The PBR25 Top Buy Stocks August 2020 12 Month Report Card

September 8, 2021 by

The PBR25 Top Buy Stocks August 2020 12 Month Report Card

Stocks PBR25 PBR1000 Report Card Subscribe

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.

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

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

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The PBR1000 August 2021 Top 5 Stocks Snapshots

September 7, 2021 by

The PBR1000 August 2021 Top 5 Stocks Snapshots

The Stock Market Bull Is Victorious Again

Stocks PBR1000 Bull Bear Investing

The Stock Market Bull easily wins August 2021, clinches the year on a monthly basis, and has a large lead year-to-date. Will stocks continue to be bullish?

By Larry C. Paxton

US Stock Market Indices Summary

The Month of August 2021 Ending 08/31/21
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
July 2021 Close(07/30/21) 34,935.47 14,672.68 4,395.26
Record Close Date 08/16/21 08/30/21 08/30/21
Record Close 35,625.40 15,265.89 4,528.79
August 2021 Close(08/31/21) 35,360.73 15,259.24 4,522.68
Percent Change-Month 1.22% 4.00% 2.90%
Percent Change-2Q21-to-Date 2.49% 5.21% 5.24%
Percent Change-Year-to-Date 15.53% 18.40% 20.41%
Percent Change-Record -0.74% -0.04% -0.13%

The Stock Market Bull and Bear Tallies YTD
Week 34 2021 Winner and Tally  Bull 3-0 Win
August 2021 Winner and Tally Bull 3-0 Win
Weeks Months YTD
The Stock Market Bull 16 5 Winning
The Stock Market Bear 11 0 Losing
Mixed Result 7 3
  Totals 34 8

The US Stock Market Exchanges August 2021 Summary

The Stock Market Bull enjoyed great success in August, taking Week 31 3-0, getting a mixed result win in Week 32 2-1, letting The Stock Market Bear have his only 3-0 victory in Week 33, then The Stock Market Bull returning with a dominating Week 34 3-0 win. All three major US stock indices had great months with 24 new record closes established which continued to add to The Stock Market Bull’s strong showing year-to-date, and again leaves The Stock Market Bear winless on a monthly basis with no hope of taking the monthly contest in 2021. Volatility was very low with only 5 of 66 trading sessions swinging up or down at least 1%. Key drivers are continued optimism that the US economy is having a good recovery from the COVID-19 pandemic, there is more opening up of society, but towards the end of August there are growing concerns that new COVID-19 variants might slow down the momentum.

Number of Trading Days: 22

Number of Gain(+)/Loss(-) Days: DJIA 13+/9-; NASDAQ 14+/8-; SPX 15+/7-.

Record Days: DJIA 6, NASDAQ 6, SPX 12, Total 24

Longest Gain Streak(Consecutive Days): DJIA 5 days(08/10-16/21), NASDAQ 5 days(08/19-25/21),  and SPX 5 days(08/10-16/21 & 08/19-25/21)

Longest Loss Streak(Consecutive Days): DJIA 3 days(08/17-19/21), NASDAQ 3 days(08/16-18/21), and SPX 2 days(07/30-08/02/21 & 08/17-18/21)

Big Swing Up Days(>1.00%): 3 days(3 sessions), 08/20/21( N +1.19%), 08/23/21(N +1.55%), 08/27/21(N +1.23%)

Big Swing Down Days(<-1.00%): 1 day(2 sessions), 08/18/21(D -1.08%, S -1.07%)

The PBR1000 August 2021 Top 5 Stocks Snapshots

The following are Top 5 partial tables excerpts from The PBR1000 August 2021 Snapshots. The price for stocks is for the close of trading on August 31, 2021, 1 Month % Chg is compared to July 30, 2021, 12 Months % Chg is compared to August 31, 2020, the 24 Months % Chg is compared to August 30, 2019, and 60 Months % Chg is compared to August, 2016. 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 August 2021 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 Top 5 Month Stock Price % Gainers

Table 1 Summary: The range was +47% to -55%. 597 out of 999 stocks were up 0% or more. The average was a gain of 2.21%, the median was a gain of 1.67%. The DJIA was +1.22%, NASDAQ +4.00%, SPX +2.90%.

Company PBR
Rank		 Symbol Price
08/31/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
Ryerson 649 RYI $ 23.15 +47 +320 +237 +91
Veritiv 423 VRTV $ 89.67 +46 +416 +441 +75
Triple-S Mgmt 626 GTS $ 35.50 +46 +91 +73 +62
TravelCenters 522 TA $ 41.97 +45 +96 +220 +23
Albertsons Cos 46 ACI $ 30.40 +41 +120 n/a n/a

 

Table 2(S12): The PBR1000 Top 5 12 Months Stock Price % Gainers

Table 2 Summary: The range was +3,166% to -59%. 903 out of 983 stocks were up 0% or more. The average was a gain of 37.83%, the median was a gain of 39.54%. The DJIA was +24.38%, NASDAQ +29.59%, SPX +29.21%.

Company PBR
Rank		 Symbol Price
08/31/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
GameStop 504 GME $ 218.16 +35 +3,166 +5,395 +668
AMC Entertainment 983 AMC $ 47.14 +27 +702 +324 +55
SM Energy 989 SM $19.10 +2 +686 +101 -50
Dillard’s 566 DDS $ 190.46 +4 +530 +225 +216
Peabody Energy 730 BTU $ 15.98 +36 +512 -13 n/a

 

Table 3(S13): The PBR1000 Top 5 24 Months Stock Price % Gainers

Table 3 Summary: The range was +5,395% to -87%. 792 out of 975 stocks were up 0% or more. The average was a gain of 52.41%. The median was a gain of 38.30%. The DJIA was +33.93%, NASDAQ +91.63%, SPX +54.54%.

