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.

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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 PBR1000 Research: 12 Automotive Industry Companies

August 23, 2021 by

The PBR1000 Research: 12 Automotive Industry Companies

Automotive Industry Analytics Investing Investor PBR1000 PBR25

Buying a car? Here are some analytics on 12 companies from The PBR1000 that are key drivers of the US automotive industry.

By Larry C. Paxton

On August 23, 2021, PBRMarketTools.com released a dataset of 12 companies that are key drivers in the US automotive industry. Briefly, some characteristics include:
  • Companies are ranked first by SIC(3711-Auto Manufacturers, 5500-Auto Retailers/Auctioneers), then descending by revenues. Manufacturers are shaded light blue, retailers/auctioneers in light peach.
  • The forecasted 12 month investment return is an average of +19.77%, ranging from +3.07% to +58.10%.
  • The overall Analyst Estimate is Overweight, with weighted average of 3.96/5.00, ranging from 3.33 to 4.71, based on 204 analyst estimates, ranging from 9 to 39 estimates per company.
  • 1 automotive company is in a Buy status and is ranked 11 on the 07/30/21 The PBR25 Top Buy Stocks list, 9 companies are in an Overweight status, 2 are in a Hold status, there are no Underweight or Sell status companies.
  • Total 2020 revenues for all 12 is at $391.0 billion, down 9.0% from 2019’s $429.5 billion, with individual 2020 revenues ranging from $2.2 billion to $127.1 billion.
  • The 3 automotive manufacturers 2020 revenues are at $281.1 billion, the 9 automotive retailers/auctioneers $148.40 billion.
  • 7 of the 12 automotive companies paid dividends in 2020, with a 2020 dividend yield ranging from 0.42% to 1.71%.
  • Total 2020 assets are at $629.1 billion, +6.4% from 2019’s $591.4 billion.
  • Total 2020 employees are at 546,682, -0.60% from 2019’s 550,002.
  • The August 20, 2021, stock prices ranged from $13.95 to $687.20, total is $2,266.88, +8.60 for 1 month, +100.2% for the last 12 months, +220.9% for the last 24 months, and +366.3% over 60 months, ranging from +1.85% to +1,363.4%, median is +129.9%. By comparison, the 60 month change in the DJIA was +89.5%, NASDAQ +184.2%, and the S&P500 +102.21%.
  • Total July 30, 2021 market capitalization is at $936.2 billion, ranging from $2.06 billion to $680.34 billion.
  • The longest tenured CEO became CEO in May, 1999; the shortest tenured CEO became CEO in April, 2021; the median tenured CEO became CEO in January, 2018.
  • 11 CEOs are men, 1 is a woman.

The detailed automotive industry dataset has been provided as a bonus to our The PBR1000 Subscribers. If you are not a The PBR1000 Subscriber but would like to become one, go to the Subscribe page. If you would like to get just this dataset you can get it by clicking on the Buy button below. After placing the order you will then be directed to the download page.


The PBR1000 Research


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

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.

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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.

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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 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.

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The PBR1000 July 2021 Snapshots Analytics

