The Week 14 of 2022 US Stock Market News Recap

April 8, 2022 by

The Week 14 of 2022 US Stock Market News Recap

Stock Market Bull Bear Stocks Investing Investor ThePBR1000 ThePBR25

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

By Larry C. Paxton

The US Stock Market Week 14 Summary:

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

 

US Stock Market Indices Summary

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

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

Influences/News:

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

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

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

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The PBR25 Top Buy Stocks March 2021 12 Month Report Card

April 7, 2022 by

The PBR25 Top Buy Stocks March 2021 12 Month Report Card

Report Card Stocks PBR1000 PBR25 Investing Investor

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

By Larry C. Paxton

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

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

The PBR25 Premise

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

Last 12 Months Influences

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

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

Creating The PBR25 Top Buy Stocks List for March 2021

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

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

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

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

Actual Results for The PBR25 Top Buy Stocks for March 2021

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

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

The PBR25 Top Buy Stocks on 04/01/21

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

Conclusions, Observations, Validations and Realities

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

Additional Information

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

The PBR25 Top Buy Stocks 12 Month Report Cards

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

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

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

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

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

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

April 4, 2022 by

The PBR25 Top Buy Stocks for Investing Summary!

Investing Stocks PBR25 PBR1000

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

About The PBR25 Top Buy Stocks

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

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

 

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

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

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

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

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

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or a discounted annual option:

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

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

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

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

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The Week 13 of 2022 US Stock Market News Recap

April 1, 2022 by

The Week 13 of 2022 US Stock Market News Recap

stock market bull bear stocks investing investor PBR1000

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

By Larry C. Paxton

The US Stock Market Week 13 Summary:

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

 

US Stock Market Indices Summary

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

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

Influences/News:

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

More Resources:

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

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PBRMarketTools Info:

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

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

The PBR1000:

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

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

This business intelligence report is provided by: 

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

 

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

Copyright © 2022 by Pax Business Resources, LLC, All Rights Reserved.

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

The Week 12 of 2022 US Stock Market News Recap

March 25, 2022 by

The Week 12 of 2022 US Stock Market News Recap

Stock Market Bull Bear Investing Investor Stocks

The Stock Market Bull pulls out another win in Week 12 of 2022. How much longer will it take him to catch up to The Stock Market Bear YTD?

By Larry C. Paxton

The US Stock Market Week 12 Summary:

After losing Week 11 by a large margin The Stock Market Bear viciously took no prisoners on Monday to start Week 12. But The Stock Market Bull struck back even stronger to take Tuesday. This only riled up The Stock Market Bear who returned the favor to take Wednesday. Like a sumo wrestling match The Stock Market Bull returned to the pasture on Thursday and bounced The Stock Market Bear over the fence. The Stock Market Bear re-entered on Friday but it was a feeble attempt. The Stock Market Bull gets his two weeks in a row victory in Week 12, is still quite a bit behind year-to-date, the world is still in chaos over Russia’s attack on Ukraine, inflationary pressures, the COVID-19 pandemic that that won’t go away, and only a single number one seed left in the NCAA Men’s Basketball March Madness championship. But the economy remains strong and growing. Can The Stock Market Bull keep up his first win streak in 2022? Read what the experts say and place your bets!

 