 

Company PBR
Rank		 Symbol Price
08/31/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
GameStop 504 GME $ 218.16 +35 +3,166 +5,395 +668
Tesla Motors 95 TSLA $ 735.72 +7 +48 +1,531 +1,635
Hovnanian 812 HOV $ 108.71 +4 +247 +1,219 +139
Owens & Minor 341 OMI $ 37.28 -19 +125 +634 +8
Vista Outdoor 826 VSTO $ 40.85 +1 +110 +631 +3

 

Table 4(R21): The PBR1000 Top 5 60 Months Stock Price % Gainers

Table 4 Summary: The range was +2,099% to -90%. 713 out of 917 stocks were up 0% or more. The average was a gain of 109.32%. The median was a gain of 55.78%. The DJIA was +92.17%, NASDAQ +192.70%, SPX +108.33%.

 

Company PBR
Rank		 Symbol Price
08/31/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
Square 310 SQ $ 268.07 +8 +68 +333 +2,099
RH 732 RH $ 700.67 +6 +112 +389 +1,977
Tesla Motors 95 TSLA $ 735.72 +7 +48 +1,531 +1,635
Crocs 965 CROX $ 142.82 +5 +258 +540 +1,553
Etsy 920 ETSY $ 216.26 +18 +81 +310 +1,507

 

Table 5(S15): The PBR1000 Top 5 Market Capitalization

Table 5 Summary: The range was $2,510 billion to $0.13 billion. The average is $43.794 billion, median is $11.77 billion, out of 1,000 companies.

Company PBR
Rank		 Symbol Market Cap($B)
08/31/21		 1 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg
Apple 3 AAPL $ 2,510 +4 +18 +166
Microsoft 15 MSFT $2,269 +6 +31 +115
Alphabet 9 GOOG $ 1,934 +7 +73 +134
Amazon 2 AMZN $ 1,758 +5 +3 +99
Facebook 32 FB $ 1,070 +6 +28 +102
The PBR1000
   $ 43,794 +3 +31 +59

 

Table 6: The PBR1000 Index & Primary US Stock Exchanges/Commodities

Company Price
08/31/21		 1 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
The PBR1000 137,834.32 +2.2 +37.8 +52.4 +109.3
DJIA 35,360.73 +1.2 +24.4 +33.9 +92.2
NASDAQ 15,259.24 +4.0 +29.6 +91.6 +192.7
S&P500 4,522.68 +2.9 +29.2 +54.5 +108.3
GOLD 1,812.20 -0.3 -8.4 +18.5 +38.0
OIL 68.56 -7.3 +60.9 +24.4 +52.7
SOYBEANS(Cents) 1,292.50 -4.2 +35.6 +48.7 +37.1

 

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Please use the Contact Us page if you are a The PBR1000 company and would like to increase your visibility to our worldwide base of shrewd institutional an retail investors.

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 Shrewd Investors

Through The PBR1000 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 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 35 of 2021 US Stock Market  News Recap

September 3, 2021 by

The Week 35 of 2021 US Stock Market  News Recap

stock market bull bear stocks news recap PBR1000

In Week 35 of 2021 The Stock Market Bull establishes 4 new record closes for the NASDAQ, but loses every day on the DJIA, ends up with a 2-1 mixed win result.

By Larry C. Paxton

US Stock Market Indices Summary

Week 35 of 2021 Ending 09/03/21
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 09/03/21 09/02/21
Record Close 35,625.40 15,363.52 4,536.95
Week 34-Friday & Close 35,455.80 15,129.50 4,509.37
Week 35-Monday 35,399.84 15,265.89 4,528.79
    Day % Change -0.16% 0.90% 0.43%
Week 35-Tuesday 35,360.73 15,259.24 4,522.68
    Day % Change -0.11% -0.04% -0.13%
Week 35-Wednesday 35,312.53 15,309.38 4,524.09
    Day % Change -0.14% 0.33% 0.03%
Week 35-Thursday 35,443.82 15,331.18 4,536.95
    Day % Change 0.37% 0.14% 0.28%
Week 35-Friday & Close 35,369.09 15,363.52 4,535.43
    Day % Change -0.21% 0.21% -0.03%
Percent Change-Week -0.24% 1.55% 0.58%
Percent Change-Month-to-Date 0.02% 0.68% 0.28%
Percent Change-Quarter-to-Date 2.51% 5.93% 5.54%
Percent Change-Year-to-Date 15.56% 19.21% 20.75%
Percent Change-Record -0.72% 0.00% -0.03%

The Stock Market Bull and Bear Tallies YTD
Week 35 Winner and Tally  Bull 2-1 Mixed Win
August Winner and Tally Bull 3-0 Win
Weeks Months YTD
The Stock Market Bull 16 5 Winning
The Stock Market Bear 11 0 Losing
Mixed Result 8 3
  Totals 35 8

The US Stock Market Week 35 Summary:

The Stock Market Bear took all 5 days of the DJIA, albeit by small margins. The Stock Market Bull countered with 4 record closes on the NASDAQ, Tuesday the loss by only 6.65(-0.04%) points. The tiebreaker was the S&P500, with The Stock Market Bull getting record closes on Monday and Thursday and also winning Wednesday, with minimal losses on Tuesday and Friday. Bottom line, The Stock Market Bull achieves a 2-1 mixed win result in Week 35 of 2021.

Summary News Items for Week 35:

US Economy News

  • Friday, September 3, 2021

  • The US Dept of Labor says the August 2021 US Available Labor Force is at 161,537,000, Employed is at 153,154,000, Unemployed 8,383,000, for an August 2021 US Unemployment Rate of 5.2%, July was at 5.4%, June 5.9%, August 2020 8.4%, August 2019 3.7%.
  • The Institute for Supply Management says the August 2021 US Services PMI Index(>50 Economy is growing) is at 61.7%, July was at 64.1%, June 60.1%, August 2020 56.9%, August 2019 56.4%. “… growth remains strong for the services sector. The tight labor market, materials shortages, inflation and logistics issues continue to cause capacity constraints….”
  • IHS Markit says the August 2021 US Composite PMI Output Index is at 55.4, July was at 59.9, June 63.7, August 2020 54.6, August 2019 50.7. “Growth slowed sharply in the US service sector in August, joining the manufacturing sector in reporting a marked cooling in demand and encountering growing problems finding staff and supplies. Jobs growth almost stalled among the surveyed companies in August and supplier lead times are lengthening at a near record rate….”