August 17, 2021 by

The PBR1000 July 2021 Snapshots Analytics

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

By Larry C. Paxton

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

The PBR1000 Snapshots

July 2021 Analytics Summary
Last 
12 Months
Calendar Calendar Ending
Year 2019 2020 May 2021* 
The PBR1000 Total Revenues(Trillions) $15.263 $14.850 $14.966
  Percent Change -2.71% 0.78%
Total Profits(Trillions) $1.303 $0.828 $0.833
  Percent Change -36.45% 0.60%
Average Profits to Revenues 8.54% 5.58% 5.56%
Average Earnings Per Share $4.26 $1.98 $2.02
  Percent Change -53.52% 2.02%
Assets(Trillions) $47.655 $53.184 $53.336
Stockholders Equity(Trillions) $9.308 $9.625 $9.666
Equity/Assets 19.53% 18.10% 18.12%
Number of Companies Paying Dividends 711 710 697
  Total Annual Dividends $1,223.60 $1,217.34 $1,185.66
  Average Annual Dividend/Company $1.72 $1.71 $1.70
  Percent Change -0.37% -0.79%
Number of Employees(Millions) 36.471 36.541 36.863
  Percent Change 0.19% 0.88%
12/31/19 12/31/20 07/31/21
The PBR1000 Total of Stock Prices  97,682.52 112,233.86 134,878.47
  12 Months Percent Change 14.90% 20.18%
DJIA 28,538.44 30,606.48 34,935.47
  Percent Change 7.25% 14.14%
NASDAQ  8,972.60 12,888.28 14,672.68
  Percent Change 43.64% 13.85%
S&P500 3,230.78 3,756.07 4,395.26
  Percent Change 16.26% 17.02%
Total Market Capitalization( Trillion $) 30,178.32 36,286.97 42,712.64
  Percent Change 20.24% 17.71%

Analyst Estimates

 12/31/19 12/31/20 07/31/21
Total Number of Analyst Estimates 14,922 15,176 15,538
Number of Companies by Estimate:
  Buy(>4.50 to 5.00 Weighted Average) 108 148 146
  Overweight (>3.50 to 4.50) 538 547 603
  Hold (>2.50 to 3.50) 311 273 227
  Underweight (>1.50 to 2.50) 32 23 22
  Sell (1.00 to 1.50) 6 5 1
  No Estimate 5 4 1
    Totals 1,000 1,000 1,000
  Average Weighted Estimate 3.81/5.00 3.90/5.00  3.96/5.00 

*Note: Fiscal year ending May 2021 was the most recent month for which public corporations had to file annual 10-K reports with the US Securities and Exchange Commission from which most of this financial data is derived.

Some observations:

Revenues: Retailers, hospitality, and travel related industries have been significantly adversely affected during the pandemic. On the other hand e-commerce, communications technologies, and healthcare industries were beneficiaries. The bottom line is that revenues fell only 2.71% from 2019 to 2020, but for the last 12 months through May 2021 indications are that a recovery is in progress. But profits, earnings per share, and to some extent dividends were significantly impacted. While there were negative and positive shifts in revenues, the bottom line is that it was almost a wash. Of course, these numbers and analytics reflect The PBR1000, the largest publicly held corporations in the US. Smaller businesses certainly were much more affected.

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

Some Conclusions:

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

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

PBRMarketTools Info:

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

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.

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The Week 32 of 2021 US Stock Market  News Recap

August 13, 2021 by

The Week 32 of 2021 US Stock Market  News Recap

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In Week 32 of 2021 The Stock Market Bull gets a mixed 2-1 result because The Stock Market Bear did just enough to take the NASDAQ.

By Larry C. Paxton

US Stock Market Indices Summary

Week 32 of 2021 Ending 08/13/21
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 08/13/21 08/05/21 08/13/21
Record Close 35,515.38 14,895.12 4,468.00
Week 31-Friday & Close 35,208.51 14,835.76 4,436.52
Week 32-Monday 35,101.85 14,860.18 4,432.35
    Day % Change -0.30% 0.16% -0.09%
Week 32-Tuesday 35,264.67 14,788.09 4,436.75
    Day % Change 0.46% -0.49% 0.10%
Week 32-Wednesday 35,484.97 14,765.14 4,447.70
    Day % Change 0.62% -0.16% 0.25%
Week 32-Thursday 35,499.85 14,816.26 4,460.83
    Day % Change 0.04% 0.35% 0.30%
Week 32-Friday & Close 35,515.38 14,822.90 4,468.00
    Day % Change 0.04% 0.04% 0.16%
Percent Change-Week 0.87% -0.09% 0.71%
Percent Change-Month-to-Date 1.66% 1.02% 1.65%
Percent Change-Quarter-to-Date 2.94% 2.20% 3.97%
Percent Change-Year-to-Date 16.04% 15.01% 18.95%
Percent Change-Record 0.00% -0.48% 0.00%