US Stock Market Indices Summary

Week 12 of 2022 Ending 03/25/22
DJIA NASDAQ S&P500
Previous Year Close(12/31/21) 36,338.30 15,644.97 4,766.18
Previous Quarter Close(12/31/21) 36,338.30 15,644.97 4,766.18
Previous Month Close(02/28/22) 33,892.60 13,751.40 4,373.94
Record Close Date 01/04/22 11/19/21 01/03/22
Record Close 36,799.65 16,057.44 4,796.56
Week 11-Friday & Close(03/18/22) 34,754.93 13,893.84 4,463.12
Week 12-Monday(03/21/22) 34,552.99 13,838.46 4,461.18
    Day Change (201.94) (55.38) (1.94)
    Day % Change -0.58% -0.40% -0.04%
Week 12-Tuesday(03/22/22) 34,807.46 14,108.82 4,511.61
    Day Change 254.47 270.36 50.43
    Day % Change 0.74% 1.95% 1.13%
Week 12-Wednesday(03/23/22) 34,358.80 13,922.60 4,456.24
    Day Change (448.66) (186.22) (55.37)
    Day % Change -1.29% -1.32% -1.23%
Week 12-Thursday(03/24/22) 34,707.94 14,191.84 4,520.16
    Day Change 349.14 269.24 63.92
    Day % Change 1.02% 1.93% 1.43%
Week 12-Friday & Close(03/25/22) 34,861.24 14,169.30 4,543.06
    Day Change 153.30 (22.54) 22.90
    Day % Change 0.44% -0.16% 0.51%
Change-Week 106.31 275.46 79.94
% Change-Week 0.31% 1.98% 1.79%
Change-Month-to-Date 968.64 417.90 169.12
% Change-Month-to-Date 2.86% 3.04% 3.87%
Change-Quarter-to-Date (1,477.06) (1,475.67) (223.12)
% Change-Quarter-to-Date -4.06% -9.43% -4.68%
Change-Year-to-Date (1,477.06) (1,475.67) (223.12)
% Change-Year-to-Date -4.06% -9.43% -4.68%
Change-Record (1,938.41) (1,888.14) (253.50)
% Change-Record -5.27% -11.76% -5.29%

The Stock Market Bull and Bear Tallies 2022 YTD
Week 12 Winner and Tally  Bull 3-0 Win
February Winner and Tally Bear 3-0 Win
Weeks Months 2022 YTD
The Stock Market Bull 4 0
The Stock Market Bear 7 2 Winning
Mixed Result 1 0
  Totals 12 2

Influences/News:

  • Ukraine is still being attacked by Russia, but the ground effort seems stalled and the primary damage is being done by artillery and cruise missiles. NATO and EU meetings in Europe that included US President Biden end with continuing resolve to be united against Russia and with additional military resources and financial aid being provided to Ukraine, but still not willing to move on the pleas of Ukraine President Volodymyr Zelenskyy’s requests to establish a “No Fly Zone.” Additional sanctions are also place on Russia and its oligarchs. US President Biden visits Poland to spend time with US troops and to let Poland know the US is behind them as it continues to be the primary destiny for Ukrainian refugees. It was also announced that a LNG deal for the US to provide Europe with 15 billion cubic meters liquified natural gas has been agreed to which will help Europe lessen its dependency on Russian oil.
  • The latest COVID-19 BA.2 variant continues to spread rapidly, cases are mostly mild, but uncertainty about the end of the pandemic remains.
  • North Korea does another ballistic test which appears to have been successful.
  • US Supreme Court nominee Ketanji Brown Jackson appears before the Senate Judiciary Committee to answer questions, which were mostly partisan in nature. At the end of the hearings it appears she will be approved by the committee and her nomination will go before the Senate where the Democrats have a slight edge. There is also some talk that some Republicans might vote in the affirmative as well. Polls of US citizens indicate approval of KBJ.
  • In US economic news the Chicago Fed National Activity Index indicated a slight decline in the economy in February; New Home Sales declined by 2.0% to an annual rate of 770,000 units in February and by 6.2% from a year ago, median new home price is at $400,600; average US Mortgage Rates for a 30 year fixed rate climbed from 4.16% to 4.42% in the latest week; the US International Account Deficit for 2021 is at $822 billion, a further 33.4% decline from 2020; the U of Michigan Consumer Sentiment Index finished March at 59.7, the lowest in 11 years; US Weekly Initial Jobless Claims fell to 187,000, the lowest since 1969.

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

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

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The PBR1000 Summary: UnitedHealth Group(NYSE: UNH)

March 21, 2022 by

The PBR1000 Summary: UnitedHealth Group(NYSE: UNH)

UNH UnitedHealth PBR1000 PBR25 Investing Investor Stocks Stock Market

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Business Description: “UnitedHealth Group(NYSE: UNH) is a health care and well-being company with a mission to help people live healthier lives and help make the health system work better for everyone.”