  • Thursday, September 2, 2021

  • The US Dept of Labor says the Revised 2Q21 US Business Sector Labor Productivity Output/Hr-All Persons is at +2.4%, 1Q21 was at +4.2%, 4Q20 -4.2%, 2Q20 +10.2%, 2Q19 +4.3%.
  • The US Dept of Commerce/Census says the Preliminary July 2021 US Trade Exports-Goods is at $148.6 billion, Services $64.2 billion, making July 2021 US Trade Exports Total at $212.8 billion; Preliminary July 2021 US Trade Imports-Goods is at $236.3 billion, Services $46.6 billion, making July 2021 US Trade Imports Total at $282.9 billion, making the July 2021 US Trade Deficit Total at $70.1 billion, June was at $73.2 billion, May $68.6 billion, July 2020 $50.7 billion, July 2019 $50.1 billion.
  • The US Dept of Commerce/Census says the Preliminary July 2021 US Manufacturers Orders-Durables is at $257.8 billion, Non-Durables $250.7 billion, making the July 2021 US Manufacturers Orders Total at $508.5 billion, June was at $500.7 billion, May $491.4 billion, July 2020 $452.6 billion, July 2019 $476.1 billion.

  • Wednesday, September 1, 2021

  • ADP says the Preliminary August 2021 US Change In Unemployment-Private Sector-Small Businesses is at +86,000, Mid-Sized 149,000, Large-Sized 138,000, for August 2021 US Change in Unemployment-Private Sector of +373,000, July was at +326,000, June +691,000, August 2020 +429,000, August 2019 +195,000.
  • The US Dept of Commerce/Census says the Preliminary July 2021 US Construction Spending-Residential Annual Rate is at $782.1 billion, Non-Residential $786.7 billion, for US July 2021 Total US Construction Spending Annual Rate at $1,568.8 billion, June was at $1,563.5 billion, May $1,564.2 billion, July 2020 $1,439.6 billion, July 2019 $1,366.0 billion.
  • The Institute for Supply Management August 2021 US Manufacturing PMI Index(>50% Economy is expanding) is at 59.9%, July was at 59.5%, June 60.6%, August 2020 56.0%, August 2019 49.1%. “Business Survey Committee panelists reported that their companies and suppliers continue to struggle at unprecedented levels to meet increasing demand. All segments of the manufacturing economy are impacted by record-long raw-materials lead times, continued shortages of critical basic materials, rising commodities prices and difficulties in transporting products. The new surges of COVID-19 are adding to pandemic-related issues — worker absenteeism, short-term shutdowns due to parts shortages, difficulties in filling open positions and overseas supply chain problems — that continue to limit manufacturing-growth potential. However, optimistic panel sentiment remained strong, with eight positive comments for every cautious comment.”
  • The IHS Markit August 2021 US Manufacturing PMI Index is at 61.1, July was at 63.4, June 62.1, August 2020 53.1, August 2019 50.3. “US goods producers continued to register marked upturns in output and new orders in August, as demand flourished once again. That said, constraints on production due to material shortages exerted further pressure on capacity as backlogs of work rose at a near-record rate….”

  • Tuesday, August 31, 2021

  • The US Dept of the Treasury says on 08/27/21 the US National Debt-Public is at $22.244 trillion, Intragovernmental $6.184 trillion, for 08/27/21 US Total National Debt of $28.428 trillion, 07/30/21 was also at $28.428 trillion, 06/30/21 $28.530 trillion, 08/31/20 $26.703 trillion, 08/31/19 $22.467 trillion.
  • The US Dept of the Treasury says at the close on 08/31/21 the US Treasury 10 Year Notes Yield was at 1.30%, 07/30/21 was at 1.24%, 06/30/21 1.45%, 08/31/20 0.72%, 08/31/19 1.50%.
  • The S&P CoreLogic Case-Shiller Preliminary June 2021 US National Home Price Index(Jan2000=100) is at 260.87, May was at 255.30, April 249.61, June 2020 219.94, June 2019 210.71; the June 2021 US National Home Price Index change from June 2020 is at +18.6%. “We have previously suggested that the strength in the U.S. housing market is being driven in part by reaction to the COVID pandemic, as potential buyers move from urban apartments to suburban homes. June’s data are consistent with this hypothesis. This demand surge may simply represent an acceleration of purchases that would have occurred anyway over the next several years. Alternatively, there may have been a secular change in locational preferences, leading to a permanent shift in the demand curve for housing. More time and data will be required to analyze this question.”
  • The Conference Board says the Preliminary August 2021 US Consumer Confidence Index(1985=100) is at 113.8, July was at 125.1, June 128.9, August 2020 86.3, August 2019 134.2. “While the resurgence of COVID-19 and inflation concerns have dampened confidence, it is too soon to conclude this decline will result in consumers significantly curtailing their spending in the months ahead.”
  • The MNI Indicators Preliminary August 2021 Chicago Business Barometer Index(>50 = economy expanding) is at 66.8, July was at 73.4, June 66.1, August 2020 51.2, August 2019 50.4. “Firms say the available supply of raw materials and workers isn’t sufficient to keep up with new orders.”
  • The American Automobile Assn says that on 08/31/21 the US Average Price/Gallon of Regular Gas is at $3.159, 07/30/21 was at $3.168, 06/30/21 $3.118, 08/31/20 $2.233, 08/30/19 $2.580.

  • Monday, August 30, 2021

  • No US economic news releases today.

US Government/Other

  • The US completes its civilian and military withdrawal from Afghanistan on August 30.
  • The Delta variant of the COVID-19 virus continues to spread and cause deaths at high levels.
  • Hurricane Ida hits New Orleans, during the week moves up to the Northeast US with high winds and dumping lots of rain along the way causing some deaths and severe floods, especially in New Jersey, Pennsylvania and New York, expected to become the most costly natural disaster in the US.
  • Jobs reports by ADP and the US Dept of Labor fall significantly below forecasts.
  • The US Social Security Administration says it will be unable to provide full benefits in 2034, one year earlier than forecast last year.
  • Medicare says the hospital insurance fund will be depleted by 2026, or at the same time as predicted in 2020.
  • The Texas legislature passes the most restrictive abortion law in the US, banning abortions after 6 weeks. The US Supreme Court says it will not block the law, that it was not ruling on the constitutionality of the law and did not mean to limit “procedurally proper challenges” to it.
  • US President Biden to declassify some documents related to the 09/11 attack.
  • The Dixie fire in California has consumed 860,000 acres over 50 days, the Caldor fire continues to threaten the Lake Tahoe area, other fires continue in the Western US states.

