for the first time since March, perhaps owing in part to the favorable mortgage rate environment and growing expectations that home price growth will begin to moderate over the next twelve months.”

Tuesday, September 7, 2021
The Purdue U/CME Group August 2021 Ag Economy Barometer Composite Index is at 138, July was at 134, June 137, August 2020 144, August 2019 124. “Farmer sentiment improved moderately in August vs. July primarily because producers reported that current conditions on their farm operations were better than a month earlier. The sentiment improvement appeared to be driven in part by stronger financial conditions….”

Monday, September 6, 2021
US Labor Day.
US Stock Exchanges Closed.
No US economic news releases today.

US Government/Other

Hurricane Ida cleanup continues with New Orleans to New Jersey, Pennsylvania, and New York being the hardest hit areas.
US Federal Unemployment Benefits expire
The US Congress to continue work on the debt limit, social spending, and infrastructure bills.
US COVID-19 related deaths exceed 650,000.
The US White House releases plan to lower prescription drug prices.
US President Biden announces COVID-19 vaccine mandates for federal government employees and its contractors.
The US Dept of Justice sues the State of Texas over its recently passed restrictive abortion law.
US President Biden speaks with China’s President Xi Jinping for the first time in 7 months, has a broad based discussion.

More Resources:

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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.

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 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 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 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.

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.

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(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

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