Business Name: UnitedHealth Group Inc
Ticker: NYSE: UNH(Common)
Fiscal Year Ending Month: December

Stock Price, Analysts Forecast and Recommendation for UNH on 03/18/22:

  • Stock Price: $506.12
  • Analysts Forecasted Average 12 Month Stock Price : $532.29
  • Analysts Forecasted 12 Month Change: +5.17%
  • Analysts Recommendation: Buy, 4.64/5.00, based on 28 forecasts

Some of the 28 Current The PBR1000 Rankings for UNH on 03/18/22:

  • 5 By Annual Revenues: $287.597 billion(12/31/21)
  • 10 By Market Capitalization: $447.75 billion(02/28/22)
  • 37 By Assets: $212.206 billion(12/31/21)
  • 13 By Employees: 350,000(12/31/21)

UnitedHealth Group Investors Page: UNH

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

On February 28, 2022, UNH 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.

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.

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The Week 11 of 2022 US Stock Market News Recap

March 18, 2022 by

The Week 11 of 2022 US Stock Market News Recap

Stock Market Bull Bear Investing Investor Stocks

In Week 11 of 2022 The Stock Market Bull takes over the pasture, gets 13 of 15 trading sessions, first outright win since Week 5.

By Larry C. Paxton

The US Stock Market Week 10 Summary:

With the continuing attacks on Ukraine by Russia, concerns about rising inflation, and news that another COVID-19 variant has shown up, The Stock Market Bear took two of the three major US stock indices on Monday. But The Stock Market Bull was tired of losing and with great determination charged into the pasture on Tuesday, chased The Stock Market Bear out, and forcefully kept The Stock Market Bear out the whole week. The Stock Market Bull gets a convincing 3-0 outright win in Week 11 of 2022, his first since Week 5, now also has a lead month-to-date for March. Will The Stock Market Bull‘s momentum carry over into Week 12? Welcome to the stock market’s version of March Madness!

 

US Stock Market Indices Summary

Week 11 of 2022 Ending 03/18/22
DJIA NASDAQ S&P500
Previous Year Close(12/31/21) 36,338.30 15,644.97 4,766.18
Previous Quarter Close(12/31/21) 36,338.30 15,644.97 4,766.18
Previous Month Close(02/28/22) 33,892.60 13,751.40 4,373.94
Record Close Date 01/04/22 11/19/21 01/03/22
Record Close 36,799.65 16,057.44 4,796.56
Week 10-Friday & Close(03/11/22) 32,944.19 12,843.81 4,204.31
Week 11-Monday(03/14/22) 32,945.24 12,581.22 4,173.11
    Day Change 1.05 (262.59) (31.20)
    Day % Change 0.00% -2.04% -0.74%
Week 11-Tuesday(03/15/22) 33,544.34 12,948.62 4,262.45
    Day Change 599.10 367.40 89.34
    Day % Change 1.82% 2.92% 2.14%
Week 11-Wednesday(03/16/22) 34,063.10 13,436.55 4,357.86
    Day Change 518.76 487.93 95.41
    Day % Change 1.55% 3.77% 2.24%
Week 11-Thursday(03/17/22) 34,480.76 13,614.78 4,411.67
    Day Change 417.66 178.23 53.81
    Day % Change 1.23% 1.33% 1.23%
Week 11-Friday & Close(03/18/22) 34,754.93 13,893.84 4,463.12
    Day Change 274.17 279.06 51.45
    Day % Change 0.80% 2.05% 1.17%
Change-Week 1,810.74 1,050.03 258.81
% Change-Week 5.50% 8.18% 6.16%
Change-Month-to-Date 862.33 142.44 89.18
% Change-Month-to-Date 2.54% 1.04% 2.04%
Change-Quarter-to-Date (1,583.37) (1,751.13) (303.06)
% Change-Quarter-to-Date -4.36% -11.19% -6.36%
Change-Year-to-Date (1,583.37) (1,751.13) (303.06)
% Change-Year-to-Date -4.36% -11.19% -6.36%
Change-Record (2,044.72) (2,163.60) (333.44)
% Change-Record -5.56% -13.47% -6.95%