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.

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

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The PBR25 Top Buy Stocks on 08/31/21 Summary

September 1, 2021 by

The PBR25 Top Buy Stocks for Investing!

Investing Stocks PBR25 PBR1000

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 08/31/21 Summary
Average Recommendations Range : 4.51 to 5.00, Average 4.68, Median 4.71
Range of Number of Recommendations : 12 to 42, Average 24, Median 23
Range of Number of Buy Recommendations : 10 to 34, Average 19, Median 18
Estimated 12 Month Return Range : 26.73% to 70.96%, Average 34.61%, Median 33.04% 
Number of Companies on the NYSE : 19
Number of Companies on the NASDAQ : 6
Range of Returns since 08/31/20(12 months) : -7.92% to +171.67%, Average +26.82%, Median +44.78%
DJIA Return since 08/31/20 : 24.38%
NASDAQ Return since 08/31/20 : 29.59%
S&P500 Return since 08/31/20 : 29.21%
Stock Price Range : $8.85 to $356.96, Average $90.49, Median $57.35
Total The PBR25 Market Capitalization : $1,180.17 billion, Average $47.21 billion
Market Capitalization Range : $4.81 billion to $341.79 billion, Median $29.45 billion
Turnover : 15 companies remain from 07/30/21, 10 new

The PBR25 is a great timesaver for evaluating investing in highly rated stocks for your portfolio and available for a very affordable investment.

The PBR25 is a subset of our popular and more comprehensive The PBR1000, 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 companies combined generate over 50% of all goods and services revenues in the US.

The PBR25 contains on a single page in PDF format key information on 25 stocks  which highly regarded analysts have given a “Buy” recommendation. The PBR25 is based on around 15,000 analyst recommendations. You will also get the MS-Excel records for all 25 Buy recommendations plus the over 200 data points and hotlinks to critical information from The PBR1000 master data set. It is an invaluable tool for researching high probability of success investing opportunities.

The PBR25 is created each month by sorting The PBR1000 by Analyst Recommendation and then by total number of recommendations. The top 25 with a Buy recommendation are selected and sorted by the Estimated 12 Month Return. On a 1-5 basis, a Buy recommendation has a weighted average greater than 4.50.

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.

When you sign up you will be directed to a download for the current issue printable PDF version of The PBR25, which will also be emailed to you, along with the MS-Excel version, which you can then customize for your own personal evaluations. 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.

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PBR1000 Investing Investors

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The Week 34 of 2021 US Stock Market  News Recap

August 27, 2021 by

The Week 34 of 2021 US Stock Market  News Recap

Stock Market Stocks Investing Investor

Snorting loudly and hoofs pounding The Stock Market Bull takes a 3-0 victory in Week 34, ending the week with record closes for the NASDAQ and S&P500.

By Larry C. Paxton

US Stock Market Indices Summary

Week 34 of 2021 Ending 08/27/21
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(7/30/21) 34,935.47 14,672.68 4,395.26
Record Close Date 08/16/21 08/27/21 08/27/21
Record Close 35,625.40 15,129.50 4,509.37
Week 33-Friday & Close 35,120.08 14,714.66 4,441.67
Week 34-Monday 35,335.71 14,942.65 4,479.53
    Day % Change 0.61% 1.55% 0.85%
Week 34-Tuesday 35,366.26 15,019.80 4,486.23
    Day % Change 0.09% 0.52% 0.15%
Week 34-Wednesday 35,405.50 15,041.86 4,496.19
    Day % Change 0.11% 0.15% 0.22%
Week 34-Thursday 35,213.12 14,945.81 4,470.00
    Day % Change -0.54% -0.64% -0.58%
Week 34-Friday & Close 35,455.80 15,129.50 4,509.37
    Day % Change 0.69% 1.23% 0.88%
Percent Change-Week 0.96% 2.82% 1.52%
Percent Change-Month-to-Date 1.49% 3.11% 2.60%
Percent Change-Quarter-to-Date 2.76% 4.31% 4.93%
Percent Change-Year-to-Date 15.84% 17.39% 20.06%
Percent Change-Record -0.48% 0.00% 0.00%

The Stock Market Bull and Bear Tallies YTD
Week 34 Winner and Tally  Bull 3-0 Win
July Winner and Tally Bull 3-0 Win
Weeks Months YTD
The Stock Market Bull 16 4 Winning
The Stock Market Bear 11 0 Losing
Mixed Result 7 3
  Totals 34 7

The US Stock Market Week 34 Summary:

With a big snort and hoofs pounding the ground The Stock Market Bull swept Monday in a big way, then Tuesday and Wednesday with smaller gains. But The Stock Market Bear decided he wanted to play as well and took Thursday, wiping out much of the Tuesday and Wednesday gains as COVID-19 Delta variant and a suicide bombing at Afghanistan’s Kabul Airport during the emergency evacuations news dominated. But on Friday, with the assistance of some good economic news and plans announced fpr the tapering of bond purchases by the Federal Reserve later this year, The Stock Market Bull returned and had a very nice end to week, closes with record highs for the NASDAQ and S&P500, and takes a clear 3-0 victory for Week 34.

Summary News Items for Week 34:

US Economy News

  • Friday, August 27, 2021

  • The US Dept of Commerce/BEA says the Preliminary July 2021 US Personal Income Annual Rate is at $20.668 trillion, June was at $20.442 trillion, May $20.405 trillion, July 2020 $20.174 trillion, July 2019 $18.688 trillion.
  • The U of Michigan says the Final August 2021 US Consumer Sentiment Index is at 70.3, July 2021 was at 81.2, June 85.5, August 2020 74.1, August 2019 89.8. “The Consumer Sentiment Index fell by 13.4% from July, recording the least favorable economic prospects in more than a decade… Consumers’ extreme reactions were due to the surging Delta variant, higher inflation, slower wage growth, and smaller declines in unemployment. The extraordinary falloff in sentiment also reflects an emotional response, from dashed hopes that the pandemic would soon end and lives could return to normal.”