The Stock Market Bull and Bear Tallies YTD
Week 32 Winner and Tally  Bull 2-1 Mixed Win
July Winner and Tally Bull 3-0 Win
Weeks Months YTD
The Stock Market Bull 15 4 Winning
The Stock Market Bear 10 0 Losing
Mixed Result 7 3
  Totals 32 7

The US Stock Market Week 32 Summary:

It appears that The Stock Market Bull decided to celebrate his Week 31 victory by taking an extra day off on Monday. The Stock Market Bear took advantage and got a 2-1 mixed result, which could have been a 3-0 if he had spent only a minute or two more on the NASDAQ. On Tuesday The Stock Market Bull returned to the field and the roles were reversed with the Bull establishing new closing records on the DJIA and S&P500, but losing the NASDAQ. The Stock Market Bull repeated this performance on Wednesday. On Thursday The Stock Market Bull chased The Stock Market Bear from the field, and repeated that on Friday, scoring 3-0 wins both days. The DJIA and S&P500 each got 4 consecutive days of records to end the week. But The Stock Market Bear did just enough damage on the NASDAQ on Tuesday and Wednesday leaving The Stock Market Bull with a 2-1 mixed result win for Week 32.

Summary News Items for Week 32:

US Economy

  • Friday, August 13, 2021
  • The US Dept of Labor says the Preliminary July 2021 US Change in Monthly Import Prices Index is at +0.3%, June was at +1.1%, May +1.3%, July 2020 +1.2%, July 2019 +0.0%; the July 2021 Last 12 Months Change in Import Prices is at 10.2%, July 2020 was at -3.3%, July 2019 -1.8%; the July 2021 Month Change Exports is at +1.3%, June +1.2%, May +2.3%, July 2020 +1.0%, July 2019 +0.2%; the July 2021 Last 12 Months Change in Export Prices is at 17.2%, July 2020 was at -3.3%, July 2019 -1.8%.
  • The U of Michigan Preliminary August 2021 Consumer Sentiment Index is at 70.2, July was at 81.2, June 85.5, August 2020 74.1, August 2019 89.8. “… There is little doubt that the pandemic’s resurgence due to the Delta variant has been met with a mixture of reason and emotion. Consumers have correctly reasoned that the economy’s performance will be diminished over the next several months, but the extraordinary surge in negative economic assessments also reflects an emotional response, mainly from dashed hopes that the pandemic would soon end….”
  • Thursday, August 12, 2021
  • The US Dept of Labor says the Preliminary July 2021 US Producer Price Index Total Monthly Final Demand is at +1.0%, June was also at +1.0%, May +0.8%, July 2020 +0.5%, July 2019 +0.3%; The July 2021 US Producer Price Index Total Monthly Final Demand-Last 12 Months is at +7.8%, June +7.3%, May +6.6%, July 2020 -0.3%, July 2019 +1.6%.
  • Wednesday, August 11, 2021
  • The US Dept of the Treasury says the July 2021 US Federal Government Receipts are at $262.0 billion, Outlays $564.1 billion, for a July 2021 Deficit of $302.1 billion, June Deficit was at $174.2 billion, May Deficit $132.0 billion, July 2020 Deficit $63.0 billion, July 2019 $119.7 billion; the July 2021 Fiscal Year Deficit YTD(10 months) is at $2,540.0 billion, July 2020 was at $2,807.3 billion, July 2019 $866.8 billion.
  • The US Dept of Labor says the July 2021 US Consumer Price Index Change-All Items is at +0.5%, June was at +0.9%, May +0.6%, July 2020 +0.5%, July 2019 +0.3%; July 2021 Last 12 Months(Unadjusted) is at +5.4%, June was also at +5.4%, May +5.0%, July 2020 +1.0%, July 2019 +1.8%.
  • The US Dept of Labor says the Preliminary July 2021 US Current Average Earnings/Hour is at $30.54, Average Hours Worked/Week is at 34.8, for July 2021 US Current Average Weekly Earnings of $1,062.79, June was at $1,058.96, May $1,054.79, July 2020 $1,016.20, July 2019 $962.12.
  • Tuesday, August 10, 2021
  • The US Dept of Labor says the Preliminary 2Q21 US Business Sector Labor Productivity Output/Hour-All Persons is at +2.7%, 1Q21 was at +4.2%, 4Q20 -4.2%, 2Q20 +10.2%, 2Q19 +4.3%.
  • CoreLogic says the May 2021 US Home Mortgages 30 or More Days Delinquent is at 4.7%, April was also at 4.7%, March 4.9%, May 2020 7.3%, May 2019 3.6%. “… a recent CoreLogic survey of mortgage holders reports 85% of respondents said they maintained employment through the pandemic, which has helped many homeowners avoid delinquency and prevented a broad-scale mortgage crisis.”
  • Monday, August 9, 2021
  • The US Dept of Labor says the the Preliminary June 2021 US Job Openings-Private is at 9,154,000, Government 919,000, for June 2021 US Total Job Openings at 10,073,000, June was at 9,483,000, May 9,193,000, June 2020 6,112,000, June 2019 7,185,000.
  • FannieMae says the July 2021 US Home Purchase Sentiment Index is at 75.8, June was at 79.7, May 80.0, July 2020 74.2, July 2019 93.7. “… consumers continue to report concerns related to high home prices and a lack of homes for sale.”