The Stock Market Bull and Bear Tallies 2022 YTD
Week 11 Winner and Tally  Bull 3-0 Win
February Winner and Tally Bear 3-0 Win
Weeks Months 2022 YTD
The Stock Market Bull 3 0
The Stock Market Bear 7 2 Winning
Mixed Result 1 0
  Totals 11 2

Influences/News:

  • Russia continues its attacks on Ukraine in an increasingly questionable campaign. The Ukraine military continues to stymy much of Russia’s efforts, but artillery and cruise missiles appear to be intentionally aimed at inflicting damage on civilian populations and structures like hospitals and schools. According to the United Nations over 3.2 million Ukrainians have reached neighboring borders in search of safety. Negotiations between Ukraine and Russia are starting to show signs of a possible ceasefire. Ukraine President Volodymyr Zelenskyy makes an appeal to the US Congress for more aid. The US passes a spending bill bill that includes financial and military equipment assistance. Russian President Vladimir Putin justifies his actions in a large gathering at a stadium. US President Joe Biden tells Chinese President Xi Jinping that China’s apparent support of Russia might not be a wise decision and that there could be consequences. Sanctions against Russia and many of its oligarchs continue and appear to be starting to have an effect.
  • North Korea attempts another weapons test, which apparently failed.
  • Reinstatement of the 2015 Iranian nuclear deal makes some moves forward as much of the world seeks to replace Russian oil with alternate sources, including Iranian and Venezuelan oil. Iran also releases two high profile Iran-UK dual citizens after several years of detention is also sends a positive signal that a deal is possible.
  •  A new COVID-19 variant, the Omnicron BA.2, detected in the US two months ago, is starting to spread at a rapid rate, raising concerns that there might have to be some shutdowns again.
  • In US economic news this week the Producer Price Index grew at 0.8% in February, lower than forecast, and 10.0% over the past 12 months; the Federal Open Market Committee raises the federal funds rate a quarter percent to 0.25-0.50%, its first increase in four years, and the first of an expected many over the next couple of years in an effort to curb inflation while trying to prevent a recession; the Natl Home Builders Assn/Wells Fargo Housing Market Composite Index falls to 79, still reflecting a positive attitude towards homebuilding; February US Import Prices grew by 1.4%, 10.9% over the past 12 months, Exports grew 3.0%, 16.6% over the past 12 months; US Manufacturing Sales for January were at $1.785 trillion, +3.7% from December, +15.5% from 12 months ago; February Retail Sales were at $658.1 billion, +0.3% from January, +17.6% from February 2021; US New Residential Building Permits Issued for February are at a 1,859,000 annual rate, -1.9% from January, +7.7% from February 2021; US Factory Capacity for February was at 77.6%, January was at 77.3%, February 2021 72.7%; February US Existing Home Sales Annual Rate is at 6,020,000, -7.2% from January, -2.4% from February 2021; FreddieMac says the average 30 year fixed mortgage rate for the week rose to 4.16% +0.8 for fees & points; AAA says the average price for a gallon of gas in the US on 03/18/22 is at $4.274; the US Weekly Initial Jobless Insurance Claims for 03/12/22 was at 214,000, was 765,000 12 months earlier.

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The PBR1000:

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

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

This business intelligence report is provided by: 

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The Week 10 of 2022 US Stock Market News Recap

March 11, 2022 by

The Week 10 of 2022 US Stock Market News Recap

Stock Market Bull Bear Stocks Investing Recap

Week 10 is another weekly win for The Stock Market Bear as investors dwell on Russia’s continuing attack on Ukraine and inflation.