  • Thursday, August 26, 2021

  • The US Dept of Commerce/BEA says the 2nd Estimate of the 2Q21 US Real Gross Domestic Product Annual Rate is at +6.6%, $22.731 trillion, 1Q21 was at $22.038 trillion, 4Q20 $21.478 trillion, 2Q20 $19.477 trillion, 2Q19 $21.330 trillion.
  • The US Dept of Labor says for the Week Ending 08/21/21 the US Initial Unemployment Insurance Claims 4 Week Moving Average is at 366,500, 07/24/21 was at 394,500, 06/19/21 397,750, 08/22/20 1,068,000, 08/24/19 215,500.
  • FreddieMac says for the Week Ending 08/26/21 the US Average 30 Year Fixed Rate Mortgage is at 2.87% with 0.6 points/fees, 07/29/21 was at 2.80%, 06/24/21 3.02%, 08/27/20 2.91%, 08/29/19 3.58%. “The tug-of-war between the economic recovery and rising COVID-19 cases has left mortgage rates moving sideways over the last few weeks….”
  • TrueCar says the Forecasted August 2021 US Auto Sales-Retail is at 1,077,701 units, Fleet 134,398, for Total Forecasted August 2021 US Auto Sales of 1,212,399 units, July 2021 was at 1,291,775, June 2021 1,300,873, August 2020 1,319,682, August 2019 1,602,276; Forecasted August 2021 Average Auto Transaction Price is at $38,520, August 2020 was at $36,373, August 2019 $34,327.

  • Wednesday, August 25, 2021

  • The US Energy Information Administration says on 08/20/21 the US Millions of Barrels of Crude Oil Stocks are at 432.6, 07/23/21 was at 435.6, 06/25/21 452.3, 08/21/20 507.8, 08/23/19 427.8.

  • Tuesday, August 24, 2021

  • The US Dept of Commerce/HUD says the Preliminary July 2021 US New Family Homes Sold are at a 708,000 units annual rate, June was at 701,000, May 720,000, July 2020 972,000, July 2019 661,000; July 2021 US Median Home Price is at $390,500, June was at $370,200, May 387,300, July 2020 $329,800, July 2019 $308,300.
  • The US Federal Reserve Bank of Philadelphia says the August 2021 US 3rd District Nonmanufacturing General Activity Index is at +39.1, July was at +53.1, June +59.6, August 2020 +1.6, August 2019 +8.5. “The respondents expect overall improvement in conditions over the next six months.”
  • The US Federal Reserve Bank of Richmond says the Preliminary August 2021 US 5th District Manufacturing Index(Annualized) is at +9%, July was at +27%, June +26%, August 2020 +18%, August 2019 +1%. “The composite index declined from 27 in July to 9 in August but remained in expansionary territory… Overall, they were optimistic that conditions would improve in the next six months….”
  • The US Federal Reserve Bank of Richmond says the Preliminary August 2021 US 5th District Service Sector Revenue Index(Annualized) is at +15%, July was at +19%, June +29%, August 2020 +2%, August 2019 +6%. “Respondents reported improved local business conditions and increased capital spending, and they were optimistic that conditions would continue to improve in the coming months….”

  • Monday, August 23, 2021

  • The US Federal Reserve Bank of Chicago says the Preliminary July 2021 US National Activity Index is at +0.53, June was at -0.01, May +0.15, July 2020 +2.66, July 2019 -0.42. “Index points to a pickup in economic growth in July.”
  • The Natl Assn of Realtors says the Preliminary July 2021 US Existing Home Sales Annual Rate is at 5,990,000 units, June was at 5,870,000, May 5,780,000, July 2020 5,900,000, July 2019 5,390,000; the July 2021 US Median Existing Home Price is at $359,900, June was at $363,300, May $350,300, July 2020 $305,600, July 2019 $280,400. “We see inventory beginning to tick up, which will lessen the intensity of multiple offers… Much of the home sales growth is still occurring in the upper-end markets, while the mid- to lower-tier areas aren’t seeing as much growth because there are still too few starter homes available.”

US Government/Other

  • The Delta variant of COVID-19 cases continue at high levels in the US and across the world, especially for non-vaccinated people.
  • The airlift evacuation of US citizens and Afghanistan helpers and their families, due to be completed by August 31, is briefly interrupted when on Thursday a suicide bomber kills 13 US servicemen and 200 Afghans at the Kabul Airport. US President Biden updates the American people, says those responsible will be found and dealt with, airlift continues.
  • Hurricane/Tropical Storm Henri moves up the Northeast coastline of the US with torrential downpours and high winds.
  • The US House of Representatives approves a measure to proceed with developing a $3.5 trillion budget plan for the next fiscal year, also starts work on the $1 trillion infrastructure bill passed by the US Senate.
  • At the Federal Reserve Bank of Kansas City’s Jackson Hole Annual Economics Meeting, which was held remotely, US Federal Reserve Chairman Jerome Powell says the labor market is improving, expects inflation to drop to its 2% target over time, announces plans for a gradual tapering of bond purchases program starting before the end of the year.
  • New York governor Andrew Cuomo’s resignation is effective on Tuesday, August 24th, in response to sexual harassment allegations. Kathy Hochul becomes governor, the first woman to hold that position in New York.
  • The US Biden administration cancels more student loan debts, this time $1.1 billion for ITT students.
  • Gulf of Mexico tropical storm Ida is expected to become a hurricane, to reach landfall around New Orleans.

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.

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

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 33 of 2021 US Stock Market  News Recap

August 20, 2021 by

The Week 33 of 2021 US Stock Market  News Recap

Stock Market Bull Bear Recap Investing Investor

The Stock Market Bull waited at least one day too long for a comeback, The Stock Market Bear takes Week 33 with a 3-0 result.