US Government/Other

  • Daily counts of 100,000 in the US during the week indicate that COVID-19 pandemic has reached much higher levels, especially with the more aggressive Delta variant.
  • The US government is extending the student loan payments pause through January, 2022.
  • The Taliban has captured some more key cities in Afghanistan as the US nearly completes its pullout.
  • The US Senate passes a $1 trillion bipartisan infrastructure support bill. It now goes to the US House of Representatives for its approval.
  • The US Senate passes a $3.5 trillion budget proposal on a 50-49 party line vote.
  • New York governor Andrew Cuomo resigns his office over sexual harassment charges and the resulting threat of an impeachment, to be effective in 14 days, his successor will be Lt. Governor Kathy Hochul who will become New York’s first female governor.
  • US Corporate earnings reports continue to be mostly positive as the economy continues to recover from the COVID-19 pandemic, but guidance is now changing because of concerns for the Delta variant.

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 PBR1000 Recent Summaries Updates

August 7, 2021 by

The PBR1000 US Public Companies Recent Summaries Updates

Stocks PBR1000 PBR25 Investing Investors Summaries Updates

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

10 Recent The PBR1000 Summaries Updates By Company Name:

(Emphasis This Week: FAANG and selected Oil & Gas related industries)

The PBR1000 Summary(08/06/21): Alphabet Inc

The PBR1000 Summary(08/04/21): Amazon.com, Inc

The PBR1000 Summary(08/05/21): Apple Inc

The PBR1000 Summary(08/06/21): Baker Hughes Corp

The PBR1000 Summary(08/06/21): Chevron Corp

The PBR1000 Summary(08/06/21): ConocoPhillips

The PBR1000 Summary(08/06/21): Enterprise Products 

The PBR1000 Summary(08/06/21): ExxonMobil Corp

The PBR1000 Summary(08/06/21: Facebook, Inc

The PBR1000 Summary(08/06/21): Netflix, Inc

To get the complete profiles for all 1,000 of The PBR1000 click here!

To find out which of these companies are on The PBR25 Top Buy Stocks 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

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 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. 

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The Week 31 of 2021 US Stock Market  News Recap

August 6, 2021 by

The Week 31 of 2021 US Stock Market  News Recap

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Week 31 seemed to be all about the latest jobs reports. At the end of the week The Stock Market Bull got the best report and wins 3-0.