By Larry C. Paxton

The US Stock Market Week 10 Summary:

Like Russia’s continuing assault on Ukraine, The Stock Market Bear took his seventh week of 2022, Week 10, by inflicting major losses on Monday and Tuesday, was briefly interrupted by a successful counteroffensive by The Stock Market Bull on Wednesday, but then returned to make big gashes on the markets again on Thursday and Friday. With the Russia/Ukraine War intensifying, high inflation worries escalating, and the lingering effects of the COVID-19 pandemic, what will it take for The Stock Market Bull to prevent a trifecta of weekly losses in Week 11?

 

US Stock Market Indices Summary

Week 10 of 2022 Ending 03/11/22
DJIA NASDAQ S&P500
Previous Year Close(12/31/21) 36,338.30 15,644.97 4,766.18
Previous Quarter Close(12/31/21) 36,338.30 15,644.97 4,766.18
Previous Month Close(02/28/22) 33,892.60 13,751.40 4,373.94
Record Close Date 01/04/22 11/19/21 01/03/22
Record Close 36,799.65 16,057.44 4,796.56
Week 9-Friday & Close(03/04/22) 33,614.80 13,313.44 4,328.87
Week 10-Monday(03/07/22) 32,817.38 12,830.96 4,201.09
    Day Change (797.42) (482.48) (127.78)
    Day % Change -2.37% -3.62% -2.95%
Week 10-Tuesday(03/08/22) 32,632.64 12,795.55 4,170.70
    Day Change (184.74) (35.41) (30.39)
    Day % Change -0.56% -0.28% -0.72%
Week 10-Wednesday(03/09/22) 33,286.25 13,255.55 4,277.88
    Day Change 653.61 460.00 107.18
    Day % Change 2.00% 3.59% 2.57%
Week 10-Thursday(03/10/22) 33,174.07 13,129.96 4,259.52
    Day Change (112.18) (125.59) (18.36)
    Day % Change -0.34% -0.95% -0.43%
Week 10-Friday & Close(03/11/22) 32,944.19 12,843.81 4,204.31
    Day Change (229.88) (286.15) (55.21)
    Day % Change -0.69% -2.18% -1.30%
Change-Week (670.61) (469.63) (124.56)
% Change-Week -1.99% -3.53% -2.88%
Change-Month-to-Date (948.41) (907.59) (169.63)
% Change-Month-to-Date -2.80% -6.60% -3.88%
Change-Quarter-to-Date (3,394.11) (2,801.16) (561.87)
% Change-Quarter-to-Date -9.34% -17.90% -11.79%
Change-Year-to-Date (3,394.11) (2,801.16) (561.87)
% Change-Year-to-Date -9.34% -17.90% -11.79%
Change-Record (3,855.46) (3,213.63) (592.25)
% Change-Record -10.48% -20.01% -12.35%

The Stock Market Bull and Bear Tallies 2022 YTD
Week 10 Winner and Tally  Bear 3-0 Win
February Winner and Tally Bear 3-0 Win
Weeks Months 2022 YTD
The Stock Market Bull 2 0
The Stock Market Bear 7 2 Winning
Mixed Result 1 0
  Totals 10 2

Influences/News:

  • Russia’s attacks in Ukraine continue to be the major headlines. The world continues to watch anxiously as diplomatic efforts have failed so far. On the other hand, while Russia’s military offensive continues, it also seems somewhat vulnerable to the defenses and counterattacks by a determined, courageous, and brave Ukraine military and its volunteers. The Russians anticipated a 3 day war, and now it is in its 14th day. There has been a lot of destruction and human suffering, but there is no clear victory for Russian’s efforts to this point, even as the US, European Union and NATO offer moral support through economic sanctions but offering limited military support for Ukraine. What happens next can only be conjectures and based primarily on Russia’s actions, but the extremes range from Russia’s complete retreat to it defiantly unleashing its nuclear arsenal resulting in a civilization ending worldwide holocaust.
  • In other international news North Korea continues to test fire missiles, some of which appear to be capable of striking the US.
  • The Iran nuclear talks have been paused.
  • The COVID-19 pandemic has now claimed over 6 million lives worldwide and nearly 1 million in the US. However, rates of infections, hospitalizations, and deaths are dropping. There are concerns that there will be future variants, and that societies will have to develop strategies to deal with it forever, just like we have for the flu and other diseases.
  • In the US central Iowa experienced a series of killer tornados.
  • In some key US economic news consumer credit grew by 6.8% in January, the slowest pace in a year; wholesale trade was up 4.0% in January, +22.4% over the past 12 months; US international trade in January showed a deficit of $89.7 billion, the January 2021 deficit was at $65.2 billion; the consumer price index over the past 12 months, or the inflation rate, was +7.9%, highest in 40 years; the federal government spending deficit for February 2022 was at $217 billion, it was $311 billion in February 2021; the price for a gallon of gas is well above $4, with inflation and the Russia/Ukraine War contributing to that rise.
  • US Major League Baseball and the Players Union have agreed on terms, the 2022 season will be delayed by about a week, and all games will be played.
  • The Beijing 2022 Paralympics finish on March 13.

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The PBR1000:

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

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

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The PBR1000 Summary: VIZIO(NYSE: VZIO)

March 10, 2022 by

The PBR1000 Summary: VIZIO(NYSE: VZIO)

VZIO Vizio PBR1000 PBR25 Investing Investor Stocks Stock Market

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Business Description: “VIZIO Holding Corporation has a mission to deliver immersive entertainment and compelling lifestyle enhancements that make our products the center of the connected home. We are driving the future of televisions through our integrated platform of cutting-edge Smart TVs and powerful SmartCast™ operating system. We also offer a portfolio of innovative sound bars that deliver consumers an elevated audio experience. Our platform gives content providers more ways to distribute their content and advertisers more tools to target and dynamically serve ads.”

Business Name: VIZIO Holding Corporation
Ticker: NYSE: VZIO(Common)
Fiscal Year Ending Month: December

Stock Price, Analysts Forecast and Recommendation for VZIO on 03/09/22:

  • Stock Price: $9.80
  • Analysts Forecasted Average 12 Month Stock Price : $19.91
  • Analysts Forecasted 12 Month Change: +103.16%
  • Analysts Recommendation: Buy, 4.82/5.00, based on 11 forecasts

Some of the 28 Current The PBR1000 Rankings for VZIO on 03/09/22:

  • 855 By Annual Revenues: $2.124 billion(12/31/21)
  • 845 By Market Capitalization: $2.55 billion(02/28/22)
  • 998 By Assets: $0.936 billion(12/31/21)
  • 986 By Employees: 527(12/31/20)

VIZIO Investors Page: VZIO

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

On February 28, 2022, VZIO was on The PBR25 Top Buy Stocks. To find out who else is click here!

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

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

This The PBR1000 Summary is provided by: 

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The PBR25 Top Buy Stocks Feb 2021 12 Month Report Card

March 7, 2022 by

The PBR25 Top Buy Stocks February 2021 12 Month Report Card

Report Card Stocks PBR1000 PBR25 Investing Investor

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

By Larry C. Paxton

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

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

The PBR25 Premise

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

Last 12 Months Influences

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

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

Creating The PBR25 Top Buy Stocks List for February 2021

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

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

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

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

Actual Results for The PBR25 Top Buy Stocks for February 2021

  • No companies on the list were acquired or merged during the 12 month period.
  • In October, 2021, Facebook changed its name to Meta Platforms, but continues to use the stock trading symbol FB.
  • None of The PBR25 Top Buy Stocks for February 2021 did a stock split during the 12 months, so no data was altered for this report.

Following is a table of characteristics and 12 month actual results for the The PBR25 Top Buy Stocks on February 26, 2021, which we are calling the February 2021 report card.