By Larry C. Paxton

US Stock Market Indices Summary

Week 33 of 2021 Ending 08/20/21
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(7/30/21) 34,935.47 14,672.68 4,395.26
Record Close Date 08/16/21 08/05/21 08/16/21
Record Close 35,625.40 14,895.12 4,479.71
Week 32-Friday & Close 35,515.38 14,822.90 4,468.00
Week 33-Monday 35,625.40 14,793.76 4,479.71
    Day % Change 0.31% -0.20% 0.26%
Week 33-Tuesday 35,343.28 14,656.18 4,448.08
    Day % Change -0.79% -0.93% -0.71%
Week 33-Wednesday 34,960.69 14,525.91 4,400.27
    Day % Change -1.08% -0.89% -1.07%
Week 33-Thursday 34,894.12 14,541.79 4,405.80
    Day % Change -0.19% 0.11% 0.13%
Week 33-Friday & Close 35,120.08 14,714.66 4,441.67
    Day % Change 0.65% 1.19% 0.81%
Percent Change-Week -1.11% -0.73% -0.59%
Percent Change-Month-to-Date 0.53% 0.29% 1.06%
Percent Change-Quarter-to-Date 1.79% 1.45% 3.35%
Percent Change-Year-to-Date 14.75% 14.17% 18.25%
Percent Change-Record -1.42% -1.21% -0.85%

The Stock Market Bull and Bear Tallies YTD
Week 33 Winner and Tally  Bear 3-0 Win
July Winner and Tally Bull 3-0 Win
Weeks Months YTD
The Stock Market Bull 15 4 Winning
The Stock Market Bear 11 0 Losing
Mixed Result 7 3
  Totals 33 7

The US Stock Market Week 33 Summary:

The Stock Market Bull charged out of the gate with two new record closes for the DJIA and S&P500 and a small loss on the NASDAQ on Monday. On Tuesday The Stock Market Bear struck back taking all 3 stock indices, then similarly took out another big bite on Wednesday. The weakened Bull managed to outdo the tired Bear on Thursday, losing only the DJIA. On Friday The Stock Market Bull made a valiant comeback attempt, easily took all 3 indices, but it was not quite enough. The Stock Market Bear takes Week 33 of 2021 with a 3-0 result, and stops The Stock Market Bull from getting the trifecta of victories over 3 weeks.

Summary News Items for Week 33:

US Economy News

  • Friday, August 20, 2021

  • No economic news items to report.

  • Thursday, August 19, 2021

  • The US Federal Reserve Bank of Philadelphia says the August 2021 US 3rd District Manufacturing General Activity Indicator is at +19.4, July was at +21.9, June +30.7, August 2020 +20.2, August 2019 +16.6. “The survey’s future indexes moderated this month but continue to suggest expected growth over the next six months.”
  • The Conference Board says the Preliminary July 2021 US Leading Economic Index(2016=100) is at +116.0, June was at +115.1, May +114.6, July 2020 +105.2, July 2019 +112.2. “The Leading Index’s overall upward trend, which started with the end of the pandemic-induced recession in April 2020, is consistent with strong economic growth in the second half of the year. While the Delta variant and/or rising inflation fears could create headwinds for the US economy in the near term, we expect real GDP growth for 2021 to reach 6.0 percent year-over-year, before easing to a still robust 4.0 percent growth rate for 2022.”

  • Wednesday, August 18, 2021

  • The US Federal Open Market Committee released the Minutes of the 07/27-28/21 meeting. Summary: “… overall financial conditions ended the period little changed at historically accommodative levels.” Discussions included possibly tapering bond purchases by the end of the year, expressions of concern that the COVID-19 Delta variant could prolong shortages and keep inflation higher into 2022.
  • The US Dept of Commerce/HUD says the Preliminary July 2021 US Housing Starts Annual Rate is at 1,534,000 units, June was at 1,650,000, May 1,594,000, July 2020 1,497,000, July 2019 1,212,000.

  • Tuesday, August 17, 2021

  • The Natl Assn of Home Builders/Wells Fargo Preliminary August 2021 Housing Market Sales Conditions Index is at 75, July was at 80, June 81, August 2020 78, August 2019 67. “Higher construction costs and supply shortages along with rising home prices pushed builder confidence to its lowest reading since July 2020…”
  • The US Federal Reserve says the Preliminary July 2021 US Manufacturing % of Capacity is at 76.1%, June was at 75.4%, May 75.3%, July 2020 71.8%, July 2019 77.8%.
  • The US Dept of Commerce/Census says the Preliminary June 2021 US Sales-Manufacturers is at $499.0 billion, Retailer Sales $553.7 billion, Wholesalers Sales $588.1, making June 2021 Total US Sales at $1,640.8 billion, May was at $1,618.5 billion, April $1,621.4 billion, June 2020 $1,369.0 billion, June 2019 $1,457.0 billion.
  • The US Dept of Commerce/Census says the Advance July 2021 Sales-Retail is at $545.5 billion, Food Services & Drinking Places $72.2, making July 2021 Total Retail Sales at $617.7 billion, June was at $624.7 billion, May $620.1 billion, July 2020 $533.5 billion, July 2019 $521.8 billion.

  • Monday, August 16, 2021

  • The Federal Reserve Bank of New York says the August 2021 Empire State Manufacturing General Business Conditions Index is at +18.3, July was at +43.0, June +17.4, August 2020 +3.7. “Business activity continued to expand in New York State… though growth was significantly slower than last month’s record-setting pace… firms remained optimistic that conditions would improve over the next six months, with substantial increases in employment and prices expected.”

US Government/Other

  • New COVID-19 cases continue at a high level, mostly from the Delta variant, the US government is now planning to make available booster vaccines to be available in September.
  • The Afghanistan government collapsed and has been taken over by the Taliban in surprisingly short period of time with nearly no resistance. US troops are sent to Afghanistan to accelerate the leaving of US citizens and Afghanistan citizens who provided services for the US.
  • Tropical storms Fred, Grace, and Henri are hitting the Southeastern and Northeastern parts of the US with strong winds and high levels of rainfall.
  • The Biden administration is cancelling $5.8 billion in student financial aid for disabled borrowers.
  • Haiti was hit with a devastating earthquake and then pounded by tropical storms.
  • China releases weaker than expected economic data.