By Larry C. Paxton

US Stock Market Indices Summary

Week 31 of 2021 Ending 08/06/21
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 08/06/21 08/05/21 08/06/21
Record Close 35,208.51 14,895.12 4,436.52
Week 30-Friday & Close 34,935.47 14,672.68 4,395.26
Week 31-Monday 34,838.16 14,681.07 4,387.16
Week 31-Tuesday 35,116.40 14,761.29 4,423.15
Week 31-Wednesday 34,792.67 14,780.53 4,402.66
Week 31-Thursday 35,064.25 14,895.12 4,429.10
Week 31-Friday & Close 35,208.51 14,835.76 4,436.52
Percent Change-Week 0.78% 1.11% 0.94%
Percent Change-Month-to-Date 0.78% 1.11% 0.94%
Percent Change-Quarter-to-Date 2.05% 2.29% 3.23%
Percent Change-Year-to-Date 15.04% 15.11% 18.12%
Percent Change-Record 0.00% -0.40% 0.00%

The Stock Market Bull and Bear Tallies YTD
Week 31 Winner and Tally  Bull 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 10 0 Losing
Mixed Result 6 3
  Totals 31 7

The US Stock Market Week 31 Summary:

Week 31 started out with The Stock Market Bear grabbing a quick 2-1 mixed result on Monday. The Stock Market Bull replied on Tuesday by taking all 3 major US stock indices. The Stock Market Bear accepted the challenge and with help from the much lower than expected ADP jobs market report took a nice chunk out of the DJIA and S&P500 on Wednesday. This infuriated The Stock Market Bull who charged out on the field Thursday, won all 3 US major stock indices, establishing new record closes on the NASDAQ and S&P500. Friday was a mixed 2-1 result for The Stock Market Bull, a response to the much better US Dept of Labor report on jobs. For Week 31 there were 10 out of 15 trading sessions that were gains. There were also 5 record closes. The Stock Market Bull gets a 3-0 victory in Week 31.

Summary News Items for Week 31:

US Economy

  • Friday, August 6, 2021
  • The US Dept of Labor says the July 2021 Civilian Noninstitutional Population is at 261,469,000, Available Labor Force is at 161,347,000, Employed is at 152,645,000, Unemployed is at 8,702,000, for a July 2021 Unemployment Rate of 5.4%, June was at 5.9%, May 5.8%, July 2020 10.2%.
  • The US Federal Reserve says the Preliminary June 2021 US Consumer Credit Outstanding-Revolving is at $992.2 billion, Non-Revolving $3,326.4 billion, making June 2021 US Total Consumer Credit Outstanding at $4,318.6 billion, May was at $4,281.0 billion, April $4,244.3 billion, June 2020 $4,145.4 billion.
  • The US Dept of Commerce/Census says the Preliminary June 2021 US Wholesale Sales-Durables is at $285.0 billion, Non-Durables $303.2 billion, making June 2021 US Total Wholesale Sales at $588.2 billion, May was at $576.5 billion, April $572.0 billion, June 2020 $461.1 billion.
  • Thursday, August 5, 2021
  • The US Dept of Commerce/Census reports that the Preliminary June 2021 US Exports-Goods is at $145.9 billion, Services $61.8 billion, making June 2021 Total US Exports at $207.7 billion; June 2021 US Imports-Goods is at $239.1 billion, Services $44.3 billion, making June 2021 Total US Imports at $283.4 billion, making the June 2021 Total Trade Deficit at a record $75.7 billion, May Deficit was at $71.1 billion, April Deficit $69.1 billion, June 2020 Deficit $50.7 billion; June 2021 US Total Trade Deficit YTD is at $428.7 billion, June 2020 US Total Trade Deficit YTD was at $292.9 billion.
  • Wednesday, August 4, 2021
  • ADP says the Preliminary July 2021 US Private Sector Jobs Change-Manufacturing is at +12,000, Services +318,000, Total +330,000, June was at +680,000, May +882,000, July 2020 +232,000.
  • The Institute for Supply Management July 2021 Services PMI(>50%=economy growing) is at 64.1%, June was at 60.1%, May 64.0%, July 2020 58.1%. “The July reading indicates the 14th straight month of growth for the services sector, which has expanded for all but two of the last 138 months.”
  • The IHS Markit July 2021 Composite PMI Output Index is at 59.9, June was at 63.7, May 68.7, July 2020 50.3. “The pace of US economic growth cooled in July, according to the final PMI data, but remained impressively strong to suggest that GDP will rise robustly again in the third quarter…”
  • Tuesday, August 3, 2021
  • The US Dept of Commerce/Census says the Preliminary June 2021 US Manufacturers New Orders-Durables is at $257.9 billion, Non-Durables $248.1 billion, making June 2021 US Manufacturers New Orders Total at $498.9 billion, May was at $491.4 billion, April $487.2 billion, June 2020 $432.2 billion.
  • The PurdueU/CME Group July 2021 Ag Economy Barometer Composite Index is at 134, June was at 137, May 158, July 2020 118, July 2019 153. “Producers remain concerned that farm input prices are likely to rise much more sharply in the coming year than in the recent past and nearly half of corn/soybean farmers expect farmland cash rental rates to rise, potentially squeezing profit margins.”
  • Monday, August 2, 2021
  • The US Dept of Commerce/Census says the Preliminary June 2021 US Construction Spending Annual Rate-Residential is at $772.3 billion, Non-Residential $779.9, for June 2021 US Total Construction Spending of $1,552.2 billion, May 2021 was at $1,551.2 billion, April 2021 $1,553.5 billion, June 2020 $1,435.0 billion.
  • The ISM July 2021 US Manufacturing PMI Index(>50% Economy expanding) is at 59.5%, June 2021 was at 60.6%, May 2021 61.2%, July 2020 54.2%. “… Optimistic panel sentiment remained strong, with 13 positive comments for every cautious comment…”
  • IHS Markit says the July 2021 US Manufacturing PMI Index is at 63.4, June 2021 was at 62.1, April 2021 60.5, July 2020 50.9. ““The result is perhaps the strongest sellers’ market that we’ve seen since the survey began in 2007, with suppliers hiking
    prices for inputs into factories at the steepest rate yet recorded and manufacturers able to raise their selling prices to an unprecedented extent, as both suppliers and producers often encounter little price resistance from customers.”