The PBR25 Top Buy Stocks on 02/26/21

12 Month Report Card on 02/28/22
Total Companies 25
Low Weighted Avg 4.53
High Weighted Avg 5.00
Average Weighted Avg 4.68
Median Weighted Avg 4.67
Market Capitalization Low($B) 3.94
Market Capitalization High($B) 1,539.48
Average Market Capitalization($B) 126.49
Median Market Capitalization($B) 33.93
Total Market Capitalization($B) 3,162.31
Total NYSE Companies 17
Total NASDAQ Companies 8
12 Month 12 Month
Forecast for Actual
02/26/21 02/28/22 02/28/22
Low Stock Price-MTG 12.18 16.05 15.18
High Stock Price-AMZN 3,092.93 4,045.82 3,071.26
The PBR25 Total Stock Prices 6,664.50 8,664.13 6,879.28
Total Stock Price Change 1,999.63 214.78
Percent Change 30.00% 3.22%
DJIA Percent Change 9.57%
NASDAQ Percent Change 4.24%
S&P500 Change 14.77%
Lowest Actual Change-PTON 39.65% -75.88%
Highest Actual Change-PANW 25.19% 65.85%
Total Exceeding Forecast(Out of 25) 4
Total At or Exceeding 20% 8
Total with >0% Actual Return 20

Conclusions, Observations, Validations and Realities

  • If you had bought 1 share each of The PBR25 Top Buy Stocks at the closing price on February 26, 2021, $6,664.50, you would have achieved a +3.22% gain 12 months later at the close on February 28, 2022, $6,879.28, significantly less than the +30.00% estimate of  $8,664.13, historically a less than average 12 month return, much below the 12 month forecast, and below the returns on the DJIA, NASDAQ, and S&P500 indices. For this reason The February 2021 The PBR25 Top Buy Stocks gets an ‘D’ on its 12 month Report Card, only because it did have a small positive return.
  • It is difficult to forecast out 12 months with any great accuracy, there are just too many variables and uncertainties.
  • However, it does demonstrate that The PBR25 Top Buy Stocks is a valid methodology and process for that particular month.
  • Our demonstration account, called The Charlie Fund, uses the popular “Dollar Cost Averaging Investment Strategy” with the monthly The PBR25 Top Buy Stocks as the primary research tool. For the 12 Month Report Card period it achieved a greater than 30% return, a further validation of the methodology.
  • There are no guarantees! The reality is that there will always be ups and downs in the stock market and people make stocks buy, hold and sell decisions based on a wide range of  logical and emotional criteria, input from knowledgeable hard-working experts and well meaning friends, and if the sky is blue today. But the historical data is pretty convincing that stocks will trend up at an above average investment rate over the long haul.

Additional Information

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

The PBR25 Top Buy Stocks 12 Month Report Cards

Last 12 Months Summary
12 Month
Stock Price Stock Price 12 Month 12 Month
Report Card Month Forecast Date Actual Date Forecast Actual
March 2020 03/31/20 03/31/21 28.96% 53.35%
April 2020 05/01/20 04/30/21 16.16% 50.18%
May 2020 05/29/20 05/28/21 9.89% 37.80%
June 2020 07/02/20 07/02/21 30.88% 47.08%
July 2020 07/30/20 07/31/21 33.61% 37.77%
August 2020 09/01/20 08/31/21 32.85% 40.79%
September 2020 10/02/20 09/30/21 27.68% 52.82%
October 2020 10/30/20 10/29/21 26.43% 23.22%
October 2020 w/o AMZN 10/30/20 10/29/21 27.49% 35.49%
November 2020 11/30/20 11/30/21 21.41% 18.30%
November 2020 w/o AMZN 11/30/20 11/30/21 22.02% 27.45%
December 2020 12/31/20 12/31/21 19.19% 13.17%
December 2020 w/o AMZN 12/31/20 12/31/21 21.15% 25.22%
January 2021 01/29/21 01/31/22 27.04% 27.27%
February 2021 02/26/21 02/28/22 30.00% 3.22%
February 2021 w/o AMZN 02/26/21 02/28/22 29.31% 6.62%
   12 Month Average 25.34% 33.75%
   12 Mo Avg w/o AMZN 25.59% 36.82%

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

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

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

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

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