More Resources:

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

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The PBR1000:

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

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

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.)

Copyright © 2021 by Pax Business Resources, LLC, All Rights Reserved.

Filed Under: Recaps Tagged With: , , , , , , , , , , , , , , ,

The PBR25 Top Buy Stocks July 2020 12 Month Report Card

August 20, 2021 by

The PBR25 Top Buy Stocks July 2020 12 Month Report Card

Stocks PBR25 PBR1000 Report Card Subscribe

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

By Larry C. Paxton

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

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 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 July 2020 was the continuing COVID-19 pandemic. The world, including the US, was deep into the COVID-19 pandemic, which created a lot of unemployment, affected many economic sectors like hospitality and travel services, closed schools, forced people to work from home, and much more. There was also a very contentious US Presidential election process going on. There are a lot more factors, but this is not meant to be an opinions post. It is a piece focused on the review of the recommendations stock analysts came up with at the end of July 2020 and the actual results 12 months later at the end of July 2021. PBRMarketTools is calling this a Report Card.

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

Creating The PBR25 Top Buy Stocks List for July 2020

The 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 July 2020 was then created using the following process:

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

Actual Results for The PBR25 Top Buy Stocks for July 2021

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

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

The PBR25 Top Buy Stocks on 07/30/20

12 Month Report Card
Total Companies 23
Low Weighted Avg 4.52
High Weighted Avg 5.00
Average Weighted Avg 4.68
Market Capitalization Low 4.54
Market Capitalization High 105.90
Total Market Capitalization 698.05
Total NYSE Companies 22
Total NASDAQ Companies 1
12 Month
Forecast for Actual
07/30/20 07/31/21 07/31/21
Low Stock Price 15.49 20.49 21.24
High Stock Price 172.69 244.84 229.49
Total Stock Prices 1,278.93 1,708.79 1,762.00
Total Stock Price Change 429.86 483.07
Percent Change 33.61% 37.77%
DJIA Percent Change 32.19%
NASDAQ Percent Change 36.55%
S&P500 Change 34.37%
Lowest Change 20.58% -2.96%
Highest Change 54.20% 155.52%
Total Exceeding Forecast(Out of 23) 12
Total with >0% Return 22

Conclusions, Observations, Validations and Realities

  • If you had bought 1 share each of The PBR25 Top Buy Stocks at the closing price on July 30, 2020, you would have achieved a +37.77% gain 12 months later at the close on July 31, 2021, higher than the 33.61% estimate and  an excellent return. Also, it was just over the returns on the DJIA, NASDAQ, and S&P500 indices. For this reason The July 2020 The PBR25 gets a ‘C+’ on its 12 month Report Card.
  • It is difficult to forecast out 12 months with any great accuracy, there are just too many variables and uncertainties.
  • However, it does demonstrate that The PBR25 Top Buy Stocks is a valid methodology and process for that particular month.
  • Our demonstration account, called The Charlie Fund, uses the popular “Buy & Hold with Consistent Monthly Investment Strategy” with the monthly The PBR25 Top Buy Stocks as the primary research tool. For the 12 Month Report Card period it achieved a greater than 50% return, a further validation of the methodology.
  • There are no guarantees! The reality is that there will always be ups and downs in the stock market and people make stocks buy, hold and sell decisions based on a wide range logical and emotional criteria, input from knowledgeable hard-working experts and well meaning friends, and if the sky is blue today. But the historical data is pretty convincing that stocks will trend up at an above average investment rate over the long haul.

Additional Information

  • The details of this summary, including company names and the over 200 fields of information for each company, were extracted from the updated The PBR25 Top Buy Stocks MS-Excel worksheet for July 2021, and has been distributed to The PBR25 Top Buy Stocks Subscribers for their personal use and further research
  • The next 12 Month Report Card will be for August 2020, and should be available between mid to late September, 2021.
  • For characteristics of the most recent monthly The PBR25 Top Buy Stocks go to The PBR25 Top Buy Stocks information page.

The PBR25 Top Buy Stocks Report Cards Historical Review
Stock Price 12 Month 12 Month
Report Card(Stock Price Date) Actual Date Forecast Actual
December 2019(12/31/19) 12/31/20 13.59% 34.70%
January 2020(02/04/20) 01/29/21 16.59% 33.92%
February 2020(02/28/20) 02/26/21 27.69% 42.66%
March 2020(03/31/20) 03/31/21 28.96% 53.35%
April 2020(05/01/20) 04/30/21 16.16% 50.18%
May 2020(05/29/20) 05/28/21 9.89% 37.80%
June 2020(07/02/20) 07/02/21 30.88% 47.08%
July 2020(07/30/20) 07/31/21 33.61% 37.77%

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

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

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

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

Empowering Shrewd Investors Through The PBR1000 Analytics!

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(Article image courtesy of FreeDigitalPhotos.net)

Copyright © 2021 by Pax Business Resources, LLC, All Rights Reserved. 

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The PBR25 Top Buy Stocks June 2020 12 Month Report Card

July 24, 2021 by

The PBR25 Top Buy Stocks June 2020 12 Month Report Card

Stocks PBR25 PBR1000 Report Card Subscribe

The June 2020 ThePBR25 Stocks became ThePBR23, gets an ‘A’ for its 12 Month Report Card.

By Larry C. Paxton

Welcome to The June 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 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 June 2020 was the continuing unexpected 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 June 2020 and the actual results 12 months later at the end of June 2021. PBRMarketTools is calling this a Report Card.

For this June 2020 Report Card we used stock data and forecasts from July 2, 2020, and compare it to July 2, 2021.

Creating The PBR25 Top Buy Stocks List for June 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 June 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 June 2021

  • Two energy related companies, Parsley Energy, ranked 3 on the June 2020 PBR25, and Concho Resources, ranked 17, were acquired in January, 2021. Therefore, this analysis is based on the 23 remaining companies.

Following is a table of characteristics and actual results for the July 2, 2020, The PBR25 Top Buy Stocks.