US Government/Other

  • The Delta variant of the COVID-19 virus cases continue to increase, affecting mostly those who have not had vaccinations.
  • US President Biden signs an Executive Order allowing Hong Kong citizens to remain in the US for up to 18 months, action angers China leadership.
  • Corporate earnings were generally better than expected.
  • The Biden administration extends the student loan repayment pause through January 31, 2022.
  • The US Senate infrastructure bill is delayed, need to iron out remaining differences.

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 PBR1000 July 2021 Top 5 Stocks Snapshots

August 6, 2021 by

The PBR1000 July 2021 Top 5 Stocks

The Stock Market Bull Remains Unbeaten

Stocks PBR1000 Bull Bear Investing

On a monthly basis The Stock Market Bull remains unbeaten after 7 months, but 3 of those were mixed results. How long can he sustain his streak?

By Larry C. Paxton

US Stock Market Indices Summary

Week 30 and July of 2021 Ending 07/30/21
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(06/30/21) 34,502.51 14,503.95 4,297.50
Record Close Date 07/26/21 07/26/21 07/26/21
Record Close 35,144.31 14,840.71 4,422.30
Week 29-Close 35,061.55 14,836.99 4,411.79
Week 30-Monday 35,144.31 14,840.71 4,422.30
Week 30-Tuesday 35,058.52 14,660.58 4,401.46
Week 30-Wednesday 34,930.93 14,762.58 4,400.64
Week 30-Thursday 35,084.53 14,778.26 4,419.15
Week 30-Friday & Close 34,935.47 14,672.68 4,395.26
Percent Change-Week -0.36% -1.11% -0.37%
Percent Change-Month-to-Date 1.25% 1.16% 2.27%
Percent Change-Quarter-to-Date 1.25% 1.16% 2.27%
Percent Change-Year-to-Date 14.14% 13.85% 17.02%
Percent Change-Record -0.59% -1.13% -0.61%

The Stock Market Bull and Bear Tallies YTD
Week 30 Winner and Tally  Bear 3-0 Win
July Winner and Tally Bull 3-0 Win
Weeks Won Months Won YTD
The Stock Market Bull 14 4 Winning
The Stock Market Bear 10 0 Losing
Mixed Result 6 3
  Totals 30 7

US Stock Exchanges July 2021 Summary:

There were 4 full weeks in July 2021. The Stock Market Bull won two of those outright, Week 27 and Week 29, with The Stock Market Bear also taking two, Week 28 and Week 30. There were no mixed weekly results in July. The Stock Market Bull won July quite convincingly with a 1.25% increase over the month for the DJIA, +1.16% for the NASDAQ, and +2.27% for the S&P500. Volatility continued to remain low overall with 11 of 63 trading sessions swinging up or down at least 1%. 19 sessions were also record high closes. These results were really the response to the US economy continuing to indicate recovery from the COVID-19 pandemic, more opening up of society, and the continued sense of optimism that the worst is behind us.

 

The July 2021 US Major Stock Market Exchanges Summary

Number of Trading Days: 21

Number of Gain(+)/Loss(-) Days: DJIA 13+/8-; NASDAQ 13+/8-; SPX 12+/9-.

Record Days: DJIA 5, NASDAQ 7, SPX 7, Total 19

Longest Gain Streak(Consecutive Days): DJIA 5 days(07/20-26/21), NASDAQ 5 days(07/20-26/21),  and SPX 7 days(06/24-07/02/21)

Longest Loss Streak(Consecutive Days): DJIA 2 days(07/16-19/21 and 07/27-28/21), NASDAQ 5 days(07/13-19/21), and SPX 3 days(07/15-19/21)

Big Swing Up Days(>1.00%): 3 days(7 sessions), 07/09/21( D +1.30%, S +1.13%), 07/20/21(D +1.62%, N +1.57%, S +1.52%), 07/23/21(N +1.04%, S +1.04%)

Big Swing Down Days(<-1.00%): 2 days(4 sessions), 07/19/21(D -2.09%, N -1.06%, S -1.59%), 07/27/21(N -1.21%)

The PBR1000 July 2021 Top 5 Stocks Snapshots

The following are Top 5 partial tables excerpts from The PBR1000 July 2021 Snapshots. The price for stocks is for the close of trading on July 30, 2021, 1 Month % Chg is compared to June 30, 2021, 12 Months % Chg is compared to July 31, 2020, the 24 Months % Chg is compared to July 31, 2019, and 60 Months % Chg is compared to July 29, 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 July 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 +48% to -40%. 476 out of 999 stocks were up 0% or more. The average was a gain of 1.77%, the median was a loss of 0.34%. The DJIA was +1.25%, NASDAQ +1.16%, SPX +2.27%.

Company PBR
Rank		 Symbol Price
07/30/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
Peabody Energy 729 BTU $ 11.71 +48 +275 -44 n/a
AutoNation 139 AN $ 121.33 +28 +136 +149 +127
Albemarle 681 ALB $ 203.04 +22 +150 +182 +145
Sonic Auto 297 SAH $ 54.55 +22 +43 +98 +200
Hill-Rom 728 HRC $ 138.46 +22 +42 +30 +159

 

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

Table 2 Summary: The range was +3,918% to -66%. 916 out of 983 stocks were up 0% or more. The average was a gain of 42.15%, the median was a gain of 45.97%. The DJIA was +32.19%, NASDAQ +36.55%, SPX +34.37%.

Company PBR
Rank		 Symbol Price
07/30/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
GameStop 504 GME $ 161.12 -25 +3,918 +3,908 +421
AMC Entertainment 983 AMC $ 37.02 -35 +816 +213 +26
Dillard’s 496 DDS $ 183.27 +1 +678 +152 +171
SM Energy 565 SM $ 18.70 -24 +534 +88 -31
Signet Jewelers 989 SIG $ 64.34 -20 +499 +255 n/a

 

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

Table 3 Summary: The range was +3,908% to -88%. 759 out of 976 stocks were up 0% or more. The average was a gain of 46.46%. The median was a gain of 30.68%. The DJIA was +30.04%, NASDAQ +79.47%, SPX +47.47%.