12 Month Report Card for The PBR25 Top Buy Stocks Dated July 2, 2020
Total Companies                              23
Low Weighted Avg                          4.54
High Weighted Avg                          5.00
Average Weighted Avg                          4.67
Market Capitalization Low(Billions)                          3.25
Market Capitalization High(Billions)                        69.20
Total Market Capitalization(Billions)                      648.05
Total NYSE Companies                              22
Total NASDAQ Companies                                1
On 02-Jul-20 12 Mo Forecast Actual
Low Stock Price                        17.85                        24.54          24.59
High Stock Price 190.49                      247.71       238.03
Total Stock Prices                  1,363.89                  1,785.02    2,006.06
Total Stock Price Change                      421.13       642.17
Percent Change 30.88% 47.08%
DJIA Percent Change 34.69%
NASDAQ Percent Change 43.42%
S&P500 Change 39.05%
Lowest Change 21.10% -6.11%
Highest Change 45.50% 159.76%
Total Exceeding Forecast(Out of 23)                14
Total with >0% Return                22

Conclusions, Observations, Validations and Realities

  • If you had bought 1 share each of The PBR25 Top Buy Stocks at the closing price on July 2, 2020, you would have achieved a +47.08% gain 12 months later at the close on July 2, 2021, significantly higher than the 30.88% estimate and  an excellent return. Also, it compares favorably to the returns on the DJIA, NASDAQ, and S&P500 indices. For this reason, The June 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 May 2020, 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 June 2020, and should be available between mid to late July 2021.
  • For characteristics of the most recent monthly The PBR25 Top Buy Stocks go to The PBR25 Top Buy Stocks information page.

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

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

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

Empowering Shrewd Investors Through The PBR1000 Analytics!

Stocks PBR1000 PBR25 PBRMarketTools

(Article image courtesy of FreeDigitalPhotos.net)

Copyright © 2021 by Pax Business Resources, LLC, All Rights Reserved. 

Filed Under: Report Card Tagged With: , , , , , , , , , , , , , , ,

The PBR1000 June 2021 Snapshots Analytics

July 20, 2021 by

The PBR1000 June 2021 Snapshots Analytics

Stocks PBR1000 PBR25 Investing Analytics

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

PBRMarketTools reviews summaries from the most recently released The PBR1000 Snapshots and those from a year earlier and produces some analytics to help understand what is happening in this unique set of companies. This is the June 2021 edition.

The PBR1000 Snapshots

June 2021 Analytics Summary
Year End Month June 2020 June 2021
The PBR1000 Total Revenues(Trillions) $ 15.317 $ 14.947
  Percent Change -2.42%
Total Profits(Trillions) $ 1.317 $ 0.820
  Percent Change -37.74%
  Average Profits to Revenues 8.60% 5.49%
Average Earnings Per Share $ 4.30 $ 1.97
  Percent Change -54.13%
Assets(Trillions) $ 47.844 $ 53.319
Stockholders Equity(Trillions) $ 9.332 $ 9.669
Equity/Assets 19.51% 18.13%
Number of Companies Paying Dividends 712 699
  Total Annual Dividends $ 1,238.67 $ 1,184.15
  Average Annual Dividend/Company $ 1.74 $ 1.69
  Percent Change -2.62%
The PBR1000 Total of Stock Prices $ 89,085.71 $ 133,296.96
  12 Months Percent Change -2.73% 49.63%
  DJIA -2.96% 33.66%
  NASDAQ 25.64% 44.19%
  S&P500 5.39% 38.62%

Analyst Estimates
Total Number of Analyst Estimates 14,892 15,473
Number of Companies by Estimate:
  Buy(>4.50 to 5.00 Weighted Average) 127 153
  Overweight (>3.50 to 4.50) 527 586
  Hold (>2.50 to 3.50) 303 234
  Underweight (>1.50 to 2.50) 28 24
  Sell (1.00 to 1.50) 7 2
  No Estimate 8 1
    Totals 1,000 1,000
  Average Weighted Estimate 3.85/5.00 3.96/5.00
Total Market Capitalization(Trillions) $ 28.447 $ 42.035
  Percent Change in Market Capitalization 47.77%

Some observations:

Revenues: Retailers, hospitality, and travel related industries were significantly adversely affected. On the other hand e-commerce, communications technologies, and healthcare industries were beneficiaries. The bottom line is that revenues fell only 2.24% from the 12 months ending June 2021. 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, and The Stock Market Bull should continue to dominate.

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.

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!

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.

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

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.

This The PBR1000 business intelligence report is provided by: 

Copyright © 2021 by Pax Business Resources, LLC, All Rights Reserved.

Filed Under: Research Tagged With: , , , , , , , , , , , , , , ,

The PBR1000 Summary: JPMorgan Chase(NYSE: JPM)

December 31, 2020 by

The PBR1000 Summary: JPMorgan Chase(NYSE: JPM)

JPM JPMorgan Chase PBR1000 Investing

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

Business Description: “JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in the United States of America with operations worldwide. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. Under the J.P. Morgan and Chase brands, the Firm serves millions of customers in the U.S., and many of the world’s most prominent corporate, institutional and government clients globally.”

Business Name: JPMorgan Chase & Co.
Ticker: NYSE: JPM
Fiscal Year Ending Month: December

Stock Price and Analyst Estimates for JPM on 08/20/21:

  • Stock Price: $154.72
  • Average 12 Month Stock Price Target: $168.42
  • Estimated 12 Month Change: +8.85%
  • Analysts Recommendation: Overweight, 3.96/5.00, based on 27 estimates

Some of the 28 Current The PBR1000 Rankings for JPM on 08/20/21:

  • 23 By Revenues: $119.543 billion(12/31/20)
  • 10 By Market Capitalization: $459.46 billion(07/30/21)
  • 2 By Assets: $3.386 trillion(12/31/20)
  • 26 By Employees: 255,351(12/31/20)

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

On July 30, 2021, JPM was not on The PBR25 Top Buy Stocks. To find out who 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 Shrewd Investors Worldwide

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: 

Copyright © 2021 by Pax Business Resources, LLC, All Rights Reserved. 

UH20-LP

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