 

Company PBR
Rank		 Symbol Price
07/30/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
GameStop 503 GME $ 161.12 -25 +3,918 +3,918 +421
Hovnanian 811 HOV $ 104.39 -2 +348 +1,640 +127
Owens & Minor 341 OMI $ 46.25 +9 +188 +1,607 +30
Tesla Motors 95 TSLA $ 687.20 +1 +140 +1,322 +1,363
Community Health 250 CYH $ 13.32 -14 +167 +550 +4

 

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

Table 4 Summary: The range was +2,355% to -90%. 706 out of 917 stocks were up 0% or more. The average was a gain of 105.97%. The median was a gain of 54.10%. The DJIA was +89.53%, NASDAQ +184.24%, SPX +102.21%.

 

Company PBR
Rank		 Symbol Price
07/30/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
Square 310 SQ $ 247.26 +1 +90 +208 +2,355
RH 731 RH $ 664.08 -2 +131 +376 +2,055
Etsy 921 ETSY $ 183.51 -11 +55 +174 +1,724
AMD 298 AMD $ 106.19 +13 +37 +249 +1,448
Tesla Motors 95 TSLA $ 687.20 +1 +140 +1,322 +1,363

 

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

Table 5 Summary: The range was $2,411 billion to $0.11 billion. The average is $42.713 billion, median is $11.40 billion, out of 1,000 companies.

Company PBR
Rank		 Symbol Market Cap($B)
07/30/21		 1 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg
Apple 3 AAPL $ 2,411 +5 +45 +151
Microsoft 15 MSFT $2,146 +5 +39 +100
Alphabet 2 GOOG $ 1,800 +8 +72 +112
Amazon 9 AMZN $ 1,678 -3 +10 +79
Facebook 32 FB $ 1,010 +2 +51 +80
The PBR1000
   $ 42,713 +2 +39 +50

 

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

Company Price
07/30/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
The PBR1000 134,935.47 +1.8 +42.2 +46.5 +106.0
DJIA 34,935.47 +1.3 +32.2 +30.0 +89.5
NASDAQ 14,672.68 +1.2 +36.6 +79.5 +184.2
S&P500 4,395.26 +2.3 +34.4 +47.5 +102.2
GOLD 1,817.20 +2.6 -8.5 +26.4 +33.8
OIL 73.95 +0.7 +83.6 +26.2 +78.7
SOYBEANS(Cents) 1,349.25 -3.6 +51.2 +53.1 +34.5

 

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

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: 

(Top graphic courtesy of FreeDigitalPhotos.com, ddpavumba.)

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

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The PBR25 Top Buy Stocks for Investing on 07/30/21!

August 3, 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 07/30/21 Summary

– Average Recommendation: 4.69/5.00
– Average Recommendations Range: 4.52-5.00/5.00
– Average Number of Recommendations: 24
– Average Number of Buy Recommendations: 19
– Range of Number of Buy Recommendations: 11 to 41
– Average Estimated 12 Month Return: +29.0%
– Estimated 12 Month Return Range: +25.8% to +55.4%
– NYSE: 19 companies, NASDAQ: 6 companies
– Average Return since 07/31/20(12 months): +18.1%
– DJIA Return since 07/31/20: +32.2%
– NASDAQ Return since 07/31/20: +36.6%
– S&P500 Return since 07/31/20: +34.4%
– Stock Price Range: $9.86 to $3,327.59
– Total The PBR25 Market Capitalization: $2,493.19 billion
– Market Capitalization Range: $6.08 billion to $1,678.18 billion
– Turnover: 16 Buy stocks from the 07/02/21 list remain, 9 new ones were added

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.

Here’s the order information for a monthly or discounted annual option:

Payment Options


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

Have questions? Please use the Contact Us page.

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

PBR1000 Investing Investors

Empowering Shrewd Investors Through The PBR1000 Analytics!

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

UG31

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